Insights - Influence Tab – Reachdesk Help Documentation

On the Influence Tab within Insights you can see Revenue influenced through gifting, broken down by campaign, team and sender. Note - first release is compatible only with Salesforce opportunities.

Influence insights

What impact is my gifting having?

See impact overall and by Reachdesk campaign, team and sender - this is all out of the box for customers using Salesforce as their primary CRM

What close rate do we achieve when gifting is applied?

Review an overview of open, closed won and lost deals where gifting has been used and compare these figures to your typical close rate

What return on investment do I get from every dollar I spend on gifting?

Understand how much closed won revenue has been influenced with gifting and see a prediction of further ROI should open deals close according to the current close rate

Insights Glossary

Gifts Redeemed

Number of gifts redeemed or 'claimed' by recipients

Total Spend

The amount that was charged for the redeemed gifts

Opps created

The number of Opportunities created and linked to the recipient in the 3 months post a gift being redeemed by the recipient . This time window can be configured up or down in integrations settings area

Pipeline generated

The value of the Opportunities created and linked to the recipient in the 3 months post a gift being redeemed by the recipient

Pipeline ROI

The value of the Opportunities created and linked to the recipient in the 3 months post a gift being redeemed by the recipient minus the cost of the gift spend used to generate this pipeline, divided by the cost of the gifts used to generate this pipeline

Influenced Opportunities

The number of opportunities where one or more recipients attached to the opportunity have received a gift

Influenced Revenue: The total value of closed won opportunities that have redeemed gifts during the deal lifecycle

ROI : (The total value of closed won opportunities that have been sent gifts during the deal lifecycle minus the costs of all gifts redeemed) divided by costs of all gifts redeemed

Potential revenue : The total value of open opportunities that have redeemed gifts during the deal lifecycle

Win/Loss Rate : The % of closed won opportunities based on the ratio of won and lost opportunities in which a recipient(s) has redeemed a gift(s)

Potential ROI : The total value of closed won opportunities that have redeemed gifts during the deal lifecycle + (the total value of open opportunities that have been redeemed gifts * historic win/loss rate) minus costs of all gifts redeemed, divided by costs of all gifts redeemed

Calculation Methodology

Reachdesk gifts are sent to recipients stored as contacts in Salesforce. Reachdesk looks to see if that contact is linked to Opportunity. For more details on how this connection works visit this article.

Influenced Opps - If, on the day the gift is redeemed the contact is attached to a open opportunity, the deal will be included and tracked as an opportunity influenced by Reachdesk. Should the deal then move to close won, the deal amount will be included as Reachdesk influenced revenue.

Edge case

Sometimes contacts are attached to one or more opportunities. The deal value of any opportunities that are open at the time of the gift being redeemed will be included within influenced opportunities.

Prospecting

Sometimes contacts are not connected to any opportunities when sent a gift. If prospect subsequently become attached to a opportunity post receiving a gift within 90 days - the opp will be counted a pipeline that Reachdesk helped to create and progression of that opportunity will be tracked. This time window can be adjusted according to your preference by contacting your CSM.

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