Influence Dashboard

Influ2's Influence Dashboard gives you a complete view of your revenue marketing success at a glance. See which opportunities were generated, progressed, and won—and how much of that was influenced by your ad campaigns.

It's built to answer the question every revenue leader asks: "What's actually working?"

What you'll see

The dashboard displays:

• Total opportunities generated, progressed, and won — your key revenue milestones

• Total revenue influenced — the value of influenced opportunities

• Influenced vs. non-influenced breakdown — what percentage of your pipeline Influ2 touched

• Account-level and contact-level details — drill down to see specific buying groups and people

How Influ2 tracks influence

Every number on the dashboard traces back to a specific engagement or CRM event, so you always know why an opportunity counts as influenced:

• Ad engagement — a click, or 15+ ad impressions delivered within 15 days before a key event (like a booked meeting), counts as influence on that event.

• CRM activity — Influ2 reads meeting and activity data directly from your CRM (Salesforce Tasks/Events or HubSpot Engagements) to confirm when a sales conversation happened.

• Deal stage changes — opportunity or deal-stage movement (for example, a demo booked or a discovery call scheduled) is tracked as progression, and you choose which stages count, using the cogwheel on the Influence screen to open the setup block 

• Buying-group level rollup — influence is measured across the whole buying group, not just one contact. If any decision-maker at an account engages or  books a meeting, it reflects in that account's influence numbers.

Each influence type gets its own color coding wherever you see it on the dashboard, Account Report, or Target Report:

• Yellow — your ads influenced the opportunity's generation

• Green — your ads influenced the opportunity's progression

• Purple — your ads contributed to the opportunity being won

Want the full mechanics behind meeting-based influence? See How Booked Meetings Factor Into Revenue Influence Reports.

Using the dashboard

At a glance

Start by looking at your key metrics:

• How many opportunities has Influ2 influenced this quarter?

• What's the total value of influenced opportunities?

• Which influence type (generation, progression, won) is strongest?

Dive deeper into metrics

Click any metric card to see a detailed breakdown. You can analyze, sort, and download the data—perfect for presentations or deeper analysis.

Explore by buying group

Click any buying group name to open the Account Report, which shows:

• Which buying groups Influ2 has touched

• How many decision-makers from each account engaged with your ads

• How far each account has progressed in the pipeline

• Buying group composition — who's in it and their titles

• Engagement trends over time, so you can see whether interest is building or cooling

Explore by individual

Click any person's name to open the Target Report, which shows:

• Contact details — profile photo and name, title, buying group, CRM source, LinkedIn profile, and contact owner, all pulled from your CRM

• Total impressions and clicks — their overall ad engagement for the selected timeframe

• Marketing timeline — every touchpoint in order, including ad impressions and clicks, landing page visits, website visits (Audienscope), form submissions, email opens and clicks, webinar registration and attendance, and journey stage moves

• Meeting and deal milestones — meeting booked, opportunity created, progressed, or won, each color-coded to show whether recent engagement influenced it

• Associated opportunities — every deal tied to this contact's buying group, with the same yellow/green/purple influence coding