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Report on what produced revenue
Attribution, influence, dashboards, reports you build yourself, and the reports agents send you — with a straight answer about what every number rests on.
How to
Step by step.
- Ask a question about your recordsCan I just type "how many deals did we win this quarter?" and get a number I can put in front of the board?
- Ask what changed since last week, and what a figure wasCan I ask "what changed since last week?", "which deals had their close date pushed?" or "how many customers did we have at the end of June?" and get the answer from what MarqIQ keeps?
- Build a dashboard for your leadership teamI want one screen my exec team opens on Monday. How do I build it?
- Build a report from scratchI need a specific breakdown nobody has built. How do I make it?
- Check open deals every Monday with the Pipeline InspectorWhich open deals need a look this week — overdue, no next step, slipping — and can each rep get their own list?
- Compare the same people across two systemsWho is in HubSpot but not in Salesforce?
- Find a field in the unified catalogWhich field is the one I want, and which system does it come from?
- Follow a buyer's journey end to endWhat did this customer actually touch before they bought?
- Get an alert when a number movesCan MarqIQ tell me when MQLs fall, pipeline drops or a sync stops, instead of my checking?
- Get the Monday Brief by emailCan MarqIQ send me the week’s numbers on Monday morning without my opening it?
- Measure analyst and press influence on pipelineThe analyst subscription is up for renewal. What did it produce?
- Save, share, export and schedule a reportHow do I keep this report and get it to my team every Monday?
- See how each rep is doingWho is my best rep, and how is each of my reps doing?
- See how long your deals take to closeHow long do our deals take to close, and how long does each rep take?
- See which channels produced the most leadsWhich channels brought in the most leads this quarter, and how do I quote the figure safely?
- Set a target and see your coverageAre we going to hit the number, and do we have enough pipeline to get there?
Fix a problem
When it does not do what you expected.
Understand
What it means and how it is worked out.
Reference
Exact values, in tables.