Reporting performance marketing agent for pipeline

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Reporting performance marketing agent for pipeline generation

A report agent that coordinates workflows across your connected ad channels. It handles report inside the Workflow Automation Library.

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Workflows by category

A roster of 6 reporting workflows, with overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 2

Check daily lead volume and quality

A simple weekly check of lead count, cost per lead and the share of leads sales accepted, by channel and campaign.

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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Reporting Basic complexity Pipeline generation Lead generation

Report weekly performance across channels

The performance marketing agent's general report: one view of spend, results and cost per goal across every connected channel, with what changed and why. Affiliate and SEO numbers are optional extras that need a data source you connect.

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All channels

Reporting Basic complexity Pipeline generation Revenue growth

Added at Standard · 1

Send a weekly opportunity report

Ranks the biggest dollar opportunities across every channel this week (budget-limited winners, wasted spend, expansion and tests to run) so Monday's approval queue starts with what matters.

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All channels

Reporting Standard complexity Pipeline generation Revenue growth

Added at Advanced · 2

Report ABM pipeline influence

Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.

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Google Search Ads Google Display Ads YouTube Ads LinkedIn Ads

Reporting Advanced complexity Account-based marketing Pipeline generation

Report blended customer cost and how fast it pays back

Reports what a new customer costs overall and on paid channels, how fast that cost pays back and how it compares with customer value, using CRM and billing data rather than platform conversions.

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All channels

Reporting Advanced complexity Pipeline generation Revenue growth