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Primer Conversion Report
Easily understand your audience performance and optimize to maximize your ongoing pipeline and revenue with Primer
Note that the Conversion report is currently a beta feature. To request access, contact our Support team.
Pipeline and Revenue Impacted by Primer Across All of Your Audiences
This report helps you understand the pipeline impacted and revenue impacted by the accounts included in your active audiences. You may adjust your reporting window directly from the dashboard. Pipeline, revenue, and attribution definitions can be adjusted from “Settings” tab.
In addition to the top-level summary, you can see the pipeline and revenue impact of each audience.
Pipeline and Revenue Impacted by a Single Audience
From your audience page, you can closely examine the pipeline impacted, revenue impacted, and all the opportunities associated with an audience in much more detail.
This makes it easy to understand which specific opportunities were directly impacted by this particular audience based on your attribution definition.
Above your audience dashboard, you’ll now see a section displaying the impacted pipeline and impacted revenue of your Primer audiences. Additionally, we’ve introduced two new columns for pipeline and revenue that should help you quickly identify your most impactful audiences.
Inside each audience, there is a new “Performance” tab that displays trends in opportunities, pipeline, and revenue over a specified timeframe. We’ve also provided a table of all opportunities associated with the audience, including relevant fields like opportunity name, stage, date, and amount.
You're able to download a CSV of audience performance as displayed in the dashboard for further analysis.