Advanced Progression Reporting (Salesforce Users Only)

Note

This functionality is limited to our legacy display advertising product(tactics/campaigns launched pre-spring 2023). This feature will continue to function for any legacy tactics that still remain active in your instance, but it cannot be utilized with any current or future campaigns.

Overview

Terminus Ad Experiences customers taking advantage of our direct integration with Salesforce have an enhanced view of account progression within the dashboard for all campaigns and tactics. If you're unfamiliar with how to set up a progression rule using the Salesforce integration, check out this video.

By leveraging the Salesforce integration, Terminus users can see how many engaged accounts completed the desired progression action and the potential revenue for those accounts. This gives marketers a more holistic view of the impact Terminus tactics have on pipeline creation, velocity, and revenue contribution.

The information in the gray box shows how many accounts you’ve targeted, matched, and engaged as well as the potential revenue for those accounts. You’ll also see how many tactics you have within that campaign, how many accounts are within each tactic, and the audience criteria for that tactic.

Using information pulled directly from Salesforce, the blue box shows the percentage of engaged accounts (accounts that have been served at least one ad), that progressed to the next positive stage, how many of those accounts progressed, and the revenue value of those progressed accounts. 

You can also click directly into the Tactic Details page to see the specific accounts that have met your progression rule criteria:

How do I use this feature? 

Advanced progression allows you to see true ABM success metrics for each advertising campaign and/or target account; pipeline generation, account progression, and impact on revenue. Here are a few ways to use advanced progression reporting to show success across your organization.  

• For C-Level/Executive Sponsors: bird’s eye view of how many accounts progressed and the revenue value of those accounts.
• For Sales: overall view of how Terminus campaigns are impacting target account engagement and progression through the sales process.
• For Marketers: view of overall campaign performance as well as the ability to drill down into each individual tactic to see what’s working and what’s not.

If you have any questions about Advanced Progression Reporting, please reach out to support through the Terminus Support Portal or reach out to your CSM.