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| OBT ADVANCED ANALYTICS | Full-Funnel Conversion & Attribution Analysis | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Consulting Firm Marketing Performance | Monthly Snapshot | May 2026 | |||||||||
| Monthly Impressions | Website Sessions | Leads Generated | MQLs | Closed Deals | Avg Contract Value | Blended ROAS | LTV : CAC | CAC (Fully Loaded) | |
| 2,400,000 | 28,320 | 847 | 186 | 12 | $184,000 | 26.0x | 57.6x | $10,583 | |
| See detail sheets below | See detail sheets below | See detail sheets below | See detail sheets below | See detail sheets below | See detail sheets below | See detail sheets below | See detail sheets below | See detail sheets below | |
| FUNNEL OVERVIEW | CHANNEL ROAS SUMMARY (DATA-DRIVEN) | ||||||||
| Stage | Monthly Volume | Conv Rate (prev stage) | Overall Conv Rate | Channel | Monthly Spend | ROAS | Attribution % | ||
| Impressions | 2400000 | -- | 100.00% | LinkedIn Ads | 28000 | 27.5x | 34.8% | ||
| Website Sessions | 28320 | 1.18% | 1.18% | Google Search | 18000 | 23.6x | 19.2% | ||
| Engaged Sessions | 11328 | 40.00% | 0.47% | Content / SEO | 8000 | 67.9x | 24.6% | ||
| Leads Generated | 847 | 7.48% | 0.04% | Email Marketing | 4200 | 56.9x | 10.8% | ||
| MQLs | 186 | 21.96% | 0.008% | Referrals | 3800 | 37.1x | 6.4% | ||
| SALs | 94 | 50.54% | 0.004% | Events/Webinars | 23000 | 4.0x | 4.2% | ||
| Proposals Sent | 47 | 50.00% | 0.002% | TOTAL / BLENDED | 85000 | 26.0x | 100.0% | ||
| Closed Won | 12 | 25.53% | 0.001% |
| FULL-FUNNEL CONVERSION ANALYSIS -- Stage-by-Stage Breakdown | ||||||||
|---|---|---|---|---|---|---|---|---|
| Source: GA4 + Salesforce CRM + LinkedIn Campaign Manager | Period: May 2026 | ||||||||
| Funnel Stage | Monthly Volume | Drop-Off Vol | Conv Rate (prev) | Overall Conv% | Avg CPL ($) | Channel Mix | Primary Tool | |
| 1. Impressions | 2400000 | 0 | -- | 100.00% | -- | LinkedIn / Google / Organic | LinkedIn CM / Google Ads | |
| 2. Website Sessions | 28320 | 2371680 | 1.18% | 1.18% | $3.00 | Paid 64% / Organic 36% | GA4 / Adobe Analytics | |
| 3. Engaged Sessions | 11328 | 16992 | 40.00% | 0.47% | $7.50 | Content leads engagement | GA4 Engagement Reports | |
| 4. Leads Generated | 847 | 10481 | 7.48% | 0.04% | $100 | Form / Download / Demo | Salesforce / HubSpot | |
| 5. MQLs | 186 | 661 | 21.96% | 0.008% | $457 | Score >= 65 in SFMC | Salesforce Marketing Cloud | |
| 6. SALs | 94 | 92 | 50.54% | 0.004% | $904 | Sales accepted handoff | Salesforce CRM | |
| 7. Proposals Sent | 47 | 47 | 50.00% | 0.002% | $1,809 | Active opportunity stage | Salesforce CRM | |
| 8. Closed Won | 12 | 35 | 25.53% | 0.001% | $7,083 | Signed contract | Salesforce CRM | |
| INDUSTRY BENCHMARKS -- B2B Analytics Consulting | ||||||||
| Stage Transition | OBT Rate | Industry Avg | vs. Benchmark | Status | ||||
| Impression -> Session (CTR) | 1.18% | 0.85% | +0.33pp | Above Benchmark | ||||
| Session -> Lead | 2.98% | 2.20% | +0.78pp | Above Benchmark | ||||
| Lead -> MQL | 21.96% | 15.00% | +6.96pp | Above Benchmark | ||||
| MQL -> SAL | 50.54% | 40.00% | +10.54pp | Above Benchmark | ||||
| SAL -> Proposal | 50.00% | 45.00% | +5.00pp | Above Benchmark | ||||
| Proposal -> Close | 25.53% | 20.00% | +5.53pp | Above Benchmark |
| CHANNEL PERFORMANCE -- Acquisition Cost & Return on Ad Spend | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Attribution: Data-Driven Model | Period: May 2026 | Tools: GA4, LinkedIn CM, Google Ads, Salesforce | |||||||||||
| Channel | Monthly Spend | Impressions | Sessions | Leads | MQLs | Closed Deals | Attributed Rev | CAC | ROAS | Payback (mo) | |
| LinkedIn Ads | 28000 | 890000 | 8400 | 312 | 69 | 4 | 769000 | 7000 | 27.5 | 9.2 | |
| Google Search | 18000 | 145000 | 7200 | 198 | 44 | 3 | 424000 | 6000 | 23.6 | 7.8 | |
| Content / SEO | 8000 | 620000 | 8900 | 187 | 41 | 3 | 543000 | 2667 | 67.9 | 3.5 | |
| Email Marketing | 4200 | 148000 | 2100 | 84 | 18 | 1 | 239000 | 4200 | 56.9 | 5.5 | |
| Referrals | 3800 | 0 | 1200 | 42 | 9 | 1 | 141000 | 3800 | 37.1 | 4.9 | |
| Events/Webinars | 23000 | 597000 | 520 | 24 | 5 | 0 | 93000 | 0 | 4 | 0 | |
| TOTAL / BLENDED | 85000 | 2400000 | 28320 | 847 | 186 | 12 | 2208000 | 10583 | 26 | ||
| CHANNEL NOTES & TOOL MAPPING | |||||||||||
| Channel | Primary Tool | Audience Targeting | Key Metric | Optimization Lever | |||||||
| LinkedIn Ads | LinkedIn Campaign Manager | Job Title + Industry + Seniority | CPL, MQL Rate | Audience refinement, InMail vs. Sponsored | |||||||
| Google Search | Google Ads + GA4 | Keyword intent (branded + non) | CTR, Conv Rate | Bid strategy, negative keywords | |||||||
| Content / SEO | GA4 + Adobe Analytics | Organic search intent | Engagement Rate | Content calendar, SEO optimization | |||||||
| Salesforce Marketing Cloud | Existing leads + nurture segs | Open Rate, CTR | Segmentation, send-time optimization | ||||||||
| Referrals | Salesforce CRM | Partner & client network | Lead Quality | Partner incentive program | |||||||
| Events | Webinar platform + SFMC | Registered attendees, ICP filter | Pipeline Inf. | Follow-up sequence speed |
| ATTRIBUTION MODEL COMPARISON -- Revenue Credit by Channel | |||||||
|---|---|---|---|---|---|---|---|
| Monthly Closed Revenue: $2,208,000 | 12 New Clients | Avg Contract: $184,000 | |||||||
| ATTRIBUTION CREDIT (% of Revenue) | |||||||
| Channel | Last-Click | First-Click | Linear | Time-Decay | Data-Driven | Recommended Action | |
| LinkedIn Ads | 41.2% | 18.4% | 28.6% | 22.1% | 34.8% | Strong top-funnel driver -- increase budget | |
| Google Search | 24.7% | 12.8% | 18.4% | 28.9% | 19.2% | High intent close assist -- maintain | |
| Content / SEO | 8.1% | 48.2% | 22.1% | 12.4% | 24.6% | Undervalued in last-click -- invest more | |
| Email Marketing | 14.6% | 8.4% | 12.8% | 18.7% | 10.8% | Strong mid-funnel nurture -- optimize | |
| Referrals | 8.3% | 7.1% | 9.4% | 11.2% | 6.4% | High quality -- scale partner program | |
| Events/Webinars | 3.1% | 5.1% | 8.7% | 6.7% | 4.2% | Pipeline builder -- measure 90-day lag | |
| REVENUE ATTRIBUTED ($) BY MODEL -- Monthly | |||||||
| Channel | Last-Click $ | First-Click $ | Linear $ | Time-Decay $ | Data-Driven $ | Delta (Last vs Data-Driven) | |
| LinkedIn Ads | 909000 | 406000 | 631000 | 488000 | 769000 | -$140,000 | |
| Google Search | 546000 | 283000 | 406000 | 638000 | 424000 | -$122,000 | |
| Content / SEO | 179000 | 1064000 | 488000 | 274000 | 543000 | +$364,000 | |
| Email Marketing | 322000 | 186000 | 283000 | 413000 | 239000 | -$83,000 | |
| Referrals | 183000 | 157000 | 208000 | 247000 | 141000 | -$42,000 | |
| Events/Webinars | 68000 | 113000 | 192000 | 148000 | 93000 | +$25,000 | |
| TOTAL |
| IDEAL CUSTOMER PROFILE -- OBT Advanced Analytics | |||||
|---|---|---|---|---|---|
| FIRMOGRAPHIC PROFILE | |||||
| Attribute | Tier 1 (Primary) | Tier 2 (Secondary) | Disqualifier | Signal to Find | |
| Company Revenue | $100M-$500M | $50M-$100M | < $20M | 10-K / LinkedIn | |
| Employee Count | 1,000-5,000 | 500-1,000 | < 200 | LinkedIn Company Size | |
| Industry | Media / Telecom | Retail / FinServ | Non-profit, Gov | SIC / LinkedIn Ind. | |
| Analytics Maturity | Has data team | Building team | No data infra | Job postings, tech stack | |
| Tech Stack | Salesforce + BI | CRM + spreadsheets | No CRM | BuiltWith / LinkedIn | |
| Decision Maker | VP Analytics / CMO | Dir. Marketing | IT-only buyer | LinkedIn Title Search | |
| Geography | North America | UK / Australia | APAC primary | HQ Location | |
| Annual Mktg Budget | $5M+ | $1M-$5M | < $500K | Glassdoor / LinkedIn | |
| PRIMARY BUYER PERSONAS | |||||
| Persona | Title | Pain Point | What They Buy | Avg Deal Size | |
| Analytics Leader | VP Analytics / CDO | Fragmented data, slow insights | Analytics strategy + pipeline | $220,000 | |
| The CMO | Chief Marketing Officer | Poor attribution, wasted spend | Campaign analytics + attrib. | $184,000 | |
| MarTech Director | Dir. Marketing Analytics | Manual reporting, no self-service | BI dashboards + automation | $148,000 | |
| Digital Lead | VP Digital / Dir. Digital | Low ROAS, unclear channel mix | Full-funnel channel analytics | $162,000 | |
| SALES CYCLE & ENGAGEMENT PATTERN | |||||
| Stage | Avg Duration | Key Action | Success Signal | Dropout Risk | |
| Awareness | Days 1-14 | Sees LinkedIn ad / finds content | Visits 3+ pages | No engagement after 7 days | |
| Consideration | Days 15-30 | Downloads whitepaper / webinar | Submits lead form | Form abandonment | |
| Evaluation | Days 31-50 | Discovery call + demo | Requests proposal | Stakeholder not engaged | |
| Decision | Days 51-67 | Internal review + legal | Contract sent | Budget freeze / competitor | |
| Closed Won | Day 67 | Contract signed | Kickoff scheduled | -- |
| CUSTOMER LIFETIME VALUE & ACQUISITION COST ANALYSIS | ||||||||
|---|---|---|---|---|---|---|---|---|
| LTV MODEL | Avg Contract: $184,000 | Annual Upsell: 18% | Gross Margin: 85% | ||||||||
| Year | Base Contract | Upsell Revenue | Total Revenue | Gross Profit (85%) | Cumulative LTV | Churn Risk | Net LTV | |
| Year 1 | 184000 | 0 | 3% | |||||
| Year 2 | 184000 | 8% | ||||||
| Year 3 | 184000 | 12% | ||||||
| Year 4* | 18% | |||||||
| TOTAL LTV (Net) | ||||||||
| CAC BY CHANNEL -- Monthly Marketing Spend | 12 New Clients | ||||||||
| Channel | Monthly Spend | Leads | MQLs | Closed | Mktg CAC | Full CAC (+Sales) | LTV:CAC Ratio | |
| LinkedIn Ads | 28000 | 312 | 69 | 4 | 7000 | 11667 | ||
| Google Search | 18000 | 198 | 44 | 3 | 6000 | 10000 | ||
| Content / SEO | 8000 | 187 | 41 | 3 | 2667 | 4444 | ||
| Email Marketing | 4200 | 84 | 18 | 1 | 4200 | 7000 | ||
| Referrals | 3800 | 42 | 9 | 1 | 3800 | 6333 | ||
| Events/Webinars | 23000 | 24 | 5 | 0 | 0 | 0 | Pipeline | |
| BLENDED | 85000 | 847 | 186 | 12 | 7083 | 10583 |
Downloads
Source artefacts behind this analysis — case study writeups, raw data, and deliverable templates.
OBT_FullFunnel_Attribution_Data.xlsx Excel Data · ~16 KB Download →
OBT_FullFunnel_Attribution_Report.docx Word Document · ~19 KB Download →