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Marketing Analysis

Finance and Sales

The dashboard provides an insight about the bank's different segments which influence marketing strategies.

In today's context of mature and intense competitive pressures, it is important that banks maintain a loyal customer base. Thus, the orientation of banks should be with a much wider focus in relation to consumer and marketing strategies.

  1. Sales Revenue: Tracks how much revenue has the inbound marketing campaign brought to the company?
  2. Cost Per Lead: Measures the costing to acquire a customer through inbound marketing versus outbound marketing?
  3. Customer Lifetime Value: This measure helps to keep in contact with leads, but it can also help reduce churn, keep your customers happy, and expand your customers lifetime value.
  4. Inbound Marketing ROI: To help assess your monthly and annual performance. Equally important is the ability to start planning strategies and budgets for the following year or even months.
  5. Traffic – to – Lead Ratio: Knowing the facts that from the traffic is floating whether it's organic, direct, social media or referrals.
  6. Lead – to – Customer Ratio: To know how many leads the sales team is able to close and to calculate both the sales qualified lead conversion rate and sales accepted lead conversion rate.

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