Overview
There are several pre-built reports in Dock to help you better understand the impact of your workspaces with prospects or clients. The Sales Impact report analyzes external activity across all Sales Room workspaces in your Dock instance. Here you'll find the following insights:
Sales Impact (synced to your CRM)
Total deals
Total pipeline touched
Active deals
Active pipeline
Closed won deals
Revenue (closed won revenue)
Close rate
Days to close (average)
Deals Created Over Time
Deals By Owner
Buyer Engagement
Buyer Views
Buyer Actions
Avg. Unique Buyers
Buyer Views Over Time
Most Engaged Buyers
Let's dive into it!
What Workspaces are pulled into this report?
The Sales Impact report pulls in any workspace that has a CRM opportunity. You can customize this setting further by clicking the Settings button on the top right of the report.
Report Settings
Customize the following information to make sure it's aligned with your CRM settings:
Opportunity Type
Closed Won Stage
Closed Lost Stage
Additional Filtering
Reports in Dock automatically show holistic data across all workspaces. You can filter the report down by date range, CRM stage, owners, and/or teams to help drill into data further.
Sales Impact Reporting
The Sales Impact section of reporting relies on a CRM integration to help you understand the impact on opportunities as it relates to workspaces.
💡 If you click into any of the cells, you will find more information broken up by workspace.
Total Deals/Opportunities
The total amount of deals/opportunities is, in other words, the amount of workspaces this report is referencing that has an opportunity or deal integrated. This is important because all of the other reports within this "sales impact" section will reference these opportunities as the source of truth!
Total Pipeline
This represents the total amount of revenue touched across all opportunities/workspaces ("Total Deals/Opportunities"). This includes any closed lost opps, as well.
Active Deals/Opportunities
Of the total deals/opportunities, how many are active (not closed won or closed lost).
Active Pipeline
This represents the revenue of workspaces specifically linked with an active opportunity.
Closed Won Deals/Opportunities
Of the total opportunities/workspaces, how many of these have been "Closed won"!
Revenue
How much revenue has been closed won!
Close Rate
How many workspaces with deals/opportunities that have been closed won, divided by the total (closed won + closed lost).
Days to Close (Average)
Looking at all "Closed won" deals/opportunities, how many days (on average) does it take for them to close.
Deals/Opportunities Created Over Time
This report helps identify trends in deal activity over time. Toggle between time ranges to see how many workspaces with opportunities/deals have been created in a certain period.
Deals/Opportunities by Owner
Here you'll see a breakdown of the sales impact per owner, as well as the external activity associated.
Buyer Engagement
In this section of the Sales Impact reports, we break down how external buyers are interacting with these workspaces.
Buyers Views: how many views these workspaces have.
Buyers Actions: how many times a client has interacted with a space. We think of this as clicking into pages, embedded content, etc.
Avg. Unique Buyers (per workspace): across each workspace, what is average number of unique external visitors.
Buyer Views Over Time
This report helps identify trends in buyer views over time. Toggle between time ranges to see how these views change per period.
Most Engaged Buyers
This report helps identify clients who have visited workspaces the most. It sorts these clients from most to least amount of views.