Propensity provides a set of pre-built dashboards and reports to help you monitor campaign activity, website traffic, and engagement across channels. These insights help both marketing and sales teams understand performance at the account, contact, and asset levels.
You can view most reports directly in the Reporting tab, while high-level performance metrics are also summarized in the ABM Dashboard under the Overview tab.
In addition to pre-built dashboards, Propensity offers full CRM integration with Salesforce and HubSpot, allowing you to build unlimited custom reports and leverage attribution data inside your existing sales pipeline reporting.
Pre-Built Dashboards
ABM Dashboard
Located under the Overview tab, this dashboard provides a quick snapshot of your current ABM performance, including:
- Recently visited website accounts
- Accounts targeted in active campaigns
- Opportunities and sales responses generated
- Programmatic ad clicks
ABM Performance
Provides a high-level overview of campaign activity and outcomes.
- Performance Scorecard: View impressions and clicks per contact, contacts and accounts targeted, and overall channel performance. Includes the Message Market Fit Score, with automated recommendations to improve underperforming channels.
- Campaign Snapshot: Tracks cold, warm, and hot leads generated, total impressions, clicks, click rate per contact, website visits, and data and programmatic ad costs. Includes budget-to-actual tracking and pacing insights.
Budget and Spending
Helps monitor spend effectiveness and pacing relative to budget.
- Daily Spend: Tracks daily costs for each active campaign.
- Campaign Pacing: Provides a visual overview of whether campaigns are on pace with their budgets, over- or under-spending.
Asset Performance
Shows performance data for content assets used in campaigns.
- Asset Analytics: Tracks impressions, clicks, and CTRs at the asset level. Helps identify high- and low-performing creative across all campaigns.
Trend Analysis
Allows you to compare campaign performance over different time periods.
- Asset Trends: View performance trends for campaign assets, including impressions, clicks, and CTRs between two selected dates.
- Warmth Trends: Compare lead warmth over time, including the number of cold, warm, and hot leads at two points in time. Helps track progress and engagement lift across campaigns.
ABM Engagement
Provides granular engagement data for both accounts and contacts.
- Account Engagement: Tracks impressions, clicks, LinkedIn impressions, and website visits for each target account. Filterable by campaign or account.
- Contact Engagement: Displays engagement at the individual level, including clicks and visits. Supports contact-level scoring and filtering by timeframe (e.g., hot leads generated last week).
Website Performance
Provides web analytics insights tied to account-level activity.
- Website Analytics: Identifies companies visiting your site, their frequency, and engagement level. Includes segmentation by industry, company size, revenue, and common intent signals to inform future targeting.
LinkedIn Reporting
Tracks LinkedIn advertising and post engagement activity.
- LinkedIn Campaign Data: Connects campaign impressions and clicks to CRM records, even for campaigns launched outside of Propensity.
- LinkedIn Health Check: Provides recommendations to improve campaign performance and alignment with ABM goals.
Facebook Reporting
Tracks Facebook campaign activity and connects results to your CRM.
- Facebook Campaign Data: Tracks impressions and clicks for Facebook campaigns and syncs data to CRM records.
CRM-Based Custom Dashboards
Propensity syncs directly with Salesforce and HubSpot, allowing you to report on ABM engagement and influence inside your existing CRM dashboards.
With Propensity’s install packages, your team will get pre-built dashboards and attribution reports automatically loaded into your CRM. From there, you can create unlimited additional reports based on your goals.
Pre-Built CRM Reports and Dashboards Include:
- Campaign-level engagement and targeting history
- Booked demos and sales touches influenced by ABM
- Pipeline influence by campaign, channel, or audience
- Opportunity-level attribution, including:
- Number of impressions per opportunity
- Website visits tied to active deals
- SDR activity tied to pipeline stages
These insights help bridge the gap between marketing and sales. Your team can see exactly how each ABM campaign contributes to pipeline creation and revenue generation.
API and Data Export
Propensity data can be accessed through the platform’s API. This allows integration with customer data platforms (CDPs), business intelligence (BI) tools, or external dashboards.
Available endpoints include:
- Campaign activity
- Daily spend
- ABM ROI
Learn more: Propensity API Access
For additional details on lead scoring: Contact Warmth Documentation