Overview
Headline campaign performance on one screen — spend, incremental revenue, ROI and reach across the portfolio — so the marketing conversation starts from outcomes, not activity.
Marketing module
Eight views linking campaigns, media spend, digital performance and brand health back to the sales they moved.
Measure campaign uplift and ROI against a pre-period baseline, see your media mix and digital funnel, track brand health wave over wave, catch anomalies with automatic alerts, and correlate a survey-based brand pulse with the campaigns that ran. One click exports the campaign brief as a PDF.
What's inside
Each page sits one click from the others. The filters you set — date range, channel, sub-channel, region, partner level, segment — carry across the module so you're always slicing the same base.
Headline campaign performance on one screen — spend, incremental revenue, ROI and reach across the portfolio — so the marketing conversation starts from outcomes, not activity.
A campaign list and per-campaign detail with uplift measured against a pre-period baseline, incremental revenue, and ROI = (incremental revenue − investment) / investment — every campaign scored the same way.
Spend broken down by media channel with efficiency per channel, so you can see where the budget goes and which channels are actually pulling their weight.
Derived digital metrics — CPM, CPC, CTR, engagement rate and a bill-board score — from your platform exports, turning raw creative-level data into comparable performance.
Survey-based brand tracking wave over wave — aided and unaided awareness, consideration, preference, purchase intent, NPS and attribute scores — with quarter-on-quarter changes and correlation to the campaigns that ran between waves.
Brand signals aggregated by brand and date with a seven-day trend direction, so you can watch momentum build or fade in near real time across search and social.
Z-score anomaly detection against a 30-day rolling baseline flags sentiment drops, volume spikes and search declines, with a lexicon sentiment classifier tagging what's driving them.
A one-click, four-page executive brief per campaign — verdict, snapshot, uplift, brand impact and recommendations — generated asynchronously and ready for the leadership meeting.
What you'll surface
The Marketing module is built around the conversations distributors and CPG manufacturers actually have — not generic BI. Each view is opinionated about the next question, and the filters carry you straight to it.
What we need from you
Map your existing spreadsheets to our canonical schema through the ingestion wizard — column names don't need to match ours. Required sources power campaign uplift and ROI immediately; the optional signals turn on media mix, digital performance, brand tracking and the survey-based pulse.
| Source | Description | Required |
|---|---|---|
| campaign_master | Campaign master | Required |
| sales | Sales transactions (for uplift) | Required |
| media_spend | Media spend by channel | Optional |
| digital_performance | Digital performance export | Optional |
| brand_signals | Brand signals (search / social) | Optional |
| brand_mentions | Brand mentions | Optional |
| brand_pulse_survey | Brand pulse survey | Optional |
Full schema details on the Data Schema page once you sign in.
Request a demo and we'll walk you through the modules with sample data shaped like yours.
Request a demo