Case Study
Dickerson Bakker provides solutions that help nonprofits raise funds and recruit executive talent to drive growth. The firm uses HubSpot to track its marketing and sales efforts, but was struggling to extract crucial business insights from it. Forge Apollo set up custom report dashboards to provide insights into their marketing efforts.
The Dickerson Bakker team had extensive data in HubSpot about their marketing and sales efforts, but lacked solid reports to help them extract insights from that data. While they did have some general sales and marketing dashboards, they lacked visibility into specific marketing efforts related to their five major service areas.
Forge Apollo created a custom dashboard for each core service area centered around the five critical questions the Dickerson Bakker team wanted to answer. We also set up the dashboards so they could be duplicated and tweaked to account for any additional future services.
In the first section, reports showed which lead sources, campaigns, and traffic sources generated the most leads.
In the second section, various funnel and stage breakdown reports visualize the progression of these leads towards a sale. It also shows what sources result in closed won or lost deals.
These dashboards help Dickerson Bakker extract critical insights about marketing efforts related to each core service, enabling them to make informed adjustments to their future strategy.