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How to install Technology Marketing Toolkit
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To install the appthe app:
- Go to Marketplace on the MSPbots app then click the Apps tab.
- Scroll down and find Technology Marketing Toolkit. Click the app.
- Click Install.
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- Technology Marketing Toolkit Dashboard - This dashboard shows Company Financial KPIs like Net Profit and Gross Revenue and Sales and Marketing KPIs like Raw Leads and Qualified Leads. You can filter the data using the Data Range slicer.
| No | KPI Widgets | Description |
|---|---|---|
| 1 | MRR Clients | A card number displaying the count of clients with recurring service contracts |
| 2 | Active Clients | A card number displaying the count of clients with active contracts |
| 3 | Net Profit | A card number displaying the net profit from the Technology Marketing Toolkit financial mapping |
| 4 | Gross Revenue | A card number displaying the gross revenue from the Technology Marketing Toolkit financial mapping |
| 5 | MRR Under Contract | A card number displaying the total recurring revenues from the Technology Marketing Toolkit financial mapping |
| 6 | Raw Leads | A card number displaying the count of contacts tagged as a raw lead |
| 7 | Qualified Leads | A card number displaying the count of contacts tagged as a raw lead |
| 8 | First Time Appointments | A card number displaying the count of first-time appointments |
| 9 | New Customer Closed | A card number displaying the count of contacts tagged as a new customer closed |
| 10 | New Customer MRR Added | A card number displaying the total recurring revenue (MRR field in Keap Opportunities) based on the estimated close date of closed/won opportunities |
| 11 | Total Contract Value | A card number displaying the total contract value (Final Opportunity Amount field in Keap Opportunities) based on the estimated close date of closed/won opportunities |
- Technology Marketing Toolkit KPI Dashboard - Unlike the previous dashboard that shows the overall number for each KPI, this dashboard shows the drill-through of your data at a glance. You can filter the data using the Time Frame slicer.
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Overview
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