If you want to learn about what MadKudu Insights are head over here

If you want to learn how to read your insights reports head over here

If you are interested in an insights report and want one configured you are in the right place! This document serves as a way to help configure your insights report and ensure you have the right CRM setup and fields to be eligible for a report.

Don't have an active insights report? Feel free to head over to the app and request an insights report and we will get back to you shortly.

Note: The 'a_' prefix before everything is just a MadKudu internal naming convention. If you see an 'a_' keep it when replacing with your value.

Insights [L1] Leadsource

The 'Funnel by Lead Source' report aims to give you a deeper dive into whether there are any major trend changes in your main marketing metrics over the past 6 months in terms of funnel metrics or lead source.

CRM Supported: Salesforce

Variables Required for Configuration

There are a few variables used in the report that are required for configuration:

'salesforce_leadsource_field' - This field uses the default lead source field from Salesforce. Typically this doesn't need to be changed - but if you use something other than the default 'lead source' field for your leads you must change it to that.

'leadsource_limit' - The limit on the number of lead sources that display in the report.

'mql_date_field_name' - The field in your Salesforce that denotes whether a lead has been MQL-ed. (A 'Date' type field)

Insights [L3] Hand Raiser 

The Hand Raiser insights reports surface insights into how much pipeline is left on the table from untouched hand-raisers, overall touch rate of leads, and time to first touch.

CRM Supported: Salesforce & Hubspot

Salesforce Configuration

There are a few variables used in the report that are required for configurable:

'Tenant' - Default no need to change

'salesforce_leadsource' (Optional - if you have 'salesforce_campaigns' Hand Raisers)

'field_name': This is just the default lead source field for Salesforce. Typically this doesn't need to be changed - but if you use something other than the default 'lead source' field for your leads you must change it to that.

'field_value': This is where you would add your lead source values that denote your 'hand raisers'. If your hand raisers are not marked in your lead source field that is totally fine as the 'salesforce_campaigns' field below is another option for marking your 'hand raisers'.

Where to find this in the MadKudu app: you can look in the Data Discovery tab of the MadKudu app and scroll to your 'Top Sources of Opportunities (Open opp)' section.

'salesforce_campaigns' (Optional - If you have 'salesforce_leadsource' Hand Raisers)

Saleforce campaigns are another way hand raisers can be marked in your system. You might have hand raisers marked via Salesforce leadsource AND Salesforce campaigns and that is totally fine. You can have both configured or just one - if you have both; it will include both hand raisers from your leadsource and hand raisers from your campaigns.

'type': The campaign type. You can have multiple campaign types here if required.

'field_name': Default field - No not change.

'value': The campaign name. You can add multiple campaigns under each type.

'demo_meta_events' (Optional)

If you have any events mapped in our event mapping this is another option to surface 'hand raisers' this would only be used if you don't have any Salesforce Campaigns or Salesforce Lead sources that contain hand raisers.

'value': This value is found in the 'Event Mapping' section of the 'Mapping' tab of the MadKudu app. If your Salesforce mapping is live - click the toggle and find your hand raiser event.

'salesforce_new_status' - (Required)

'field_name': This is the field where you denote if a lead is untouched. This is usually defaulted to - 'status'. If you have a custom one feel free to change it

'value': This is where you would add any status value that denotes that the lead is 'untouched'

'salesforce_rejection_status' - (Required)

'field_name': This is the field where you denote if a lead has been rejected. This is usually defaulted to - 'status'. If you have a custom feel free to change it

'value': This is where you would add any status value that denotes that the lead is 'rejected'

Hubspot Configuration

'hubspot_recent_conversion_event_name' - (Required)

'value': These would be any of your Hubspot events that are 'Hand Raisers' - you can add as many of these events as you have.

'hubspot_new_status' - (Optional)

'field_name': This is the field where you denote if a lead is 'untouched'. This is usually defaulted to - 'status'. If you have a custom one feel free to change it

'value': This is where you would add any status value that denotes that the lead is 'untouched'

'hubspot_rejection_status' - (Optional)

'field_name': This is the field where you denote if a lead has been rejected. This is usually defaulted to - 'status'. If you have a custom feel free to change it

'value': This is where you would add any status value that denotes that the lead is 'rejected'