Platform capabilities

Sales & Marketing Pipeline Forecasting

Start having data-driven conversations about marketing's impact on the business.

Integrate your marketing data ecosystem with leading CRMs like Salesforce, NetSuite and HubSpot to tell one performance story for the entire marketing and sales funnel.

  • Get daily visibility into marketing performance KPIs
  • Align marketing to sales revenue and customer acquisition goals
  • Attribute leads and sales to campaigns to maximize ROI
  • Optimize targeting strategies and media spend with built in predictive models

Build forecasts across the entire marketing and sales pipeline with the click of a button

ChannelMix draws on historical marketing and sales data from spend to sale to deliver pipeline forecasting and goal-setting capabilities right inside your Tableau or Power BI dashboard.

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pipeline forecasting dashboard Tableau
historical marketing and sales data to forecast performance
End-to-end Pipeline forecasting 

Leverage years of historical marketing and sales data to forecast performance

Set a baseline to build your forecast on, using historical performance data from your entire sales and marketing ecosystem. Choose a timeframe that most accurately reflects your upcoming campaign.

Plan Budget and Pipeline Stage Goals

Calculate pipeline targets based on budget and acquisition goals

What KPI do you want to focus on — impressions, leads, customers? Input your goal into the calculator to see what it will take to hit that target. 

calculate future performance based on budget and revenue goals
pipeline forecasting calculator
Plan Budget and Pipeline Stage Goals

Calculate pipeline targets based on budget and acquisition goals

What KPI do you want to focus on — impressions, leads, customers? Input your goal into the calculator to see what it will take to hit that target. 

pipeline forecast vs. actual forecast
Pipeline forecast vs. actual trendline

Track progress toward goals in real time

As actual results roll in, the forecast trendline will update to reflect the progress of your campaign.

Pipeline forecasting calculator

Run different pipeline scenarios before you invest time and resources

See how different levels of spend impact results at every stage of the funnel with Alight’s forecasting calculator, built into our turnkey dashboards for Tableau and Power BI.

pipeline forecasting scenario summary
pipeline forecasting scenario summary
Pipeline forecasting calculator

Run different pipeline scenarios before you invest time and resources

See how different levels of spend impact results at every stage of the funnel with Alight’s forecasting calculator, built into our turnkey dashboards for Tableau and Power BI.

HOW IT WORKS

All of the performance insight, none of the prep work

Data from across your marketing and sales ecosystem is captured, integrated and modeled for analysis in our suite of turnkey dashboards for Tableau and Power BI, or ad hoc analysis in your favorite BI tool.

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The Marketing Analytics Maturity curve

Build a foundation for the level of analysis you want to perform

The ChannelMix platform is deployed using our marketing analytics maturity curve, a roadmap that ensures your data, tracking and analytics strategy supports the type of analysis you want to do today and tomorrow.

LEVEL 1 - Monitor

Monitor marketing performance across channels

Data Aggregation

Eliminate manual data pulls with automated aggregation across sources

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Automated Reporting

Get visibility into marketing performance for each marketing channel

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Cross-Channel Reporting

Unify like metrics across sources for a holistic view of marketing performance

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LEVEL 2 - ALIGN

Align marketing performance to business outcomes

Marketing Funnel Analysis

Measure performance of every channel throughout the marketing funnel

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Pipeline Analysis

Measure marketing and sales performance in a single pipeline view

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Pipeline Forecasting

Plan marketing and sales targets based on budget and revenue goals

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LEVEL 2 - ALIGN

Align marketing performance to business outcomes

Marketing Funnel Analysis

Measure performance of every channel throughout the marketing funnel

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Pipeline Analysis

Measure marketing and sales performance in a single pipeline view

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Pipeline Forecasting

Plan marketing and sales targets based on budget and revenue goals

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LEVEL 3 - EXECUTE

Execute marketing campaigns that maximize ROI

Campaign Planning

Set campaign goals and budgets to track progress across channels

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Campaign Pacing

Pace and optimize campaign spend mid-flight based on progress

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Channel Attribution

Understand how marketing channels work together to generate conversions

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LEVEL 4 - PREDICT

Predict outcomes based on current and past performance

Customer Journey Modeling

Set campaign goals and budgets to track progress across channels

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Media Mix Modeling

Use predictive modeling to optimize your media mix and spend

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Schedule an introductory call with our team.

Our team is standing by to help you design and test a marketing analytics solution. It starts with a 30-minute phone call. 

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