How to View ActiveCampaign Deal Reports

2 Mar. 2023

As a top ActiveCampaign reseller for European companies, we understand the importance of leveraging data to optimize your marketing strategy and drive more sales. That's why in this article, we'll be exploring how to view ActiveCampaign deal reports to increase your conversions in 2023.


ActiveCampaign is a powerful marketing automation platform that offers a range of features to help businesses streamline their marketing efforts and drive more revenue. One of the key features of the platform is its deal reporting capabilities, which allow you to analyze your sales data and gain valuable insights into your customers' behavior.


So, how can you use ActiveCampaign deal reports to increase your conversions in 2023? Here are some tips to help you get started:

1. Set Up Your Deals Pipeline in ActiveCampaign

Before you can start analyzing your deal data, you'll need to set up your deals pipeline in ActiveCampaign. This involves creating stages for your deals (such as "new lead," "form sent," and "meeting 1-1"), and assigning each deal to the appropriate stage as it progresses through your sales process.


By setting up your deals pipeline in this way, you'll be able to track the progress of each deal and see how long it takes to move from one stage to the next. This information can be incredibly valuable in identifying bottlenecks in your sales process and optimizing your strategy for faster conversions.

2. Use Deal Scores to Prioritize Your Leads

ActiveCampaign's deal scoring feature allows you to assign a score to each deal based on its likelihood of closing. This score is calculated based on a range of factors, including the lead's engagement with your marketing content, their website behavior, and their demographic information.


By using deal scores to prioritize your leads, you can focus your sales efforts on the prospects that are most likely to convert. This can help you save time and resources by avoiding wasted outreach to low-quality leads, while also increasing your chances of closing more deals.


If you want to learn more, check our article about how to use Lead Scoring in Activecampaign.

3. Analyze Your Deal Reports

Once you've set up your deals pipeline and assigned scores to your leads, you can start analyzing your deal reports in ActiveCampaign. These reports provide detailed insights into your sales performance, including metrics such as the number of deals won, lost, and in progress, as well as the average deal size and length of your sales cycle.


By reviewing your deal reports on a regular basis, you can identify trends and patterns in your sales data, such as which lead sources are generating the most revenue, or which sales reps are closing the most deals. This information can help you make data-driven decisions about how to allocate your resources and optimize your marketing strategy for maximum conversions.


4. Integrate with Other Tools

To get even more value from your ActiveCampaign deal reports, consider integrating the platform with other tools in your tech stack. For example, you could connect ActiveCampaign to your Schedule Call platform (as Calendly), or use the deep data integrations to get reports coming from WooCommerce o Shopify.



By integrating ActiveCampaign with other tools, you can gain a more holistic view of your sales performance and make even more informed decisions about how to increase your conversions in 2023.

#3 tips to increase the sales conversarion using ActiveCampaign

Personalize Your Marketing Messages

ActiveCampaign allows you to collect and store valuable data about your leads, such as their behavior on your website and their engagement with your emails. You can use this data to personalize your marketing messages and make them more relevant to each individual lead. For example, you could send targeted emails based on a lead's interests or past purchases, or use dynamic content to display personalized messages on your website. Personalization can help you build stronger relationships with your leads and increase the likelihood of them converting to customers.


Use Automation to Nurture Leads

Lead nurturing is a critical part of the sales process, as it can take several touchpoints to move a lead from initial awareness to a final sale. ActiveCampaign's automation features allow you to create targeted campaigns that automatically send messages to your leads based on their behavior and where they are in your sales funnel. For example, you could create a series of emails that provide valuable information to leads who have just signed up for your newsletter, or send a special offer to leads who have abandoned their shopping cart. Automation can help you stay top-of-mind with your leads and increase the chances of them converting to customers.


Monitor Your Deal Performance

ActiveCampaign's deal reporting features allow you to track the progress of your sales deals and gain valuable insights into your sales performance. By monitoring your deal performance, you can identify bottlenecks in your sales process and take action to optimize your strategy. For example, if you notice that deals are getting stuck in a certain stage of your pipeline, you could create a targeted campaign to move them along or assign them to a different sales rep. 


By proactively managing your deals, you can increase the likelihood of closing more sales and driving more revenue.

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