Configuring ROI Settings

Once you have set up the ABM Account and ABM Opportunity in your MAP (Marketing Automation Platform) integration in Hushly and run the sync jobs, the opportunities will be displayed here to further configure the ROI Settings and define how to calculate Hushly’s Influence on ROI.

To enable accurate ROI reporting, Hushly requires syncing Opportunity data (Salesforce) or Deal data (HubSpot) from your CRM. This ensures that revenue metrics are accurately attributed to Hushly activities and accounts. 

To configure the ROI Settings, follow the steps below:

1. From the Left Nave Menu > ABM > click Opportunities. 
2. The Opportunities page lists all synced opportunities from the integrated MAP (Marketing Automation Platform).
   • Name -The title or label of the Opportunity/Deal.
   • Account -The company or organization associated with the Opportunity.
   • Amount - The potential or actual revenue value linked to the Opportunity.
   • Open Date - The date the Opportunity/Deal was created or opened.
   • Close Date - The expected or actual closing date of the Opportunity.
   • Source - The platform from which the Opportunity was synced (e.g., Salesforce, HubSpot, etc.).
   • Stage - Displays the current status of the Opportunity as synced from your Marketing Automation Platform (MAP). Each time the stage is updated in your MAP and the sync job runs, the Stage column is refreshed to display the latest status for the Opportunity.
   • Created On - The date and time the Opportunity record was added to Hushly.
   • Action - Additional available options for the Opportunity (e.g., edit, delete).
     
     
3. On the Opportunities page, click the three-dot menu and select ROI Settings. 
4. The ROI Settings pop-up window is displayed. 
   • Influence Lookback Window - The default value is set to "0" days. Specify how many days prior to the opportunity open date should be considered when attributing influence. Activities within this time frame will be included in the Content ROI calculations. Configuring 60 days is recommended. (Maximum allowed is 365 days)
     
     
   • Activity Types to Include
     Select which activity types should be included when calculating Content ROI. Each activity type can be enabled or disabled using the toggle button on the right. Only the enabled activity types will be considered influential in the ROI analysis.
     
     
   • Click Save. A success message is displayed.
     
5. From the Opportunities page, from the three-dot menu, select Manage Stages.
   • The Manage Opportunity Stages pop-up window displays stages synced from your Marketing Automation Platform (MAP).
     
     
   • Only Opportunities/Deals tied to Hushly accounts are synced.
     
     
   • Even though Salesforce and HubSpot have different opportunity stages, Hushly categorizes them into three standard stages: Open, Closed Won, and Closed Lost.
     
     
   • Based on the configured Opportunity Stages, the ROI reports will reflect the corresponding pipeline and revenue influence of associated accounts and assets.
     
     
   •  You can change the Stages and also create Opportunity Stages manually by clicking on the Add Stage button.
     
   • Manually added Stages will display an Edit Icon and a Delete icon.
     • Clicking on the Edit icon displays the Add/Update Opportunity Stage pop-up window is displayed. Make necessary changes and click Save. 
     • Clicking the Delete button removes the selected stage from the Manage Opportunity Stages pop-up and displays a success message confirming the deletion.
       
       
6. On the Opportunities page, click the Add Opportunity button.
   • The Add Opportunity page is displayed. Fill in the necessary fields and click Save.
     • Account - Select the account associated with the opportunity.

     • Name - Enter a name for the opportunity.

     • Description – Add relevant details or notes about the opportunity (optional).

     • Stage - Select a current stage of the opportunity from the drop-down.

     • Amount - Enter the potential revenue value of the opportunity.

     • Open Date - Specify the date the opportunity was created or opened.

     • Close Date – Specify the expected closing date of the opportunity.

       
       
   • The Opportunity is saved, displaying a success message.
     
7. On the Opportunities page, click the three-dot menu under the Action column, then click Edit to modify the Opportunity.
   • The Opportunity edit page is displayed. Make necessary changes and click Update. 
   • A success message is displayed. 
8. On the Opportunities page, click the three-dot menu under the Action column, then click Delete to remove the Opportunity. 

    

   • A confirmation pop-up with No and Yes options is displayed. Clicking Yes displays a success message. 

Related Topics:

Content ROI Report Overview

Influenced Accounts Report

Asset ROI Report