The Impact and ROI tab will only show up under Reporting if you have the latest version of the Salesforce Managed Package installed.

The information that surfaces under the Impact and ROI tab is the same data that you will see on the Dashboard in Salesforce.

You will be able to see:

  • Won Revenue Influenced by Postal - closed-won revenue influenced by Postal

  • Open Pipeline - any deals in flight that have Postal touches (revenue in the room)

  • Closed Won Deals - closed won deals that have Postal touches

  • Direct Mail Campaign - deals touched by direct mail via Postal

  • Postal Influenced Opportunities by Rep - number of opportunities that each rep owns that are touched by Postal

    Have further questions? Reach out to the Support Team!

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