The Impact and ROI tab will only show up under Reporting if you have the latest version of the Salesforce Managed Package installed.
Spend and opportunity funnel are sourced by custom fields on the Account that we set when Postals are sent to contacts associated with the SFDC Account. The Managed Package dashboard uses the opportunity counts and amounts to present ROI.
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