Analytics
Know which channels and content are actually generating demand.
This workflow combines CRM data, content analytics, and attribution signals to surface which demand generation activities are driving pipeline — helping you invest in what works and cut what doesn't.
Workflow Steps
How this workflow runs
Trigger: Monthly schedule
System TriggerThe workflow runs on the first Monday of each month.
Pipeline source analysis
Revenue Intelligence DashboardRevenue Intelligence Dashboard analyzes HubSpot deal sources and attribution data.
Content attribution
Content Marketing FlywheelContent performance is correlated with pipeline creation and deal velocity.
Channel performance ranking
Revenue Intelligence DashboardChannels are ranked by pipeline contribution, cost efficiency, and deal quality.
Insight generation
Market Research AnalystKey insights on what's working and what to cut are generated.
Recommendations delivery
System OutputA demand gen intelligence report is delivered to marketing leadership.
Triggers
What starts this workflow
Monthly schedule (first Monday)
Outputs
What you get when it runs
Demand gen intelligence report in Notion
Channel attribution ranking
Content-to-pipeline correlation analysis
Investment recommendations