Board Summary
Unlike other views that focus on granular analysis, the Board Summary gives you a single-page, board-ready view of your marketing influence on pipeline and revenue. It’s designed to be exported as a presentation, showing qualified pipeline, closed revenue, channel breakdown, and top content, without needing to stitch together reports from multiple tools.
The KPI Strip
Four headline numbers sit at the top of the board, giving leadership an immediate snapshot of marketing’s contribution.
Total Qualified Pipeline
?£284,000
Total Revenue
?£142,500
Avg Closed Deal
?£15,833
Top Account
?Meridian
£38,000
Quarter Filtering
The Board Summary is organised by quarter. Use the Prev/Next buttons to navigate between quarters, you can review past performance or look at the current quarter’s progress. The quarter selector respects your HubSpot data, only showing quarters where you have deal activity.
When you change quarters, all data: KPIs, channel breakdown, and top content, updates to match the selected period. The quarter label appears in the header so exported slides are clearly dated.
Channel Breakdown
This is your Channel Influence data, filtered to closed-won deals only. It uses the same first-touch attribution model, where every deal is traced back to the channel that originally brought the buyer into your funnel. Even if multiple touchpoints contribute along the way, the value stays anchored to the source that generated the opportunity in the first place.
Channel Breakdown
Share of closed-won revenue · 9 closed deals
Top 5 Content in Closed Deals
This table shows which pages appeared most frequently in journeys that ended with a Closed Won deal. Every page listed here was seen by at least one buyer who became a customer, these are the pages attached to real revenue.
Top 5 Content in Closed Deals
?| Page | Deals Containing ? | Revenue Influenced ? |
|---|---|---|
/pricing | 8/12 (67%) | £892k |
/demo | 7/12 (58%) | £756k |
/features/enterprise | 5/12 (42%) | £534k |
/case-studies | 4/12 (33%) | £412k |
/docs/api | 3/12 (25%) | £298k |
A page that appears in 8 out of 12 closed deals is clearly doing something right. But the inverse is also revealing: a high-traffic blog post that never appears in closed deals might be attracting the wrong audience, or it might be doing its job as pure top-of-funnel awareness that someone else closes.
Export PPTX
The Export PPTX button opens a four-slide deck preview. Each slide is editable before you download: you can rename the presentation title, adjust the subtitle, and add a board narrative in the KPIs slide.
Export Board Deck
4 slides · editable before export · downloads as .pptx
Content Pipeline Influence: Q2 2026
~4 weeks · Prepared by Marketing
20 Mar 2026 – 17 Apr 2026
Slide 1 of 4
The deck downloads as a standard .pptx file that opens in PowerPoint, Keynote, or Google Slides. Perfect for weekly exec updates, board prep, or investor calls.