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Revenue Reporting: Creating Your Marketing Influence Charter

Get the first-hand insight from a marketer leader on how to apply a strategy-first approach to your reporting that aligns with sales and leadership and captures the true story of your marketing impact.

Revenue Reporting: Creating Your Marketing Influence Charter

It’s critical for marketers to show their pipeline impact, but your dashboards are only as powerful as the story they tell and who they’re built with.

In this episode, Candice Van Meter, Director of Marketing Automation at Valet Living and Multipro, dives into how to approach strategy-first reporting, aligning with sales and leadership, and putting a shared definition around campaign influence, to create marketing revenue reporting that shows clear pipeline impact for collaborative, smarter, data-driven decision-making.

Whether you’re starting from scratch or tired of pulling reports no one reads, this conversation will help you focus your marketing reporting on what matters and get in on the strategic business conversations where decisions (and budgets) are made.

What you’ll walk away with:

  • A practical roadmap to create your own Marketing Influence Charter
  • Guidance on aligning reporting goals across marketing, sales, and leadership
  • Pro tips on getting ruthless with metrics to separate vanity vs. what matters
  • Examples of out-of-the-box CRM features you can tap into for your reporting today
  • Advice for building marketing reporting that showcases your impact

If you’re aiming to create marketing revenue reporting that fosters stronger alignment, co-ownership of success, and a more holistic view of the customer journey to create impactful seamless experiences that drive growth. This one is for you.

See you at Dreamforce 2025! Join us at the Growth Lounge - your spot to connect, learn, and recharge for smarter, seamless growth.

If you’re headed to Dreamforce this year, sign up for The Growth Lounge, the hub for marketing, sales, and customer success, to connect on conversations like this one and get aligned for creating seamless customer experiences that drive lasting growth.

Speakers

Candice Van Meter

Candice Van Meter

Director of Marketing Automation

Valet Living & Multipro

Christina Anderson

Christina Anderson

Marketing Strategist

Sercante

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