As a Sales Navigator admin, you can request ROI reporting that provides insights into how a user’s Sales Navigator and LinkedIn.com activities impact the deals closed by them. This allows your LinkedIn account representative to quantify the value your users get from Sales Navigator. Sales Navigator activities like account and lead searches, Add Notes, and View Lists are included in ROI reporting.
Prerequisites
- You are a HubSpot, Microsoft Dynamics 365 Sales, Oracle Sales, or Salesforce user
- CRM Sync is enabled
- CRM Sync integration user must have access to opportunity records in the CRM
To enable ROI Reporting:
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Sign in to Sales Navigator.
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Click Admin from the top navigation bar.
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Click Admin Settings.
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From the left pane, click Production displayed under CRM, and click Imported from CRM.
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Scroll to the ROI Reporting section and switch the toggle to Yes to enable ROI Reporting.
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Select a value for the Where do you store the value for a won opportunity field.
For example, you can choose Amount.
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Check the Show total amount of influenced and sourced revenue in checkbox and select a currency.
You can select only one currency.
