Marketing you cannot measure is guesswork. This article covers the surfaces that keep you honest: Performance, where the numbers live; Your plan, where you decide what to do about them; competitor tracking; and getting your data out.
Performance: your analytics
Performance sits at the top of your sidebar. It brings pipeline performance, revenue intelligence and team analytics together in five tabs:
| Tab | What it shows |
|---|---|
| Pipeline | Your deals by stage — how many there are, what they are worth, how fast they move, and your win/loss trend over time. |
| Revenue | Where the money actually comes from: revenue by product, recurring versus one-off income, and which campaigns are credited with revenue. |
| Team | Results per person — revenue, deals won, win rate — and how activity relates to outcomes. |
| Attribution | Which marketing channels earn credit for won deals. Attribution (deciding which touchpoint deserves credit for a sale) can be calculated several ways — pick a model from the dropdown and compare. |
| Exports | Downloads and shareable reports — covered below. |
Advanced analytics is a paid-plan feature: Growth and Scale include it, Free does not. See Plan limits for what each plan unlocks.
Your plan: the 90-day plan
Your marketing plan lives under Your team → Your plan. Pick a framework (a structured way of laying a plan out), get guidance as you fill it in, develop it with Jamar — or upload a plan you already have.
This is also where your Marketing Health Check hands off: the 90-day plan the check produces lands here, so the graded report and the plan that answers it live a click apart.
If you don't see the plan editor, it may not be enabled for your workspace yet.
Competitors
Marketing → Competitors opens Market Intelligence: track local competitors and generate on-demand AI strategy audits — an AI-written review of where you stand against them. Add the businesses you actually lose customers to, then request an audit whenever you want a fresh outside view.
Exports & reports
The Exports tab of Performance is where data leaves the building:
- Data exports — download your records as files, for a period you choose (week, month or quarter).
- PDF reports — generate a report and share it with a secure link that expires, so a report you sent months ago does not stay open forever.
If you go looking for a separate "Reporting" page, this is it — reporting now lives inside Performance as the Exports tab.