Marketing you can't measure is guesswork. This article covers 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. |
These views fill in as you connect your data (Google Search Console, your analytics) and as your team takes on more of the work. See Plan limits for the content team's numbers.
Your plan: the 90-day plan
Your marketing plan lives under Your team → Marketing 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.
Your Marketing Health Check hands off here too. The 90-day plan it produces lands here, a click from the graded report.
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 when you want a fresh view.
Exports & reports
The Exports tab of Performance is where your data comes out:
- 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.