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תכנית אימון וליווי למנהלי שיווק ומנכ״לים להשגת ביצועי שיא ב-2026

Moshe Pesach

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LinkedIn

תכנית האימון ״מהלך הרבעון״ 01

אם אין לכם מערכת אחת שמרכזת את כל הנתונים - תוכלו לבנות אחת כזו בקלות בשימוש במסמך אקסל אליו תאספו את כל הנתונים ותקבלו תמונה של השיווק שלכם. אקסל בסיסי שכל מנהל שיווק צריך

איך לבנות את האקסל הכי בסיסי וחשוב בעסק

הדו״ח החודשי והרבעוני שכל מנהל שיווק צריך

Learn what separates a nice-looking dashboard from a true decision-making tool.
This lesson breaks down the logic behind an effective top-to-bottom structure - from contacts to revenue - and shows how to design a dashboard that tells one clear story at a glance.

The Dashboard That Shows the Full Picture

01 - Hubspot Full Dashboard - Full Funnel Demand Generation View

Instead of counting leads, this lesson teaches you how to read movement.
You’ll learn how to analyze contacts by lifecycle stage, spot real funnel growth or stagnation, and quickly understand whether opportunities are actually increasing.

Lifecycle Stages - Understanding Funnel Health in Minutes

Not all traffic sources create the same kind of leads.
This lesson shows how to visualize new contacts by original source, identify meaningful trends over time, and understand which channels bring quality - and which just create noise.

Leads by Traffic Source - Finding What Really Drives Growth

This lesson connects marketing activity to real pipeline impact.
You’ll learn how to track deals by source, distinguish between created and closed deals, and see which channels actually generate opportunities worth pursuing.

Deals by Source - Measuring Lead Quality Through Sales

More deals don’t always mean more revenue.
This lesson focuses on deal value, showing how to measure revenue by source, maintain visual consistency, and uncover which channels drive the most meaningful business impact.

Deal Amount by Source - Following the Money

02 - How to set up each report

Quantity hides quality.
In this lesson, you’ll segment leads by intent type to understand buying readiness, track quality trends over time, and shift focus from volume-driven reporting to momentum-driven insight.

Lead Intent Segmentation - Measuring Quality, Not Volume

A dashboard only works if it stays relevant.
This final lesson shows how to control time ranges across all reports, switch between weekly, monthly, and quarterly views, and automate reporting so insights reach the right people without manual effort.

Data & Systems

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