How Does TPG Connect Engagement Metrics Back to Revenue KPIs?
See how TPG maps HubSpot engagement metrics to revenue KPIs by unifying tracking, connecting contacts to deals, and building dashboards leaders use daily!!
TPG (The Pedowitz Group) connects engagement metrics back to revenue KPIs by designing a shared revenue measurement framework in HubSpot, then tying every meaningful contact touch to deals and pipeline. Email clicks, page views, form fills, events, and sales activities are standardized, rolled into contact and company records, and associated with opportunities. From there, TPG builds multi-touch attribution and funnel dashboards that translate engagement into concrete KPIs like pipeline created, win rate, deal velocity, and recurring revenue growth.
What Matters in TPG’s Approach to Engagement and Revenue?
The TPG Engagement-to-Revenue Playbook in HubSpot
Here’s how TPG turns disconnected engagement metrics into a revenue measurement system your executive team can trust.
Align → Inventory → Design → Implement → Attribute → Visualize → Optimize
- Align on revenue KPIs and questions: TPG works with marketing, sales, and finance to define core KPIs—such as pipeline created, win rate, ACV, and expansion—and the questions reporting must answer.
- Inventory current engagement data: Existing forms, emails, landing pages, events, ads, and sales activities are reviewed to see what’s tracked, what’s missing, and where data quality breaks down.
- Design the engagement data model: TPG defines which interactions matter, where they live in HubSpot, how they’re named, and how they roll up to contacts, companies, and deals across the lifecycle.
- Implement tracking and associations: HubSpot properties, workflows, UTMs, and automation are configured so key engagements are captured consistently and associated with the right records and deals.
- Configure attribution and influence: TPG sets up and tests attribution reports and campaign influence models that link engagement sequences to pipeline, bookings, and other revenue KPIs.
- Visualize in shared dashboards: Role-based HubSpot dashboards are built for executives, marketing, and sales, showing how top campaigns, channels, and journeys contribute to revenue.
- Optimize programs and governance: Insights from engagement-to-revenue reporting feed back into campaign planning, budget allocation, and data governance so performance improves over time.
Engagement-to-Revenue Maturity with TPG
| Capability | From (Ad Hoc) | To (Operationalized with TPG) | Owner | Primary KPI |
|---|---|---|---|---|
| Engagement Data Quality | Scattered metrics, inconsistent tracking | Standardized tracking with trusted, de-duplicated contact data | Marketing Ops | Attributable Pipeline % |
| Contact–Deal Connection | Single contact on deals, missing influencers | Full buying-committee association on opportunities | Sales Ops / RevOps | Deals with Complete Contact Coverage |
| Attribution & Influence | Channel reports only | Multi-touch attribution aligned to your sales cycle | RevOps / Analytics | Attributed Revenue & Pipeline |
| Executive Visibility | Manual exports and one-off decks | Live HubSpot dashboards for CMO, CRO, and CFO | Marketing & Sales Leadership | Usage of Revenue Dashboards |
| Decision Making | Gut-driven budget choices | Investment decisions guided by engagement-to-KPI insights | Executive Team | ROI on Marketing & Sales Spend |
| Governance & Training | Tribal process knowledge | Documented playbooks and training on tracking and reporting | Marketing Ops / Enablement | Data Governance Audit Score |
Client Snapshot: From Engagement Noise to Revenue Signal
A SaaS company working with TPG was tracking email opens, clicks, and page views in HubSpot but could not show how those metrics tied to pipeline. TPG redesigned the engagement data model, enforced contact–deal associations, and implemented multi-touch attribution. Within two quarters, the team could prove that a specific mix of product education emails and webinars influenced the majority of closed-won deals—driving a 22% increase in attributed pipeline and giving the CMO a defensible story for next year’s budget.
Instead of reporting “good engagement” in isolation, TPG helps you show how HubSpot engagement metrics ladder directly into revenue KPIs so every program can be evaluated on business impact.
Frequently Asked Questions about TPG, Engagement Metrics, and Revenue KPIs
Let TPG Turn Your Engagement Metrics into Revenue KPIs
We’ll help you structure HubSpot, connect engagement to deals, and build dashboards that prove how your programs drive pipeline and revenue.
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