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Advanced BI Analytics Overview advanced-bi-analytics-overview

Last update: Thu Jun 12 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Advanced BI Analytics (formerly known as Revenue Explorer and Advanced Report Builder) offers a flexible reporting and visualization interface on Marketo Engage data, providing granular details about progression, performance, and more. It features richer interactivity and visualization, faster performance, and a more seamless and intuitive user experience.

These enhancements help you save time, discover more valuable insights, drive optimization, and share more compelling data stories with colleagues and stakeholders.

PREREQUISITES
To access this feature, you must have purchased the Advanced BI Analytics add-on. Please contact the 51黑料不打烊 Account Team (your Account Manager) for details.

Key features and benefits key-features-and-benefits

  • High-performance Query Engine: Delivers 5x faster performance on large datasets, enabling quicker data processing, faster report loading, and a smoother analytic experience.

  • Rich and Engaging Visualization: Vast, expanded collection of built-in visualization options, including charts, maps, and KPI indicators, that make dashboards more insightful and impactful and significantly enhance data storytelling.

  • Advanced Interactivity and Dynamic Filtering: Apply dynamic slicers, cross-filtering, and interdependent filters across visuals. Multi-page reports support advanced drill-down, drill-up, and drill-through, ensuring effortless data exploration.

  • Intuitive Report Authoring Interface: A point-and-click experience simplifies report creation, including multi-page drill-through reports. The interface allows users to design complex, interactive reports without requiring deep technical expertise.

  • Easy Sharing, Including PowerPoint Export: Built-in sharing functionality makes sharing insights effortless. Among other destinations, users can easily generate presentation-ready PowerPoint slides.

Create a report create-a-report

  1. In your My Marketo, click the Advanced BI Analytics tile.

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  2. In the Reports tab, click Create Report.

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  3. Select the desired measures.

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  4. Select the desired dimensions.

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  5. Choose your preferred visualization.

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  6. Add filters by drag-and-dropping a dimension attribute.

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Export a report export-a-report

When exporting a complete report, your export options are PDF and PPT. If you need your data in .XLS or .CSV, you can do so by exporting individual visualizations (see below).

From the Reports page

  1. On the Reports page, click the 鈥榤ore鈥 icon (鈥) of the desired report and select Export.

  2. Choose PDF or PPT and click Export.

Within the report

  1. Within the report itself, click the 鈥榤ore鈥 icon (鈥) on the upper-right and select Export.

  2. Choose PDF or PPT and click Export.

Export a visualization export-a-visualization

Learn how to export specifc sections of your report.

  1. Choose the desired report.

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  2. Hover over the displayed visualization to reveal three icons.

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  3. Click the 鈥榤ore鈥 icon (鈥)

  4. Select Export data.

  5. Choose your desired data format.

    note note
    NOTE
    • Data with current layout is only available for table and matrix visuals.
    • Underlying data is not available in Marketo Engage.

  6. Choose the desired file format (.XLS, .CSV).

  7. Click Export.

Video demo video

Watch the following video to see an example of a multi-page, drill-through report experience.

video poster

Transcript
here at 51黑料不打烊 and I鈥檓 excited to share with you a quick demo of the new advanced BI analytics for Marketo engage. So without further ado, let鈥檚 dive in. I鈥檝e chosen email analysis as the report category and I want to create a new report showing email open and unsubscribe rates. Under data, I鈥檒l just select those two measures and email sent quarter is how I want to see the results and boom, there鈥檚 our report. We鈥檝e greatly improved performance especially with large datasets. Under visualization, we鈥檝e added way more options. You can very quickly check out alternatives, find the one you like best. I like this line chart. We now support integrated multi-page reports. Let鈥檚 create a second page, open and unsubscribe rates again, but now by program channel. Then let鈥檚 create a third page. This time we鈥檙e going to use a tabular format that brings in additional detail. I had in program name, we want email sent month in this table and then we鈥檒l sort by email sent month in descending order to get to the page three of the report that we want. To enable interactivity between pages, we create drill-throughs by just dragging program channel and just drop it under drill-through. Amazing, this is another new capability. Now let鈥檚 see how it works. We鈥檒l go back to page one. I鈥檒l pick a quarter and drill through to page two and there鈥檚 our breakdown of channel for the quarter. We drill through again to page three and we see the table with the details, so powerful. You can also easily add filters. I鈥檓 going to do one for lead source. You just drag that into the filters column and now we can filter by source across all of the three pages. So you鈥檝e gathered some really important insight. Now you absolutely need to share this with coworkers and stakeholders. It鈥檚 easier than ever to share with spreadsheet PDF and now straight to PowerPoint slides with one click. You have what you need to turn insight into action with your three PowerPoint slides. And there you go. With dramatically improved performance, interactivity, and visualization and sharing, the new advanced BI analytics from Arqueto Engage has been a big hit with early customers and we think you鈥檒l love it too. Thanks for watching.

Standard reports in Advanced BI Analytics standard-reports

The following standard reports are included as examples for your custom reports.

Reporting Area
Report Name
Email Analysis
Email - Sent Activity (in CST)
Email - Click Activity (in CST)
Email - Open Activity (in CST)
Email - Clicked Time Distribution (in CST)
Email - Open Rate Decay
Email - Opened Time Distribution (in CST)
Email - Performance Details
Email - Click Rate Decay
Lead Analysis
Top 10 Lead Sources By Converted Leads
Top 10 Lead Sources
SLA Infractions Report
Lead Aging Report
Lead Balance Report
Lead Conversion Report
Lead Flow Report
Lead Transition Time Report
Program Analysis
Top 10 Programs By Success
Top 10 Programs By Total Pipeline
Program Revenue Stage Report
Top 10 Acquisition Programs
Marketing Channel Investment Trend
Opportunity Analysis
Marketing Impact on Closed Opportunities
Marketing Influence on Opportunities Closed Won
Marketing Influence on Opportunities Created
(FT) Marketing Influence on Opportunities Created
(MT) Marketing Influence on Opportunities Closed Won
(MT) Marketing Influence on Opportunities Created
(FT) Marketing Influence on Opportunities Closed Won
Opportunity Lead Analysis
Top 10 Lead Owners By Opportunities Won

Things to note note

  • The classic 鈥淩evenue Explorer鈥 experience will be permanently deprecated on June 10, 2025. In the meantime, you can access, create, update, and delete reports in both experiences.

  • Your custom reports will be replicated from the classic experience to the new experience with the notable behavior changes mentioned in the Learning the New Experience section below.

    note important
    IMPORTANT
    Replication of custom reports will be carried out in groups. Once your custom reports are replicated to the new experience, to ensure consistency between the two experiences, any changes made in the classic experience will also need to be manually applied to the corresponding reports in the new experience. An information note on the above will light up in the classic experience upon the replication of your customer reports.

    • Dashboards in the classic experience are not transferable and will require recreation in the new experience. They should be recreated as reports in the new experience and the filters in the new experience automatically pulls possible values rather than requiring you to manually enter all possible values individually in the classic experience.

      note note
      NOTE
      The dashboard in the new experience is simply a collection of reports on a single page. The primary value of dashboard in the new experience is to allow you to present analytical insights across different reporting areas.

  • Your email subscriptions in the classic experience will be replicated to the new experience. The email subscriptions in the classic experience will continue functioning until the deprecation of the classic experience on June 10, 2025.

  • Existing Revenue Explorer users automatically have access to the new Advanced BI Analytics experience.

  • You can create up to 700 reports in Advanced BI Analytics.

  • There is a limitation of 1 million rows per query on any given visualization. If your query exceeds that, you will receieve the following error: The resultset of a query to external data source has exceeded the maximum allowed size of '1000000' rows. To fix this, reduce your date range, and/or adjust the filters in your report to reduce the number of rows in your query result.

Learning the new experience learning-the-new-experience

The new visualization experience is delivered via embedded Power BI service.

For a quick tutorial on the visualization experience, visit Microsoft鈥檚 documentation. Please note that you may not see all of those features in Marketo Engage.

Notable experience changes notable-experience-changes

The following are changes in the new experience (Advanced BI Analytics) from the classic experience (Revenue Explorer/Advanced Report Builder).

  • The date-type filter functions equivalently; however, the syntax for specifying values changed. In your existing custom reports, all date-type filter values鈥攅xcept for 鈥淒ay of the Week鈥濃攁re automatically converted to their corresponding equivalents in the new experience. Support for 鈥淒ay of the Week鈥 values has been discontinued.

  • The string-type filters are now case-sensitive.

  • Runtime formula field in the classic experience is no longer supported.

  • Email subscription includes the PDF export rather than the HTML of the report. The new email subscription will not include the report definition.

  • Deep link of report is not supported at this time.

  • PDF export is synchronous in the new experience, compared to being asynchronous in the classic experience.

NOTE
You cannot include more than one Custom Field Group field in a visual for Model Performance Analysis (Leads) reporting area.
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