Marketing Campaign - Reporting

Created by Allison Cloyd, Modified on Tue, 17 Jan 2023 at 09:25 PM by Robert Butler

This article explains what you will see from your marketing campaign reporting. 

 

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TitleDescription
Campaign StartThis is the date entered when setting up the campaign to edit click on Edit campaign on the right
End DateThis is the date entered when setting up the campaign to edit click on Edit campaign on the right
Budgeted ExpenseThis is the overall budgeted expense entered when setting up the campaign to edit click on Edit campaign on the right
Forecasted IncomeThis is the overall forecasted income entered when setting up the campaign to edit click on Edit campaign on the right
Sale/Prospect Types 

These are the matter types that are included in this marketing campaign. 

TIP: Remember when adding new matter types to also add them to the marketing campaign if there income needs to be tracked. 

 

 

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TitleDescription
Planned ROIThis is the Forecasted Income - the budgeted income / budget income (these amounts are entered when setting up the marketing campaign)
Sales Pipeline ROISales pipeline ROI - shows the income from sales pipeline - expenses / expenses
CLV ROICustomer Lifetime Value ROI - shows total CLV / expenses - expenses
Actual ROIshows actual total income - expenses / expenses

 

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This table shows you (depending on the TAB selected at the top - Sales Pipeline, CLV, Actual, Planned) Income from various marketing activities versus expenses. You can click on each marketing activity to see a breakdown of matters contributing to income and individual reports. 

 

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