This article explains what you will see from your marketing campaign reporting.
Title | Description | |
Campaign Start | This is the date entered when setting up the campaign to edit click on Edit campaign on the right | |
End Date | This is the date entered when setting up the campaign to edit click on Edit campaign on the right | |
Budgeted Expense | This is the overall budgeted expense entered when setting up the campaign to edit click on Edit campaign on the right | |
Forecasted Income | This 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.
|
Title | Description |
Planned ROI | This is the Forecasted Income - the budgeted income / budget income (these amounts are entered when setting up the marketing campaign) |
Sales Pipeline ROI | Sales pipeline ROI - shows the income from sales pipeline - expenses / expenses |
CLV ROI | Customer Lifetime Value ROI - shows total CLV / expenses - expenses |
Actual ROI | shows actual total income - expenses / expenses |
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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