|SharpSpring enables you to view the results for a specific campaign.
This allows you to determine whether that marketing effort is driving results, or if it needs to be modified in some way, shape or form.
This article will detail how to analyze campaign results.
To build a campaign report, do the following:
When building reports, this date is based on the lead's creation date. This report will show leads that were created in that timeframe.
Note: Depending on your selection for Contacts, you may have the option under Types to choose to see Open Leads, Unqualified Leads, Qualified Leads, Contacts or Opportunity Contacts in the report. You can choose to see all or multiple.
Available Report Types
The following report types are available when building reports:
|Leads and Contacts||
Shows all leads created within the designated timeframe.
Shows all opportunities that are open.
Shows all opportunities that are sales/closed won.
Shows all opportunities that are lost and not sales.
Shows all campaign impressions made by leads. Leads may have
Shows all campaign impressions for anonymous clicks and clicks
Built reports indicate the campaigns with the most leads created during that timeframe who are associated with those campaigns. The title bar of the report displays different metrics:
Active campaigns within the date range that have at least one
Provides the total cost of the campaign, calculated by specific
Shows a count of active leads within a specific date range that
Gives you the cost of the total campaign, divided by the lead
The total number of sales (closed-won opportunities) that have a
The total number of lost deals (closed-lost opportunities) that
The sum of all sales.
The total number of active opportunities that have a primary
The sum of the total values across all Working Opps.
The sum of the expected values (probability to close multiplied by
|Revenue + EV||
The value of the Revenue column plus the value of Expected
The value of the Revenue + EV column divided by the Leads
Viewing Reports for Individual Campaigns
To view campaign reports, do the following:
The individual campaign page should look similar to the overall Campaign Insights page. You will find a graphical representation of the campaign's success, the sales goal for the campaign, and a list of leads connected to the campaign.
Exporting Cohort Reports
You can export the Cohort Report data to a .PDF or .CSV file to use for other reports and presentations. To export report data, do the following: