Viewing Campaign Results

Article Contents

• Building Reports
• Report Overview
• Viewing Reports for Individual Campaigns
• Exporting Cohort Reports
• Ready to Learn More?

To build a campaign report, do the following:

1. In SharpSpring's top toolbar, click 
   Analytics > Campaigns.
2. Click Build your customized report.
3. Select the campaign names or tags that to include in the report. 
4. Under Contacts, select the type of report to build.
5. Choose the desired Types category.
6. Select the date range that you want for this report.
7. Click Apply. 

When building reports, this date is based on the lead's creation date. This report will show leads that were created in that timeframe.

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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
interacted with several campaigns and be counted more than once.

Shows all campaign impressions for anonymous clicks and clicks
from tracked leads who are members of that particular campaign
as their primary campaign. Visitors may have interacted with
several campaigns and may be counted more than once. The data
for this type of report updates every 24 hours.

Active campaigns within the date range that have at least one
lead with a primary attribution of that campaign.

Provides the total cost of the campaign, calculated by specific
quantities or per each lead.

   •  Specific Quantity: A set cost of the campaign.
       Set within campaign settings.

   •  Per Each Lead: Campaigns that will incrementally
       increase in cost as more leads are attributed.
       Set within campaign settings.

Shows a count of active leads within a specific date range that
have the primary attribution for the specified campaigns. Specific
leads can be selected with different statuses, such as Open,
Unqualified, Qualified, Contacts, and Opportunity Contacts.

Gives you the cost of the total campaign, divided by the lead
count.

The total number of sales (closed-won opportunities) that have a
primary attribution for the specified campaigns.

The total number of lost deals (closed-lost opportunities) that
have a primary attribution for the specified campaigns.

The sum of all sales.

The total number of active opportunities that have a primary
attribution for the specified campaigns.

The sum of the total values across all Working Opps.

The sum of the expected values (probability to close multiplied by
total value) across all Working Opps.

The value of the Revenue column plus the value of Expected
Value column.

The value of the Revenue + EV column divided by the Leads
column.

1. In SharpSpring's top toolbar, click 
   Analytics > Campaigns.
2. In the left panel, click the   
     All Campaigns tab.
3. Search for the campaign by name.
4. Click the campaign's title.

Click to enlarge.

1. In SharpSpring's top toolbar, click 
   Analytics > Campaigns.
2. In the Campaign Report field, enter the name of the desired report.
3. Click the name of the desired report.
4. Click    Options > Cohort Report >
   Export Type. 

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