In marketing, the cohort refers to specific experiences, events, or other factors shared by a group of leads. The cohort is the group of leads generated from the campaign, and the Cohort Report in SharpSpring is a quick way to prove results from a campaign. This article will provide information on the Cohort Report.
The following user roles can access the Cohort Report:
- Company Managers
- Marketing Managers
- Sales Managers
Campaigns are accessed through the toolbar.
The Cohort Report
|The Cohort Report provides many different metrics and is available after building a report.|
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
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 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
|Revenue + EV||
The value of the Revenue column plus the value of Expected
The value of the Revenue + EV column divided by the Leads
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: