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.
|
Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
CRM PRO | |||||
CRM Free | |||||
Toolbar: | |||||
![]() |
|||||
Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | |||||
Jr. Salespersons | |||||
The Cohort Report
The Cohort Report provides many different metrics and is available after building a report. |
Report Metric |
Description |
|
Campaigns |
Active campaigns within the date range that have at least one |
|
Total Costs |
Provides the total cost of the campaign, calculated by specific |
|
Leads |
Shows a count of active leads within a specific date range that |
|
Cost/Lead |
Gives you the cost of the total campaign, divided by the lead |
|
Sales |
The total number of sales (closed-won opportunities) that have |
|
Lost |
The total number of lost deals (closed-lost opportunities) that |
|
Revenue |
The sum of all sales. |
|
Working Opps |
The total number of active opportunities that have a primary attribution for the specified campaigns. |
|
Total Value |
The sum of the total values across all Working Opps. |
|
Expected Value |
The sum of the expected values (probability to close multiplied |
|
Revenue + EV |
The value of the Revenue column plus the value of Expected |
|
Projected Rev/Lead |
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:
|