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:
- Administrators
- Marketing Managers
- Sales Managers
Article Contents
The Cohort Report
| The Cohort Report provides many different metrics and is available after building a report. |
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| Campaigns: | Active campaigns within the date range that have at least one lead with a primary attribution of that campaign. |
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| Total Costs: | 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. |
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| Leads: | 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. |
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| Cost/Lead: | Gives you the cost of the total campaign, divided by the lead count. |
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| Sales: | The total number of sales (closed-won opportunities) that have a primary attribution for the specified campaigns. |
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| Lost: | The total number of lost deals (closed-lost opportunities) that have a primary attribution for the specified campaigns. |
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| Revenue: | The sum of all sales. |
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| Working Opps: | The total number of active opportunities that have a primary attribution for the specified campaigns. |
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| Total Value: | The sum of the total values across all Working Opps. |
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| Expected Value: | The sum of the expected values (probability to close multiplied by total value) across all Working Opps. |
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| Revenue + EV: | The value of the Revenue column plus the value of Expected Value column. |
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| Projected Rev/Lead: | The value of the Revenue + EV column divided by the Leads column. |
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:
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Options > Cohort Report > 
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