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
- Company Managers
- Marketing Managers
- Sales Managers
Campaigns are accessed through the 
toolbar.
Article Contents
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:
|
|
Options > Cohort Report > 
Comments
0 comments
Article is closed for comments.