In marketing, the term "cohort" refers to specific experiences, events or other factors shared by a group of leads. For example, instead of tracking deals closed in the month of March, you may track deals closed based on a campaign that ran in January, regardless of the month in which those deals closed. 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 report provides campaign costs, lead count, won/loss opportunities, revenues, and more, including lost deals, all based on the lead create date. You can find the Cohort Report when you scroll down the Campaign Insights feature page. For more information on Campaign Insights, be sure to check out our help article on Viewing Campaign Results.
The following User Roles have access to the Cohort Report:
- Administrator
- Marketing Managers
- Sales Managers
The title bar of the report displays eleven different metrics which are defined below.
|
Metrics |
Defined |
|---|---|
|
Campaigns |
Active campaigns within the date range that have at least one lead with a primary attribution of that campaign. |
|
Total Costs |
Provides the total cost of the campaign calculated by specific quantity or per each lead.
|
|
Leads |
Shows a count of active leads within a specific date range that have the primary attribution for the specified campaigns. You can also select a specific lead with a status such as Open, Unqualified, Qualified, Contacts, and Opportunity Contacts. |
|
Cost/Lead |
Gives you the cost of the total campaign divided by the lead count. |
|
Sales |
Total number of sales (closed-won opportunities) that have a primary attribution for the specified campaigns. |
|
Lost |
Total number of lost deals (closed-lost opportunities) that have a primary attribution for the specified campaigns |
|
Revenue |
The sum of all Sales |
|
Working Opps |
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 by total value) across all Working Opps. |
|
Revenue + EV |
Is the value of the Revenue column plus the value of Expected Value column. |
|
Projected Rev/Lead |
Is the value of the Revenue + EV Column divided by Leads column |
TIP! You can export the Cohort Report data to a PDF or CSV file to use for other reports and presentations.
On the right side, click Options, then click Cohort Report and select your export type.
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