Understanding Cohort Report Metrics

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. Article Contents The Cohort Report Exporting Cohort Reports	Available with:
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The Cohort Report

The Cohort Report provides many different metrics and is available after building a report.

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Report Metric		Description
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 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.
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.
Cost/Lead		Gives you the cost of the total campaign, divided by the lead count.
Sales		The total number of sales (closed-won opportunities) that have a primary attribution for the specified campaigns.
Lost		The 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		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 by total value) across all Working Opps.
Revenue + EV		The value of the Revenue column plus the value of Expected Value column.
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:

In SharpSpring's top toolbar, click
Analytics > Campaigns.
In the left panel, enter the name of the desired report in the Campaign Report text box.
Click the name of the desired report.
Click Options > Cohort Report >
Export Type.

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