The
Marketing Campaigns Summary pane displays the campaign's key information and remains visible as you move from one tab to another.
Contents
In these fields, you can add, edit, or review marketing campaign information. These field descriptions describe adding information; if you search for and select a marketing campaign record, the record's information displays in the field. You can edit this information as needed.
Field | Description |
Launch - End Date
|
Select the start date for the marketing campaign launch and the date the
marketing campaign is expected to end.
|
Status
|
Select the marketing campaign's status.
- A campaign with an
Active status (green) is currently in use.
- A campaign with an
Inactive status (gray) is currently not in use and does not display in the marketing campaign lookup lists.
|
Stage
|
Select the stage of the
marketing campaign (for example, Pending, Awarded, or Lost).
You can update the stage as the
marketing campaign moves through the cycle. To change the stage, select a new value from the drop-down list.
|
Type
|
Select the type of
marketing campaign, such as Webcast or Tradeshow.
|
Audience
|
Select the market segment to which the
marketing campaign is directed, such as CFOs, Marketing and Sales, or Project Managers.
|
Objective
|
Select the goal of the
marketing campaign.
|
Currency
|
This field displays if Deltek is set up to use multiple currencies. This drop-down list displays all of the currencies that are enabled in your database. Select the currency for the
marketing campaign. The actual and potential revenue will be calculated in this currency.
|
Exchange Rate Date
|
This field displays if Deltek is set up to use multiple currencies. Select the date on which the actual and potential revenue should be translated into the selected currency.
If the campaign has any associated
opportunities or
projects with a different currency than the campaign, the
Exchange Rate Date field is required.
|
Goals
|
Use these fields to view a comparison of the actual revenue from
projects that are won as a result of the campaign. This is useful for understanding the effectiveness of a campaign. If you use multiple currencies, these amounts are translated to the marketing campaign's currency using the date that is defined in the
Exchange Rate Date field.
|
Revenue Goal
|
Enter the amount of revenue your
firm seeks to generate from the
marketing campaign.
|
Actual Revenue
|
This field's functionality depends on the use of the Accounting application:
- If you use Accounting,
Actual Revenue is a calculated field that sums the Compensations fields for all
projects that are associated with the campaign.
- If you do not use Accounting, you can enter a dollar amount for the actual revenue directly in this field.
|
Potential Revenue
|
This field is automatically calculated to display the sum of the estimated revenue (not weighted revenue) of all
Active
opportunities that are associated with the campaign.
This does not Include inactive
opportunities because they were either won and included in the actual cost, or they were lost or not pursued.
|
Budget
|
Enter the total amount budgeted for the campaign.
|
Actual Costs
|
Enter the total cost of labor and expenses that are associated with the
marketing campaign.
|
Results
|
These fields display the response statistics for the campaign. For example, you can review the number of responses received, how many
marketing campaigns actually became
opportunities or
projects, etc.
|