Monitor Marketing Campaigns Results

Review fields on the Summary pane to understand the effectiveness of a campaign.

To review the results of a marketing campaign:

1. In the Navigation pane, go to the Hubs section and select Marketing Campaigns.
2. Use the search field above the marketing campaign name to search for and select the campaign for which you want to check results.
3. Review the Goals fields in the Summary pane. These fields provide a view for comparison of the actual revenue from projects that are won as a result of the campaign, which is useful for understanding the effectiveness of a campaign. If you also 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: Displays 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, this field displays the calculated Actual Revenue, which is the sum of the Compensation fields for all projects that are associated with the campaign.
     • If you do not use Accounting, this field displays the dollar amount for the actual revenue as entered 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.
4. Review the Results fields to assess the response statistics for the campaign. For example, you can review the number of responses received, how many opportunities you learned about as a result of the campaign, or how many projects you ultimately won as a result of the campaign.