Columns for the Marketing Campaign Summary Report

Use the New Section dialog box to select additional columns of information for each section on the summary report. Columns vary depending on which section you selected in the What to Include in Section drop-down list.

Marketing Campaign Information

Field	Description
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Number	This column displays the numeric identifier for the record.
Stage	This column displays the stage of the marketing campaign.
Description	This column displays the descriptive title for the marketing campaign.
Organization	If your enterprise uses organizations, this column displays the code for the organization that is responsible for pursuing the marketing campaign.
Organization Name	If your enterprise uses organizations in Vantagepoint, this column displays the name of the organization in your firm that is responsible for pursuing the marketing campaign.
Organization Status	This column displays the status (active, inactive, or dormant) of the organization that is associated with the record.
Project	This column displays the project associated with the marketing campaign.
Type	This column displays the type of marketing campaign (for example, Webcast, Direct Mail, or Seminar).
Audience	This column displays the market segment to which the marketing campaign is directed (for example, Chief Financial Officers or Project Managers).
Objective	This column displays the goal of the marketing campaign (for example, Lead Generation).
Budget	This column displays the amount budgeted for the marketing campaign.
Actual Cost	This column displays the actual cost of the marketing campaign.
Actual Cost	This column displays the actual cost of the marketing campaign.
Potential Revenue	This column displays the potential revenue that can be generated by this marketing campaign.
Actual Revenue	The total expected revenue for won projects that are associated with the marketing campaign.
Campaign Manager	This column displays the marketing campaign manager.
Manager 3	This column displays a third manager associated with the campaign.
Status	This column displays the status of the marketing campaign record: Active or Inactive.
Launch Date	This column displays the marketing campaign's launch date.
End Date	This column displays the marketing campaign's end date
First Action	This column displays the first action in the marketing campaign (for example, Kickoff Campaign).
Current Action	This column displays the current action in the marketing campaign.
Next Action	This column displays the action that is scheduled to occur after the current action.
Universe	This column displays the total number of firms targeted by the marketing campaign.
Responses	This column displays the sum of the number of leads and the number of contacts.
Response Percent	This column displays the ratio of Actual Responses to the total number of firms targeted (the value in Universe), expressed as a percentage.
New Firms	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays the number of new firm records created when qualifying contacts associated with a marketing campaign.
Qualified Contacts	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays the number of qualified contacts associated with a marketing campaign.
Awarded Projects	This column displays the number of projects that are listed for the campaign in the Marketing Campaigns hub.
Create User	This column displays the Vantagepoint user ID of the employee who created the record.
Create Date	This column displays the date on which the marketing campaign was created. The report displays this date only in the total line for each marketing campaign.
Modify User	This column displays the user ID of the person who most recently modified the record.
Modify Date	This column displays the date on which the record was most recently modified.
Currency	This column displays the currency used for the marketing campaign.
Exchange Rate Date	This column displays the date on which the exchange rate went into effect.

Activities

Field	Description
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activities - Primary Contact	This column displays the name of the contact at the firm associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
Activities - Primary Firm Contact Bus. Phone	This column displays the business telephone number for the firm contact associated with the activity.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays the notes from the activity.
Project	This column displays the project number.
Type	This column displays the type of marketing campaign (for example, Webcast, Direct Mail, or Seminar).
Audience	This column displays the market segment to which the marketing campaign is directed (for example, Chief Financial Officers or Project Managers).
Budget	This column displays the amount budgeted for the marketing campaign.
Actual Cost	This column displays the actual cost of the marketing campaign.
Revenue Goal	This column displays the amount of revenue your firm expects to generate from the marketing campaign.
Campaign Manager	This column displays the marketing campaign manager.
Marketing Manager	This column displays the marketing manager who is responsible for the marketing campaign.
Manager 3	This column displays a third manager associated with the campaign.
Status	This column displays the status of the marketing campaign record: Active or Inactive.
Launch Date	This column displays the marketing campaign's launch date.
End Date	This column displays the marketing campaign's end date
First Action	This column displays the first action in the marketing campaign (for example, Kickoff Campaign).
Current Action	This column displays the current action in the marketing campaign.
Next Action	This column displays the action that is scheduled to occur after the current action.
Universe	This column displays the total number of firms targeted by the marketing campaign.
Responses	This column displays the sum of the number of leads and the number of contacts.
Response Percent	This column displays the ratio of Actual Responses to the total number of firms targeted (the value in Universe), expressed as a percentage.
New Firms	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays the number of new firm records created when qualifying contacts associated with a marketing campaign.
New Firms	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays the number of new firm records created when qualifying contacts associated with a marketing campaign.
Qualified Contacts	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays the number of qualified contacts associated with a marketing campaign.
Awarded Projects	This column displays the number of projects that are listed for the campaign in the Marketing Campaigns hub.
Create User	This column displays the Vantagepoint user ID of the employee who created the record.
Create Date	This column displays the date on which the record was created.
Modify User	This column displays the user ID of the person who most recently modified the record.
Modify Date	This column displays the date on which the record was most recently modified.
Custom Currency Code	If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
Responses - Name	This column displays the name of the contact at the firm.
Contacts - Firm	This column displays the contact's firm.
Responses - Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Responses - Phone	This column displays the contact's business telephone number.
Responses - Address 1	This column displays the contact's street address.
Responses - City	This column displays the city from the contact's address.
Responses - State	This column displays the state from the contact's address.
Responses - Zip	This column displays the ZIP code from the contact's address.
Responses - Email	This column displays the contact's email address.
Responses - Project Description	This column displays the description for the project that is associated with the marketing campaign.
Responses - Qualified Status	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays if the contact has been qualified or disqualified or is a new lead.
Projects - Number	This column displays the identifier of the project associated with the marketing campaign.
Projects - Number	This column displays the identifier of the project associated with the marketing campaign.
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - Link Path	The link path can be one of the following:: The complete link path for an external file. Click on the link path to open the file link from the external location where it is stored. The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email message.
Links - Graphic	This Yes/No column indicates whether or not the file is a graphic file.
Currency	This column displays the currency used for the marketing campaign.
Exchange Rate Date	This column displays the date on which the exchange rate went into effect.

Projects

Field	Description
Projects - Name	This column displays the name of the project.
Projects - Number	This column displays the identifier of the project associated with the marketing campaign.
Projects - Stage	This column displays the project's stage that is associated with the marketing campaign.

Links

Field	Description
Links - Description	This column displays a brief description of the file link or Web address (URL).
Links - Graphic	This Yes/No column indicates whether or not the file is a graphic file.
Links - Link Path	The link path can be one of the following:: The complete link path for an external file. Click on the link path to open the file link from the external location where it is stored. The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email message.

Responses

Field	Description
Responses - Name	This column displays the name of the contact at the firm.
Contacts - Firm	This column displays the contact's firm.
Responses - Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Responses - Phone	This column displays the contact's business telephone number.
Responses - Address 1	This column displays the contact's street address.
Responses - City	This column displays the city from the contact's address.
Responses - State	This column displays the state from the contact's address.
Responses - Zip	This column displays the ZIP code from the contact's address.
Responses - Email	This column displays the contact's email address.
Responses - Project Description	This column displays the description for the project that is associated with the marketing campaign.
Responses - Qualified Status	If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings > CRM, this column displays if the contact has been qualified or disqualified or is a new lead.