| Field | Description |
|---|
| Marketing Campaign Name
|
This column displays the name of the marketing campaign.
|
| Number
|
This column displays the numeric identifier for the marketing campaign.
|
| Status
|
This column displays the status of the marketing campaign (for example, Planning, Active, or Completed).
|
| Organization
|
If you are using
organizations in
Vision, this column displays the
organization in your firm that is responsible for the marketing campaign.
|
|
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).
|
| Budget
|
This column displays the amount budgeted for the marketing campaign.
|
| Launch Date
|
This column displays the marketing campaign's launch date.
|
| End Date
|
This column displays the marketing campaign's ending date.
|
| Row Count
|
This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
|
| Description
|
This column displays the descriptive title for the marketing campaign.
|
| Target 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).
|
| Actual Costs
|
This column displays the actual cost of the marketing campaign.
|
| Revenue
|
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.
|
| Record Status
|
This column displays the status of the marketing campaign record: Active or Inactive.
|
| 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.
|
| Actual Responses
|
This column displays the sum of the number of leads and the number of contacts.
|
| Response Percent
|
This column displays the ratio of the value in
Actual Responses to the value in
Universe, expressed as a percentage.
|
| Converted
Clients
|
This column displays the number of leads for which both of the following are true:
- The lead was converted to a
client.
- The lead record in the Lead Info Center lists this campaign on the Marketing Campaigns tab.
|
| Converted Contacts
|
This column displays the number of leads for which both of the following are true:
- The lead was converted to a contact.
- The lead record in the Lead Info Center lists this campaign on the Marketing Campaigns tab.
|
| Opportunities
|
This column displays the number of leads for which both of the following are true:
- The lead was converted to an opportunity.
- The lead record in the Lead Info Center lists this campaign on the Marketing Campaigns tab.
|
| Awarded
Projects
|
This column displays the number of
projects that are listed on the
Projects tab of the marketing campaign record.
|
| Create User
|
This column displays the user ID of the person who created the marketing campaign record in the Marketing Campaigns Info Center.
|
| Create Date
|
This column displays the date on which the marketing campaign record was created.
|
| Modify User
|
This column displays the user ID of the person who most recently modified the marketing campaign record.
|
| Modify Date
|
This column displays the date on which the marketing campaign record was most recently modified.
|
| Custom Currency Code
|
This column displays the currency code specified in the Marketing Campaign Info Center.
|
| Activities - Completed
|
The activity can be Pending or Completed.
|
| 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 -
Client Contact
|
This column displays the name of the
client contact associated with the activity.
|
| Activities -
Client Contact Bus. Phone
|
This column displays the
client contact's work telephone number.
|
| Activities -
Vendor
|
This column displays the name of the
vendor associated with the activity.
|
| Activities -
Vendor Contact
|
This column displays the name of the
vendor contact associated with the activity.
|
| Activities -
Vendor Contact Bus. Phone
|
This column displays the
vendor contact's work telephone number.
|
| Activities - Opportunity
|
This column displays the name of the opportunity associated with the activity.
|
| Activities -
Project
|
This column displays the name of the
project associated with the activity.
|
| Activities - Lead
|
This column displays the lead associated with the activity.
|
| Activities - Location
|
This column displays the location where the activity occurred or will occur.
|
| Activities - Notes
|
This column displays additional text that describes the activity.
|
| Contacts - Name
|
This column displays the name of the contact at the
client.
|
| Contacts -
Client
|
This column displays the
client name.
|
| Contacts - Title
|
This column displays the contact's title (for example, Director,
Project Manager, or CEO).
|
| Contacts - Phone
|
This column displays the contact's business telephone number.
|
| Contacts - Address
|
This column displays the contact's street address.
|
| Contacts - City
|
This column displays the city from the contact's address.
|
| Contacts - State
|
This column displays the state from the contact's address.
|
| Contacts - ZIP
|
This column displays the zip code from the contact's address.
|
| Contacts - EMail
|
This column displays the contact's email address.
|
| Files - Description
|
This column displays a brief description of the file or Web address (URL).
|
| Files - File Path
|
This column contains one of the following:
- The complete path for an external file. This path includes the file name and extension. If you preview the report, you can click the file path to open the file.
- The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on. If you preview the report, you can click the file path to go to that address.
|
| Files - Graphic
|
This column contains a
Y or
N (yes or no) to indicate whether or not the file is a graphic file.
|
| Leads - Status
|
This column displays the lead's status (for example, New or Qualified).
|
| Leads - Company
|
This column displays the name of the lead's current employer.
|
| Leads - Description
|
This column displays additional text describing the lead.
|
| Leads - Name
|
This column displays the lead’s full name.
|
| Opportunities - Name
|
This column displays the name of the opportunity associated with the marketing campaign.
|
| Opportunities - Number
|
This column displays the opportunity identifier.
|
| Opportunities - Stage
|
This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
|
|
Projects - Number
|
This column displays the identifier of the
project associated with the marketing campaign.
|
|
Projects - Name
|
This column displays the name of the
project.
|