Marketing Campaigns Summary Pane

The Marketing Campaigns Summary pane displays the marketing 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 marketing campaign with an Active status (green) is currently in use. A marketing 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, Planning, Active, or Completed). 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 Vantagepoint 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 Vantagepoint is set up to use multiple currencies. Select the date for the currency exchange rates that you want to use to translate the actual and potential revenue amounts into the marketing campaign currency. If you do not select a date, the current date is used.
Goals	Use these fields to compare the potential and actual revenue from projects that you are pursuing or have won as a result of the marketing campaign to the revenue goal for the marketing campaign. This is useful for understanding the effectiveness of a marketing campaign. If you use multiple currencies, these amounts are translated to the marketing campaign's currency.
Revenue Goal	Enter the amount of revenue your enterprise seeks to generate from the marketing campaign.
Actual Revenue	This field displays the total expected revenue for won projects that are associated with the marketing campaign: If the Accounting module is activated, this is the sum of the compensation amounts for the projects from the Compensation tab of the Contract Management form in the Projects hub. If the Accounting module is not activated, this is the sum of the amounts for the projects from the Estimated Fee field in the summary pane of the Projects hub. if Vantagepoint is set up to use multiple currencies, this amount is calculated in the currency selected for the marketing campaign.
Potential Revenue	This field displays the total potential revenue for active in pursuit projects that are associated with the marketing campaign: the sum of the amounts for the projects from the Estimated Fee field in the summary pane of the Projects hub. if Vantagepoint is set up to use multiple currencies, this amount is calculated in the currency selected for the marketing campaign. Note that this amount is not calculated using weighted revenue
Budget	Enter the total amount budgeted for the marketing 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 marketing campaign: Responses Awarded projects: projects currently assigned to a won stage Total projects: all projects associated with the marketing campaign, regardless of assigned stage Qualified contacts