Marketing Campaign Summary Columns

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

This report can contain two types of sections:

• Default sections — You select the default sections in Report Sections to Include on the General tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections. The table below provides descriptions of the columns in the default sections.
• User-defined sections — If you set up user-defined sections for this report, use the Columns tab to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Marketing Campaign List. Refer to the help topics for the Marketing Campaign List for descriptions of the columns that you can select for user-defined columns.

You can include both default sections and user-defined sections on the same report.

Contents

Column	Description
Name	This column displays the name of the marketing campaign.
Number	This column displays the numeric identifier for the marketing campaign.
Description	This column displays the descriptive title for the marketing campaign.
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.
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).
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.
Actual Costs	This column displays the actual cost of the marketing campaign.
Revenue Target	This column displays the amount of revenue that 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.
Status	This column displays the status of the marketing campaign (for example, Planning, Active, or Completed).
Launch Date	This column displays the marketing campaign's launch date.
End Date	This column displays the marketing campaign's ending date.
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 Info Center.
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.
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Client	This column displays the name of the client associated with the activity.
Activities - Contact	This column displays the name of the contact associated with 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 - 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.
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 - Name	This column displays the name of the project.
Projects - Number	This column displays the identifier of the project associated with the marketing campaign.