| 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.
|
| Links - Description
|
This column displays a brief description of the file link or Web address (URL).
|
| Links - File Path
|
This column contains one of the following:
- The complete file path for an external file link. This path includes the file link name and extension. If you preview the report, you can click the file link 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 link to go to that address.
|
| Links - Graphic
|
This Yes/No column indicates 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.
|
