Campaign Performance Overview ReportThe Campaign Performance report gives a high level overview of a campaign’s overall health in comparison to other campaigns in a graphical, highly configurable interface. You can adjust the graph’s view by the campaign’s status (current, archived or all) as well as by date range. Use the 4 axis campaign report to pinpoint which campaigns are high performers and returning good ROI value and then comparatively display those campaigns. To access the Campaign Performance Overview Report:
- Navigate to Reports > Campaigns.
- View the Campaign Performance report at the top of the Campaign Reports page
The values available on each axis are dependent on the other axes' chosen values. The X axis will default to Cost and the Y axis will default to ROI. The Size axis displays a circle representing the size of the chosen option. The larger the value, the bigger the circle. The Size axis will default to Prospects. The Color axis is represented as a heatmap across the top of the graph. The Color axis will default to Opportunities.
Please note that the axes filter settings or dimensional mapping will not be saved when you navigate away from the page.
Looking for guidance or examples as you create your 4-axis campaign reports? The template below shows a sample report and explains the chosen metrics to help you get started.
Lowest Cost per Opportunity: This report graphically illustrates the campaign that gave the lowest cost per opportunity while returning the highest value. To build this report, set the X-axis to Cost ,the Y-axis to Cost/Opportunity, the Size axis to Prospects and the Color axis to Value. The campaign with the lowest cost per opportunity is easily identifiable as the largest red circle: Created from SFDC. Its Cost/Opportunity is $74 while returning a value of $439,119. **from the bottom up**
Individual Campaign Reports
- Select the name of a campaign to view specific prospect and visitor data.
- Navigate to Marketing > Campaigns.
- Select campaign's name from the table.
- Click Reports at the top of the page.
|Name||Name of the campaign (clicking this will take you to a graphical representation of the number of visitors on a particular day compared with the number of converted prospects that are tagged with this campaign).|
|Visitors||The number of anonymous visitors captured by the tracking code associated with each campaign.|
|Prospects||The number of anonymous visitors who converted as part of a campaign (see How are prospects associated with campaigns? for more details).|
|Assigned||The number of prospects who are associated with the campaign who have been assigned to a user.|
|Cost / Prospect||The cost per prospect, which is calculated by dividing the cost for the campaign by the number of prospects for that campaign.|
|Opportunities||The number of prospects with opportunities for each campaign.|
|Opps / Prospects||The percentage of prospects associated with the campaign who have an opportunity. This is calculated by dividing the number of prospects with opportunities by the number of prospects in the campaign.|
|Cost / Opps||The cost per opportunity, which is calculated by dividing the cost for the campaign by the number of opportunities for that campaign.|
|Value||The total value for any opportunities for prospects associated with each campaign (sum of all opportunities), that are not archived.|
|Revenue||The total value for opportunities marked closed-won for prospects associated with each campaign (sum of closed-won opportunities), that are not archived.|
|ROI||The return on investment, which is calculated by dividing the (revenue-cost)/cost.|
Monthly Cohort ReportThe Monthly Cohort graph gives you a look over a selected period of time to see how many prospects and opportunities were created. You can filter the graph by month and drill into campaigns to see how that monthly cohort performs. This view on the data makes it easier to visualize if there is seasonality for a campaign, if the effectiveness is increasing/decreasing over time, and more. You can also drill into a specific campaign and view its cohort report.
A Specific Campaign's ReportFrom the Reports > Campaigns page, select the name of a campaign to view specific prospect and visitor data. On this page you see a graph report of recently created visitors and prospects who are associated with the selected campaign.
The page also shows a table of all prospects associated with the campaign and tables of sent emails, landing pages, forms, form handlers and custom redirects associated with the campaign. Each table includes statistics so you can review how well the campaign elements are performing. You can also view the campaign's Cohort Report by clicking the link at the top of the page.