Marketing Campaign Report

Created by Binita Goswami, Modified on Fri, 6 Dec at 3:07 PM by Binita Goswami

The Marketing Campaign Report provides a detailed overview of campaign performance by tracking metrics such as total orders, job statuses (Open, Work In Progress, Closed), total quotation amounts, invoice amounts, and expenses, segmented by sources like Email Marketing and Advertising Campaigns.

Benefits:

  1. Performance Tracking: Measures the effectiveness of different marketing channels.
  2. Financial Insights: Provides data on quotation and invoice amounts for financial analysis.
  3. Enhanced Decision-Making: Helps identify high-performing campaigns for resource allocation.
  4. Improved Campaign Management: Monitors progress and completion of tasks associated with campaigns.

This report enables better marketing strategy optimization and resource utilization by offering clear and actionable insights.

Here is a reference video:


Follow these steps to access the Marketing Campaign Report:


From the menu click on Reports and then click on All Reports

At the reports page, under FSM click on Marketing Campaign Report

Upon clicking, the following report will appear as shown.

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