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LeadManager: Standard Reports: Campaign Cost Assessment    

 

TOPICS COVERED IN THIS ARTICLE:

  • How to run the Campaign Plan Analysis report
  • What type of information the report can display

 

 

ENVIRONMENT:

  • LeadManager

 

  

STEP BY STEP INSTRUCTIONS:

 

This report helps you get an idea of your ROI by campaign by tracking lead performance throughout the sales cycle.This report is calculated by taking the total amount spent on leads in a campaign and divides it by the number of leads in each status, per user.

 

 

How To Tun The Report

 

 

  1. Open the Main Menu, Mouse over reporting to open the Reporting Sub-menuand click Campaign Plan Analysis

 

 campaign_cost_assessment1.jpg

 

  1. Select the desired filters, then click the Go

  campaign_cost_assessment2.jpg

 

 

 

What Type of Information The Report Can Display

 

 

Example 1: 

  • Examples of questions this report answers are: “How much did we pay for each lead that made it to the Qualifiedstatus the Lending Tree Campaign?” and “How much did we pay for each lead that made it to the Funded status the LowerMyBills Campaign?”
  • Note that for this report to give results in this column, cost per lead must be entered before Leads enter the system.
  • Each campaign has its own table which lists users down the left and statuses across the top.

 

campaign_cost_assessment3.jpg 

 

 

Example 2:

 

  • This example shows two columns, corresponding to the Newand Funded statuses and all the users in the selected group. Columns are split into three sub-columns.

 

 campaign_cost_assessment4.jpg

 # Column – This column displays the total number of leads from this campaign that were assigned to the user that reached or passed through the status

 %Column – This column displays the percentage of total leads from the campaign (added during the selected date range) that the number in the # column represents

Avg$ Column – This column displays the average cost of the leads that were assigned to the user that reached or passed through the status

 

The User row:

  • This is a section from a Campaign Cost Assessmentthat looks at only two statuses in the LowerMyBills Campaign: New and Funded.

 

campaign_cost_assessment5.jpg 

 

The totals in the James Guo row indicate that:

  • 713, or 100%, of the leads reached or passed through the Newstatus
  • The average cost per lead that reached or passed through the Newstatus is $9
  • 49, or 7%, of the leads reached or passed through the Newstatus
  • The average cost per lead that reached or passed through the Fundedstatus is $9

 

Cost Per Lead (Based on All Leads):

  • This row displays what is likely the most useful data in the report. The totals in this row are calculated by dividing the total number of leads from this campaign (from the selected date range) by the total number of leads that reached or passed through the Newand Funded status respectively.

 

 campaign_cost_assessment6.jpg

 

  • The total cost for leads that reached or passed through the Newstatus is $9.00. (100% of the leads from the selected campaign and date range were at some point in the New status, so $9.00 is also the actual cost of the lead)
  • The total cost for leads that reached or passed through the Fundedstatus is $483.96

 

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