How to review the ROI Report?
Introduction:
In this article, we will delve into the intricacies of the Partner Marketing ROI Report Page, a robust functionality designed to showcase the return on investment (ROI) from partner marketing initiatives. This feature empowers businesses to visualize the success and impact of their partner marketing campaigns.
Navigating to ROI report:
Click on Reports> Partner Marketing Reports (installURL/#reports/roi).
Report Generate:
The drop-down menus at the top of the screen provide different options for filtering reports. Clicking on the “Generate” button will populate the data in the chart and lists below.
Display of Up-to-Date Deals and Opportunities:
Every time a new deal is created or an existing one is updated, the system automatically initiates a background task to ensure that the ROI table is promptly refreshed with the latest data.
Legends for Comprehensive Understanding:
For Deals and Opportunities, the ROI report page has three key legends that can help you understand partner marketing metrics: "Influenced by Partner Marketing," "Direct Impact," and "Non-Influenced or Non-Impacted."
Influenced by partner marketing:
For deals influenced or shared by partner marketing, the system searches for contacts who have completed forms. If there are no form-filled contacts, it then looks for activities associated with those contacts, classifying them as 'Influenced by Partner Marketing'.
Direct Impact:
'Direct Impact' spotlights deals or opportunities where the account names match and further validation is performed on contacts originating from form submissions.
Non-Influencers and Their Impact:
Records not targeted in marketing campaigns or associated with form submissions are deemed non-influencers. This categorization provides a detailed understanding of the origin and influence of each record.
Dropdown Records and Total Opportunities:
The dropdown menu provides access to all records, presenting a complete dataset. Additionally, the ROI report page tallies the total opportunities and deals for a quick reference.
Trending Percentage:
The report includes a 'Trending Percentage' feature, offering insight into the performance trends over time.
Periodic Table for Time-Based Analysis:
A period table on the ROI report page allows users to analyze data across specified time frames, such as 3 months, 12 months, or 3 years, offering historical perspectives based on the chosen intervals.
Conclusion:
The Partner Marketing ROI Report is a key tool for businesses looking to assess the impact of their partner marketing strategies.
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