How to review the ROI Report?

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."



The ROI report page now includes three new widgets that display the influence of MDF (Market Development Funds) on your business activities. These widgets offer clear visualizations and detailed insights into how MDF influences deals, contacts, and opportunities.


Widgets on the ROI Page:

  1. Deals Influenced by MDF:

    • This widget displays the total number of deals that have been influenced by MDF requests based on selected users and filters.

    • It separates the deals into two categories:

      • Influenced by MDF (Blue section of the pie chart).

      • Not-Influenced by MDF (Red section of the pie chart).

    • Clicking on the widget opens a detailed view of both influenced and non-influenced deals, allowing users to examine each deal’s specific details.

  1. Contacts Influenced by MDF:

    • This widget shows the total number of contacts that have been added to MDF requests.

    • Similar to the deal widget, it breaks down the contacts into:

      • Influenced by MDF (Blue section).

      • Not-Influenced by MDF (Red section).

    • Users can click to view detailed information about each contact, including which ones were influenced by MDF requests.

  1. Opportunities Influenced by MDF:

    • The opportunities widget highlights the total number of opportunities associated with MDF requests.

    • Opportunities are categorized as:

      • Influenced by MDF (Blue section).

      • Not-Influenced by MDF (Red section).

    • Clicking the widget allows users to drill down into the details of each opportunity, offering a deeper look into how MDF has impacted these opportunities.


Key Features of the MDF Widgets:

  • Detailed Views:

    • Each widget provides a detailed view of the influenced and non-influenced activities (deals, contacts, or opportunities) with the ability to see specifics on each instance.

  • Visual Representation:

    • The pie chart visually distinguishes between influenced and non-influenced counts, making it easy to assess MDF's impact at a glance.

  • Granular Analysis:

    • Filters allow for granular analysis based on organization, user group, or time frame, giving you deeper insights into MDF’s role in generating or influencing activities.

Summary:

  • The MDF widgets offer a clear breakdown of MDF-influenced vs. non-influenced activities (deals, contacts, opportunities).

  • You can drill down into each widget to view details of the influenced activities.

  • The widgets provide filtering options for more specific, targeted analysis.


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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