Skip to main content
Act-On Software

Viewing a Revenue Impact Report

 

Find the revenue impact (or return on investment) of your marketing efforts. You can track data by Lead Source, Campaign, and Campaign Type.

Accessing the Reports

  1. To access the reports, navigate to Reports > Revenue Impact
  2. Set the reporting period (quarterly or monthly) from the dropdown in the upper left

Report Types

New Leads Generated

Shows how many leads were derived from each Lead Source. 

New Opportunities Created

Shows how many opportunities were generated from each Lead Source.

Wins Report

Shows number of opportunities and wins for each Campaign Type. The bar chart helps identify which campaign is generating the most opportunities and wins, while the grid will allow you to drill into the campaign for more detail.

winsreport2.png

Trends Over Time

Shows the last year (in quarters or months):

  • Opportunities created
  • Opportunities won
  • Net change in the number of opportunities period over period
  • Revenue booked

2018-12-06.png

Related CRM Opportunity Fields

Stage – The value needs to be 'Closed Won' or 'Closed Lost' to populate the Wins and Revenue Booked graphs in the report. Other values, like Negotiation/Review, will populate the revenue in Pipeline reports.

Amount – The Revenue Impact report bases the dollar fields on the Amount field rather than the Expected Revenue field of the Opportunity

Created Date – This is automatically generated and populated once the Opportunity is created in Salesforce

Close Date – This field has to reflect the correct close date to ensure the revenue is attributed to the proper time period

Lead Source – This field will show the new opportunities created per the source of the opportunity

Campaign Type – This represents the campaigns that influenced your opportunities

Primary Campaign Source – This will provide richer insight to specific campaigns that influenced your opportunities

Opportunity Stage/State Code – The value needs to be 'Closed Won' or 'Closed Lost' to populate the Wins and Revenue Booked graphs in the report. Other values, like ‘In Progress’, will populate the revenue in Pipeline reports.

Actual Revenue – The Revenue Impact report bases the dollar fields on the Actual Revenue field for closed opportunities.

Est. Revenue - The Revenue Impact report bases the dollar fields on the estimated Revenue field for open opportunities.

Created On – This is automatically generated and populated once the Opportunity is created in Microsoft Dynamics

Actual Close Date – This field has to reflect the correct close date to ensure the revenue is represented in the proper time period

Est. Close Date - This field has to reflect the correct estimated date to ensure the revenue is represented in the proper time period

Originating Lead Source - This field will show the new opportunities created per the source of the opportunity

Source Campaign – This represents the campaigns that influenced your opportunities

Source Campaign ID – This is automatically generated and populated once the Campaign is created in Microsoft Dynamics

Sales Stage – The value needs to be 'Closed Won' or 'Closed Lost' to populate the Wins and Revenue Booked graphs in the report. Other values, like ‘Negotiation/Review’, will populate the revenue in Pipeline reports.

Closed – This field has to reflect the ‘Closed Won’ or ‘Closed Lost’ to populate the appropriate Sales Stage.

Likely– The Revenue Impact report bases the dollar fields on the unconverted amount for open opportunities.

Date Created – This is automatically generated and populated once the Opportunity is created in SugarCRM

Expected Close Date - This field has to reflect the correct estimated or actual date to ensure the revenue is represented in the proper time period

Lead Source - This field will show the new opportunities created per the source of the opportunity

Campaign Type – This represents the campaigns that influenced your opportunities

Campaign_ID – This is automatically generated and populated once the Campaign is created in SugarCRM

ID – Opportunity ID. This is automatically generated once the Opportunity is created in SugarCRM

  • Was this article helpful?

Have a question about this topic?

Ask the community!