Overview

With Return on Investment (ROI) reporting, you can understand the costs of your campaigns, programs, and lead sources. When combined with OneFocus™ CRM or integrated with Salesforce.com, you can also see which campaigns are bringing value to your Organization. Refer to ROI for more information.

Accessing ROI Reports

To access the ROI reports, navigate to Reports > ROI. There are four ROI reports available:

• Lead Source

• Program

• Campaign

• Paid Search

Click on the appropriate report to view.

Lead Source

The Lead Source ROI report shows ROI by the Prospect’s Original Lead Source.

Open

• Lead Source – the Original Lead Source value.

• All People – every visitor and Prospect with the Lead Source.

• Prospects – known Prospects (with email address) with the Lead Source.

The below columns are only available with OneFocus™ CRM or the Salesforce.com integration.

• Opportunities – number of Deals in the CRM.

• Value – dollar value of the Deals.

• Wins – number of Deals won.

• Revenue – dollar value of revenue from closed-won Deals.

Programs

The Program ROI report shows you which of your Programs are bringing value. The report is based on Programs that contain the Prospects' first-touch campaigns. Note: the Campaigns within the selected Program must have a cost attributed for the system to properly calculate some of the reports.

Open

• Cost – the total cost of the Campaigns within the Program.

• All People – all visitors and Prospects associated with a Campaign in the Program.

• Prospects – all known Prospects (with email address) with this Program as a part of their first-touch Campaign.

• CPP – cost per individual Prospect (Cost / Total Prospects).

The below columns are only available with OneFocus™ CRM or the Salesforce.com integration.

• Opportunities – number of Deals created from this Program.

• CPO – cost per opportunity (Cost / Total Deals).

• Value – dollar value of Deals.

• Wins – number of closed-won Deals.

• Revenue – dollar amount of closed-won Deals.

• ROI – return on investment (Total Revenue / Cost * 100).

Campaigns

The Campaign ROI report shows you which of your Campaigns are bringing value. The report is based on the Prospects' first-touch campaigns. Note: the Campaigns within the selected Program must have a cost attributed for the system to properly calculate some of the reports.

Open

• Cost – the total cost of the Campaign.

• All People – all visitors and Prospects associated with a Campaign.

• Prospects – all known Prospects (with email address) with this first-touch Campaign.

• CPP – cost per individual Prospect (Cost / Total Prospects).

The below columns are only available with OneFocus™ CRM or the Salesforce.com integration.

• Opportunities – number of Deals created from this Program.

• CPO – cost per opportunity (Cost / Total Deals).

• Value – dollar value of Deals.

• Wins – number of closed-won Deals.

• Revenue – dollar amount of closed-won Deals.

• ROI – return on investment (Total Revenue / Cost * 100).

Paid Search

Learn more here.