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.

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.

• 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.