# Campaign Report

## 1. What is a Campaign KPI?

Campaign KPIs are detailed reports that provide statistics on all activities within a marketing campaign during a specific period. These reports offer insights into the performance of each campaign, helping businesses assess success levels and make informed adjustments to optimize marketing effectiveness.

## 2. Campaign KPI Permissions

To access campaign KPI reports in the system, you must be granted permission to use the Campaign KPI Statistics feature.

<figure><img src="/files/Owcz5epB8KdbWDELs63S" alt=""><figcaption></figcaption></figure>

Access: View KPI statistics of campaigns where you are either the campaign manager or a participant.

View All: View KPI statistics for all campaigns across the system.

## 3. Campaign KPI Overview

<figure><img src="/files/QbqyMjGvgJn6yFrGFd5e" alt=""><figcaption></figcaption></figure>

Campaign Filter: Select a specific campaign you want to report on.

Time Period: Choose a time range—weekly, monthly, yearly, or a custom period.

## 4. Campaign Staff Statistics

Displays a breakdown of staff participating in the campaign and their performance, based on engagement with opportunities and customer interactions.

## 5. Campaign Customer Statistics

(1) Number of Opportunities Over Time\
A line chart visualizing the growth in the number of customer opportunities generated during the campaign period.

<figure><img src="/files/D4fTtfTmDXIEzXywczvo" alt=""><figcaption></figcaption></figure>

(2) Opportunity Owners

<figure><img src="/files/jZDYO1sPdYWgInXva6UL" alt=""><figcaption></figcaption></figure>

A bar chart comparing the number of opportunities handled by each team member during the campaign.\
Includes a detailed breakdown of opportunities by Engagement Method—you can click on customer numbers under each method to view more details.

(3) Opportunity Status Overview

<figure><img src="/files/mdpMwj0R6IoqBZIQ3FPc" alt=""><figcaption></figcaption></figure>

This chart provides a comprehensive snapshot of the current state of all opportunities in the campaign, including:

In progress

Won

Lost

Each status shows the number and percentage of opportunities, along with the corresponding customer list, owners, and related tasks.

(4) Orders Generated

<figure><img src="/files/tJFPorN8pXn8w8lxvS6k" alt=""><figcaption></figcaption></figure>

A table listing all orders created from opportunities within the campaign, including:

Opportunity details

Order code

Order value

Order status

Purchase date

(5) Failure Reasons

<figure><img src="/files/OI81h23kr6pOXiv115nE" alt=""><figcaption></figcaption></figure>

A chart summarizing reasons why opportunities were lost during the campaign, such as:

Competitive offers

High pricing

Poor customer follow-up

Lack of interest

Product/service mismatch

Inaccessible contact

Inability to address customer objections

Missed appointment schedules

(6) Industry Breakdown

<figure><img src="/files/Ha5oTik3E9DhZqCLmKKe" alt=""><figcaption></figcaption></figure>

A chart categorizing failed opportunities by business industry, helping identify which sectors underperformed during the campaign.


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