# 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FJCdpId9PE3uXgTE7jHIn%2Fimage.png?alt=media&#x26;token=bd451c4b-bb9f-492a-9c08-c641e87f7e2f" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FwUTPvmfpdkR36ewiqTuu%2Fimage.png?alt=media&#x26;token=bd1129de-b84b-4d73-afe9-4a9736c56d6c" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FwgQqtnhxU9adN4yq9PdD%2Fimage.png?alt=media&#x26;token=bdd0b06d-12d6-455d-a58f-874ae2c59e03" alt=""><figcaption></figcaption></figure>

(2) Opportunity Owners

<figure><img src="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FKoVesmtJqApgQ0pOwlFK%2Fimage.png?alt=media&#x26;token=5f922a91-0085-4136-b97d-83853e39e12a" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fnfk6VyDyO1vhD8DGkpdx%2Fimage.png?alt=media&#x26;token=28bcb171-9f3d-486c-bf90-aef9915aa3e8" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2Fz4Ym1pUnaezkscUpvqGy%2Fimage.png?alt=media&#x26;token=01193654-1962-40f7-86b3-0c6d6531a8d7" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FgSpHjFIGzDA5xhNbv6kG%2Fimage.png?alt=media&#x26;token=26222905-f08a-461a-9112-0c12047480db" 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="https://2712020309-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fcl4Z1yP8xwcdM5WLVcIj%2Fuploads%2FRLMy1lhvvLJmb3B2uvTd%2Fimage.png?alt=media&#x26;token=01c09bd2-d97c-41f1-8080-49c0b9e45c96" alt=""><figcaption></figcaption></figure>

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