Purpose of Campaign Analysis Reports Companies and organizations use Campaign Analysis Reports to easily benchmark campaigns against each other to see which ones produces the best result compared to the investment. When used as part of good business practices in a Marketing department, a company can improve its revenues by investing in the best possible campaigns as well as reduce the chances that money and marketing budgets are wasted on poor performing campaigns. Campaign Analysis Report Example Here is an example of a modern and automated Campaign Analysis Report that provides essential KPIs and benchmarking.
Who Uses This Type of Report? The typical users of this type of report are: Marketing managers, budget users, sales executives. Other Reports Often Used in Conjunction with Campaign Analysis Reports Progressive Marketing Departments sometimes use several different Campaign Analysis Reports, along with pipeline reports, campaign dashboards, marketing simulation dashboards, marketing budget models, lead and opportunity reports and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Dynamics 365 (CRM), Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
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TAGS: Reporting, Consolidation, Forecasting, Analysis, Budgeting, CRM, CPM, KPIs, ERP, Dashboards, Financial Reporting, Template Library