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Prebuilt Dashboards - Marketing Effectiveness Dashboard

The Marketing Effectiveness dashboard contains information about your campaigns and includes analyses for completed campaigns, lead aging, follow-up status, lead source trends, and opportunity volume. You can filter these analyses based on:

  • Fiscal Quarter
  • Fiscal Year

After adjusting any of the filter values, click Apply to apply the new filter selections to the analyses.

To display the Customer dashboard in the Analytics tab, pull down the Dashboards menu and choose Marketing Effectiveness.


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