SF - Primary Campaign Influence

Description

This subject area provides the ability to report on Campaign and associated Opportunities. Because it connects Campaign to Opportunity Revenue, it can be used to report on Campaign, Campaign Cost, Associated Revenue, and the Campaign ROI as well, based on the Primary Campaign influence model (i.e. it attributes all of the Opportunity Revenue to the Primary Campaign associated with an Opportunity).

Business Questions

This subject area can answer the following business questions:

What Campaign helped winning the most revenue last year using Primary Campaign Influence model?
What Campaigns of the current year has the most number of Opportunities associated (where Campaign is the Primary Campaign)?
What is the cost of an opportunity and Won opportunity from a marketing (campaign) spend perspective, using Primary Campaign Influence model?
What was the ROI of the marketing campaigns based on the influence model set in SFDC, using the Primary Campaign influence model?
What was the ROI of the marketing campaigns that were run in the last quarter or during the last year, using the Primary Campaign influence model?
Which Campaign associated as Primary generated the highest pipeline in the current quarter?

Job Roles

The following job roles secure access to this subject area:

Duty Roles

The following duty roles secure access to this subject area:

Salesforce Primary Campaign Influence Analysis User

Primary Navigation

Transactions > Sales

Time Reporting

This subject area supports historic analysis/time-based reporting of Primary Campaign Influence based on Campaign Created Date, Campaign Start Date, Campaign End Date, Opportunity Created Date, and Opportunity Close Date.

Time dimension is linked to There are multiple role playing time dimensions achored to the following dates: 1. Campaign Created Date 2. Campaign Start Date 3. Campaign End Date 4. Opportunity Created Date 5. Opportunity Close Date.

Transactional Grain

This subject area returns data at the grain of the Campaign Opportunity level.

Special Considerations

None.