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For more information about campaign data contained in the Marketing Report, see the Campaign article. |
Columns Displayed by Default | ||
Column Name | Column Filter Type | Description |
Marketing ChannelMulti+search | The marketing channel of the campaign listed; matches the marketing channel field on the Campaign page | |
New Lead | Multi+search | Number of leads in the New Lead status associated with the specific campaign |
Campaign NameMulti+search | Name of the campaign to which the lead belongs (all campaigns with the same user branch permissions as the logged in user will be displayed) | |
Total LeadsNumber | Total leads present in the campaign assigned to a particular user | |
Total CallsNumber | Total calls made for all leads in the campaign assigned to a particular user | |
Contact RateNumber | Percentage of total leads contacted by the user (Contacted/Total Leads) | |
Cost/Lead | Number | The cost per lead (for both fixed and variable marketing campaigns)as defined in the campaign’s cost calculation fields |
Cost/LockNumber | The total amount spent in the campaign divided by the number of leads that move into the Lock status (which is based on the Lock Date field) (Cost Per Lead x Number of Total Leads/Number of Locks) | |
Cost/Submission | Number | The total amount spent in the campaign divided by the number of leads submitted (Cost Per Lead x Number of Total Leads/Number of Submissions) |
Cost/FundingNumber | The total amount spent in the campaign divided by the number of funded leads (Cost Per Lead x Number of Total Leads/Number of Funded) | |
Response RateNumber | The percentage of prospects that turned into leads (applications) (Total Leads/Number of Prospects) | |
Additional Columns that Can Be Added (Hidden by Default) | ||
Column NameColumn Filter Type | Description | |
Lead Vendor | Multi+search | Lead vendor of the campaign as mentioned on the Campaign Details page |
Start Date | Date+time | Start date of campaign as mentioned on the Campaign Details page |
Number of Prospects Number | Number of prospects posted to the campaign | |
Conversion Rate Number | Percentage of New Deals converted to New Leads To see the field that drives New Deals get with support or your Customer Success Manager | |
Campaign Cost Number | The total loan amount generated per campaign | |
Cost/Call Number | The total loan amount generated per call | |
Calls/Prospects | Number | Total number of calls made per prospect |
Credit TransferNumber | Allows the user to link specific organization statuses to the Transferred category. The count increments if the lead is moved into the status that is selected. | |
Lock | Number | Based on Library Field (Rate Locked Date) and automatically increments if this becomes populated. |
Lock/TransferNumber | Allows the user to link specific organization statuses to the Transferred category. Any lead moved into this status during the selected time frame would appear in the Marketing Report. | |
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Selecting to Export Current View of the Report
Navigate to Marketing Report under the inSight tab.
Click the Excel Export button. Thebutton is visible to users with export permission within inSight.
Save/Load/Clear Grid Setting
Navigate to Marketing Report under the inSight tab.
Click Save to save the current setting of the report.
The Load button will now be highlighted.
Add one or more columns to the Report view.
Click the Save button again.
Click the Clear View button.
The setting will return to the previous setting before the view was saved.
Note: Clearing a setting is not static unless it is saved after clearing.
See the Save Report View article for more details.
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