The Campaigns Module provides valuable performance metrics that gauge your overall business performance. Each campaign contains metrics called “Campaign Performance” metrics that are used to predict the outcome and calculate the actual progress of your campaign.

Tracking your Opportunities Using Campaigns[Video]

Segment and Test your Audiences

Predictive Campaign Performance Metrics

Predictive Campaign performance metrics are used as a prediction to the success of your campaign:

• Budgeted Cost ($) – Expected expenditure on the campaign, manually entered by the user.
  
  
• Revenue Forecast ($) – Expected revenue generated from the campaign, manually entered by the user.
  
  
• Expected Unit of Sales – Expected total number of closed-won opportunities from the campaign, manually entered by the user.
  
  
• Expected ROI (%) – Expected ROI rate dependent on the Budgeted Cost ($) and Revenue Forecast ($), automatically generated in AMPED.
  • Expected ROI (%) = ((Revenue forecast – Budgeted Cost) / Budgeted Cost) * 100

Actual Campaign Performance Metrics

Actual Campaign performance metrics are used to gauge how your campaign is performing or has performed:

• Actual Cost ($) – The actual expenditure of the campaign, manually entered by the user.
  
  
• Actual Revenue ($) – Actual revenue generated from the campaign, automatically generated in AMPED.
  • Actual Revenue ($) = Sum of all Amount ($) values from campaign-related opportunities with forecast = closed won.
  • To relate an opportunity to the campaign, set the Campaign field value of your opportunity to your campaign. If you create the opportunity within your campaign, the Campaign field value is automatically set to your campaign.
    
    
• Actual Unit Sales – Actual number of closed-won opportunities, automatically generated in AMPED.
  • Actual Units Sold = Total number of opportunities with forecast = closed won
    
    
• Actual ROI (%) – Actual ROI rate dependent on the Actual Cost ($) and Actual Revenue ($), automatically generated in AMPED.
  • Actual ROI (%) = ((Actual Revenue – Actual Cost) / Actual Cost) * 100