@@ -54,30 +54,49 @@ In the table at the bottom - Person Status Change [Post Campaign by Record ID],
## Metrics
-**Touchpoints** - Number of unique persons that have engaged with specified campaigns
-**Inquiries** - Number of inquiries
-**MQLs** - Number of touchpoints within those campaigns that have reached marketing qualified lead status.
-**SAOs [OC]** - Number of attributed Sales Accepted Opportunities where campaign touch was the last one before opportunity creation.
-**SAOs [Custom]** - Number of attributed Sales Accepted Opportunities using our custom multi touch attribution model
-**Pipeline Net ARR [Custom]** - Pipeline attributed to a particular campaign using our custom multi touch attribution model
-**Closed Won Net ARR [Custom]** - Closed Won Net ARR attributed to a particular campaign using our custom multi touch attribution model
-**Influenced SAOs** - Number of SAOs on which marketing had at least a single touchpoint on.
-**Influenced Closed Won** - Number of Closed Won opportunities on which marketing had at least a single touchpoint on.
## Filter Definitions
-**Touchpoints** - Number of unique persons that have engaged with the specific campaigns
-**Inquiries** - Number of people who have reached (or pasted) the inquiry stage and have a touchpoint associated with the campaign.*
-**MQLs** - Number of people who have reached (or pasted) the marketing qualified lead stage and have a touchpoint associated with the campaign.*
-**Sales Accepted Leads** - Number of leads who have reached (or pasted) the Sales Accepted Lead stage and have a touchpoint associated with the campaign.*
-**Influenced SAOs** - Number of Sales Accepted Opportunities with influence from Marketing campaigns calculated using our custom multi-touch attribution model.*
-**Influenced SAOs [OC]** - Number of Sales Accepted Opportunities with influence from Marketing campaigns calculated using our custom multi-touch attribution model limited to touchpoints that were the last one before opportunity creation.*
-**Influenced Net ARR** - The amount of NET ARR influenced by our Marketing campaigns using our custom multi-touch attribution model.*
-**Touched SAOs** - The number of SAOs with at least one Marketing touchpoint.*
-**Cost** - The cost the campaign reported from the Campaing Object in SFDC. If the campaign cost is $1, then the value is ignored. The fileds first looks like the actual cost for a value greater than $5, if one in not use present, it uses the esistatmed cost.
* The `Advanced Filters` can control the date range for these metrics, limiting them to only {MQLs, SAOs, etc} created in a given timeframe.
## Dashboard Filters
Unless otherwise stated, all filters on the dashboard will filter data on all tabs.
The filters are divided into two groups, `Primary Filters` are shown all times. `Advanced Filters` accessible by opening `Advanced Filters` panel on the `Campaign Drill Down` tab.
The bullets below descibes the source of the values in the filters.
### Primary Filters
-**Touchpoint Date** - Date range during which marketing touchpoint occurred
-**Intergrated Budget Holder** - Filters campaigns based on the `Budget Holder` field in SFDC/UTM parameters.
-**Person Grouping** - Filters to either First Order Persons and/or First Order Opps, plus all the combonations in between.
-**SFDC Campaign Type** - The Campaign Type field from SFDC. Selecting any non-null value will remove all touchpoints without a SFDC Campaign.
-**Bizible Intergrated Campaign Name** - Either the SFDC Campaign name or the value `utm_campaign` parameter.
-**Medium** - A combined field from `utm_medium` and Bizible Medium
-**Source** - A combined field from `utm_source` and Bizible Source
-**UTM Content** - The value of the `utm_content` parameter.
-**Alternative_Segment** - Segment of the Person that interacted with the campaign defined using [waterfall logic from multiple fields](/handbook/marketing/strategy-performance/marketing-metrics/#alternative-method-for-account-demographics-fields-on-leads)
-**Alternative_Geo** - Geo Region of the person that interacted with the campaign defined using [waterfall logic from multiple fields](/handbook/marketing/strategy-performance/marketing-metrics/#alternative-method-for-account-demographics-fields-on-leads)
-**Bizible_Channel** - Marketing channel that the campaign belongs to
-**Budget Holder** - Filters for Campaign Owner based on Budget Holder field in SFDC/UTM Parameters
-**Campaign_Name** - Include only touchpoints from a specific campaign
-**Campaign_Region** - Salesforce field on the Campaign
-**Campaign_Sub_Region** - Salesforce field on the Campaign
-**Campaign_Type** - Salesforce field on the Campaign
-**Order_Type** - Filters for Person/Opportunity of particular order type
-**Account_Territory** - Account Territory of the Opportunity / Person where available. Currently this field is not populated for many leads, but it’s reliable on the opportunity object for SAOs / Pipeline / Closed Won metrics.
-**Sales_Accepted_Date** - Date range during which opportunity became SAO (filters only opportunity level information)
-**Touchpoint_Date_Range** - Date range during which marketing touchpoint occurred
