Campaign Analysis Closed-Summary

The Campaign Analysis Closed-Summary report organizes your Invoices assigned with a Campaign Code on the Invoice Header. This view enables you to analyse and review all Invoice history activity against your Campaigns.

This view is summarized by Customer Code.
You now have one Customer sub-total line which accumulates all Invoices for that Customer per Campaign Code.

Tip: When using this view to search for Campaign information it is best to either enter a specific Campaign Code or several Campaign Codes. You can also enter the operator “<>” in the Campaign Code field to view all Campaigns. If you do not enter some form of Criterion in this field all orders regardless of whether a Campaign was applied to the order or not will be displayed in the view.

The following fields are available on the Campaign Analysis Closed-Summary view and are based on the order in which they appear in the search results grid page:

Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.
CRM Campaign Type - displays the type of campaign that is reported for the row.
Campaign Code - displays the code that is assigned to the Campaign.
Campaign Description - displays the description assigned to the Campaign Code.
Start Date - displays the date on which the Campaign started.
End Date - displays the date on which the Campaign ended.
Customer Code - displays the Customer Code entered for the order.
Customer Name - displays the Customer name associated with the Customer Code.
Account Type - displays the type of account that is reported for the row. This field displays one of the following:
- C- Customer
- P- Prospect
Shippable Order Value - displays the Shippable value of the order.

For information on the functionality of each button on the Campaign Analysis Closed-Summary Search Criteria Results/Grid page, click here.