Campaign Analysis Open-Summary GT

The Campaign Analysis Open-Summary GT report provides the grand total of all open Orders/Quotes for each Campaign Code.

  • The view is sorted by the 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 records, 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 Open-Summary GT 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.

  • Campaign Code - displays the code that is assigned to the Campaign.

  • Campaign Description - displays the description assigned to the Campaign Code.

  • CRM Campaign Type - displays the Campaign Type 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.

  • Total Outstanding Order Value - displays the Total Outstanding Order Value of the order.

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

 
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