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Promo Success Report

Measure the effectiveness of promotional campaigns and marketing initiatives to optimize marketing spend.

Accessing the Report​

Reports > Marketing > Promo Success Report

Key Metrics​

MetricDescription
PromotionCampaign name
LeadsLeads generated
AppointmentsMeetings scheduled
ProposalsEstimates delivered
SalesDeals closed
RevenueTotal contract value
Conversion %Lead to sale rate

Available Filters​

FilterDescription
Date RangeCampaign period
PromotionSpecific promotion
SourceMarketing channel
SalespersonAssigned rep

Understanding Promotions​

Promotions are marketing campaigns or offers tracked in the system:

  • Seasonal sales
  • Special offers
  • Event-based campaigns
  • Co-marketing initiatives

See Promotions Setup for configuration.

Drill-Down Details​

Click on any promotion to see:

  • Individual leads generated
  • Full conversion funnel
  • Project details
  • Timeline of results

Metrics Explained​

Lead to Sale Conversion​

Conversion % = (Sales ÷ Leads) × 100

Revenue per Lead​

Revenue per Lead = Total Revenue ÷ Total Leads

Cost per Lead (if tracking spend)​

Cost per Lead = Campaign Spend ÷ Total Leads

ROI Calculation​

ROI = (Revenue - Cost) ÷ Cost × 100

Analysis Use Cases​

Compare Campaigns​

Side-by-side promotion comparison:

  • Which generated most leads?
  • Which had best conversion?
  • Which produced most revenue?

Seasonal Analysis​

Track same promotion across years:

  • Is it still effective?
  • Market changes?
  • Improvement opportunities?

Budget Allocation​

Data-driven spending:

  • Double down on winners
  • Cut under-performers
  • Test new approaches

Campaign Lifecycle​

During Campaign​

  • Monitor lead flow
  • Track early conversions
  • Adjust if needed

Post-Campaign​

  • Final results tally
  • Calculate ROI
  • Document learnings

Planning Next​

  • Apply lessons
  • Set realistic goals
  • Allocate budget

Export Options​

Click Export CSV to download:

  • Campaign statistics
  • Lead details
  • For management reporting

Tips​

  • Track spend to calculate true ROI
  • Compare similar promotions fairly
  • Account for sales cycle length
  • Give campaigns time before judging