Campaign ROI Analysis Detail Report

The Campaign ROI Analysis Detail report shows the profit for each scheduled event of your marketing campaigns. It also shows the number of leads and prospects generated. Campaign events are grouped by campaign.

Profit is calculated by deducting the cost of the campaign event from the amount generated by sales transactions with the campaign's lead source. Return on investment (ROI) is calculated per campaign, by dividing the profit by the cost of the campaign.

With Narrative Insights, you can use generative AI to summarize the report, helping you evaluate detailed profit and return on investment for each campaign and pinpoint channels driving results.

The generated insights may include:

• Analysis of profit and ROI by individual campaign

• Identification of campaigns with strong or notable performance

• Highlights of marketing effectiveness, spend allocation, and key ROI contributors

To generate an insight To generate an insight on the Campaign ROI Analysis Detail report, the Enable Narrative Insights preference must be enabled on the Narrative Insights tab of the AI Preferences page. This preference is enabled by default. For more information, see Managing Narrative Insights Preferences.

For more information about Narrative Insights, see Narrative Insights Overview.

To view the Campaign ROI Analysis Detail report:

Go to Reports > Marketing > Campaign ROI Analysis > Detail.

You'll see a message that your report is loading. The status bar at the bottom shows the progress as your report loads. You can click Cancel Report next to the status bar if you want to stop the report from loading.

To generate an insight on the Campaign ROI Analysis Detail Report:

1. Filter the report to include only the information you want the insight to reflect.

2. Click the Generate Insight button.

   The Narrative Insights dialog is displayed. You can generate the insight again at any time by clicking the Generate Insight button.

General Notices