This article displays an overview of the available reports within the system. Depending on the types of tactics that you are using, some of these reports may not apply.


Program Manager

Account Targets

Form Submissions: View form submissions for syndicated forms.

Account Activity

Account Mailing Lists

User Activity: View program user activity related to partner accounts. You can search by Type, Activity, Date, and User.

Program Participation: Active partner accounts, participation in tactics by type, and detailed account actiivty by partner account

Marketing Overview: Overview of the Marketing Activity on the program, including tactics, leads, opportunities generated, plan attribute breakdowns, and Plan and Goals figures.

Plans by Account: List of Accounts and the Plans created for the accounts, included created, start, and end date, as well as revenue and campaigns.

Tactic Metrics by Account: Breakdown of tactics for each account including type, status, milestone, and tactic opens, clicks, and leads generated.

Account Plan Summary: Single account breakdown of tactics by type and the success of each individual tactic

Tactics by Name

Tactics by Source

Tactics by Medium

Marketing Trends Data: Breakdown of tactic types by month, comparing leads, cost, clicks, and more.

PPC Budget: List of accounts by success in PPC including budget, clicks, leads, cost per click, and more.

PPC Campaign Trends: Breakdown of PPC campaigns by month including budget, clicks and cost per click.

PPC Campaign Trends by Day: Breakdown of PPC campaigns by day of the week including budget, clicks and cost per click.

Top Social Posts: Display syndicated social posts in order of most page views to least.

Top Tactics: Top 20 tactics in various categories, including number sent, open rate, click rate.

Social Content by Campaign: Partner account participation by social campaign, also broken down by social media platform and followers

Social Marketing by Network: Visual breakdown of success of social media campaigns over time, including Followers, posts, pageviews, interactions, leads, and opportunities.

Leads: Display the leads created by campaigns, with the ability to also narrow down by campaign type, Campaign, medium, source, and lead stage.

Lead Trends by Source: Breakdown of leads by lead source and lead stage

Opportunities: Display the opportunities created by campaigns, with the ability to also narrow down by campaign type, Campaign, medium, source, and opportunities stage.

Opportunities by Team: 

Opportunity Stage by Team

Summary Report - Basic

Summary Report - Detailed


MarketingCenter

Email Marketing List: All email campaigns and the reporting data for each campaign.


Campaigns by Message: All campaigns by name, type, Campaign, and status.


Marketing Cost Analysis: Campaigns by leads, opportunities, and orders, as well as cost per each.


Marketing Trends Dashboard: Visual displays on leads and opportunities created.


Leads Generated by Campaigns: Display the leads created by campaigns, with the ability to also narrow down by campaign type, Campaign, medium, source, and lead stage.


Opportunities Generated by Campaigns: Display the opportunities created by campaigns, with the ability to also narrow down by campaign type, Campaign, medium, source, and opportunities stage.


Social Media: Display social posts in order of most page views to least.


Social Marketing by Network: Visual breakdown of success of social media campaigns over time, including Followers, Posts, pageviews, interactions, leads, and opportunities.


Program Summary Report - Basic:


Program Summary Report - Detailed: