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πŸ“’ Marketing Report

The Marketing section in C360 provides access to detailed marketing reports and campaign insights.

To access it:
➑️ Go to Analytics β†’ Reports β†’ Marketing Report from the left-hand menu.

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  • By default, reports are displayed with a date range of one year back from today.

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🧰 Filters​

Date Range Filter – Selects a specific time period for analysis.

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πŸ—‚οΈ Parent Campaign (Outgoing Campaigns)​

A Parent Campaign is a collection of outgoing marketing activities grouped under one umbrella. It includes efforts such as emails, telemarketing, and webinars, enabling better tracking and performance analysis.

Parent Campaign Overview
Parent Campaign Dashboard Overview

A typical Parent Campaign Table includes:

Campaign Name

Name of the outgoing campaign.

Campaign Activities

List of executed marketing efforts

Reports

Performance metrics and analysis.

Lead Profiled

Leads identified and categorized during the campaign.

lead-profiled
lead-profiled
Opportunity Converted

Number of leads successfully converted into opportunities.

opportunity-generated
leads successfully converted into opportunity

Clicking a campaign name opens the Campaign Performance Report, which includes emails sent, opened, and clicked.

Campaign Performance Report
Campaign Performance Report
Click to see filter options for outgoing campaign
  • Country
  • Company
  • Users (required for Country and Company filters to work)
  • Campaign
  • Date Range
note

Country and Company filters only work if a User is selected.


πŸ“€ View Outgoing Activities​

Click List Report under Campaign Activities to view the Campaign Emails page.

  • The left panel displays all executed Single-Touch and Multi-Touch activities.
  • The right panel shows a table with details such as Email Name, Subject, Unique Clicks, Unique Opens, and Recipients.
Outgoing Campaign Activities
Outgoing Campaign Activities Report

βœ‰οΈ View Outgoing Campaign Email Details​

  • Summary of the campaign performance.
Email Campaign Detailed Report
Email Campaign Detailed Performance Report
note
  • Total/Total Clicks = Unique Clicks + Non-Unique Clicks.
  • Unique/Unique Clicks = Clicks performed by unique prospects.
tip
  • Reports can be downloaded from each table if data is available.
  • Country-wise data can be viewed in both graph and table formats.

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Campaign Analytics​

πŸ“¬ Email Reports (Outgoing Emails)​

The Email Reports section provides insights into all outgoing email campaigns, tracking:

  • Emails Sent, Opened, Clicked, Bounced, and Unsubscribed

It includes a table with the following columns:

Click to see columns contained by the email report data table
  • Email Name
  • Subject
  • Recipients
  • Unique Opens
  • Unique Clicks
  • Unsubscribed
  • Email Bounced
Outgoing Email Reports
Outgoing Email Reports
Click to see filter options for outgoing campaign
  • Country
  • Company
  • Users (required for Country and Company filters to work)
  • Campaign
  • Date Range
note

Country and Company filters only work if a User is selected.


πŸ–±οΈ Click Performance (Outgoing Assets)​

The Click Performance report tracks engagement with outbound assets such as links and documents.

Click to see metrics included
  • Action – Download/preview options
  • Name – Asset name
  • Visits – Total visits
  • Unique Visits – Unique users
  • Last Activity – Most recent interaction
Click Performance Report
Click Performance Report

⭐ Social Performance​

Social Performance represents how well your brand or campaigns are performing across different social media channels based on engagement, reach, and audience growth.

Click to see metrics included
  • Post Name – Name of the Post
  • Channels – Post associated with the Social Channel
  • Impressions – The total number of times your social post was displayed on users’ screens β€” whether or not they interacted with it.
  • Engagements – Total interactions such as likes, comments, shares, clicks, and saves on your posts.
  • Clicks – The number of times users clicked on any link, image, video, or call-to-action (CTA) within your post.
Social Performance Report
Social Performance Report

🧩 Social Performance Details​

  • Click on Post Name to navigate to the Social Performance Details Page, where you will find overall performance by percentage and each individual performance by graph blocks.
Social Performance details Report
Social Performance Report

Definition: Indicates how many people have reacted to your post (e.g., liked, loved, celebrated). Reactions show how your audience emotionally responds to your content.

Social Performance Report
Social Performance Report

🌐 Outgoing Landing Pages​

The Landing Pages section shows visitor engagement with landing pages linked to campaigns.

It includes
  • Action – Download/preview options
  • Name – Landing page name
  • Unique Count – Unique visitors
  • Total Count – Total visits
outgoing landing pages
Outgoing Landing Pages

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πŸ“ˆ Campaign Dashboard​

This section provides a high-level overview of campaign performance with the following reports:

πŸ—‚οΈ Parent Campaign​

Displays an aggregated summary of all overarching campaigns and their constituent marketing activities.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Filter the chart by selecting and unselecting the color buttons.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
parent-campaign
Parent Campaign Chart View

πŸ“§ Email Performance​

Provides comprehensive metrics on email outreach effectiveness, including delivery, open, and click-through rates.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Filter the chart by selecting and unselecting the color buttons.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
email-performance
Email Performance Chart View

🀝 Email Performance By Partner​

Analyzes the success of email marketing campaigns distributed across various partner channels.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Filter the chart by selecting and unselecting the color buttons.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
email-performance-by-partner
Email Performance By Partner Chart View

πŸ“ˆ Compare Email Over Time​

Visualizes historical email engagement trends to identify long-term patterns in campaign performance.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Filter the chart by selecting and unselecting the color buttons.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
compare-email-over-time
Compare Email Over Time Chart View

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🀝 Lead and Opportunity Dashboard​

The Lead & Opportunity Dashboards Reports track lead progression and sales opportunities within campaigns. Reports include:

🎯 Leads By Campaign​

Breaks down lead generation performance to identify which specific campaigns are driving the most pipeline growth.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
leads-by-campaign
Leads By Campaign Chart View

πŸ“Š Campaign Opportunity Dashboard​

Monitors the potential value and progression of sales opportunities generated directly from marketing efforts.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
campaign-opportunity-dashboard
Campaign Opportunity Dashboard Chart View

πŸ” Leads Profiled By Stage​

Provides a snapshot of lead distribution across various funnel stages to identify conversion bottlenecks.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Filter the chart by selecting and unselecting the color buttons.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
leads-profiled-by-stage
Lead Profiled By Stage Chart View

πŸ“‰ Opportunity Stage Distribution​

Visualizes the concentration of opportunities within the pipeline stages to aid in revenue forecasting.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Filter the chart by selecting and unselecting the color buttons.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Save the Chart as an image.
  • Can Restore the bar chart.
opportunity-stage-distribution
Opportunity Stage Distribution Chart View

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πŸ“Š Marketing Dashboard​

βœ… Leads Converted​

Tracks the total volume of generated leads that have successfully transitioned into qualified opportunities or customers.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter the chart by selecting and unselecting the color buttons.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
leads-converted
Leads Converted Chart View

πŸ“… Leads Converted By FQ​

Analyzes the historical trend of successful lead conversions segmented by financial quarters.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
leads-converted-by-fq
Leads Converted By FQ Chart View

πŸ“† Leads Converted In FQ​

Monitors the real-time conversion rate of leads specifically within the current financial quarter.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
leads-converted-in-fq
Leads Converted In FQ Chart View

βž• Leads Created In FQ​

Measures the total volume of net new leads generated during the active financial quarter.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
leads-created-in-fq
Leads Created In FQ Chart View

πŸ‘€ Asset Tracking By User​

Illustrates how individual team members or users are engaging with distributed marketing materials.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
asset-tracking-by-user
Asset Tracking By User Chart View

🏒 Asset Tracking By Customer​

Evaluates the effectiveness of marketing assets based on direct interactions and engagement from customers.

Click to see quick actions
  • Can Toggle between Table view and Chart view.
  • Can Export/Download the report.
  • Can Filter by Date Range.
  • Can Filter by Country, Company and Users.
  • Toggle between Line chart and Bar chart.
  • Save the Chart as an image.
  • Can Restore the bar chart.
asset-tracking-by-customer
Asset Tracking By Customer Chart View