Dashboards & Reporting

ROK1
参加者

How to measure net new leads by campaign or asset?

Hi Community.

 

I'm looking for a solution to a reporting dilemma. Our leadership wants to see the original lead source when a prospect became a lead, but at the campaign level. Meaning beyond the medium (email, social, etc). We want to see this at the campaign (123 Webinar, or Ebook, Trial Request).

We're using a custom field called "lead source" which has posed some other issues. For instance, since it's a custom field it can be overridden whenever a user does something, therefore the value most likely isn't the "original" lead source. All ideas welcomed. See the screen image below.  Note: the portion in orange represents leads with no lead source values. 

Screen Shot 2021-03-03 at 11.05.57 AM.png

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TiphaineCuisset
コミュニティーマネージャー
コミュニティーマネージャー

How to measure net new leads by campaign or asset?

Hi @ROK1 

 

Thank you for reaching out. 

 

I want to tag some of our experts on this - @Josh @Mike_Eastwood @Drew_Cohen do you have any thoughts for @ROK1 on this? 

 

Thank you!

Best

Tiphaine


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