Opportunities via Campaigns

This donut groups Opportunities by campaign (utm_campaign) and counts them, so it shows which marketing campaign produced deals: Dashain offer 3, Tihar offer 1. Campaigns are set up in CRM and carried from lead to opportunity. It reads nothing from the ledger, but set against the campaign's cost it gives a rough return on marketing spend. Opportunities with no campaign fall into an empty slice, so tag them when you create them.

Each slice = Count of Opportunity grouped by utm_campaign

1. 01Go to CRM and find the donut among the pipeline charts.
2. 02Hover a slice to read the campaign and count.
3. 03Use the timespan dropdown to show only the campaign season.
4. 04Click a slice to open the Opportunity list for that campaign.
5. 05Compare the count with the campaign budget in Budgeting before repeating it.

Which marketing campaign produced deals.

Dashain offer 3, Tihar offer 1.