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Scenario 3

Suppose that John leads the marketing team at Contoso. He wishes to go through different KRAs and look at how the campaigns are performing across different parameters.

John logs into the CRM system. As a member of the marketing team, he sets the marketing dashboard as the home page. Let's look at campaign type classification, which involves the differentiation of campaigns in terms of campaign type, such as Advertisement, Direct Marketing, Event, and so on.

Let's look at the various components, as follows:

  • Campaign Budget vs. Actual costs (by Month): This involves comparing the total cost spent across the campaigns to the budgeted cost:
  • Leads by Source Campaign: This shows the leads generated for each of the campaigns:
  • Revenue Generated by Campaign: This plots the revenue generated by each campaign:
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