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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Determining ROI from c...
Microsoft Dynamics CRM (Archived)

Determining ROI from campaign leads

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Posted on by brittlynne1 55

If i entered a lead and tied it to a particular source campaign and that same lead was then qualified and closed as won. How do i pull up that information as it relates to the campaign? I would like to see all opportunities (former leads) that were generated from a particular campaign, have been closed as won and then the revenue generated from each. This way i can determine ROI.

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  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    There is a field within Opportunity that allows you to connect it to a Campaign. I think that there is actually an out of the box chart that shows ROI based on that field.

    Maybe you just need to add the field to the form.

  • Verified answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 Microsoft Employee on at

    Hi there!

    You can create a dashboard chart for this information.  You can also run the built-in Campaign Performance Report.  I prefer to do my own dashboards.

     

     

     

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