To see at a glance all campaigns that exist with particular business partners or for certain date ranges, you can generate a Campaign List Report.
From the SAP Business One Main Menu, choose
. Alternatively, open it from the Reports module.In the Campaign List – Selection Criteria window, specify the selection criteria for the report, for example:
Item code
Item group
Business partner code
Customer group
Campaign number
Campaign type
Campaign status
Campaign start date and end date
Choose OK.
Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
The campaign list shows the following information:
Displays the number of the business partners you contact in this campaign. |
Displays the number of the business partners who have responded this campaign. You can mark business partners' response in the Campaign window. |
Displays the BP response rate of the campaign. The value equals the Number of BPs contacted divided by Number of BPs Responded. |
Displays the number of the leads generated through the campaign. |
Displays the number of sales opportunities generated in the campaign. |
Displays the number of the sales opportunities you have won. |
Displays the potential sales amount if you win all the sales opportunities generated from this campaign. |
Displays the win rate of the sales opportunities generated in this campaign. The win rate equals the number of won opportunities divided by the total number of opportunities generated. |