Welcome to this guide, where we will guide you through the Opportunities via Campaigns feature in Empress. This feature is a powerful business tool that enables you to visualize and track the effectiveness of your marketing campaigns in generating business opportunities.
Feature Overview: Opportunities via Campaigns
Opportunities via Campaigns is a user-friendly dashboard chart that provides insights into which marketing campaigns have led to the creation of business opportunities. With this feature, you can easily measure the performance of your marketing efforts, aiding in strategic decision-making and resource allocation.
This feature groups business opportunities by the marketing campaign that led to their creation. It presents this data in an easy-to-understand pie chart, making it simple to compare the effectiveness of different campaigns at a glance.
Benefits of Using Opportunities via Campaigns
- Performance Measurement: Understand the impact of each marketing campaign on business opportunities.
- Resource Allocation: Allocate resources more effectively by focusing on high-performing campaigns.
- Strategic Decision Making: Make informed decisions regarding marketing strategy and planning.
How to Use Opportunities via Campaigns
Viewing the Dashboard Chart
- Navigate to the Empress dashboard.
- Locate the Opportunities via Campaigns chart. This chart is typically found in the CRM module of your dashboard.
Interacting with the Dashboard Chart
- Hover over different sections of the pie chart to view the exact count of opportunities generated by each campaign.
- Click on a section to view detailed information about the opportunities associated with a specific campaign.
Editing and Sorting Information
Please note that the Opportunities via Campaigns chart is a standard chart, and any changes made to it will affect all users. If you have the appropriate permissions, you can modify the chart’s settings as follows:
- Click on the settings icon in the top right corner of the chart.
- Modify the chart’s settings as needed. For example, you can change the chart type or the number of groups displayed.
User Roles and Permissions
Only users with the Administrator role can modify the Opportunities via Campaigns chart. However, all users can view the chart and interact with it, provided they have access to the CRM module.
Conclusion
The Opportunities via Campaigns feature is a powerful tool for tracking the effectiveness of your marketing efforts. By leveraging this feature, you can make informed decisions that enhance your business processes.
For additional assistance, please refer to the Empress user guide or contact our support team.