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Campaign analysis

campaignanalysis3_thumb.jpgA typical reporting requirement in CRM systems like Microsoft Dynamics CRM is to gauge the success of various marketing campaigns. While nextanalytics can easily generate the commonly provided reports, the real value comes from taking the analysis one step farther.

Starting with a simple SQL query to get the campaign data, nextanalytics can pull the required information directly from the CRM database and perform all the analysis from that single query. That query likely already exists in your system, it just doesn't present the information in a useful way.

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With two simple script commands, nextanalytics turns this query into the typical pivot table

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Adding a few formatting commands, a couple of filter commands, and we can present a slick campaign dashboard, in this example using Google Charts to display pie charts.

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That was pretty easy work, so why not go a little farther and see other information we can pull from the data? A few more script commands, and we can calculate the historical win/loss ratio and apply that to the 'New' leads in the funnel to produce a forecasted revenue column. Applying alerting to these two new columns makes the above/below average values really stand out on the screen.

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All this (and a lot more possible) from a single SQL query.

 
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