Topic overview

The success of a campaign can be measured with the help of key figures. You can set campaign targets by defining key figures and target values and then have the target achievement calculated. In the Campaign key figures application, you can define which key figures can be used in campaigns. A set of key figures is provided by the ERP system, e.g. the number of addressees, the number of opportunities generated as well as the revenue from opportunities won. It is also possible to add further company-specific key figures.

Definitions of terms

Campaign key figure – Campaign key figures measure the success of a campaign with the help of quantitative information such as the total turnover of the opportunities generated from a campaign.

Campaigns – Campaigns are limited promotions targeted at existing or potential customers through different media. They are used to obtain specific information on existing and potential customers. Sales campaigns serve to directly target customers and increase the sales of products and services. With the help of information campaigns, information is transmitted to or procured from partners.

Application description

This application lets you configure the settings for campaign key figures and activate the key figures to be used in campaigns and campaign types. Moreover, you can update the values of the key figures for all campaigns.

The application Campaign key figures does not consist of an identification pane and a work pane but it comprises a table where you can create and edit the campaign key figures.

The columns in detail:

• Key figure – This column displays the name of the key figure. When you add a line in the table, you can select one of the key figures available in the selection field. The following key figures are available in the standard version of the system:
  • Addressees with activities
  • Addressees with successful activities
  • Addressees with completed activities
  • Number of addressees
  • Number of customer invoices
  • Number of sales orders
  • Number of generated opportunities
  • Number of won opportunities
  • Net margin of the customer invoices
  • Net margin of the sales orders
  • Net margin of generated opportunities
  • Net margin of won opportunities
  • Revenue of generated opportunities
  • Revenue of won opportunities
  • Campaign total cost
  • Net turnover of customer invoices
  • Net turnover of sales orders
• interval – Enter the time period during which the value of a key figure is to be updated. Once that time period is exceeded since the value was last updated, the value is considered obsolete. In the Campaigns application, you can check whether the value of a key figure is up to date.
• Field category – This column displays the field category for the values of the key figure.
• Active – With this function, you can define whether the key figure can be used in campaigns. If you activate the checkbox, you can use the key figure in the applications Campaign types and Campaigns. If the key figure is already being used in campaigns and you deactivate the checkbox, you will not be able to update the values of the key figure.

Application-based actions

The following application-based actions are available in the Campaign key figures application:

• [Add available key figures] action
• [Update key figure values] action

Action [Add available key figures]

With this action, you can add all campaign key figures available in the system to the table. The key figures already existing in the table will remain.

Action [Update key figure values]

With this action, you can update the actual values of selected key figures in all campaigns that use those key figures. The values of the inactive key figures will not be updated.

You can choose a campaign for the action by activating the corresponding check box in the column “Selection”.

Customizing

No settings need to be made in the Customizing application for the Campaign key figures application.

Business entities

The following business entity is relevant for the Campaign key figures application and can be used for purposes such as

• assigning authorizations,
• setting up activity definitions, or
• importing or exporting data:

Campaign key figure

com.cisag.app.crm.measure.obj.CampaignMeasureConfiguration

Authorizations

Authorizations can be granted by means of authorization roles as well as by assigning an organization. The authorization concept is described in the technical documentation Authorizations.

Special capabilities

The Campaign key figures application has no special capabilities.

Organization assignments

An organization assignment is not necessary for the Campaign key figures application.

Special features

The Campaign key figures application does not have any special features.

Authorizations for business partners

The Campaign key figures application is not released for business partners.