How to Build "Client Summary Report"

Rich_Bakes
Level 1

How to Build "Client Summary Report"

In regards to the info that the Opportunity Influence Analyzer provides – is it be possible to get a “Client Summary Report” that shows within a certain time frame:

    • Which marketing events contacts the company participated in
    • How many marketing dollars were spent towards that company
    • Number of opportunities generated
    • Size of opportunities generated
    • Number/size of opportunities won with this company