Just a quick question for the world out there: in the Advanced Reporting Module, when you run a Program Opportunity Analysis Report - how is the # of Opportunities Associated with Program data calculated? Obviously if pulls that in from SFDC, my question is does anyone know what it looks for in SFDC. I have a suspicion that when our organization creates opportunities we're not doing enough to tie them back to program/people etc...So if anyone knows what this looks for / what is needed in SFDC to make sure it's accurate it would be much appreciated.
The association is made using the "Opportunity Contact Role" SFDC table. If you are not using this standard table, for instance if you have some custom associations between contacts and opportunities, then Marketo will not see it.
Just to add, if you need some help convincing your team to use contact roles, I have a high level powerpoint geared to a sales executive audience. It's an oldie, but a goodie. Why Sales Needs To Use Contact Roles
Quick follow up question - and I could be making this up, but I thought there was a similar report that showed opportunities to programs but was able to be calculated without that field being filled. For example, it would run it based off the account, not the contacts. If such a thing doesn't exist then so be it, but I thought something like that was possible but I can't find it in Adv Reporting...
No, this does not exist. Marketo uses only the opportunity contact role table.
Hi Troy Larson,
Exactly what Greg said. Even pulling a report or looking at campaign performance (the campaign tied to your program) it only registers the opportunity based on the contact being tied to the opportunity.