We ran a webinar in April, and I'm trying to summarize the effect of that webinar on Opportunities. We have RCE, but the FT and MT results I'm getting are in no way aligned with what the actual opportunities created are (we have Salesforce). Completely out of left field. Plus, the opportunities created by the webinar (as in the contact roles within the opportunities are successes with the webinar program,the primary campaign is set in Salesforce, the opportunity was created after the webinar). I really have no idea where to even start with trying to fix this hole, and we might be losing RCE so I want to get this fixed before I start depending on the "blind" version of the program analyzer. The only thing I could think of that would be causing problems would be that my RCM hasn't been fully adopted yet so the leads haven't gone through that particular pre-defined funnel.
RCM is irrelevant here. You want to look at Program Opp Analysis report. Then narrow down by the Program in question vs. MT and FT data:
RCM is only going to help you show
Thank you for the great information. I actually had Implicit set up previously, but have now changed it to hybrid. My main issue is that the opportunities that were directly attributed to Marketo Programs are not showing up in RCE as FT OR MT. For example, the decision maker of an account attended a webinar (success), an opportunity was created the same day of the webinar (in the same cost month), with the only contact role being the decision maker who attended the webinar, the primary campaign source is indicated in SFDC as the webinar. The only issue I'm seeing that could happen is the acquisition program was inputted incorrectly, but that shouldn't affect MT.
Is it possible that you don't have a period cost associated with your webinar program in Marketo? Without a period cost, I don't believe RCE will include the program.
I did a very thorough comparison of opportunity and revenue data in RCE and SFDC some time in the past, it is pretty accurate as long as you have everything configured correctly.
Primary campaign source and SFDC campaign membership does not affect the data in RCE, it is built based on Marketo program membership data. As the others said, check if your webinar has the period cost. Also remember that it takes up to 24 hours for the data from Marketo instance to sync to RCE, so let's say if the webinar happened today and the opp you are talking about was also created today, you will see this reflected in RCE only tomorrow.
My favorite RCE hack to cross check the RCE and SFDC data is the following:
- in the program opp analysis report click "Report Options"
- Check the box "Show drill-through links on Measure cells"
- After you refresh your report all the measures will become clickable, click on any one of them and you will be able to see all the data on the opportunities the report is pulling
- the fastest way to cross check the opps is to look up all those opportunities in SFDC by their name, check the amount of revenue, contacts in the opp, so on and so forth