People performance report based on Program Member Data

[ggerla]

Hello there,

so my question is one of a series related to improving our program performances, based on the various program membership touchpoints. If these have been already asked, please, forgive me.

One of these is: how I can create a People Performance report (a pie chart in particular) grouping all the members of a certain program by Program Member Field?

Practical example: we have a channel acquisition field, along with UTM Source, Medium, etc, and I like to see how many people are coming from Paid Search, Social, and so on.

For sure I can export them in a CSV, but this seems a manual process..!

[Darshil_Shah1]

Well, you cannot create visualizations with Marketo Analytics reports; there's a little chat/visualization that appears on analytics' reports primary page, but that's it! For visualizing data, you'd have to use Revenue Cost Explorer (which needs to be purchased as an add-on). However, I'm afraid that you'd not be able to sync Program Member Custom fields with the RCA. I didn't find any mention of that in the documentation specifically, but I didn't find the PMCF I have in my sandbox instance available to sync with the RCA. I think for visualizing, you can look at specialized platforms that are built specifically for it, of course. If you have Marketo Measure, you can create some amazing and informative attribution and performance related visualizations in it.

[jsiebert · Accepted solution]

@ggerla Hey! I tried to use the drill down report options, and couldn't find any options for program member data. I did play around with the people performance report and have somewhat of a workaround. This is probably more work than you want to, but you could always create smart lists for each acquisition channel in your program member data and create a custom column for each program member smart list option. 

I think this would be initially tedious, but not so bad once you implement this in your center of excellence, it would be easy enough to update! As for the pie chart, I think your best bet is using a Pie Chart from a .csv pull into Excel.