Type | Name | Link | Additional Information/Notes | If Questions, Ask: |
Campaign | Campaign members filtered by source then sales rep | https://relias.lightning.force.com/lightning/r/Report/00ORM000000WOFJ2A4/view | | Chris |
Campaign | Campaign members from campaign | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eE7V2AU/view | | Chris |
Campaign | Open opportunities from campaign | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eEAj2AM/view | | Chris |
Campaign | Campaign members by company | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eEKP2A2/edit | | Chris |
Campaign | Middle campaign drill-down | https://relias.lightning.force.com/lightning/r/Report/00O3w000006GF2NEAW/view | | Chris |
Campaign | Campaign by owner+state | https://relias.lightning.force.com/lightning/r/Report/00ORM000000dRQ92AM/view | Sales manager said this would be great to have after a webinar | Chris |
Campaign | Campaign Interaction Report | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QYnPEAW/view?queryScope=userFolders | | Joshua |
Campaign | Compliance Management Interest | https://relias.lightning.force.com/lightning/page/pardot/report?pardot__path=%2Fform%2FreadReport%2Fid%2F18136%3FrAndOmiZer%3D0.830691946855429 | | Marketing Ops |
Email | IDD email list | https://relias.lightning.force.com/lightning/page/pardot/prospect?pardot__path=%2Flist%2Fread%2Fid%2F1389988%3FrAndOmiZer%3D0.26325951574012807 | | Marketing Ops |
Misc. | MQL age of contact | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eWyr2AE/edit?queryScope=userFolders | | Joshua |
Misc. | Campaigns by Owner [Parent Campaign List] | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QYnKEAW/edit?queryScope=userFolders | | Joshua |
Misc. | Event Door List | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QfoUEAS/view?queryScope=userFolders | | Joshua |
Monthly Update | New Names [Update date range] | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QLucEAG/view | | Norm Devine |
Monthly Update | MQLs [Update date range] | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QLudEAG/view | | Norm Devine |
Monthly Update | Monthly Stage 0 [Update date range] | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eWM92AM/view | | Norm Devine |
Monthly Update | Opps/Pipe [Update date range] | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QLuhEAG/view | | Norm Devine |
Monthly Update | New Accounts [Showing This Year] | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QQzwEAG/view | | Norm Devine |
Monthly Update | YTD CM MO Opps by Sales Member | https://relias.lightning.force.com/lightning/r/Report/00ORM000000VJRN2A4/view?queryScope=userFolders | | Joshua |
Quality | NN by Campaign | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QPUJEA4/view | | Joshua |
Quality | MO Bookings by Campaign | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QPUZEA4/view | | Joshua |
Quality | Pipeline by Product | https://relias.lightning.force.com/lightning/r/Report/00O3w000005QRceEAG/view?queryScope=userFolders | | Joshua |
Quality | QL by Title Since 2021 | https://relias.lightning.force.com/lightning/r/Report/00O3w000005rf0aEAA/view?queryScope=userFolders | | Joshua |
Quality | "How Did You Hear About Us?" - Report | https://relias.lightning.force.com/lightning/r/Dashboard/01Z3w000001MLEGEA4/view | | |
Webinar | Webinar attendance YTD | https://relias.lightning.force.com/lightning/r/Report/00ORM000000eX8X2AU/view?queryScope=userFolders | | Chris |
Webinar | ALL DG Webinar breakdown by individual webinar | https://relias.lightning.force.com/lightning/r/Report/00ORM000000jwj12AA/view | # of attendees, converted leads, toal leads, total won, open ops | Chris |
Webinar | Vertical specific breakdown by individual webinar | https://relias.lightning.force.com/lightning/r/Report/00ORM000000jxLh2AI/view | # of attendees, converted leads, toal leads, total won, open ops | Chris |
Webinar | Campaign Registration Date/Time | https://relias.lightning.force.com/lightning/r/Report/00ORM000000sB4v2AE/view | | Isabel |
Tradeshow | Contacts w/ Notes | https://relias.lightning.force.com/lightning/r/Report/00ORM000000sWxN2AU/view?queryScope=userFolders | | Isabel |
Tradeshow | Campaign with Open Opps | https://relias.lightning.force.com/lightning/r/Report/00ORM000000sWnh2AE/view | Same report as line 4, but has tradeshow notes | Isabel |
Tradeshow | Leads w/ Notes | https://relias.lightning.force.com/lightning/r/Report/00ORM000000sX2D2AU/view?queryScope=userFolders | Sales cannot see this report, but good for us to see | Isabel |
Partner | Campaigns for Partners | https://relias.lightning.force.com/lightning/r/Report/00ORM00000110bh2AA/view | by campaign, shows value, value won, campaign numbers | Chris |