Opportunity Report on the Campaign Object
- Chrissey Trainello
A new panel titled Opportunities and Total Bookings Amount has been added to the right side of the Campaign screen. This panel gives an at-a-glance view of the total bookings and associated Opportunities for a specific campaign.
Instructions
Navigate to your campaign in Salesforce.
Locate the Opportunities and Total Bookings Amount panel on the right side of the screen.
Hover over the chart to view detailed booking amounts for different Opportunity stages.
Click on the panel to access the full report of associated Opportunities.
These opportunities are based off the Last-touch UTM Campaign on the Opportunity object.
The video below shows where the item is on the Campaign page, the functionality available, and how to access the report.
Items of note
Hover Functionality: You can hover over the chart to view the sum of bookings amounts for Open, Closed Won, and Closed Lost Opportunities related to the campaign.
Refresh button: In the bottom right corner of the panel, you can refresh the report to show real-time numbers.