How to Build the Sendoso ROI Dashboard in Salesforce Lightning

  • Updated

Here is a list of the reports you will need to build for your Sendoso ROI Dashboard. Use the links below to jump to the report you'd like to review.

Open Influenced Pipeline

Closed Won Influenced Pipeline

Contacts in Influenced Campaigns

Actual ROI Tracking

Influenced Closed Won By Channel

The Sendoso ROI Dashboard in Lightning

At the bottom, be sure to check out an example of a final dashboard.


Open Influenced Pipeline

Type: Campaigns with Influenced Opportunities

Logic: Salesforce campaign name contains Sendoso or campaign type is direct mail

Notes: Make sure it only shows Opportunities that are open and then add in the “ARR/What you use to track pipeline” into the grouping portion

Video Walkthrough

Closed Won Influenced Pipeline

Type: Campaigns with Influenced Opportunities

Logic: Salesforce campaign name contains Sendoso or campaign type is direct mail

Notes: Make sure it only shows Opportunities that have been closed-won and add “ARR/What you use to track closed won” into the grouping section to pull in Closed Won Revenue. Summarize by Closed Won

Video Walkthrough

Contacts in Influenced Campaigns

Type: Campaigns with Campaign Members

Logic: Salesforce campaign name contains Sendoso or campaign type is direct mail

Notes: Make sure to group by contacts in Campaign and then Summarize the campaign members

Video Walkthrough

Actual ROI Tracking

Type: Campaigns

Logic: Salesforce campaign name contains Sendoso or campaign type is direct mail

Notes: Make sure to pull in Actual cost in campaign and Value won in the campaign and include a chart to be able to pull over

Video Walkthrough

Influenced Closed Won By Channel

Type: Campaigns with Opportunities

Logic: Campaign type equal to and then use picklist to select the types of channels you want to track

Notes: Add in “Closed ARR” - This will show closed-won by marketing channel

Video Walkthrough

The Sendoso ROI Dashboard in Lightning

Type: Use the reports to build out the dashboard and customize the components to fit your team’s needs!

Video Walkthrough

Example of Final Dashboard

Screen_Shot_2023-02-01_at_1.58.40_PM.png

For some tips and best practices on Salesforce Campaigns, check out this article.

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