Question

The marketing team at Cloudline Inc. ran a trade-show campaign and wants to measure its return on investment directly on the Campaign record. They have populated the Actual Cost, Budgeted Cost, and Expected Revenue fields. Which combination of standard Campaign features should the administrator ensure is in place so leaders can see performance metrics like Value Opportunities in Campaign and ROI without building custom reports?

Accepted Answer

Associate leads and contacts as campaign members and link opportunities to the campaign via the Primary Campaign Source field so the campaign statistics fields calculate automatically

Answer

Create a roll-up summary field on the Campaign object that sums the Amount of all related opportunities

Answer

Enable Campaign Influence and manually add each opportunity's Amount to the Actual Cost field

Answer

Add the opportunities to a custom related list and build a joined report combining campaigns and opportunities