📍 Where can I find this module?
Main menu > Marketing > Campaigns
Introduction #
Calculating the projected profit margin allows you to estimate the profitability of a marketing campaign by comparing actual costs with expected revenue. This analysis helps you prioritize the most profitable campaigns and adjust budgets.
1. Indicators #
The projected margin for a campaign is based on the following data:
| Indicator | Description |
|---|---|
| Budget | The budget for the campaign |
| Actual cost | The amount actually spent |
| Expected income | The expected revenue from the campaign |
| Related cases | The business opportunities generated by the campaign |
The projected margin is calculated as follows: Expected revenue − Actual cost = Projected margin.
2. Business-related #
Sales opportunities can be linked to a campaign to track their source. This allows you to:
- Track the number of leads generated by each campaign
- Calculate actual revenue (total revenue from closed deals) versus expected revenue
- Calculate the acquisition cost per deal
3. Profitability Analysis #
To assess the profitability of a campaign:
- Compare the actual cost to the revenue from the contracts won
- Calculate the ROI: (Revenue − Cost) / Cost × 100
- Compare with other campaigns to identify the most effective channels
Good to know: A campaign can yield results over the long term. Related deals may be closed several weeks or months after the campaign ends. Regularly reassess the campaign’s profitability.
4. Frequently Asked Questions #
How do I link a case to a campaign?
From the record , fill in the field Campaign field to specify the campaign that generated the opportunity.
Is the margin calculation automatic?
The budget, actual cost, and expected revenue fields are entered manually in the campaign. The margin is then calculated immediately.
Can I compare the performance of multiple campaigns?
Yes, use the Reports module to create a comparative report that includes cost and revenue metrics for your campaigns.