Plan Status Report

The Plan status report allows you to compare your expectations for planned marketing efforts with the results.

To run the report, select Plan status under Reports on a marketing plan record.

This report displays a hierarchical view of the current status of each item in a plan. After you create a marketing effort based on a planned effort within the plan, and activate that marketing effort, you can use this report to compare your assumptions in the planned marketing efforts with the results.

The report uses the following parameters and calculations:

Report column	Report row	Calculation
Assumptions		The assumptions are calculated from those specified in the planner. Each plan “item” in the report uses its own separate data, and is not aggregated in any way from level to level.
	Expenses	Specified in the planner.
	Revenue	Specified in the planner.
	Responses	Specified in the planner.
	Response rate	Specified in the planner.
	Average gift	Revenue / Responses.
	Cost per piece	Expenses / Quantity (specified in the planner).
	Cost / dollar raised	Expenses / Revenue.
Actuals		Calculated from the activated mailings. The mailings are mapped to a planned mailing (the lowest level of the plan), and are then aggregated up through the hierarchy. So the plan level is an aggregation of all mailings within the plan.
	Expenses	Package expenses + Fixed cost.
	Revenue	Sum of all gifts given back to the mailing.
	Responses	Count of the number of responses to the mailing.
	Response rate	Responses / Quantity.
	Average gift	Revenue / responses.
	Cost per piece	Expenses / Quantity.
	Cost / dollar raised	Expenses / Revenue.
Variance		Actuals - Assumptions.