Marketing Revenue Report

The Marketing revenue report displays the revenue that a marketing effort generates for your organization. You can use the report to display revenue from a single marketing effort or multiple efforts associated with a single appeal or marketing plan.

To run the report, select Marketing revenue under Reports on a marketing effort record. The report appears.

Under Period totals, the report displays gifts and revenue for the date range you select. Under Totals to date, it displays gifts and revenue up to and including the date range. This allows you to compare totals for the date range to the gifts and revenue before the start date.

The Marketing revenue report display the following parameters and calculations.

Report item	Calculation
Start date	The first date to include data in the report. For marketing plans, this is the start date of the marketing plan. For appeals and marketing efforts, it is the mail date. If no mail date is defined for an appeal or marketing effort, the report uses the activation date.
Total budget	The amount budgeted for all marketing efforts in the report.
Projected revenue	The revenue expected from all marketing efforts in the report.
Quantity mailed	The quantity of mail for all marketing efforts in the report.
Final cost	The cost of all marketing efforts in the report.
Actual revenue	The revenue received so far for marketing efforts in the report.
Date period	The date range for the revenue information in the report.
Gifts	Under Period totals, this column displays the number of gifts during the date range. Under Totals to date, it displays all gifts up to and including the date range.
% of total gifts	The number of gifts during the date range divided by the number of gifts by the report’s end date.
Revenue	Under Period totals, this column displays the revenue during the date range. Under Totals to date, it displays the revenue up to and including the date range.
% of total revenue	The gift amount during the date range divided by the gift amount by the report’s end date.
Avg gift	The gift amount during the date range divided by the number of gifts during the date range.
Response rate	The number of responses to the marketing efforts divided by the number of items sent.

In addition to a grid with the results sorted by column, the report includes the Number of Gifts by Period and Revenue by Period charts. The Number of Gifts by Period chart displays the number of gifts received for the marketing efforts during the date range.

The Revenue by Period chart displays the total amount of revenue the marketing efforts generated during the date range.