Overview
The purpose of this report is to enable you to see all leads your partners have generated through Unifyr One marketing efforts with a lead score greater than or equal to your minimum lead threshold. The Unifyr One default is 15. Your scores may be set differently by your administrator. Leads can be generated in two ways:
- Marketing activities initiated by partners.
- Leads distributed to partners by the supplier.
Use this report grouped by a partner to see leads generated by a partner, tactics that generate the most opportunity, and leads to the original source. All results reflect the filtered date range.
What it Delivers: A snapshot of lead generations by type and source.
Why You Care: The lead summary dashboard helps you distinguish between the types of leads your campaigns are generating. You can use this report to review the balance of top-of-the-funnel leads (new leads) versus those that have been qualified and scored (hot leads).
How to Access the Report: Analytics & Reports > Sales Performance > Lead Summary
Intended Audience
Channel Sales Director, Channel Marketing Directors, and Channel Operations Managers.
Report Descriptions
- Partner Name
This is the name of the partner who has generated new (qualified) leads.
- Count New Leads
Number of leads (with a score above the qualifying threshold) that have been contributed by the partner.
- Count New Hot Leads
Total number of leads associated with this partner who have achieved a lead score of 50 or more.
- Count from Social
Total number of leads recruited through social media networks.
- Count from Ad Campaigns
Total number of leads recruited through ad campaigns.
- Count from Print
Total number of leads recruited with printed collateral.
- Count from Email
Total number of leads recruited in response to email communication.
- Count from Web
Total number of leads identified through webpage contact.
- Count Distributed
Total number of all distributed leads. Reporting of these distributed leads is not limited to those initiated during the date range specified but rather those before and during the time specified frame (i.e., net distributed leads).
- Count Other
Total number of leads generated from sources other than those otherwise listed. Reporting of these leads is not limited to those initiated during the date range specified but rather those before and during the time specified frame (i.e., net custom activity leads). This data can be used to determine the ROI associated with capturing leads via custom activities.
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