Lead Summary

Overview

What it delivers: A by-partner summary of net-new, currently active, net-new-hot, and currently active hot leads.

Why you care: The purpose of this report is to enable you to see all leads your partners have generated through Unifyr One marketing efforts with lead score greater than or equal to your minimum lead-score threshold. The Unifyr One default score is 15. Your scores may have been set differently. Leads can be generated in two ways:

• Marketing activities initiated by partners.
• Leads distributed to partners by the supplier.

How to Access the Report: Analytics & Reports > Sales Performance > Lead Summary

To filter, schedule, send, download, or access additional data for a report, see Exploring, Personalizing, and Distributing Reports and Dashboards.

Intended Audience

Channel Marketing Leader, Partner Marketing Director, and Partner Channel Sales Director.

Report Descriptions

This table defines each column of the report.

Partner Name

Your channel marketing partners in alphabetical order.

Count New Leads

The number of prospects/contacts who have engaged in enough marketing activities to attain a lead score greater than 15 during the date range.

Count Active Leads

The number of partner prospects/contacts who have engaged with enough marketing activities to meet your minimum lead-score threshold. Reporting of all 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 All Leads).

Count New Hot Leads

The number of new partner prospects/contacts who have engaged in enough marketing activities to meet your hot-lead score threshold during the date range specified for the report.

Count All Hot Leads

The number of all partner prospects/contacts who have engaged with enough Unifyr One marketing activities to meet your hot-lead score threshold. Reporting of all hot 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 New Hot leads).

Count From Social

The number of all leads generated from social activities. Reporting of these leads generated from social media activity is not limited to those initiated during the date range specified but rather those before and during the time specified frame (i.e., Net Social Leads).

Count From Ad Campaigns

The number of leads generated by ad campaigns. Reporting of these leads generated from ad campaigns is not limited to those initiated during the date range specified but rather those before and during the time specified frame (i.e., Net Ad Campaign Leads).

Count From Print

The number of all leads generated from print activities. Reporting of these leads generated from print marketing is not limited to those initiated during the date range specified but rather those before and during the time specified frame (i.e., Net Print leads).

Count From Email

The number of all leads generated from email activities. Reporting of these leads generated from emails is not limited to those initiated during the date range specified but rather those before and during the time specified frame (i.e., Net Email leads).

Count From Web

The number of leads generated from independent web plugins. Reporting of website 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 Website Leads).

Count Distributed

The 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

The number of leads other than those that fall into the categories: ad campaigns, print, email, web plugin, and distributed leads. 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. Here are some examples of leads that will fall into the Other column on this report.

• Custom activities—Custom activity leads are generated when a user responds to a custom activity, such as a Campaign Marketplace activity.
• Telemarketing activities—Telemarketing activities are generated using custom activities. Leads generated from telemarketing activities fall into the Other column on the Lead Summary.
• Workflow activities—Activities associated with a workflow will fall into this column.
• Leads generated from Campaigns created by the partner in Unifyr One versus those created by a supplier for the partner.
• Leads that are registered by the partner as their very first touch (these would include leads uploaded as contacts, registered without any marketing activities, and then had marketing activities occur against the lead after the fact).
• Leads that are generated by a test form submission. A test form submission is not associated with an email open which results in the lead not being associated with an email.

Related Topics

• Dashboard Visualization Best Practices
• Exploring, Personalizing, and Distributing Reports and Dashboards