Published at: 2026-09-17
Analyze campaign performance
View Sales Lead conversion results generated by Campaigns.
Overview
Campaign performance analysis helps you evaluate acquisition quality and support Lead Management decisions. You can view Sales Lead assignment, follow-up validation, and conversion results by Campaign.
Before you begin
[!IMPORTANT] - Permission requirement: You need permission to view Campaigns and related reports. - Data requirement: The Campaign has generated Sales Leads or conversion records. - Analysis scope: Review both conversion rate and campaign investment cost.
View the campaign conversion process
- In the CRM front office, open the Campaign-related report.
- Select Analyze Sales Lead conversion process by Campaign.
- Set filters such as campaign time, campaign type, or owner.
- View Sales Lead conversion for each Campaign.
- Compare Sales Lead conversion rates across Campaigns.
Interpret the results
| Metric | How to interpret it |
|---|---|
| Lead Quantity | Evaluate the potential customer scale generated by the Campaign. |
| Conversion rate | Decide whether Sales Leads from the Campaign are worth continued investment. |
| Campaign cost | Evaluate whether campaign investment is reasonable. |
| Conversion result | Determine whether Sales Leads become accounts, contacts, or Opportunities. |
Use results to optimize Campaigns
- Identify Campaigns with higher conversion rates.
- Compare campaign investment costs.
- Mark campaign types that deserve continued investment.
- Mark acquisition channels that need adjustment.
- Share the analysis with marketing and sales teams.
Expected result and verification
- Open the Campaign analysis report.
- Confirm that the report includes the target Campaign.
- View the Sales Lead conversion rate.
- Compare campaign costs.
- Produce recommendations for the next round of campaign optimization.
FAQ and troubleshooting
| Issue | Cause | Resolution |
|---|---|---|
| The report has no data. | The Campaign has not generated Sales Leads or conversion records. | Check the Campaign and Sales Lead association first. |
| The conversion rate is low. | Sales Lead quality or follow-up efficiency is insufficient. | Analyze the reason together with Sales Lead follow-up records. |
| Conversion rate alone creates a misleading result. | Campaign investment cost is not included. | Review planned cost and actual cost together. |