Performance Insights Settings

Learn about the different Settings options in MPI.

NOTE

Depending on which dashboard you’re in, you’ll see different setting options.

View Program Success By

Engagement Dashboard - Contribution and Trend

Cost Period When you check this, Performance Insights will aggregate all new names and successes back to the month set up as the cost period.
Activity Period When you check this, Performance Insights will aggregate all new names, successes, and membership by activity date, regardless of the program cost period.

Previous Period Configuration

Engagement, Pipeline, Revenue Dashboards - Contribution only

Calendar Period Set the previous period to: previous calendar month, quarter, or year.
YOY Period Set the previous period to the same month or quarter in the previous year.

Marketing-Influenced Opportunities

Pipeline Dashboard - Contribution and Trend

Show First-Touch, before opportunity created

When you check this, MPI includes opportunities that are associated with at least one lead that was acquired (first-touch/FT) by a Marketo Program before the opportunity was created. The Explicit, Implicit and Hybrid attribution settings are applicable.

Show Multi-Touch, before opportunity created

When you check this, MPI includes opportunities with at least one lead that was acquired (multi-touch/MT) by a Marketo Program before the opportunity was created. The Explicit, Implicit and Hybrid attribution settings are applicable.

Revenue Dashboard - Contribution and Trend

Show First-Touch, before opportunity closed

When you check this, MPI includes opportunities that are associated with at least one lead that was acquired (first-touch/FT) by a Marketo Program before the opportunity was closed. The Explicit, Implicit and Hybrid attribution settings are applicable.

Show Multi-Touch, before opportunity closed

When you check this, MPI includes opportunities with at least one lead that was acquired (multi-touch/MT) by a Marketo Program before the opportunity was closed. The Explicit, Implicit and Hybrid attribution settings are applicable.

Cost Calculation

Pipeline and Revenue Dashboards - Contribution and Trend

Based on Investment Period Investment Cost is calculated simply as the sum of monthly program costs defined by the investment period filter.
Based on Program Attribution Attributed Cost is based on a portion of program cost determined by leads or contacts that were acquired, or achieved success, in the program and ultimately resulted in a won opportunity.

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