Performance Insights Settings

Last update: July 21, 2023

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.

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.

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.

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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