How to view marketing planner reports- Zoho Marketing Automation

View marketing planner reports

  1. Budget allocation  - This report represents how you've spent money across different marketing channels such as Emails, Social, Paper ads, TV ads,etc.

  2. Channel based ROI  - This report represents the ROI of each marketing channel.

  3. Actual returns per objective  - If you have created multiple objectives, you can find the return gained from each objective.

  4. Average returns per conversion  - This report shows the comparison between the number of visits and the returns gained from those visits.

  5. Overall performance of pages  - This report shows how the landing pages perform over time. You can also view the number of leads and anonymous visitors for all the landing pages involved in your marketing campaign.

  6. Email campaign summary  - The email campaign summary shows the number of opens, clicks, and visits generated from the campaign. This report is present only when an email campaign is used as a marketing channel.

  7. Planner attribution report  - Planner attribution shows the number of visits achieved from different marketing channels over time such as Email, Social, Paper ads, TV, etc.

  8. Impressions from channels  - This chart shows the contribution of particular landing pages to every other marketing channel of your plan.

  9. Achieved target from channels  - This report represents the number of achieved targets (Number of visits or revenue gained) from the marketing channels.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho TeamInbox Resources

                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW

                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now

                                                      • Related Articles

                                                      • Getting started with Marketing Planner

                                                        Plan, budget, and measure your marketing activities and analyze how to optimize them for better results. If you are a marketer who's looking to measure the performance of your campaigns and optimize your marketing activities, you can do it by ...
                                                      • Creating a marketing plan

                                                        This guide will help you perform the following actions : Create a marketing plan Configure marketing channels Set targets against the objectives Creating a marketing plan From the Navigation Toolbar, click Planner and choose Marketing Planner. ...
                                                      • Autoresponder reports

                                                        Once your autoresponder has been sent, you'll be able to view the report. Autoresponder-specific report From the Navigation toolbar, select Engagement and choose Autoresponders . Select the autoresponder for which you want to view the reports for. ...
                                                      • Email Signature Marketing

                                                        An email signature is a combination of image and text that is appended to emails. It contains the sender's name and contact information. Using Email signature marketing, you can create email signature for your users. When you create signatures and ...
                                                      • Journey reports

                                                        Once you've activated your journey you will be able to view the reports. There are three types of reports: Version-based report Detailed report Action-based report Version-based report To view version-based report: From the Navigation toolbar, select ...



                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.

                                                        Zoho Show Resources