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How to Build "Client Summary Report"

Question asked by 9a66d4feac1633405f35e05eed5e00514c573842 on Oct 12, 2016

In regards to the info that the Opportunity Influence Analyzer provides – is it be possible to get a “Client Summary Report” that shows within a certain time frame:

    • Which marketing events contacts the company participated in
    • How many marketing dollars were spent towards that company
    • Number of opportunities generated
    • Size of opportunities generated
    • Number/size of opportunities won with this company

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