Customer Journey Final Data Report


The Final Data Report is created when a campaign with a business partner is ending. A campaign is considered completed either based on effort/hours spent calling, or if a lead goal was reached. The report is used to show the outcome of the campaign regarding the leads that were found and/or facilitated. It also provides business intelligence collected by the BDTM. 

Rename the “Data from CRM” tab to “Call Sheet” and hide the tab until the campaign is over.  

Note: Allow plenty of time for the first few final data reports. They can be time consuming due to reviewing and correcting coding. The Final Data Report varies if it’s a plugin campaign. The report would only have the opportunity tracker, no performance dashboard or any other tabs are visible to the client. (e.g. power storage or distributor campaigns). 

Creating the Final Data Report 

OWNER: Customer Journey Manager 

  1. Review commonly misused codes (use filter to review): 
  2. Rename ‘Data for CRM’ tab to ‘Call Sheet’  
  3. “# of contacts developed” formula changes from B to J 
  4. Review Dashboard to make sure data is pulling from ‘Data for CRM’ correctly. 
    1. Data is pulled from VanillaSoft. Ensure data is accurate and not older unedited data (specifically for employee size, revenue, website).  
    2. Make sure numbers are matching the opportunity tracker 
    3. Ensure formulas in each row on the dashboard are pulling new information from correct rows after you reformat the doc.  
  5. Cell Alignment: 
    1. Methods: Can copy formatting from different report using format painter to new doc or copy all of the data into a new doc and copy and paste the header from an older report or manually edit.  
    2. Call History: Highlight, R-Click, Format, Align= Horz L, Vert Top, and Wrap 
    3. Email: Wrap 
    4. Title: Wrap (and maybe Left Align) 
    5. Company: Sort A to Z 
  6. Set up filters: 
    1. Go to the “Data” menu at the top of the excel doc. Click “Remove Filters. Highlight row 1, and add the filter back on that row.  
  7. Reformat the following content: 
    1. A= Co Name, B= First Name, C= Last Name, D= Title, E= Email, F=Main Line, G=Direct Line, H= Extension, I= RESULT COUNT, J=New Contact K=Last Outcome, L=Call History, M= Address 1, N= Address 2, O= City, P= State, Q=Zip Code, R= # Employees, S= Revenue, T= Website (optional: U=Industry)  
  8. Log into VanillaSoft 
    1. BDS Notes (Last of Comments) 
    2. ERP/Hardware/Software 
    3. And all columns after # of Attempts (managers might want to leave contact owner username until reformatting is finished. Could also keep industry column)  
  9. Click “Project 
  10. Choose campaign 
  11. Click “Reports 
  12. Click “Final Data Export 
  13. Select Team from dropdown menu 
  14. Click “Run 
  15. Click “Export to Excel 
  16. Open the Excel document 
  17. Select and Delete Column A 
  18. Copy all data 
  19. Drop the copied data into Progress Report Data from CRM tab (DELETE and REFORMAT first!)   
  20. Delete the following content from the downloaded file: 
  21. Make sure codes are appropriately used.  
    1. Can search “@” or “email” in doc to boost AO numbers and confirm accuracy 
    2. AO (Did they really receive collateral?), FFC (Usually a lot of NI), CB, OOB (Only if verbal confirmation from an employee or VM message), DNC, EMA, NC (really shouldn’t have these), UTC (few if any), NI 
    3. Also make sure coding is not going backwards in importance 
    4. Compare to target % on dashboard 
    5. Clear up all notes to ensure valuable data is being shared 
  22. Review opportunities: 
    1. Make sure all opportunities match up between the tracker and dashboard 
    2. Change most RS to DFU (This varies, isn’t standard)
    3. Verify any Pending calls
  23. Sort for Company Name = Blank, and delete the blank results 
  24. Save Changes 
  25. Save the report in Teams within the specific campaign files folder. Recommended naming convention is: BusinessPartner-FinalReport 
  26. Send the report to the business partner about 30 minutes before the Campaign Wrap-Up Call. If it’s a glowing report that the business partner will find exciting, send it right before the call so you can go through it with them and they won’t be able to look at it before.