Skip to main content
Troy_Larson1
Troy_Larson1
Level 2
February 7, 2018
Question

How Is # Opportunities Associated with Program in Adv Reports Calculated

  • February 7, 2018
  • 2 replies
  • 3574 views

Hey everyone,

Just a quick question for the world out there: in the Advanced Reporting Module, when you run a Program Opportunity Analysis Report - how is the # of Opportunities Associated with Program data calculated? Obviously if pulls that in from SFDC, my question is does anyone know what it looks for in SFDC. I have a suspicion that when our organization creates opportunities we're not doing enough to tie them back to program/people etc...So if anyone knows what this looks for / what is needed in SFDC to make sure it's accurate it would be much appreciated.

Thanks!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
February 7, 2018

Hi Troy,

You should move your question to Products where it belongs. Champion Program​ is for questions about the program itself and very few people will see your question there.

The association is made using the "Opportunity Contact Role" SFDC table. If you are not using this standard table, for instance if you have some custom associations between contacts and opportunities, then Marketo will not see it.

-Greg

    Troy_Larson1
    Troy_Larson1Author
    Level 2
    February 7, 2018

    Thanks Gregorie.

    Amanda_Thomas6
    Amanda_Thomas6
    Level 8
    February 7, 2018

    Just to add, if you need some help convincing your team to use contact roles, I have a high level powerpoint geared to a sales executive audience. It's an oldie, but a goodie. Why Sales Needs To Use Contact Roles

    Troy_Larson1
    Troy_Larson1Author
    Level 2
    February 7, 2018

    Thanks Amanda.

    Quick follow up question - and I could be making this up, but I thought there was a similar report that showed opportunities to programs but was able to be calculated without that field being filled. For example, it would run it based off the account, not the contacts. If such a thing doesn't exist then so be it, but I thought something like that was possible but I can't find it in Adv Reporting...

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    February 8, 2018

    Hi Troy,

    No, this does not exist. Marketo uses only the opportunity contact role table.

    -Greg

      Terms & ConditionsAccessibility statement

      Loading footer...