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January 26, 2015
Question

How to edit a Leads by Campaign Folder report to report only first 30 days of campaign?

Is it possible to do this?

My goal: I want to benchmark programs from the last year - obvs programs from last Feb will have more leads than those launched in Dec. Having a first 30 days only lead report will allow us to compare apples to apples.

I see lots of LAST options in the Setup tab, e.g. last 7 days, last 30 days, etc, but I don't see any FIRST options.

How do you benchmark then? Just totals?

Thanks!
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3 replies

Josh_Hill13
Level 10
January 26, 2015
You will need to define the exact dates then. Maybe add this as an Idea.

You can benchmark by same quarter as previous year. I often had a rolling 9 month reporting system, where I watched it all for up to 9 months after start.
 
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Kristen_Malkov1
Level 7
January 26, 2015
If you're changing program statuses within your programs, you could pull a report of "program status changed" and use the 30 days benchmark.
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January 26, 2015
Hi Kristen, what kind of report is that based off of? I'm not finding it.
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