Campaign Leaderboard Analysis
Petavue, for the last fiscal quarter, compile a campaign performance leaderboard:
1. Data Collection
- Pull each campaign’s spend (ad platforms), pipeline generated (CRM), and closed-won revenue (CRM).
2. Currency Standardization
- Convert all amounts to USD using daily exchange rates (round to the nearest dollar).
3. Key Metrics
- ROI % = (Closed-Won $ ÷ Spend $) × 100
- Pipeline Efficiency % = (Pipeline $ ÷ Spend $) × 100
4. Leaderboard Table
- Sort by Closed-Won $, then ROI %
- Columns: Campaign Name | Spend $ | Pipeline $ | Closed-Won $ | ROI % | Pipeline Eff %
5. Top Performer Highlight
- Mark campaigns with ROI ≥ 150% and Closed-Won $ at or above the median with a star (★).
- List the top ten campaigns by Closed‑Won revenue alongside their spend and ROI percentage.
- Break down ROI and pipeline efficiency by channel (ad networks, email, events).
- Identify campaigns with ROI under 100 percent but pipeline efficiency over 150 percent.
- Recommend spend reallocation scenarios to maximize overall ROI by shifting 10 percent of budget to the highest‑ROI campaigns.
- Project the impact on pipeline and revenue if median spend is applied to campaigns currently below median Closed‑Won performance.
What This Prompt Does
This prompt pulls spend data for every campaign across ad networks, email and events during the last fiscal quarter and retrieves associated pipeline creation and Closed‑Won revenue from the CRM. It converts all values to USD using daily exchange rates, calculates ROI and pipeline efficiency percentages, then returns a leaderboard table sorted by Closed‑Won revenue and ROI and marks campaigns that meet the defined performance thresholds for immediate focus.
Strategic Impact
Providing a unified, ranked view of campaign performance enables teams to allocate budget more effectively and optimize channel mix.
Business outcomes:
→ Directs investment toward campaigns delivering the highest revenue and ROI
→ Identifies under‑performing initiatives for timely budget reallocation
→ Improves marketing efficiency by linking spend directly to revenue outcomes