In this article, we’ll show you several reports that you may want to run in Salesforce and how to use them to understand the ROI of your experiences in Mutiny. Your specific Salesforce setup may differ slightly from what you see here and we always recommend you create reports that make the most sense for your setup. Before going through this article, be sure that you've successfully set up your Salesforce campaign sync.

Leads who have seen a Mutiny Experience

This report will show you information about which of your leads have seen a Mutiny experience, grouped by Mutiny segment and experience.

1. To get started, you’ll want to create a new report in Salesforce by selecting the report “Campaigns with Leads” report type.
2. Once you’re in your new report, you’ll need to set some filters to show only those leads that have had Mutiny experience impressions.

   • Show me: All campaigns

   • Filter by: Campaign name contains Mutiny

   • Filter by: Campaign Member Status = Responded (by default, this would map to a user that saw a personalized experience, but you may have changed this value when configuring your campaign sync settings.)

   • [Optional] Filter by: Mutiny Converted = True (this will limit results to Leads who converted after seeing a Mutiny experience)

3. Next you'll want to set your "Group By" settings in this order:

   • Mutiny Segment Name

   • Mutiny Campaign Name

4. Additionally, you can add these columns to your report as well to make it more robust.

   • Name

   • Title

   • Company

   • Email

   • First personalized impression

   • Total Personalized Impressions

   • Mutiny Converted

   • Mutiny Conversions

Contacts who have seen a Mutiny Experience

Similar to the above report, you may want to understand the Contacts (vs Leads) who have seen a Mutiny experience. To see this information, follow the exact same instructions as the report above, but using a report type of “Campaigns with Contacts".

Pipeline influenced by Mutiny

This report will calculate the revenue associated with any opportunities where any contact associated with the opportunity has seen a personalized experience through Mutiny, grouped by Mutiny Segment and Experience.

1. To get started, you’ll want to create a new report in Salesforce by selecting the report “Campaigns with Leads and Converted Lead Information.”
2. Once you’re in your new report, you’ll need to set some filters to show only those leads that have had Mutiny experience impressions.

   • Show me: All campaigns

   • Filter by: Campaign name contains Mutiny

   • Filter by: Campaign Member Status = Responded (by default, this would map to a user that saw a personalized experience, but you may have changed this value when configuring your campaign sync settings.)

   • [Optional] Filter by: Mutiny Converted = True (this will limit results to Leads who converted after seeing a Mutiny experience)

3. Next you'll want to set your "Group By" settings in this order:

   • Mutiny Segment Name

   • Mutiny Campaign Name

4. Additionally, you can add these columns to your report as well to make it more descriptive.

   • Opportunity Name

   • Opportunity Amount

When you run the report, you will see the number of opportunities and the opportunity amount associated with anyone who saw Mutiny’s experiences, grouped by Mutiny Segment and Experience. You can add a pie chart to visualize this report.

Revenue influenced by Mutiny

Similar to the above report, you may want to understand the revenue associated with closed won opportunities where any contact associated with the opportunity has seen a personalized experience through Mutiny. To see this information, follow the exact same instructions as the report above, but add a filter for:

• “Is won” = true