Marketing Analytics Reporting Templates

Locations and Notes

Christine Iyer

2020-12-16

Weekly Admissions Funnel for Rinck

Data Collection: Run this Salesforce Report and export and save the csv to C:/Users/christine.iyer/Box/FY21 Weekly Admissions Reports Summary to Inform Agency Campaigns/Reports/DAA_mm-dd-yyyy.csv

Tidying: “C:/Users/christine.iyer/Box/FY21 Weekly Admissions Reports Summary to Inform Agency Campaigns/TrialReport/DataTidyingScript.Rmd”

__Visual Reporting_

Notes from Rinck Meeting Refer to notes before proceeding.

Wrike Notes

Wrike Project for Chris

Github Project for Chris

Lead Name Conversions

There are many moving parts to the multi-channel search campaign projects. The purchase of lead names for is primarily managed by the Marketing Data Analyst and overseen by the Director of Marketing and Brand Management.

Preparation: