Add Marketing Campaigns as a Column to the Project Costing Summary Report

[ahines04]

Adding Marketing Campaigns as a Column to the Project Costing Summary Report would be a huge help! It would help to see where the leads came from when looking at the projects gross margin % 

[Cortney_SPUD]

@ahines04 , you could create this using Excel if attributing the project to the customer's original marketing campaign would work for your purposes.  Example: James Smith becomes a customer through Yelp and starts a project with you either immediately or 2 yrs later, so you attribut that project to Yelp.  Here's how you'd do it:

• Run your Projects Job Costing report (including the CustomerID column).
• Run a Customers report (including the CustomerID and Original Campaign columns).
• Export both reports to Excel.
• Add a lookup column to pull the campaign from your Customer file into your Project file.

If you want help with this, feel free to message me here in Community or at https://www.spudllc.com/contact

Below are some examples: Projects export, Customers export, then the resulting merged data.