Reports
Event Performance Report
Use the Event Performance Report to compare seminars by campaign, agent, venue, office, event type, month, or day of the week. Drill into individual events, customize the metrics you see, and export your results.
What is the Event Performance Report?
Section titled “What is the Event Performance Report?”The Event Performance Report helps you analyze seminar performance from multiple perspectives.
Instead of viewing results only by campaign, you can group events by different attributes, compare performance across groups, and drill into the individual events behind the numbers.
This makes it easier to identify trends, compare results, and understand what’s driving event performance.
When should I use this report?
Section titled “When should I use this report?”Use the Event Performance Report when you want to answer questions like:
- Which agent has the highest attendance rate?
- Which venue generates the most submitted premium?
- How do my dinner seminars compare to educational workshops?
- Which months produce the strongest event performance?
- Which campaigns generated the highest production?
Customize the report
Section titled “Customize the report”Before analyzing your results, customize the report by:
- Selecting a date range.
- Applying filters.
- Choosing how to group your results.
- Selecting the metrics you want to display.
Filter your data
Section titled “Filter your data”Filter the report using both event and campaign information.
Event filters
Section titled “Event filters”- Agent
- Venue
- Event type
- Event date
Campaign filters
Section titled “Campaign filters”- Office
- Campaign type
- Zones
- Mailer
Your selected date range and metric columns are automatically saved to your account and are available across sessions and devices. Other filter selections are remembered by your browser. Named or multiple saved views are not currently supported.
Group your results
Section titled “Group your results”Use the Group By menu to compare event performance from different perspectives.
You can group your events by:
- Campaign
- Agent
- Venue
- Office
- Event type
- Month
- Day of week
Changing the grouping allows you to answer different business questions without running a different report.
| If you want to know… | Group by… |
|---|---|
| Which advisor performs best? | Agent |
| Which seminar location performs best? | Venue |
| Which campaigns are most successful? | Campaign |
| Which months generate the most production? | Month |
Choose the metrics you want to see
Section titled “Choose the metrics you want to see”Customize the report to display the metrics that matter most to your business.
You can choose from 26 available metrics, including both:
- Summary metric cards
- Report columns
Your selected metrics are automatically remembered the next time you open the report.
Analyze your results
Section titled “Analyze your results”Once you’ve customized the report, use the available tools to compare performance and investigate trends.
Compare against the overall totals
Section titled “Compare against the overall totals”A Totals row appears at the top of the report and summarizes all events included in your current filters.
Use this row as a benchmark when comparing individual groups.
For example, you can quickly determine whether an agent’s attendance rate is above or below your organization’s average.
Drill into individual events
Section titled “Drill into individual events”Select any row in the report to view the individual events included in that group.
For example, if you group by Agent, selecting an agent displays every event associated with that advisor while keeping the group summary visible for comparison.
Review event production
Section titled “Review event production”When viewing individual events:
- Select a Submitted Premium amount to open the Transactions report.
- Select a Paid Premium amount to open the Sales report.
The destination report is automatically filtered to the selected event.
Export your results
Section titled “Export your results”You can export:
- The entire report.
- A single grouped section.
Exports are available in CSV format.
Campaign Analytics vs. Event Performance Report
Section titled “Campaign Analytics vs. Event Performance Report”If you’re comparing marketing campaigns, use the Event Performance Report grouped by Campaign.
This provides the campaign summary you’re familiar with while also allowing you to:
- Drill into individual events.
- Regroup by agent, venue, month, or other dimensions.
- Compare campaign performance from multiple perspectives.
The Campaign Analytics report remains available, but the Event Performance Report provides greater flexibility for analyzing seminar performance.
Frequently Asked Questions
Section titled “Frequently Asked Questions”How is Event Count calculated?
Section titled “How is Event Count calculated?”Event Count includes active, non-cancelled events only. Cancelled and archived events are excluded from all report metrics.
Can I save my filters?
Section titled “Can I save my filters?”Your selected date range and metric columns are automatically saved to your account and are available across sessions and devices.
Other filter selections are remembered by your browser. Named or multiple saved views are not currently supported.
What happens when I click Submitted Premium or Paid Premium?
Section titled “What happens when I click Submitted Premium or Paid Premium?”Selecting a Submitted Premium amount opens the Transactions report filtered to that event.
Selecting a Paid Premium amount opens the Sales report filtered to that event.
Can I drill into Contacts or Contact Lists?
Section titled “Can I drill into Contacts or Contact Lists?”Not yet. The Event Performance Report currently supports event-level analytics only.
Does Submitted Premium include additional contributions?
Section titled “Does Submitted Premium include additional contributions?”Premium reflects production attributed to opportunities linked to the event.
Additional contributions are included when they’re recorded on an opportunity associated with that event. Contributions recorded elsewhere are not included.