The E10 Lead Scoring module is a great tool; it simplifies the setup of your scoring criteria and allows you to make changes easily as you continue to refine your scoring model. However when it comes to analyzing our lead scoring data the ‘Lead Scoring Dashboard’ report gives us a holistic view of the entire database – but what if we want to get more granular than that?
The solution I am about to show you focuses on creating a custom report that will allow you to run a specific Lead Score report based on a specific region, country, job title, etc – the possibilities will be endless!
- Report on multiple Lead Scoring Modules in one report
- Distinguishing patterns across each model and how each model is scoring a specific set of contacts
- Report on contacts that fit a specific criteria
- Identifying trends by region or product line, are there troughs within the scores that need to be addressed
Please Note: You will need an Analyzer License for this
Once you launch Eloqua click on ‘Insight’:
When Insight opens up click on ‘New Report’ under the ‘Create’ section:
Click on ‘Blank Report’
In the design mode navigate to ‘Attributes -> Contact -> Lead Scoring”
In this Lead Scoring folder you will find three different data points:
- Contact Model Definition
Now the fun part begins, as we start to actually make our report. First drag the ‘Contact Model Definition’ into the first column.
Next let’s take our ‘Profile’ data attribute and drag it in to the column beside ‘Contact Model Definition’
Finally, let’s take the ‘Engagement’ data attribute and drag it into the column beside ‘Profile’
On the left hand side click on ‘All Objects’ in order to get back to the root folder of all the data attributes.
Then in the search bar type in ‘Total Contacts’
Once the ‘Total Contacts’ metric shows up underneath the search bar, drag it into the metrics column on the right.
Once the reporting grid looks like the table above, click on the ‘Save As’ button in the Tool bar:
Once you’ve finished saving, click on the ‘Run newly saved report’ once it prompts you or open the report from the actual folder you’ve saved it in:
If everything went well the report should look something like this:
At this point this gives us the flexibility to customize this report by adding filters and conditions in order to narrow down our results in order to focus on only the contacts that we want to.
We have a lot of options here; in the most common cases we would navigate to the ‘Add Condition’ button and start adding individual filters.
First filter that you would want to put in place is the one that will focus on the Lead Scoring model you want to see (if you have multiple ones)
The rest of the criteria that we want to filter on will depend on what you’re trying to do. Just remember that you always need to add in the actual data point that you want to segment on in order to filter on it. For example, in order to create the filter that focuses on everyone that lives in the UK – you would need to go into Design mode and search for the field that you want to filter on, in our case ‘Country’ or ‘Normalized Country’.
Right click on the ‘Normalized Country’ and chose the option called ‘Add to Filter’ – which should allow you to either type in the value ‘UK’ or select it from the list of available values:
By applying this filter, the report will only show you the scored contacts that have a Normalized Country value of 'UK'.
From here it totally depends on you - adding State or Province, Industry, Job Title, etc. are possibilities and you have the control to filter in order to get down to the specific contacts that you’re trying to report on for Lead Scoring.