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.

Use the Event Performance Report when you want to answer questions like:

Before analyzing your results, customize the report by:

Filter the report using both event and campaign information.

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.

Use the Group By menu to compare event performance from different perspectives.

You can group your events by:

Changing the grouping allows you to answer different business questions without running a different report.

Customize the report to display the metrics that matter most to your business.

You can choose from 26 available metrics, including both:

Your selected metrics are automatically remembered the next time you open the report.

Once you've customized the report, use the available tools to compare performance and investigate trends.

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.

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.

When viewing individual events:

The destination report is automatically filtered to the selected event.

You can export:

Exports are available in CSV format.

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:

The Campaign Analytics report remains available, but the Event Performance Report provides greater flexibility for analyzing seminar performance.

Event Count includes active, non-cancelled events only. Cancelled and archived events are excluded from all report metrics.

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.

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.

Not yet. The Event Performance Report currently supports event-level analytics only.

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.