The Campaigns form includes a Costs tab that lets an organization track the various expenses incurred with promoting a marketing campaign. A user can then generate reports based on this information.
Follow these steps to record the costs associated with a marketing campaign:
- Open the Campaigns record.
- Click Costs tab.
- Click New icon in the toolbar to open a new Costs sub-type record.
- Enter the cost type in the Type field.
- This field links to the Campaign Cost Types service. See "Campaign Cost Types Form" for more information.
- Enter Currency Type in which you want to track the expense.
- Note that the Currency Type field defaults to the organization's functional currency. You can modify the currency type as needed to track costs in different currencies.
- Enter the forecasted expense amount in the Forecast field.
- Click Comments tab and enter additional information about this cost estimate.
- Click OK to save and close the record.
- Add additional Costs records, as needed.
- Alternatively, you can select OK and New in Step 8 to save the current record and open a new Costs record in one step.
- Save the Campaigns record.
- At a later date when the final cost of the item is known, return to the Campaign's Costs tab and open the Costs record.
- Enter the actual cost amount in the Actual field.
- Click OK to save and close the record.
- Save the Campaigns record.