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See which Business Central campaigns paid for themselves
For marketing teams who want campaign cost compared with opportunities won, without a spreadsheet, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Nobody can say which campaigns actually paid off
Judging campaigns means comparing their cost in Business Central with the opportunities each produced and how many were won. Opportunities cannot be filtered by campaign, so the matching ends up in a spreadsheet.
Without PopdockAI
- Export campaigns and their costs
- Export opportunities and match them to campaigns
- Count won, lost and open deals in a spreadsheet
- Rank campaigns by gut feel
With PopdockAI
- Campaigns and opportunities in the period are read together
- Won, lost and open deals and value are counted per campaign
- Campaigns are ranked by value won per unit of cost
- Gaps in the opportunity read are flagged, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare the results of campaigns that started on or after `{start-date}` (default one year ago).
Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.
**Step 1: Campaigns**
Call `business-central-get-campaign` with starting-date.from `{start-date}`. Note campaign-number, description, status-code, cost, estimated-value, current-value, number-of-opportunities, salesperson-name and activated.
**Step 2: Opportunities**
Call `business-central-get-opportunity` with max-records 1000 and estimated-closing-date.from `{start-date}`. The tool cannot filter by campaign, so match opportunities to campaigns yourself using campaign-number in the results. Count won (status Won), lost (status Lost) and open ones per campaign, and total estimated-value for each group.
**Step 3: Report**
* Table: campaign, status, activated, cost, opportunities, won count and value, open count and value, lost count, value won per unit of cost
* The best and worst campaign by value won per unit of cost, among campaigns with a cost above zero
* Activated campaigns with no opportunities at all
**Rules & Guidelines:**
* This prompt is read-only. Do not call any tool named business-central-create-* or business-central-update-*.
* If the opportunity read hit its limit, say the matching may be incomplete.
**Validation:**
* If no campaigns started in the period, say so and stop.Who it's for
One answer, three teams that use it
Marketing managers
Back next year's budget with results
See which campaigns brought in won business for their cost, before you decide where to spend next.
Rank our Business Central campaigns since January by value won per unit of cost.
Sales leaders
See which campaigns feed real pipeline
Won, lost and open deals per campaign show which ones produce opportunities worth chasing.
Which Business Central campaigns this year produced open opportunities, and how much are they worth?
Finance managers
Find spend with nothing to show
Active campaigns with no opportunities are listed, so you can question the spend early.
Which active campaigns in Business Central have no opportunities linked since last April?
How it works
What PopdockAI does when you ask
You give a start date and your AI assistant matches Business Central opportunities to campaigns. You get a ranked comparison, and nothing is changed.
01
Ask
You give a start date, one year ago by default.
02
Read
It reads campaigns started since then and opportunities closing in that time.
03
Match
It counts won, lost and open deals and their value per campaign.
04
Report
You get a comparison table, best and worst campaigns and campaigns with no deals.
The outcome
Know which campaigns earned their budget
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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