Campaign performance dashboard with attribution and influence reporting
Build a Salesforce campaign performance dashboard for Marketing and RevOps to self-serve attendance, MQL timing, and pipeline-influence reporting without pulling manual reports from Salesforce. Trigger it as a manually accessed webpage, gated to authenticated members of the team (not the open internet). Build two steps: A read-only reporting API step connected to Salesforce (or your CRM) via a read-only connector. Support: Searching campaigns by name. Given a selected campaign, resolving it and — if it's a parent campaign — its immediate child campaigns. Returning campaign members with attendance status and MQL timing. Returning opportunities influenced through campaign-member contact roles, counted only when the opportunity's close date is on or after the linked campaign's start date. Returning opportunities directly attributed via a "primary campaign source" style field, for the selected campaign or its family. Keep this step's CRM access strictly read-only — no writes back to the CRM. A dashboard webpage step with no direct CRM connector of its own (it only calls the API step above, so CRM credentials never reach the browser). It should: Offer a searchable campaign dropdown. Show a "Campaign members" view: attendance and MQL timing, broken down by child campaign for a parent, or by status for a standalone campaign. Show an "Opportunities" view: contact-role-influenced pipeline plus directly attributed opportunities. Persist the selected campaign and active tab in the URL so specific views are shareable and bookmarkable. Keep the whole workflow read-only end to end — it reports on data, it never modifies the CRM or sends notifications. Tools used: Salesforce REST Query API, Salesforce
What this prompt builds
A read-only Salesforce campaign performance dashboard that consolidates attendance, MQL timing, pipeline influence, and attribution reporting for parent and child campaigns into one shareable view. Marketing and RevOps teams can self-serve campaign performance insights without touching Salesforce credentials or manually stitching reports.
The problem
Marketing teams struggle to understand campaign performance when Salesforce holds the data but makes it difficult to quickly answer critical questions across parent campaigns and their child events. They need to see who attended, which attendees became MQLs and when, which opportunities were influenced through contact roles, and which were directly attributed — but manual report-stitching is slow, fragmented, and leaves everyone looking at different numbers. This workflow delivers a single, live, read-only dashboard that answers all those questions for any campaign hierarchy, letting any team member self-serve attendance, MQL timing, and pipeline-influence reporting without Salesforce credentials or manual exports.
Solution and impact
One click replaces manual report-stitching and gives Marketing and RevOps a shared source of truth for campaign performance. Everyone sees the same numbers, any authenticated team member can self-serve without touching Salesforce, and the workflow works for any parent/child campaign structure going forward. Marketing gains holistic visibility into what's working, and Marketing Ops gets a reliable foundation for influenced-pipeline conversations with sales and leadership.