Campaign Dashboard
  • 07 Feb 2022
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Campaign Dashboard

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The Campaigns Dashboard is designed for company owners and managers to get a big-picture view of each of your Lead Campaigns.  You can compare new opportunities, your booked appointments, how many offers you've sent and much more by week, month or even by the year for each specific Campaign

View A Campaign Dashboard

  1. Select the Team you'd like to view
  2. Click Campaigns which will route you to your Campaign List 
  3. Select the Campaign you wish to view
  4. Select whether you'd like to compare the week, month, year, or custom date range

The selection is based on the current week, month or year and the previous one as follows:

  • Compare Week - Compares each day of the current week vs the previous week. If you're looking at the dashboard on a Wednesday you'll see data through Wednesday of the current week and Wednesday of the prior week. 
  •  Compare Month - Compares each week for the current month vs the previous month. If you're looking at the dashboard during the third week in the month you'll see data from the previous month through the same time period. 
  • Compare Year - Compares this year vs last year. This view will return data for the entire year, current and previous.
  • Custom Date Range - Shows the data within the specified date range


Each view will return data on the following:

  • Completed Actions
  • Touches
  • Sequences started
  • New Opportunities
  • Appointments Booked
  • Offers Sent
  • Contracts 
  • Canceled Deals
  • Closed Deals



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