Dashboard and Reports
Track campaign, flow, and audience performance with dashboards and reports that support weekly operating reviews.
Overview
Dashboards and reports help teams monitor results, investigate changes, and share performance insights without rebuilding spreadsheets every week.
Common Actions
What teams usually do in this area
How to Create
Define the reporting question
Choose what decision the report should support before selecting metrics.
Pick metrics and filters
Choose time range, audience, campaign, or flow filters that match the review goal.
Save the view
Save useful dashboard and report views for recurring reviews.
How to Connect
Connect segments and campaigns
Use shared segment and naming conventions for cleaner comparisons.
Connect flows and action outcomes
Review automation results and action performance in the same reporting workflow.
Connect exports to team reviews
Use exports for leadership updates and launch retros.
Reporting Best Practices
Weekly Review Flow
FAQ
Quick answers to common questions about dashboard & reports.
Segments: How to Create and Use Audiences
Build reusable audience segments for campaigns, flows, and reporting with clear rules and better targeting.
Campaigns and Actions
Create campaigns, manage campaign actions, and connect audience, templates, and reporting for consistent launches.