Step 1: Open the Campaign Comparison Dashboard
Navigate to:
Data → Campaign Names
Step 2: Review Company-Wide Data
The top row displays overall company performance metrics.
Step 3: Review Campaign Performance
The dashboard breaks down performance data by each campaign in your business.
Example Campaigns:
Absentee Campaign
Lead Solo
Direct Mail Campaigns
Cold Calling Campaigns
Step 4: Review Performance Metrics
The dashboard tracks:
Marketing Metrics
Sales Metrics
Activity Metrics
Revenue Metrics
Step 5: Identify Top Performing Campaigns
Green numbers indicate the leading campaign for a specific metric.
Example:
Most Leads Generated
Most Connected Calls
Most Outgoing SMS
Highest Revenue
Step 6: Compare Campaign Lead Volume
Review how many leads were generated by each campaign.
Example:
Total Company Leads
Leads Generated per Campaign
Step 7: Filter by Time Period
Change the dashboard view to display data for:
This Month
Last Month
This Year
Last Year
Custom Date Range
Step 8: Customize Dashboard Metrics
Choose which data fields to display or hide.
Example:
Hide Revenue Metrics
Show Activity Metrics Only
Show Marketing KPIs Only
Step 9: Save Dashboard Views
Save customized dashboard configurations for future use.
Step 10: Refresh Dashboard Data
Changing the selected time period automatically refreshes all campaign metrics and KPI data.