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Campaign Dashboard

Compare billed leads, appointments and revenue to understand how your campaigns are performing.

In the CRM: Sell Leads & Calls → Campaign Dashboard

Measure the business outcome of your marketing

The Campaign Dashboard gives you an overview of lead and appointment campaigns. Use it to see whether the enquiries you generate are becoming billed opportunities and which campaigns deserve a closer look.

A business may collect an enquiry, use an AI agent to answer questions and arrange an appointment, then deliver that opportunity to a buyer. The dashboard summarizes the campaign outcome, while Distribution Log explains each delivery.

The current summary before campaign sales have been recorded. Appointments and leads are based on billed campaign deliveries. Select the image to enlarge it.

Choose the campaign and period

  1. Use the campaign selector at the top to review one campaign or All Campaigns.
  2. Choose Last 7 Days, Last 30 Days, Last 90 Days or Last Year.
  3. Choose Refresh to update the report for your selection. The open page also refreshes periodically.
  4. Compare the appointment, lead and revenue totals with the previous-period indicators. Open Dispute Resolution for outstanding buyer requests.

Know what the cards count

Know what the cards count
CardWhat it means
Total AppointmentsDistinct appointments with billed campaign deliveries in the selected period.
Total LeadsDistinct source leads with billed campaign deliveries in the selected period.
Total RevenueRecorded billed amounts for those lead and appointment deliveries. Review buyer credits and business costs separately.
Active DisputesUnresolved lead and appointment disputes for the selected campaign scope.

Follow the detail

Appointments by Status and Leads by Status show the recorded status mix. Revenue by Campaign compares campaigns, and Agent Performance helps you review the team’s contribution. Recent Appointments and Recent Leads provide the individual entries below the charts.

Use the dashboard to decide where to investigate. If an offer produces interest but few billed opportunities, review buyer matching, qualification and follow-up. If a campaign is working well, compare its audience and message with your other promotions.

Keep the views connected: Lead Fusion holds contact details; Distribution Log tracks buyer deliveries; the campaign reports and billing records provide the commercial detail. For sold calls, use Call Dashboard and Call Log.