Need a quick overview of how your campaigns are performing?
The Insight Dashboard is designed to provide you with an immediate and comprehensive view of everything happening in your communication ecosystem: emails, SMS, workflows, on-site messages, conversions, and much more.
It’s the ideal starting point for anyone who wants to monitor the impact of their actions. With just one glance, you’ll know whether you’re on the right path or if something needs improvement. In a matter of seconds, you can answer questions like: How many emails have I sent and what results have they achieved? Are my automations converting? Are on-site messages generating interactions?
Where can you find the Insight dashboard?
Go to Insight > Dashboard, there, you'll see the main dashboard with various cards and can filter the time range (e.g. last 7, 30, 90 days) to match the analysis to your chosen period.
The main cards: what they measure and why to check them
Each card represents a key channel or asset (email, SMS, landing page, workflow...) and summarizes both the volume (values) and performance (KPIs): number of views, interactions, and conversions. It’s the ideal starting point to understand where you're performing well, where there’s room for improvement, and which actions to take.
More than just numbers, they are alerts or confirmations. They tell you what’s working in your communication ecosystem and where action is needed.
Workflow
Have you activated any workflows? This card gives you a quick snapshot of how they’re performing, offering a clear picture of how users are behaving within your automated flows. It displays the number of total sessions (i.e., contacts who started a workflow), those completed (who reached the end), and the conversion rate, which shows how effectively the workflow achieved its goal.
Why is it useful? It helps you understand whether your workflows are effective or need optimization. Many users enter but don’t reach the end—here you’ll notice right away. If many sessions start but few are completed, you’ll know where to intervene. On the other hand, if the conversion rate is high, you’ll know the workflow is doing its job.
Conversions
This card answers the question everyone asks: how much are my campaigns really generating?
If you’ve set conversion goals (such as purchases, downloads, or sign-ups), here you’ll find the aggregated data: number of conversions, total value generated, and average value.
You can switch tabs to view the performance of individual goals (like E-Shop, Download Brochure PDF, etc.), and click on “Goal Report” to dive into the details, analyzing by channel, content, and source.
It’s the ideal place to understand which activities are truly driving business, and which ones are just generating engagement with little return.
On-site messages
Have you used pop-ups, banners, or sticky bars on your site? This card helps you measure their effectiveness.
It shows the number of views, responses, the response rate and conversion rate.
This is a valuable section to assess the impact of your on-site communications: are they just being seen or truly driving interaction? If the response rate is low compared to the views, it might be time to review the copy, timing, or targeting.
This card lets you understand whether your on-site communication elements are actually supporting conversions or just being ignored.
Landing pages
Do you use landing pages to collect leads or sign-ups? This section lets you check everything at a glance.
You’ll find the number of views, responses (e.g., completed forms) and conversion rate.
Comparing this data across different pages helps you understand which version performs better, whether the forms are too long, or if the calls-to-action are effective. It’s a litmus test for your pages’ effectiveness and helps identify which ones need improvement or A/B testing.
This is the perfect card for quickly evaluating the impact of your email campaigns.
It shows the number of emails sent, open rate (how many were opened), click rate (how many users clicked on at least one link), and conversion rate (how many users completed the intended action).
The data is aggregated over the selected period, allowing you to monitor overall performance without diving into individual reports. You’ll quickly spot any drops and can act accordingly: change the subject line, test different send times, or improve the design.
This is the first card to check if you want to know whether your email strategy is working. You’ll immediately notice sudden drops or spikes and can respond promptly.
SMS
If you're using the SMS channel, you also get a quick snapshot of its effectiveness.
You can see the number of SMS sent, click rate (percentage of users who clicked), and conversion rate.
Since it’s a direct and paid channel, every metric counts. This card helps you understand whether SMS is delivering value or if it's better to reduce its use or change your approach.
Insight Sections: where to go deeper on each metric
The dashboard gives you a general overview, but every data point can be explored in detail by clicking the sections in the side menu:
- Communications: here you’ll find a complete list of all emails sent, with the ability to analyze their performance in detail: delivery, opens, clicks, conversions, clicked content, bounces, email clients, and more. It's a valuable space for optimizing your email marketing strategy based on solid data.
- Workflow: this section shows in detail how your automated flows are performing: how many contacts entered, how many exited positively or negatively, and whether they generated conversions. It helps identify bottlenecks and improve the automated experience you offer users.
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Landing pages: analyze the landing pages you’ve published: views, form submissions, and response rate.
This is the ideal place to evaluate your pages' ability to generate leads or activations, and to determine which forms work best. - On-site messages: have you used pop-ups, banners, or other messages on your website? Here you can monitor their real impact. The section shows how many times they were viewed, how many interactions they generated, and whether they led to conversions. It helps you evaluate whether they’re grabbing attention or need copy, timing, or targeting adjustments.
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Transactional: this section is designed to monitor automated communications tied to specific events, such as order confirmations, password resets, or service notifications.
With various reports, you can verify whether these messages were delivered, opened, clicked, and if they generated conversions. It’s an essential tool for managing critical communications, where it’s crucial to keep everything under control. - Conversion goals: want to understand exactly what led a user to convert? This section analyzes the results based on your defined business goals (e.g., purchases, sign-ups, downloads). For each goal, you can access a detailed report showing which assets and channels contributed to the conversion and when. It’s the perfect section to measure the true impact of your activities—beyond engagement.
- Journey: explore in-depth the paths your contacts followed over time. This section shows how different assets (emails, landing pages, on-site messages...) interacted during the customer journey. It gives you a complete view of user behavior and helps you understand which actions drove conversions (or didn’t). It’s especially useful for evaluating the overall performance of your nurturing and lead management strategies.
The Insight dashboard is your marketing command center—your compass—where you can monitor, compare, and decode performance across channels. It only shows what truly matters: the right numbers to make informed and targeted decisions. It’s the ideal starting point to turn data into concrete actions and ongoing improvements.