Do you need to quickly understand how your campaigns are performing?
The Insight dashboard is designed to give you an immediate and complete overview of everything happening in your communication ecosystem: email, SMS, workflows, on-site messages, conversions, and much more.
It is the ideal starting point for monitoring the impact of your actions. One quick look is enough to understand whether you are on the right track or if something needs to be reviewed. In just a few seconds, you can answer questions such as: How many emails have I sent and what results did they generate? Are my automations converting? Are my on-site messages generating interactions?
Where can you find the Insight dashboard?
Go to Insight > Dashboard
Here you can find the main dashboard with all summary cards. You can filter the data in two ways:
- by selecting the time range you are interested in (last 7, 30, 90 days, etc.);
- by selecting a specific conversion objective.
If you have set a default objective in Journey Lab, it will be selected automatically when you open the dashboard. In this case, all data shown in the cards will already be filtered according to that objective.
This allows you to immediately analyze performance against the business result you want to monitor, without having to consult separate reports.
Main cards: what they measure and why you should check them
Each card represents a key channel or asset (email, SMS, landing page, workflow...) and summarizes both its volumes (values) and performance (KPIs): how many views, how many interactions, how many conversions. It is the ideal starting point for understanding where you are performing best, where there is room for improvement, and which actions to take.
More than numbers, they are warning signs or confirmations. They tell you where your communication ecosystem is working and where action is needed.
Automated flows
Have you activated any automated flows? This card shows you at a glance how they are performing, providing a clear picture of user behavior within your automated flows. You can view the Conversion value (when a conversion objective is selected), the Total conversions, the number and percentage of completed sessions (users who completed the path), and the number of Total sessions (the contacts who started a workflow).
Why is it useful? It helps you understand whether your automated flows are effective or need optimization. Many users enter but do not reach the end: here you can spot it immediately. If you see that many sessions start but only a few are completed, you can quickly understand where to intervene.
Conversions
This card answers the question everyone cares about: how much are my campaigns really generating?
If you have set conversion objectives (such as purchases, downloads, sign-ups), here you can find the aggregated data: total value generated, average value, minimum value...
If you have not selected a specific conversion objective from the page dropdown menu, you can switch tabs to view the performance of individual objectives (such as E-Shop, Download Brochure PDF, etc.) and click “Goal report” to go into detail with analysis by channel, content, and source.
It is the ideal place to understand which activities are actually generating business, and which ones only generate engagement but few results.
On site messages
Have you used pop-up messages, banners, or fixed bars on your website? This card helps you measure their effectiveness.
It shows the Conversion value (when a conversion objective is selected), the Total conversions, the number of Responses, the response rate and the Views.
This is a valuable section for assessing the impact of on site communications: are they only visible, or do they actually drive interaction? If the response rate is low compared to views, it may be time to review copy, timing, or targeting.
This card helps you understand whether your on site communication elements are actually supporting conversion or are simply being ignored.
Landing pages
Do you use landing pages to collect leads or sign-ups? Here you can check everything at a glance.
You can find the Conversion value (when a conversion objective is selected), the Total conversions, the number of Responses, the response rate and the Views.
Comparing these data across multiple pages allows you to understand which version is more effective, whether forms are too long, or whether calls to action are working. It is a litmus test for the effectiveness of your pages and helps you identify which pages convert the most and which need revision or A/B testing.
This is the perfect card for anyone who wants to assess the impact of email campaigns at a glance.
It shows the Conversion value (when a conversion objective is selected), the Total conversions, the click rate (how many contacts clicked at least one link), the open rate (how many messages were opened), and the number of emails sent.
Data are aggregated over the selected period, so you can monitor the general trend without entering individual reports. You can immediately notice if something drops and act in time: change the subject line, test different sending times, or work on the message design.
It is the first card to check to understand whether your email strategy is working. You can immediately notice suspicious drops or peaks and intervene promptly.
SMS or other channels
If you use SMS or other channels, here too you have a quick view of how they are performing.
You can view the Conversion value (when a conversion objective is selected), the Total conversions, the click rate (how many contacts clicked at least one link), and the number of SMS sent.
Since it is a direct and paid channel, every metric matters. This card helps you understand whether SMS messages are generating value or whether it is better to reduce their use or change approach.
Insight sections: where to explore each metric in depth
The dashboard gives you a general overview, but each data point can be explored in depth by clicking the sections in the side menu:
- Communications: here you can find the complete list of all emails sent, with the option to analyze their performance in detail: deliveries, opens, clicks, conversions, clicked content, bounces, email clients, and much more. It is a valuable space for optimizing your email marketing strategies with concrete data.
- Workflow: this section shows you in detail how your automated flows are performing: you can see how many contacts went through them, how many exited positively or negatively, and whether they generated conversions. It helps you identify possible bottlenecks and improve the automated experience you offer your users.
-
Landing page: here you can analyze the landing pages you have published, how many views they collected, how many forms were submitted, and how high the response rate is.
It is the ideal space for assessing your pages’ ability to generate leads or activations, and to understand which forms work best. - On-site messages: have you added pop-ups, banners, or other messages to 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 assess whether the messages are really attracting attention or need changes to content, timing, or targeting.
-
Transactional: this section is designed to monitor automatic communications linked to specific events, such as order confirmations, password recovery, or service notifications.
Through the different reports, you can check whether these messages were delivered correctly, opened, clicked, and whether they generated conversions. It is an essential tool for anyone managing critical communications, where it is important to always keep everything under control. - Conversion objectives: do you want to understand exactly what led a user to convert? This section analyzes the results achieved against the business objectives you have set (e.g. purchases, sign-ups, downloads). For each objective, you can access a detailed report that shows which assets and channels contributed to the conversion and at what moment. It is the ideal section for measuring the real effectiveness of your activities, beyond engagement.
- Journey: here you can explore in depth the paths taken by your contacts over time. The section shows how the various assets (email, landing page, on-site messages...) interact throughout the customer journey. It gives you an overall view of user behavior and helps you understand which actions pushed them to convert (or not). It is especially useful for assessing the overall performance of your nurturing and lead management strategies.
The Insight dashboard is the compass that guides you and your marketing control center, where you can monitor, compare, and decode performance across different channels. It shows you only what really matters: the right numbers to make informed and targeted decisions, and it is the ideal starting point for turning numbers into concrete actions and continuous improvements.