Key Performance Indicators (KPIs)
Four metric cards display your current performance:
Active Campaigns: Number of campaigns currently running, with trend indicator.
Emails Sent: Total emails dispatched, with trend indicator.
Engagement Rate: Percentage of recipients who opened or clicked, with trend indicator.
Meetings Booked: Conversions from outreach efforts, with trend indicator.
Each metric includes trend indicators to highlight performance changes.
Campaign Effectiveness Section
A visual bar chart showing performance by campaign with metrics for:
Reach.
Engagement.
Conversions.
Color-coded bars help you quickly identify top performers.
Recent Activity Feed
A timeline of recent actions across your campaigns, including:
Email sends and opens.
Replies received.
Tasks completed.
Campaign status changes.
Consultant Task List
Manual outreach steps (calls and LinkedIn actions) appear as prioritised tasks:
Overdue.
Due today.
Upcoming .
Click any task to navigate directly to the relevant campaign details.
Quick Actions
Create Campaign: Opens the Campaign Wizard.
View All Campaigns: Navigates to Campaigns Hub.