Creating a campaign-linked dashboard

You can create a dashboard from your campaign that then remains linked to its specific journey and displays customisable metrics from its runs.

Note: You can only create dashboards from published campaigns.

Note: You must have Recording communication history turned on to use campaign-linked dashboards.

To create a dashboard from a campaign:

1. Publish your campaign and ensure you are in view mode. See Saving, editing, or publishing changes.

   

2. Open your campaign journey, then click the option menu in the top-right corner.

3. 3. Click Campaign Strategy.

   

4. Choose the type of dashboard you want to create:

   • Tracking Dashboard

   • Reporting Dashboard

   

5. Click View next to your choice.

Note: You don't need to apply any Campaign goals or Message objectives to launch a dashboard. However, without them, your dashboard cannot benefit from metrics like Return on Investment (ROI), revenue, and responses.

Once complete, you can launch a dashboard created from a campaign with predefined metrics on number card tiles, adding it to your list of dashboards.

Note: If you need a fresh version of a dashboard, delete or rename the existing one in your dashboard list. Then, relaunch the dashboard from the campaign to generate a new instance.

You can now fully customise your dashboard using all the tools available in the Orbit dashboard editor to meet specific campaign reporting needs.

Default metrics in campaign-linked dashboards

When launched, campaign-linked dashboards include the following summary metrics on number tile cards:

Metric	Definition
Number of communications	Total sent communications for the campaign.
Number of recipients	Count of unique individuals targeted by the campaign.
Response count	Total responses recorded, based on campaign objectives.
Revenue	Total revenue generated, as defined by objectives.
Cost	Communication cost, derived from campaign channel setup.
ROI (Return on Investment)	Calculated using revenue and cost data, if objectives are defined.
Progress tracking	Campaign progress against defined goals and objectives.

Important: To view metrics like ROI, revenue, and response count, you must set up Message objectives in the campaign. Without them, these fields remain blank.

Customising your dashboard