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Campaign Dashboard

The Campaign Dashboard gives you a real-time view of outreach performance across every campaign in your org. Open it by clicking Home in the left sidebar. It has two tabs, Overview and Campaigns, plus a shared 7D / 30D / 90D time range and a refresh button that recomputes everything on demand.

Create a campaign​

Home in the left sidebar (1) and the Create Campaign button at the top right (2)
  1. Click Home in the left sidebar.
  2. Click Create Campaign at the top right, then choose Quickstart or the campaign wizard.

See all channels, or one campaign​

The Overview tab (1) and the Campaigns tab (2) on Home
  1. Overview is the multi-channel dashboard: LinkedIn, email, WhatsApp and Instagram results together. Home opens on this tab.
  2. Campaigns lists every campaign. Click one to look at it on its own.

Overview Tab​

KPI Cards​

CardWhat it shows
Leads ReachedLeads who were sent a LinkedIn invite or an initial email, with the change vs. the prior period.
EngagedLeads who accepted the LinkedIn connection request, opened an email, or were sent a follow-up message.
RepliesLeads who responded to the outreach.
Meetings BookedMeetings scheduled from the outreach, with the change vs. the prior period.
Reply → MeetingOf the leads who replied, how many went on to book a meeting.
Awaiting HumanThe count of leads across all campaigns whose latest reply flagged the outreach as AI-generated, automated, or bot-like — these need a human to take over the conversation. Shows an "All caught up" state at zero.
Campaign Dashboard KPI cards

Click Leads Reached or Meetings Booked to open a detailed breakdown dialog. Click Awaiting Human to see which campaigns have leads waiting.

Conversion Funnel​

Shows how leads move through the outreach process for the selected time range:

Leads Reached → Engaged → Replied → Meetings Booked

Each stage shows both its conversion rate from the previous stage and its overall rate against total leads reached.

Conversion Funnel chart
  • For the 7D range: a week-over-week bar comparison (this week vs. last week) across Reached, Engaged, Replies, and Meetings.
  • For 30D/90D: a per-metric chart (choose Reached, Engaged, Replies, or Meetings) plotted across weekly buckets.
Weekly Trends chart

Lifetime Engagement​

An all-time (not time-range-scoped) distribution of every lead's engagement label, grouped into six categories. Filter by channel (All / LinkedIn / Email / WhatsApp / Instagram / Hybrid).

GroupIncluded labelsMeaning
HotInterested, Need Clarification, ReferralLeads with clear buying intent, a direct product question, or a handoff to another contact.
Needs AttentionAwaiting HumanThe lead flagged the outreach as AI/bot-like and a human needs to step in.
Meetings BookedMeeting BookedLeads who booked a meeting.
Not InterestedNot Interested, Vendor Pitch, Existing SolutionLeads who declined, pitched their own product back, or already use a competing tool.
Bounced / Opted OutBouncedDelivery failures and unsubscribes.
NurtureOut of Office, Automated Response, Follow Up, Follow Up Later, Initial OutreachNot dead, not hot — auto-replies, open-ended replies with no ask, "reach out later" leads, and leads still at the first outreach touch.
Lifetime Engagement distribution chart

See Engagement Labels for the full label reference.


Campaigns Tab​

A sortable, searchable table of every campaign in your org, with status filter pills (All / Active / Paused / Pending / Completed).

Campaigns table

Columns​

ColumnShows
CampaignName, status badge, and a hover card with the full metric breakdown. An Action required pill shows while the campaign's LinkedIn invites are paused.
ChannelsLinkedIn and/or Email icons for the channels this campaign uses.
ProgressHow much of the campaign's first outreach has gone out, across its channels and over its whole life, so it does not change with the time range. The line under the bar is the number of leads, or "N queued" until the first send.
ReachedLeads reached in the selected time range, which the line under the number names (for example "last 90d").
RepliesReply count and reply rate.
MeetingsMeetings booked.
Awaiting HumanLeads in this campaign waiting on a human reply.
Last ActivityTimestamp of the most recent event; flagged if a still-active campaign has had no activity in over 7 days.

Row Actions​

ActionAvailable onWhat it does
Approve CampaignPending campaignsApproves a draft campaign so outreach can begin.
Pause CampaignActive campaignsPauses all outreach — no messages or actions are sent while paused.
Resume CampaignPaused campaignsResumes outreach from where it left off.
Mark as CompleteActive or paused campaignsEnds the campaign and marks it as completed.
View CampaignAny campaignOpens the campaign's detail view.
Delete CampaignAny campaignPermanently removes the campaign (confirmation required).
Campaign row actions menu