Analytics: Measure Campaign and CRM Performance

What You'll Learn

This comprehensive guide will walk you through the essential concepts and practical steps needed to master this topic. By the end of this article, you'll have a solid understanding of the key principles and be ready to implement them in your workflow.

Analytics Overview

Analytics is where you measure what your outreach and pipeline are actually doing. There are two reports, reachable from the sidebar under Analytics:

Campaign — sends, opens, replies, reply intent, and funnel outcomes for your outreach.
CRM — accounts, contacts, opportunity value, and won/lost deal movement for your pipeline.

Both share the same controls: a date-range selector, owner/company filters, and Export CSV. LinkedIn results are reported inside the Campaign report — there is no separate LinkedIn analytics module.

Campaign Reports

The Campaign report summarizes performance across all campaigns (or a filtered subset). At the top are the headline metrics:

Emails Sent — total sends, including follow-ups.
Open Rate — share of sends that were opened.
Reply Rate — share that replied.
Interested — count of interested replies (and which campaigns produced them).

Below that, Daily Email Volume and Emails Sent by User chart how sending is distributed over time and across senders.

Campaign Reports — Emails Sent, Open Rate, Reply Rate, Interested, and daily volume charts.

Campaign Reports: headline metrics, volume charts, and engagement/outcome breakdowns.

Reading Engagement, Intent & Outcomes

Three grouped sections turn raw sends into meaning:

Section	What it breaks out
Engagement	How recipients responded: Bounced, Not Opened, Followups Sent, Unsubscribed.
Intent & Outcomes	Pipeline signals from replies: Leads, Not Interested, Meetings Booked, Won, Out Of Office, Wrong Person, Moderate, Lost.
LinkedIn	Invites & connections: Invites Sent, Connected.

Two pie charts visualize the split: Delivery Breakdown (of all emails sent — Opened, Not Opened, Bounced) and Reply Intent (of replies received — Interested, Not Interested, Out Of Office, and the rest). A Funnel Diagram then shows deals moving Open → Running → Won / Lost, and a per-campaign table lists sent/opened/replied/bounced/leads/interested for each campaign.

How to read it: Read Delivery Breakdown and Reply Intent together: a healthy Delivery pie with a weak Reply Intent pie means your deliverability is fine but your copy or targeting needs work — a very different fix than a bounce-heavy Delivery pie.

CRM Reports

The CRM report summarizes your pipeline. Headline cards show Total Accounts, Total Contacts, Total Opportunities (with total value), Pending Tasks, Total Won, and Total Lost, each with a month-over-month change.

Supporting visuals include Total Revenue (cumulative opportunity value), Pipeline Stages (opportunity value by stage), and a Sales Overview chart trending total opportunities, won deals, and lost deals over time.

CRM Reports — totals, total revenue, pipeline stages by value, and the sales overview trend.

CRM Reports: pipeline totals and value, stage breakdown, and won/lost trend over time.

Filters and Exporting

Both reports share the same controls so you can slice the data and take it with you:

Date range — 7d / 30d / 90d / All time on campaigns, and a date filter on CRM; plus an explicit start/end range.
Owner — filter to a specific user's campaigns or pipeline.
Company — filter campaign results by company.
Export CSV — download the current view for spreadsheets or sharing.

Export tip: Set the date range first, then Export — the CSV reflects whatever filters are active, so a filtered export is the fastest way to hand a teammate exactly the slice they asked for.