Customers & Audience Dashboard

What This Guide Does — Shows how to read high-level customer health, messaging, and engagement metrics on the Customers & Audience Dashboard.

Why It Is Useful — Gives you a quick overview of customer health and engagement without digging into every individual page, so you know at a glance whether contacts, messaging, and automations are trending up or down.

How to Use It

1

Open Customers & Audience Dashboard

The Customers & Audience Dashboard gives a quick overview of customer health and engagement.

2

Choose Time Range

Today, Last 7 Days, Last 30 Days, or Last 90 Days. A "Last updated" indicator confirms the data is fresh.

3

Review Core KPI Metrics

Tiles summarize Total Customers, Engaged Customers, Active Automatic Messages, and One-Time Messages Running.

4

Check Messaging Performance

See Messages Sent and Delivery Rate. Green or red shows the change vs. the previous period.

5

Analyze Trends & Contact Stages

The Contact Growth Trend line chart shows contact movement over time. The Customers by Stage donut chart shows how contacts are distributed across stages.

6

Review Delivery Funnel & Recent One-Time Messages

The Message Delivery Funnel shows message outcomes (Pending, Delivered, Failed, Consent Skipped). Recent One-Time Messages lists your latest campaign activity.

Annotated walkthrough of the Customers & Audience Dashboard: time range, core KPI metrics, messaging performance, trends, and the delivery funnel

What You Should See — A row of KPI tiles for a quick summary, backed by charts and a funnel you can review for deeper insight into contact growth, stage distribution, and message delivery.

Tips

  • Use the KPI cards for a quick summary, then review the charts and funnel for deeper insight.

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