Program Outcomes Grouped
Which members achieved the goal, exited for another reason or completed the sequence, and how long did achieved exits take?
- CRM + Marketing Automation
- Reports and analytics
Reports for the questions your team asks
Answer nurture questions from enrollment outcomes, execution history and scoring evidence.
Overview×
CRM + Marketing Automation · Overview
CRM + Marketing Automation dashboard
This quarter
Email templates in view
6Total version
3,510Approved
6Approved at in 14 days
2Programs by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 32 | ||
| In review | 9 | 28% | |
| Approved | 2 | 22% | |
| Active | 1 | 50% |
Member count by status
Sample totals per stage
Questions to answer
Member Execution Review Grouped
Which action recorded an error, and what does the history say happened to the affected enrollment?
From Member Execution
Email Engagement Review List
Which message and journey have recorded opens, clicks or replies?
From Engagement Capture
Rule Contributions Grouped
Which rule contributed to the score, and which activity explains that contribution?
From Lead Scoring
MQL Register List
Which leads are marked MQL, who owns them and when was qualification recorded?
Audience Membership Review List
Who participates in a list, and how were memberships added or removed?
Suppression Review List
Which suppression requests were recorded, what caused them and when were they honored locally?
Program Approval Review List
Which program needs the manager's decision or an activation check?
Set up CRM + Marketing Automation your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.