CRM and Unibox
CRM reports
What the three CRM reports show. Conversion by campaign, leads by status and pipeline by stage, and how reply rate is defined, the same way here and on a campaign's Analytics tab.
Where to find them
Open CRM and choose Reports. It answers three questions: how campaigns convert, where leads stand, and what each pipeline stage holds. For one campaign's sends, clicks and bounces over time, use that campaign's Analytics tab. Campaign analytics and click tracking
Conversion by campaign
One row per campaign that has sent. Click a name to open the campaign.
| Column | Meaning |
|---|---|
| Leads | Leads in the campaign. |
| Contacted | Leads emailed at least once. |
| Emails sent | Every email sent, across all steps. |
| Replied | Unique leads who replied. Automatic replies are not counted. |
| Reply rate | Leads who replied as a share of leads contacted. Hover the column heading for the definition. |
| Bounce rate | Bounces per email sent. |
| Opportunities | Opportunities linked to the campaign. |
| Pipeline | Total value of those opportunities. |
| Won | Deals closed as won, with their value. |
Reply rate is unique leads who replied divided by leads contacted. A lead counts once however many times they reply, and out-of-office and other automatic replies are left out. It is deliberately not replies divided by emails sent, because a longer sequence would then make the same campaign look worse. Emails sent is shown in its own column if you want it.
Reports and a campaign's Analytics tab use the same definition. The only difference is the period: Reports covers the whole life of the campaign, while Analytics covers the date range you pick.
Leads by status
Every lead status with its count and its share of all leads, as a bar. Click a count to open Leads filtered to that status. Lead statuses
Pipeline by stage
Each stage with its deal count and total value. Open stages also show the weighted value in brackets, which is value multiplied by the stage probability. The Won stage shows the total won. Pipeline and opportunities
The CRM home page
Home shows a faster view:
- Weighted pipeline, open opportunities and what was won in the last 30 days.
- Tasks overdue and Tasks done 7 days.
- Tasks due, Recent positive replies and Pipeline by stage.
FAQs
Why is a campaign missing from Conversion by campaign?
Only campaigns that have sent appear. A draft will show up after its first emails go out.
Why do my reply rates differ between Reports and Analytics?
They use the same definition: unique leads who replied over leads contacted. They can still differ because Reports counts the whole life of the campaign and Analytics counts only the date range you picked.
Can I export a report?
A campaign's Analytics tab has Export CSV. The CRM reports do not have an export button.
Need More Help?
Pipeline and opportunities, Campaign analytics and click tracking, Lead statuses.