The Optimove Dashboard is designed to provide a unified view of customer and campaign insights, helping you understand how effectively you are personalizing the customer experience.

Whether you want a high-level overview of campaign performance, need to share insights with your team, or are planning your next campaign, the Optimove Dashboard gives you the information you need to support your marketing activities efficiently and effectively.

You can also tailor the dashboard to your needs and interests by clicking Edit dashboard to show or hide widgets.

In this article, you’ll find an overview of each dashboard widget and how it can help you optimize your marketing strategy.

 

 

KPIs Overview

The KPIs Overview shows how your campaigns are performing based on any chosen key performance indicator, such as the number of customers who played/purchased, the number of customers who made deposits/made a purchase, etc.  

 

You can customize which KPIs are shown in the dropdown in the top right-hand corner. Using the KPI Overview, you can get an overview of whether you are achieving your goals, compare how you are performing compared to previous periods, and identify trends in your campaign performance over time.  

 

In the example below, we can see the first KPI represents customers who made an order in this period. The data shows: 

• 119,568 customers made an order in this period. 
• This is a 4% decrease compared to the number of customers that made an order in the previous period.  
• There was a small spike in the number of customers that made an order in September. 

 

Monitoring this data on a monthly basis will help identify which campaigns are delivering the expected results, and which campaigns may need optimizing. 

 

Please Note: The data for this widget represents the current period, rather than your chosen date range for the rest of the Dashboard. 

 

Number of Channels by Campaign

Use this widget to uncover new ways to interact with your customers. 

 

 

Increase in Campaign KPIs

 This widget represents the credible Increase of all your campaigns executed in your chosen timeframe based on the KPI you select when building a campaign. You can customize which KPIs are shown in the dropdown in the top right-hand corner.  

 

You can either view the total Increase which aggregates the total increase of all campaigns or view the Increase per Customer.  

 

Please note:

• Only campaigns with statistically credible uplift are included in this widget 

 

Target Group Size Distribution

This widget provides you with an overview of your target groups, outlining the average target group size of the target groups being targeted in your chosen timeframe. 

 

Using this widget, you can identify what sized target groups leads to the highest response rates. In the example below, we can see as the target group size increases, the response rate decreases, with the most granular target groups with up to 50 customers having the highest response rate.  

 

This means by creating more granular segments, your campaigns will perform better, proving your personalization strategy to be a success.  

 

 

Customer Coverage

Customer Coverage shows how many unique customers were targeted at least once for each lifecycle stage in your chosen time period.  

 

Use this widget to get an indication as to which lifecycle stages you are targeting in your campaigns, and uncover whether you are capitalizing on your entire customer base.  

 

In the example below we can see mostly ‘Visitors’ and ‘New’ customers were targeted, meaning we are highly focusing on acquiring and converting customers.  

 

Most/Least Effective Campaigns

Note: This widget is in closed beta and is not available to all users.

Optimizing your marketing plan is all about figuring out what works and what doesn’t. Use this widget to instantly identify your most effective campaigns that help you achieve your goals, and your least effective campaigns that need optimizing based on their Increase of the campaign.

You can switch between your most and least effective campaigns using the tabs in the top right corner, and use the KPI dropdown to analyze campaign results based on tany KPI.

Note:

• When looking at your most effective campaigns, the widget will only include campaigns with a credible Increase.
• When looking at least effective campaigns, the widget will include campaigns with a credible and non-credible increase.

 

Today’s Campaign Statuses

The Today’s Campaign Statuses widget shows a real‑time breakdown of today’s campaigns by status (for example, running, processing, scheduled, no customers, etc.). The data is visualized as a donut chart, making the distribution of statuses easy to interpret at a glance.

Use this widget as your daily execution view. It always reflects today’s activity and lets you quickly see how many campaigns are completed, how many are still in progress, and whether any campaigns encountered issues that require follow‑up.

Optimove Activity Summary

The Optimove Activity Summary widget provides a concise overview of your execution activity in the selected timeframe. It presents a set of high‑level metrics that together describe how much activity is running through the platform in that period (for example, how many distinct campaigns and streams are active and how many campaign executions occurred).

Use this widget when you want a simple snapshot of the overall volume and structure of your activity without drilling into detailed reports.

Scheduled Campaigns Distribution

The Scheduled Campaigns Distribution widget shows how many campaigns customers received during the selected timeframe, both as a distribution of campaigns per customer and as an average campaigns‑per‑customer metric.

Use this widget to understand how frequently customers are contacted and to compare actual exposure levels with your own communication guidelines.

Control Group by Campaign Type

The Control Group by Campaign Type widget breaks down campaigns by type (scheduled recurring, scheduled one‑time, or triggered) and shows what share of campaigns in each type includes a control group.

Use this widget to see how control groups are used across different campaign types. It helps you understand where uplift results are available and where campaigns currently run without a control group, so you know which areas provide measurable results.

Self‑Optimizing Campaigns Benefit

The Self‑Optimizing Campaigns Benefit widget highlights the average optimization benefit achieved by Self‑Optimizing Campaigns in the selected timeframe, typically shown as a percentage improvement.

Use this widget to demonstrate the additional value generated by campaigns that automatically optimize their actions and to identify where expanding the use of Self‑Optimizing Campaigns may be beneficial.