If you’ve ever found yourself buried in spreadsheets trying to make sense of email performance, form submissions, or landing page results, you’re not alone. Reporting has always been one of those “love/hate” parts of marketing. We love the insights but hate how long it can take to pull everything together.
That’s why the new Click (ClickDimensions) dashboards are so exciting. Instead of piecing together reports from scratch, you now get prebuilt dashboards that highlight the marketing metrics you care most about directly in Dynamics 365.
Ready to get into the fun stuff? Let’s review what new dashboards are included!
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- Marketing Summary – a high-level view of your overall marketing metrics.
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- Emails – track open rates, click-throughs, and your top-performing sends.
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- Forms – see which forms are getting filled out and which aren’t.
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- Surveys – track responses and see where engagement drops.
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- Landing Pages – measure visits, conversions, and compare metrics.
It’s a single place to see your marketing metrics while bringing together information from different campaigns and channels.
Here’s my personal favorite features:
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- Easy filtering – focus on a campaign, a date range, or a target audience.
- Export & scheduling – schedule reports to automatically send weekly or monthly to consistently monitor your marketing efforts.
- Consistent data views – everyone is looking at the same numbers.
It’s easy, it’s visual, and it helps you focus on what’s working and what’s not.
At the end of the day, these dashboards help you get a clearer picture of your campaigns so you can make smarter decisions, faster.
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- Wondering if your last email campaign drove form submissions? You can see the connection right away.
- Need to show leadership how your landing pages are performing? It’s charted out for you to immediately share.
- Looking for areas to improve? The side-by-side visuals make it easy to see where you can elevate your efforts
Click’s new dashboards make it easy to track, share, and act on your marketing metrics. From emails and forms to landing pages and surveys, all your key metrics are brought together in one easy-to-read view. That means you can quickly spot trends, understand what’s working, and make informed decisions without manually comparing multiple reports.
If you’re already using Click, now’s the perfect time to upgrade and utilize these dashboards with your team. Need help setting everything up? Contact us today at marketingsupport@toplineresults.com.
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