Campaigns and KPIs

Plan a marketing push with dates, channels, a budget and target-versus-current KPIs.

The Campaigns tab is where a marketing push gets a shape you can measure.

Each campaign holds:

• Name and status
• Dates
• Channels
• Target audience
• Goal
• Call-to-action and link
• Budget
• Custom KPIs — target versus current

Campaigns group into Active and Other.

Getting value from it

Set the KPI targets before the campaign runs, not after. A campaign with a number you agreed to in advance is a campaign you can call won or lost; one without is a campaign you'll rationalize.

Your marketing budget also appears as a KPI on the Money dashboard, so spend and results stay in the same conversation.