Campaigns: Lifecycle and Adoption Analysis
The Campaigns report provides a deep dive into how partners interact with your pre-packaged marketing library. By tracking the full lifecycle from discovery to completion, this four-page report helps tenant administrators identify high-performing content, pinpoint where partners are stalling, and surface high-intent accounts ready for activation.
Description
Tracks how partner accounts are discovering, adopting, and executing the tenant's pre-packaged marketing campaign library.
It measures the full campaign lifecycle, from initial partner intent (saving or customizing a campaign) through launching through full execution completion, and surfaces where partners are stalling in the workflow. The report helps tenant administrators identify the most popular campaigns, high-intent partners who have not yet activated, and execution friction points across the partner base.
Filter Options
Date Range (date picker)
Status (campaign execution status)
Campaign Name
Campaign Tags
Account Group
Account Profile
Test Account Indication
Tab 1 — Campaigns Overview
This page provides a high-level look at adoption breadth and general usage trends across your campaign library.
| Section | What It Shows |
|---|---|
| Accounts by Usage | Horizontal bar chart: top accounts ranked by number of campaign uses |
| Campaigns by Usage | Horizontal bar chart: top campaigns ranked by total usage count |
| Unique Accounts That Used Campaigns | Monthly trend line of unique accounts using campaigns |
| Campaigns Usage | Monthly trend line of total campaign usage events |
| KPI Cards | Accounts Used, Campaigns Used (% of library), Total Usage, All Campaigns — each with period-over-period % change |
| Report Summary | Narrative on campaign adoption breadth and usage trends |
Tab 2 — Account Performance
Focuses on the partner journey, highlighting successful execution and identifying accounts that may need additional support to cross the finish line.
| Section | What It Shows |
|---|---|
| Accounts With Campaign Usage and No Completion | Ranked list of accounts that launched campaigns but did not complete execution |
| Accounts With High Intent and No Usage | List of accounts that showed intent (saved/customized) but never launched |
| Execution Status for Launched Campaigns | Bar chart of launched campaigns broken down by status (In Setup, Running, Completed, Scheduled, Paused, etc.) |
| Accounts Funnel | Step-down funnel: Logged-In → Shown Intent → Used → Completed Execution |
| KPI Cards | Accounts Completed Campaign, Accounts Used (launched or downloaded), Accounts Showed Intent, Accounts Logged In — each with period-over-period % change |
| Report Summary | Narrative on partner execution barriers and workflow completion rates |
Tab 3 — Campaign Performance
Evaluates the effectiveness of the campaigns themselves, showing which assets drive the most intent and which may have friction points.
| Section | What It Shows |
|---|---|
| Campaigns Used Without Execution Completion | Ranked list of campaigns that were launched but not completed most often |
| Campaigns with High Intent but No Usage | List of campaigns that partners saved/customized but never launched |
| Execution Status for Launched Campaigns | Status breakdown from the campaign perspective (In Setup, Running, Completed, etc.) |
| Unique Campaign Usage Funnel | Step-down funnel: Available → Intent → Usage → Completion |
| KPI Cards | Campaigns Completed, Campaigns Used (launched or downloaded), Campaigns with Intent, All Campaigns — each with period-over-period % change |
| Report Summary | Narrative on campaign-level performance and funnel friction |
Tab 4 — Campaign Details (drill-through page)
A granular look at individual interactions for detailed auditing and follow-up.
| Section | What It Shows |
|---|---|
| Campaign Details Table | Per-account/campaign row: Account ID, Account Name, Campaign ID, Campaign Name, Intent count, Used count, Completed count |