Table of Contents

Table of Contents

Introduction to Dashboard

The Dashboard is one of the most important features in OptiKPI, designed to help marketers better understand their customers and optimize their marketing strategy with data-driven decisions. By providing real-time insights into customer behavior, campaign performance, and business impact, dashboards enable users to make informed adjustments to maximize engagement and revenue.

Dashboards are built-in for all OptiKPI clients and can be managed via role-based permissions to control access based on user responsibilities.

OptiKPI’s dashboards provide:

  • Insights to optimize both campaigns and workflows—helping teams refine communication strategies.
  • Action-driven widgets that highlight gaps in customer engagement and suggest follow-up actions.
  • Channel performance insights, enabling users to detect inefficiencies in communication channels and adjust accordingly.

With a combination of data analysis and actionable recommendations, the Dashboard is an essential tool for marketers, CRM teams, and business leaders looking to drive better results through customer engagement.

Do you need further support?

If you need further assistance, reach out to OptiKPI Support: