Written by johnpatrick 
Carrot CRM is your new partner in simplifying real estate lead management!
Did you know? Carrot CRM’s Essential, Scale and Team plans come with included setup support. Our team handles setting up lead integrations for you during a simple kickoff call.
Introduction
The Campaigns Dashboard is designed for company owners and managers to get a big-picture view of each of your Lead Campaigns. You can compare new opportunities, your booked appointments, how many offers you’ve sent and much more by week, month or even by the year for each specific Campaign.
View A Campaign Dashboard
- Click Campaigns then click List
- Select the Campaign you wish to view
- Select whether you’d like to compare the week, month, year, or custom date range
The selection is based on the current week, month or year and the previous one as follows:
- Compare Week – Compares each day of the current week vs the previous week. If you’re looking at the dashboard on a Wednesday you’ll see data through Wednesday of the current week and Wednesday of the prior week.
- Compare Month – Compares each week for the current month vs the previous month. If you’re looking at the dashboard during the third week in the month you’ll see data from the previous month through the same time period.
- Compare Year – Compares this year vs last year. This view will return data for the entire year, current and previous.
- Custom Date Range – Shows the data within the specified date range
Conclusion
The campaign dashboard provides an overview of all your campaigns and your respective metrics, giving you a quick look at which campaigns generate the most leads, offers, contracts, deals closed, etc. The information can be filtered by specific date ranges to provide flexibility when looking at data from specific time periods to evaluate the effectivity of a campaign over a specific period.