The Dashboard provides various performance indicators (KPI's) such as:

• Campaigns
• Audiences
• Bookings
• Campaign Revenue
• Click Through Rate
• And more...

Customizing the dashboard

On your Cendyn CRM homepage, select Manage KPIs

• From the dropdown field, select the KPI's you want to be displayed on your dashboard and click on Save configurations

• Select the date range you want the KPIs to be focused on

How to export a report

• Select Export dashboard report.

• Define the date range, KPIs and the email to which you want to send the report. Your email will prepopulate, but you can replace it if needed.

Want to learn more? Login to the Learning Center and enrol in the Core Foundations - CRM course!