Tracking Campaign Performance

Last updated: July 22, 2026

Once a campaign is live, its page becomes a single-screen performance dashboard. Open a campaign from Comms → Workflows → [workflow] → Campaigns and select it.

The key numbers

  • Booked — appointments booked from the campaign.

  • Attended — booked patients who actually showed up.

  • Production — follow-on revenue observed (over a 60-day window) from campaign patients.

  • Spend — cost accrued so far, which grows as batches deploy.

  • Cost per Booking — spend divided by bookings.

  • ROI — production divided by spend.

Rollout progress

Rollout row tracks delivery:

  • Deployed — how many patients have been contacted so far.

  • Batches — how many daily batches have been released.

What's working

channel performance breakdown ("What's working") shows how many touches went out per channel and, for call channels, how many actually reached the patient and booked — so you can see which channels are pulling their weight.

Detail drawers

Slide-over drawers give you the specifics behind the numbers:

  • Batches — the enrollment schedule and which patients are in each batch.

  • Configuration — the campaign's setup details.

  • Booked / Attended — the individual appointments, and the outreach that earned each one.

What's next

  • Managing a Campaign: Pause, Resume, Complete, Archive