Monthly performance review sums up a month: progress on your goals, conversions and revenue, what changed, your best and worst campaigns, and one thing to try next. You get an Analysis.
Start it from the task gallery, or choose Monthly performance review in the bar at the bottom of Reports.
Choose the month
Month is the last full month in your workspace’s time zone. Choose a First day and a Last day for another range. It never reviews a month still in progress, so its figures don’t shift as the month runs.
What you get
- Your goals first. For each goal, its result with what it’s out of, such as 18% of 400 trials converted, its target, whether it’s on track, achieved or missed, and the campaigns and journeys credited with it. See Follow a goal’s progress.
- Conversions and revenue against the month before, and what moved.
- The best and worst campaign by clicks or conversions, never opens. Credited conversions are counted as on a goal’s page. See See what helped.
- One thing to try next, for the goal furthest off track.
Before you run it
- Set goals so the review has something to report against. Without them it reports conversions and campaigns only.
- Add conversion goals to your campaigns and journeys, so it can credit results to them.