Advanced Reports
PrimoCRM itself gives you a Dashboard with headline metrics and a result screen for every campaign. Pro adds a Reports screen that looks across all of your email at once. Without Pro, that screen and its menu item do not exist, rather than sitting there empty.
Where each number lives
Section titled “Where each number lives”| Capability | Comes with |
|---|---|
| Dashboard: contacts, emails sent, open and click rate, growth and performance charts | PrimoCRM |
| Per-campaign results: recipients, sent, opened, clicks, failed | PrimoCRM |
| Reports screen across campaigns, sequences, and automations | Pro |
See Reports for what each metric means.
What the Reports screen shows
Section titled “What the Reports screen shows”Open PrimoCRM then Reports. For the last 7, 30, or 90 days, it shows:
- Email totals: emails sent, open rate, and click rate.
- Engagement trend: opens and clicks over time.
- Campaign performance: each campaign’s sent, opened, and clicked counts with its open and click rates, side by side.
- Delivery funnel: how many emails were sent, opened, and clicked, and how many failed.
- Sequences and automations: how many contacts entered and completed each one, and the completion rate.
- Recent email sends: the latest individual emails and their status.
- Contact sources: where your contacts came from, such as forms, imports, and WordPress users.
- Scheduled tasks: the background jobs that are queued and when they run next.
Using the insights
Section titled “Using the insights”- Campaign performance side by side shows which subjects and content earn opens and clicks; carry what works into your next send.
- Sequence and automation statistics show where contacts stall, so you know which step to rewrite.
- Contact sources tell you which signup paths bring people in, which helps you decide where to put your next form.