If you’re running campaigns in Alyce and tired of squinting at spreadsheets or clicking through endless menus, this one’s for you. Setting up reporting dashboards isn’t hard, but actually getting something useful out of them? That takes a bit of thought. This guide walks through building dashboards that’ll help you actually understand campaign performance—what’s working, what’s not, and what you can safely ignore.
Who’s This For?
- Marketers and ops folks managing campaigns in Alyce
- Anyone who needs to show results to their team or boss (with real numbers, not hand-waving)
- People who want to spend less time fiddling and more time acting
If you just want a warm fuzzy feeling about your campaigns, this isn’t it. But if you want real, actionable data, keep reading.
Step 1: Know What You Actually Need to Track
Before you even log into Alyce, take five minutes and get clear on what you care about. Alyce tracks a lot—gift sends, accepts, meetings booked, responses, etc.—but most teams only need a handful of metrics.
Common campaign performance metrics: - Number of gifts sent - Acceptance rate (how many people actually accept the gift) - Meetings booked as a result - Pipeline generated or influenced (if you’re measuring revenue) - Response time (how fast recipients interact)
Pro tip: Don't obsess over the “fun” metrics like how many people watched the unboxing video. If it doesn’t tie back to your goal, skip it.
Step 2: Get Your Alyce Data House in Order
Dashboards are only as good as the data behind them. Alyce does a decent job here, but you’ll want to check a few basics before building anything:
- Are your campaigns set up cleanly? (Clear naming, correct team assignment)
- Are you segmenting by things that matter to you? (e.g., region, rep, account type)
- Is your CRM or marketing automation integrated with Alyce? (Optional, but makes life easier if you care about revenue or pipeline)
If your campaigns are a mess, your dashboard will be too. Clean up names and tags now; you’ll thank yourself later.
Step 3: Navigate to Reporting in Alyce
- Log into Alyce and head to the “Reporting” tab.
- Usually found in the left navigation. If you can’t see it, you might not have the right permissions.
- Choose “Dashboards.”
- Alyce offers a few pre-built dashboards, but you can customize or build your own.
Honest take: The built-in dashboards are okay for a quick glance, but if you want something that actually tells a story, you’ll need to roll your own.
Step 4: Build Your First Custom Dashboard
Here’s where things get practical. Let’s walk through building a dashboard that actually helps you.
4.1 Decide What Goes on Your Dashboard
Based on Step 1, pick the 3–5 metrics that matter most. For most teams, it’s:
- Total gifts sent
- Gifts accepted (and acceptance rate)
- Meetings booked or follow-up actions taken
- Top-performing campaigns or reps
4.2 Add Widgets for Each Metric
In Alyce’s dashboard builder:
- Click “Create Dashboard” or “Add Widget.”
- For each metric:
- Pick the relevant data source (Campaign, Gift, Meeting, etc.)
- Choose the visualization (bar, table, pie—keep it simple)
- Set the filters (date range, campaign, team, etc.)
- Give it a clear name (“Meetings Booked This Month” beats “Widget 1”)
Pro tip: Don’t cram everything onto one screen. If it looks like a flight deck, you’ve gone too far.
4.3 Arrange, Resize, and Preview
Drag widgets around, resize them, and make sure things are readable. If you can’t glance at your dashboard and answer “How’s it going?”, you need to trim.
4.4 Save and Share
- Save your dashboard with a clear title (e.g., “Q2 ABM Campaign Performance”).
- Share it with teammates. You can usually set permissions so others can view but not edit.
Step 5: Filter and Drill Down (Without Losing Your Mind)
Alyce lets you filter dashboards by things like date range, campaign, user, or team. Use these to answer real questions, like:
- Which campaign is actually getting meetings booked?
- Are certain reps better at follow-up?
- Is one industry segment responding better than others?
Don’t overfilter—it’s easy to slice the data until there’s nothing left. Stick to a few key filters and ignore the rest unless you have a specific question.
Step 6: Automate and Schedule Reports
Alyce can send dashboard snapshots to your inbox (or your boss’s) on a schedule.
- Set up email schedules for weekly or monthly reports.
- Export data if you want to drop it into a spreadsheet or combine with other sources.
Reality check: Alyce’s scheduled reports are fine, but don’t expect fancy formatting or deep insights. For deeper analysis, you’ll still want to poke around manually or export.
Step 7: Review Regularly—and Iterate
Dashboards aren’t “set it and forget it.” Once a week or month, actually look at the thing and ask:
- Are these metrics still useful?
- Is anything surprising (good or bad)?
- What’s missing—or what’s just noise?
Don’t be afraid to remove widgets, change the layout, or swap in a new metric if your goals shift.
Step 8: What Works, What Doesn’t, and What to Ignore
What works: - Focusing on 3–5 core metrics you care about - Clean campaign setup from the start - Sharing dashboards with the right people (not everyone needs to see everything) - Using filters to answer real questions
What doesn’t: - Trying to make Alyce dashboards do everything (they’re not Tableau) - Tracking vanity metrics that don’t drive action - Building dashboards “for show” instead of for decisions
What to ignore: - Overly fancy visualizations—clarity beats flash - Data you don’t actually use in meetings or planning - Widgets that need constant explanation—if it’s confusing, it’s not helping
Keep It Simple and Iterate
Most of what matters in campaign reporting is just seeing what’s working and what isn’t—on one screen, without a PhD in analytics. Start with something basic, use it for a week, and tweak as you go. Every dashboard is a work in progress. Focus on clarity, not perfection, and you’ll get more out of Alyce—and your campaigns—without wasting time.
If your dashboard helps you make one better decision this quarter, it’s working. Everything else is just noise.