So you’ve launched a campaign, and now you’re staring at the Intentsify dashboard, hoping the charts will tell you what’s working and what’s just burning budget. This guide is for marketers, demand gen folks, and anyone who needs real answers—not just pretty graphs. We’ll walk through the Intentsify reporting dashboard step by step, pointing out what matters, what’s fluff, and where to focus so you can actually improve your next campaign.
Step 1: Get Oriented — What Matters (and What Doesn’t)
Before you click anything, ask yourself: What’s the real goal here? Is it leads, pipeline, awareness, or something else? Intentsify’s dashboard throws a lot at you, but not everything is useful for every campaign.
Cut through the noise: - If your boss cares about leads, focus on conversion metrics. - If you’re building awareness, pay more attention to reach and engagement. - Not every “vanity metric” is useless, but don’t get sidetracked by stats that don’t tie to your goals.
Pro Tip: Write down your top two KPIs before you dive in. Seriously—it’ll keep you focused when the dashboard gets busy.
Step 2: Log In and Find Your Campaign
First things first: log in to Intentsify and find your way to the reporting dashboard. If you’re managing more than one campaign, use the filters to zero in on the right one.
- Use the date range picker to match your campaign’s run dates. Default ranges often hide recent data or muddy results with old numbers.
- Double-check you’re not looking at “All Campaigns” unless you really mean to.
Don’t ignore: Channel filters. If your campaign ran across different channels (display, native, social), separate them out. Performance can vary wildly.
Step 3: Check the Big Picture First
Start with the overview widgets or summary section. This is where Intentsify highlights the basics: impressions, clicks, conversions, budget spent.
What’s Useful:
- Impressions: Good for checking if your campaign actually ran and hit the audience size you expected.
- Clicks/Engagements: Useful, but don’t get too excited by high click numbers—it’s easy for these to spike without downstream results.
- Conversions (Leads, Form Fills, etc.): The gold standard if you’re after leads.
What’s Fluff:
- “Potential Reach” or “Estimated Audience Size” isn’t always real. It’s a guess, and often optimistic.
- “Engagement Score” or other proprietary scores can help, but don’t make decisions on these alone. Look for hard numbers.
Pro Tip: If you see a number that looks too good (or bad) to be true, check the date range and channel filters. Data hiccups happen.
Step 4: Dig Into Audience Insights
The dashboard typically shows who saw and interacted with your campaign. This can include company names, industries, firmographics, or even intent topics.
How to Use This:
- Company/Account Data: Are you hitting the right companies? If you’re seeing a lot of “Unknown” or off-target accounts, something’s up.
- Industry Breakdown: Useful if you have a vertical focus. If not, don’t overthink it.
- Intent Topics: These show what the audience was researching. If the topics don’t match your campaign, your targeting needs work.
What to Ignore: Don’t obsess over every “unknown” in the audience data. Some anonymity is normal. Focus on trends, not outliers.
Step 5: Analyze Engagement by Channel and Creative
This is where you can figure out what’s actually working.
- Channel Performance: Compare how different channels performed—did display ads drive clicks but no conversions, while native did better for leads?
- Creative/Asset Performance: Are some ads or assets pulling their weight, or are they just burning impressions?
How to Do It:
- Use side-by-side views or export to Excel if the dashboard gets clunky.
- Sort by key outcomes (like leads, not just clicks).
- Look for clear winners and losers, not tiny differences.
Real Talk: Don’t waste time split-testing creative that’s only gotten a handful of clicks. Focus on the big drivers.
Step 6: Review Intent Signals and Buyer Journey Stages
One of Intentsify’s selling points is showing you which companies are “in-market” based on intent signals.
- Intent Surge/Score: Are the right companies showing strong intent? If not, either your targeting is off or the campaign isn’t resonating.
- Buyer Journey Stages: Some dashboards claim to show “early” vs. “late-stage” buyers. These are educated guesses at best—use them to spot patterns, not as gospel.
What Works: Use intent signals to prioritize follow-up. If certain accounts are lighting up, send them to sales ASAP.
What to Ignore: Don’t chase every “intent spike.” Look for sustained activity, not just random blips.
Step 7: Budget and Pacing — Are You Spending Wisely?
Check the budget pacing tab/section.
- Burn Rate: Are you pacing evenly, or did you blow half the budget in the first week?
- Cost Per Outcome: Cost per lead, per account, or whatever matters for your goal. If you’re way off your target, something needs changing.
Don’t Ignore: Unspent budget. Sometimes campaigns underdeliver—figure out why (targeting too narrow, creative not approved, etc.).
Step 8: Export, Share, and Document Key Findings
Once you’ve made sense of things, export the data or download key charts.
- Exports: Use CSV or Excel for your own deep dives. PDFs are fine for sharing with non-technical folks.
- Screenshots: Sometimes, the fastest way to show a trend is just a screenshot.
- Notes: Write down what worked, what didn’t, and what you’d do differently next time. Don’t trust your memory—future you will thank you.
Pro Tip: Don’t just send raw exports to stakeholders. Summarize the two or three things that matter, and ignore the rest.
Step 9: Iterate — What to Change Next Time
No campaign is perfect. The best marketers treat every report as a lesson for next time.
Ask yourself: - Did your targeting hit the right accounts? - Did the creative actually move the needle? - Did your budget match your goals?
Make small changes, not giant pivots. Test one or two adjustments at a time so you know what actually works.
Honest Takes: What to Watch Out For
- Dashboards lag: Sometimes, reporting is delayed by 24-48 hours. Don’t panic if you don’t see today’s results.
- Attribution is messy: Don’t expect perfect clarity on which dollar led to which deal. Use the dashboard as a guide, not a single source of truth.
- Data overload: It’s easy to get lost in the weeds. If you’re spending more than an hour per report, you’re likely overthinking it.
Wrapping Up
Analyzing campaign performance in Intentsify isn’t rocket science, but it’s easy to get lost in the details. Know your goals, focus on the numbers that matter, and ignore the noise. Don’t be afraid to make small, smart changes and see what happens. Stay skeptical, keep it simple, and remember: the dashboard is a tool, not a magic answer machine. Good luck out there.