Basic reporting is free for every CustomerOS user. Need more tailored or
advanced reports? Contact your sales representative.
Insights
Content Performance Dashboard
- What’s new: Identify which content—such as guides, case studies, or articles—actually moves leads through the pipeline versus what doesn’t.
- Why it matters: Now you can quantify content performance by stage—tracking touchpoints, conversions, and influence across the buyer’s journey.
Ad Campaigns Performance Dashboard
- What’s new: Get clarity on which ad campaigns are delivering real ICP-qualified pipeline—and which are just burning budget.
- Why it matters: View cost per ICP lead, opportunity creation, and ROI by channel—all in a single interface. Perfect for marketing teams that demand accountability.
Reporting Use Cases
| Scenario | Description |
|---|---|
| Evaluate content ROI | Use the Content Performance dashboard to see which assets truly drive pipeline momentum. |
| Optimize ad spend | Leverage Ad Campaigns Performance metrics to focus budget on ads that convert ICP-qualified leads. |
Getting Started with Reporting
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Integrate your ad platforms and CRM
CustomerOS will ingest your Customers from inbound pipeline metrics. -
Leverage advanced dashboards
- Navigate to Content Performance to assess content effectiveness.
- Use Ad Campaigns Performance to measure and compare campaign ROI and pipeline contribution.
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Act on insights
- Scale investment in high-performing content and channels.
- Reallocate spend from campaigns that aren’t driving ICP pipeline.
- Share dashboards with stakeholders for continuous alignment on performance.