Basic reporting is free for every CustomerOS user. Need more tailored or advanced reports? Contact your sales representative.
CustomerOS reporting delivers insights that fuel smarter, data-driven decisions—whether you’re tracking content efficiency, ad ROI, or revenue performance.

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Insights

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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.

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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.

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Reporting Use Cases

ScenarioDescription
Evaluate content ROIUse the Content Performance dashboard to see which assets truly drive pipeline momentum.
Optimize ad spendLeverage Ad Campaigns Performance metrics to focus budget on ads that convert ICP-qualified leads.

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Getting Started with Reporting

  1. Integrate your ad platforms and CRM
    CustomerOS will ingest your Customers from inbound pipeline metrics.
  2. Leverage advanced dashboards
    • Navigate to Content Performance to assess content effectiveness.
    • Use Ad Campaigns Performance to measure and compare campaign ROI and pipeline contribution.
  3. 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.