Reporting & dashboards

Conversation Insights will show combined reply and escalation metrics for two-way campaign conversations across Email, SMS, WhatsApp and RCS.

AI-estimated CX scores for Customer Agent and human replies show next to CSAT in Helpdesk and Customer Agent analytics, without needing surveys.

The Performance tab on a one-off Engage Studio campaign shows unique opens, clicks, bounces and complaints so marketers can review results without a separate BI tool or query.

Lets users export a CSV of campaign results across email, SMS, push and WhatsApp, filterable by date, tag, channel and A/B variation.

Messaging Observability traces entries, suppressions, failures, and sends across a whole Canvas or campaign in one place, with Canvas progression shown separately from send outcomes.

Coworker chat analyzes a journey's performance and gives concrete optimization recommendations directly in the chat.

Cross-tabulates Behavior and Session & Source analysis data in a drag-and-drop pivot view with totals and export.

A dedicated details page shows a loyalty challenge's configuration, audience, journey, tasks, rewards and performance metrics such as revenue, enrollment and completion rate.

Marketing Cloud Next will tag tracked links in its messaging channels with UTM and custom parameters set per business unit, content record or link, with fallback values; planned for November 2026.

A new dashboard compares attributed value, deliverability and engagement across email, SMS, WhatsApp and push in one view.

Engage Studio adds link shortening and click tracking for SMS campaigns, using a short domain and async click-event recording with bot detection.

Accounts can now build up to four independent RFM scoring models, each with its own metric, thresholds and time frame.

LiveRamp Distribution, FreeWheel, and Snowflake Batch destinations will gain audience-level reporting, in addition to existing dataflow run-level reporting.

Now GA (7 Oct 2026). Current summary: Coworker chat analyzes a journey's performance and gives concrete optimization recommendations directly in the chat.

The All Campaigns page adds saved and shareable Views, configurable Dynamic Columns, tab-specific default columns, bulk actions on up to 50 campaigns, and recent searches.

Shows content and performance metrics for a campaign directly on the campaign record.

Tracks impressions by region for individual content blocks to measure their performance.

Mobile push performance metrics now appear in the content performance dashboard.

Marketers can capture custom values, such as coupon codes, at the moment a message sends and use them later as report filters, segment criteria, or export fields.

Filters bot-generated clicks from SMS link reports for more accurate click-rate measurement.

View SMS flow and engagement performance metrics directly inside Flow Builder.

Email deliverability dashboard now pulls in Google Postmaster Tools and Microsoft SNDS data, including spam rate, authentication pass rates and history.

An AI agent analyzes Instagram UGC for top creators, emerging themes and post performance, surfaced as proactive cards or Composer chat.

The Reports page shows pre-generated report suggestions tailored to a workspace's data, refinable through follow-up questions.

Dashboard tracking audience growth, decline and total size in real time in one place.

Planned CRM index pages will show metrics, insights and smarter filtering inline with records, without building a separate report or dashboard.

HubSpot will surface a prioritized view of the day at login (overdue follow-ups, deals gone quiet, suggested next actions), as part of a redesign rolling out in stages.

Journeys, Campaigns and Channel reports include Estimated CTR and Estimated CTOR metrics for email, computed from estimated clicks.

Adds an Event History tab on user profiles listing a user's recent custom events and purchases, for debugging integrations and event-triggered entry.

Self-serve dashboard surfacing ecommerce insights extracted from customer conversations handled by the Loomi Conversational Agent.

A new dashboard compares flow revenue, conversions and deliveries across channels and time periods.

Restaurant and hotel accounts now get pre-built dashboards for guest, reservation and loyalty metrics based on their integrations.

Every audience has an Overview tab with a visual summary of size, activity, and syncs, and can have a custom dashboard attached for richer KPIs.

WhatsApp gets a dedicated Home in HubSpot with Messaging Management, Template Management, and a reporting suite covering delivery, clicks and opt-outs.

Extends Custom Alerts beyond Behavior analytics to Funnels, Retention, and Session & Source, alerting on conversion counts, retention-day shifts, and source metrics.

Extends the early-access Campaign Insights Agent to Event-Triggered Email and Push campaigns with trigger-funnel summaries, pattern-finding, and diagnosis.

A single channel-level dashboard for push engagement (sends, bounces, deliveries, open rates) over a configurable window, without rolling up individual campaigns.

New reporting shows the lift and impact of Send Time Optimization-decisioned sends, built on an updated STO model.

Breeze Assistant builds charts from natural-language requests, blending CRM and external data with configurable axes, series and annotations.

A Unified Engagement History dashboard on the Opportunity record shows how contacts are interacting with emails, forms and page views tied to a deal.

The Subscriptions dashboard in Marketing Performance tracks Email, SMS and WhatsApp opt-in and opt-out rates and acquisition trends, filterable by subscription type.

Sales reps will see a Unified Engagement History dashboard on Opportunity records with related contacts' email, form and page-view engagement; Salesforce says it comes later in Summer '26.

A new dashboard analyzes category-level revenue, orders and engagement trends for merchandising decisions.

A "Create report with AI" option on the Reporting page opens Breeze Assistant in a side panel to build a single-object report from a plain-language description.

A Leads tab in Customer Agent Insights shows conversations, conversion rate, and the mix of qualified, partially qualified, and not qualified leads, with drill-through to chats.

New Analyze views report on groups of campaigns at once, by folder, bulk-select, or filter, including attributed contacts and revenue across related efforts.

A new lift report in Journeys reports measures Send-Time Optimization's impact on campaign performance.

Real-time audiences get a dedicated Overview tab with live metrics like entrances, events processed, error rate and time-series charts.

Now GA (Apr 2026). Current summary: A "Create report with AI" option on the Reporting page opens Breeze Assistant in a side panel to build a single-object report from a plain-language description.

Breeze Assistant answers reporting questions that span multiple CRM objects, writing a unified query and returning a structured answer in chat.

Revamps WhatsApp analytics with total-vs-unique interaction metrics, a number/percent toggle, and a dedicated Click Analysis tab.

Experiment metrics can now be viewed for the pre-winner Experiment Period alone or for the full Experiment (all time) window.

Email campaign evaluation dashboard adds per-email deliverability comparisons, bounce diagnosis and top clicked links analysis.

The Custom Report Builder adds Forms, Form Submissions, and Form Analytics as sources, combinable with Contacts and Companies for form-performance reports.

The Social Analyze tab is redesigned with curated reports grouped by brand, engagement, lead, and content goals, filterable by account and network.

New import connector pulls LINE Official Account insight data - delivery, followers, demographics, interactions - into Treasure Data for reporting.

A new Coupon Used metric now tracks when customers redeem coupons, powering smarter retargeting.

A Performance page now shows Add to Carts, link clicks, AOV and skill usage to evaluate Customer Agent's impact.

Einstein Metrics Guard scores bot-driven email engagement using Data 360 data to identify non-human opens and clicks.

Identifies bot-driven clicks on SMS links to give cleaner SMS engagement metrics.

Improves campaign reporting and data compatibility so unified reporting is viewable in context for Marketing Cloud Next.

Unified dashboards for in-app messages and push notifications track mobile app campaign delivery rates, dismissals and CTA clicks, with a filter for iOS or Android.

Adds new SMS capabilities including UTM link tracking to measure SMS campaign performance.