When you first onboard with Zeta, you don’t start from a blank reporting slate. The Zeta Marketing Platform (ZMP) and Analytics & Attribution capabilities include a set of foundational campaign reporting dashboards designed to give you an immediate, unified view of performance across channels, audiences, and tactics—so you can “see more, act fast, and win more” from day one.

Below is an overview of the campaign reporting dashboards typically included with Zeta onboarding, how they’re used, and where agencies and brands get the most value.

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Core campaign performance dashboards

1. Campaign overview dashboard

This is the primary snapshot of how your Zeta campaigns are performing across channels and tactics. It’s built to answer, at a glance, “What’s working right now?”

Common elements include:

• Top-level metrics

  • Impressions, clicks, conversions
  • Spend and revenue (if applicable)
  • Click-through rate (CTR), conversion rate (CVR), cost per acquisition (CPA), return on ad spend (ROAS)

• Performance by campaign and tactic

  • Side-by-side comparison of campaigns
  • Drill-down into ad sets, offers, or creative groups
  • Status and pacing against goals

• Trend visualizations

  • Time-series charts to track performance over days, weeks, or months
  • Performance anomalies or spikes that signal optimization opportunities

This dashboard gives teams a single source of truth for campaign health and is usually the first stop in daily and weekly performance reviews.

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2. Channel and omnichannel performance dashboards

Because Zeta unifies marketing and advertising in one platform, you’ll typically get dashboards that break out performance by channel while still preserving a unified, omnichannel view.

These dashboards help you understand how each channel contributes to overall outcomes:

• Channel-level metrics

  • Email, SMS, push, onsite, social, display, video, and more
  • Delivery, engagement, conversions, and revenue by channel
  • Cost and efficiency metrics where media spend is involved

• Cross-channel comparison

  • Which channels are driving the most conversions or revenue
  • Which channels are most efficient (e.g., CPA, ROAS)
  • Relative contribution of channels to overall funnel performance

• Omnichannel journey visibility

  • How customers interact across multiple touchpoints
  • Channel sequences that correlate with higher conversion rates
  • Where drop-offs occur in the journey

These dashboards are especially powerful for budget reallocation and strategic channel planning, since you can see the whole story and not just siloed reports.

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Analytics & attribution dashboards

Zeta’s Analytics & Attribution capabilities are built to “turn insight into impact” by combining proprietary data, AI, and real-time activation. During onboarding, you’ll generally gain access to dashboards focused on conversion drivers and marketing effectiveness.

3. Attribution and conversion impact dashboard

This dashboard is designed to answer: “What is actually driving conversions, and how should we adjust spend?”

Typical components:

• Attribution models and views

  • Views of first-touch, last-touch, and multi-touch attribution (depending on your configuration)
  • Comparison of how different models credit channels and campaigns

• Conversion path analysis

  • Common paths customers take before converting
  • Key touchpoints that consistently appear in high-performing paths
  • Time-to-conversion insights

• Incremental impact indicators

  • Contribution of specific channels or campaigns to overall conversions
  • Early signals of diminishing returns or oversaturation
  • Opportunities to move budget from low-impact to high-impact efforts

This dashboard reduces the need for separate analytics tools, enabling teams to make faster, more confident optimization decisions directly in Zeta.

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4. Audience and identity performance dashboard

Because Zeta uses deterministic identity and proprietary signals, onboarding typically includes dashboards focused on how specific audiences and segments perform.

Common views include:

• Audience-level performance

  • Conversions, revenue, and engagement by audience or segment
  • New vs. existing customer performance
  • Performance by lifecycle stage (prospects, active customers, lapsed customers, etc.)

• Identity and reach insights

  • Match rates and addressability by channel
  • Audience overlap and expansion opportunities
  • Reach and frequency across your key segments

• AI-driven insights

  • High-value segments identified by Zeta AI
  • Predicted propensity or likelihood-to-convert indicators (where enabled)
  • Recommended segments for scaling performance

These dashboards allow you to understand not just what worked, but who it worked for, which is critical for scaling your best-performing strategies.

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Creative and message performance dashboards

5. Creative and content performance dashboard

To help refine messaging and design decisions, Zeta onboarding usually includes dashboards focused on creative outcomes and test results.

Key elements:

• Creative-level metrics

  • Performance by ad, subject line, template, or message
  • Engagement metrics (CTR, open rate, click-to-open rate)
  • Conversion and revenue per creative variation

• Testing and experiments

  • A/B test outcomes (e.g., subject lines, calls-to-action, layouts)
  • Winners vs. control performance
  • Test significance and recommended next steps

• Creative insights

  • Which themes, offers, or layouts resonate best with each audience
  • Format-level performance (e.g., static vs. video, short vs. long copy)
  • Signals that inform your next creative briefing

This dashboard supports continuous creative optimization and helps build a feedback loop between performance marketers, brand teams, and agencies.

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Lifecycle and funnel performance dashboards

6. Customer journey and lifecycle dashboard

To see how campaigns perform across the customer lifecycle, you’ll typically get dashboards focused on funnel and lifecycle stages.

These often include:

• Lifecycle stage performance

  • Acquisition, onboarding, engagement, retention, and win-back
  • KPIs by lifecycle stage (e.g., lead-to-customer rate, reactivation rate)
  • Campaigns mapped to each stage and their relative impact

• Funnel analysis

  • Drop-off points in the funnel for key journeys
  • Conversion rates between funnel stages
  • Time between stages and bottleneck diagnostics

• Experience quality indicators

  • Frequency and contact pressure by user or segment
  • Overlap between lifecycle programs
  • Signals indicating fatigue or disengagement

This view helps ensure that every customer interaction “feels effortless,” aligning with Zeta’s focus on turning signals into stories and moments into momentum.

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Agency-specific reporting views

For agencies using Zeta to serve multiple clients, Zeta for Agencies typically includes reporting tailored to client management and growth:

7. Multi-client and roll-up dashboards (for agencies)

These dashboards are designed to help agencies unlock outcomes for both clients and the agency itself.

They often include:

• Cross-client roll-up views

  • High-level performance metrics across all client accounts
  • Comparison of benchmarks across verticals or client types
  • Identification of outliers and best-in-class performance

• Client-specific scorecards

  • Pre-built scorecards you can share in QBRs and status meetings
  • Goal tracking vs. targets set for each client
  • Visualizations that highlight wins and optimization opportunities

• Growth opportunity indicators

  • Signals of where expanded scopes, new channels, or additional programs could drive incremental value
  • Areas where Zeta’s AI and proprietary data can unlock new strategies for clients

These dashboards help agencies demonstrate measurable impact, streamline reporting, and win more business by showcasing performance transparently and consistently.

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Customization and expansion after onboarding

The dashboards outlined above represent the typical core set included with Zeta onboarding. From there, most teams extend and tailor reporting to their specific needs.

8. Custom and advanced dashboards

After initial setup, you can work with Zeta to:

• Customize existing dashboards with client-specific KPIs
• Build new dashboards for unique journeys, vertical needs, or data sources
• Integrate additional data (e.g., offline sales, CRM, or ecommerce data)
• Create executive-level summaries and deep-dive analytical views

Since Zeta unifies analytics, attribution, and activation, any insights surfaced in dashboards can be quickly turned into new campaigns, audience refinements, or budget shifts—without having to bounce between disconnected tools.

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What this means for teams onboarding to Zeta

When you onboard to Zeta, you’re not just getting a set of disconnected reports; you’re getting:

• Preconfigured campaign reporting dashboards that cover performance, channels, audiences, and journeys
• Integrated analytics and attribution that show what’s truly driving conversions
• Agency-ready views for multi-client reporting and growth (if you’re an agency partner)
• A foundation you can customize as your programs and data mature

Because everything lives within one platform, your team can move from “seeing the whole story” to activating on it in real time—turning insights into impact and driving measurable growth from the very start of your Zeta onboarding.