HighLevel's All-in-One Dashboard for Email Marketing brings performance data from Campaigns, Workflows, and Bulk Actions into one Email Statistics experience. You can compare engagement, filter reporting by email source, review top-performing emails, and export statistics without collecting data from multiple areas.

The dashboard also makes it easier to move from a high-level engagement summary into detailed performance trends. This article explains how to access the dashboard, interpret its reporting areas, use filters and sample data, understand Workflow reporting, export statistics, and troubleshoot common reporting questions.

The All-in-One Email Marketing Dashboard is the Email Statistics experience under Marketing → Emails → Statistics. It is separate from configurable Email Widgets that can be added to a sub-account Dashboard or Custom Report.

What is the All-in-One Dashboard for Email Marketing?

The All-in-One Dashboard for Email Marketing is a centralized reporting experience in HighLevel that brings together email statistics from Campaigns, Workflows, and Bulk Actions. Instead of checking each sending method separately, you can use one Email Statistics dashboard to review overall performance and compare engagement across supported email sources.

The dashboard is available under Marketing → Emails → Statistics and provides Engagement Summary reporting, Performance Analysis, email-source filtering, Top Performing Emails, date controls, and related reporting tools.

Key Benefits of the All-in-One Dashboard

A unified reporting view makes it easier to compare email performance and identify trends without switching between separate Campaign, Workflow, and Bulk Action reporting areas. This reduces reporting friction while helping teams identify stronger-performing email activity more quickly.

• Unified Email Reporting: Review Campaign, Workflow, and Bulk Action email statistics from one location.
• Source-Level Filtering: Narrow the dashboard to a specific email source when you need a more focused view.
• Performance Visibility: Monitor delivery and engagement trends through summary and performance reporting.
• Top-Performer Insights: Identify emails generating stronger open or click engagement.
• Workflow Granularity: Review individual Workflow email actions rather than treating an entire Workflow as one email.
• Sample Reporting: Preview the reporting experience with sample data when the option is available.
• CSV Exporting: Export Email Statistics data for external analysis, reporting, or sharing.

What Data is Included in the Dashboard?

Email Statistics consolidates supported email-sending sources into one reporting experience. Understanding how each source is represented is especially important when comparing automated Workflow emails with one-time Campaign or Bulk Action sends.

Understanding Dashboard Metrics and Performance Areas

The dashboard organizes reporting into summary and performance areas so you can move from an overall view of email activity into more detailed engagement trends. Reviewing these areas together helps distinguish high-level delivery performance from changes in recipient engagement over time.

Engagement Summary

Engagement Summary provides a combined visual view of how recipients interact with emails across the selected reporting scope. When multiple sources are included, the chart can show how Email Campaigns, Workflow Campaigns, and Bulk Action Campaigns contribute to the overall results.

Performance Analysis

Performance Analysis helps you evaluate email trends over time using delivery and engagement metrics. The available controls let you review metrics across the selected reporting period and compare performance across the email sources included in the current view.

For definitions of individual email metrics, see Email Statistics.

Filtering Email Statistics by Source

Source filtering helps isolate the email activity you want to evaluate. This is useful when combined reporting is too broad and you need to analyze Email Campaigns, Workflow Campaigns, or Bulk Action Campaigns independently.

1. Go to Marketing → Emails → Statistics.
2. Open the source dropdown near the top-left of the dashboard.
3. Select All Campaigns to review the combined view.
4. Select Email Campaigns, Workflow Campaigns, or Bulk Action Campaigns to narrow the dashboard to that source.

Using Sample Data

Sample data can help you preview the Email Statistics reporting experience before you have enough live email activity to populate the dashboard. When the option is available, it provides demonstration values for understanding the dashboard layout without treating those values as actual performance.

If Try Sample Data appears in your dashboard, click it to preview the reporting experience.

Identify When Sample Data is Active

When sample statistics are active, the dashboard displays a notice identifying the values as sample data. Use Clear Sample Data when you want to remove the demonstration values.

Screenshot: Email Statistics while sample data is active, including the sample-data notice and Clear Sample Data control.

Understanding Top Performing Emails

Top Performing Emails helps identify email content generating stronger engagement. Results can be evaluated using available engagement metrics such as open or click rates, but the way an item is represented depends on whether the email came from a Campaign, Bulk Action, or Workflow.

How to Set Up the All-in-One Dashboard for Email Marketing

No separate feature configuration is required once Email Statistics is available in your sub-account. Proper use comes down to opening the correct reporting area, selecting the appropriate source and date range, and interpreting the summary and performance areas in the context of how the email was sent.

1. Go to Marketing → Emails → Statistics.
2. Use All Campaigns when you want a combined view across supported email sources.
3. Use the source dropdown to focus on Email Campaigns, Workflow Campaigns, or Bulk Action Campaigns when needed.
4. Select the date range that matches the email activity you want to analyze.
5. Review Engagement Summary for a high-level view.
6. Scroll to Performance Analysis to review trends and available performance metrics.
7. Continue to Top Performing Emails to identify stronger-performing individual sends or Workflow email actions.

Exporting Email Statistics

CSV export makes it possible to analyze Email Statistics outside HighLevel or share performance data with stakeholders. You can export combined email activity or focus on specific sources such as Email Marketing Campaigns, Workflows, or Bulk Actions.

1. Go to Marketing → Emails → Statistics.
2. Choose the reporting type you want to export.
3. Click Export.
4. Enter the email address or addresses that should receive the export.
5. Open the email containing the download link and download the CSV file.

For complete instructions and export-retention details, see Exporting Email Marketing Data.

Troubleshooting Email Marketing Dashboard Reporting

When dashboard data does not look as expected, verify how the email was sent, which source and date range are selected, and whether the event may still be processing. The configured sending provider can also affect which delivery and engagement events are available in reporting.

For deeper diagnostic steps, see Troubleshooting Email Statistics.

Frequently Asked Questions

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