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Journeys Dashboard

The Journeys Dashboard gives you a bird's-eye view of how contacts are moving (or not moving) through your referral and advocacy lifecycles. Instead of manually checking individual contact records, you can see stage-by-stage counts, spot conversion bottlenecks, and track progress over time — all in one place. 🗺️

Where to Find It

Navigate to Performance Center → Journeys in your Ambassador admin.


What the Journeys Dashboard Shows

The Journeys Dashboard gives you visibility into three core questions:

  • How many contacts are in each stage — a count of contacts currently sitting at each Journey Stage across your active Journeys
  • Where referrals stall or convert — the stages with the largest drop-offs between them, indicating where your funnel is losing momentum
  • How stages change over time — historical trends showing whether your program's pipeline is growing, stable, or contracting

Who This Dashboard Is For

The Journeys Dashboard is especially valuable for:

  • Debugging referral performance — If referred contacts aren't converting, this tells you exactly which stage they're getting stuck at.
  • Aligning marketing and sales teams — Shared visibility into where contacts are in the lifecycle reduces miscommunication about pipeline status.
  • Validating automation logic — When you set up a new automation to move contacts between stages, the dashboard confirms whether it's firing correctly.

How to Read the Dashboard

The dashboard displays your active Journeys and the stage-by-stage breakdown for each one. Key things to look for:

  • A large volume of contacts stuck at an early stage (e.g., "Referred Lead Created" with very few making it to "Demo Completed") may indicate a quality issue with incoming referrals, a gap in follow-up, or a misconfigured automation.
  • Stages showing zero contacts when you expect activity may point to an automation or integration not firing correctly.
  • Trends over time help distinguish between a program that is actively growing versus one that has plateaued.

Tip: Use the Journeys Dashboard alongside the Automations logs to correlate stage movement with automation execution — this is the fastest way to validate that your Journey automations are working as expected.


Sample Data Mode

If your program is brand new and has no contacts yet, the Performance Center offers a Sample Data mode that populates the dashboards with realistic dummy data. This lets you see what the dashboard will look like once your program is live — without creating any real records. The sample data banner appears until you have at least one contact and one campaign created in the system.


Good to Know

  • The Journeys Dashboard reflects the current state of your active Journeys. Contacts in archived or inactive Journeys are not included.
  • Stage counts update in near real-time as contacts move through stages via automations or manual updates.
  • If you have multiple Journeys, you can view them independently or look at combined pipeline data.
  • Related articles: Journeys Overview, Journey Design Guide, Automations Overview, Referral Attribution Overview