# Mission 5: Monitor and Optimize

> Use the Campaign Dashboard, document health scores, export features, and sequence analytics to optimize performance

Source: https://docs.graph8.com/training/growth-manager/optimize/

## What you'll learn

- How to read the Campaign Dashboard and act on readiness scores
- How to monitor document health and fix warnings
- How to export deliverables for client review
- How to track sequence performance and optimize email steps

> **Tip:**
> Build a daily habit of checking the Campaign Dashboard and sequence metrics. Ten minutes a day prevents small issues from becoming campaign-level problems.

## Campaign Dashboard

1. **Open the Dashboard**

   Navigate to your campaign and click the **Dashboard** tab. This is your single-pane view of campaign health.

2. **Review the Readiness Score**

   The **Readiness Score** (0-100) reflects the overall quality of your campaign. A score below 75 means there are gaps to address. The score updates automatically as you improve documents.

3. **Check the risk assessment**

   Scroll to the **Risk Assessment** section. Each risk item tells you exactly what is wrong and what to fix -- missing documents, weak proof points, incomplete persona coverage, or low content quality scores.

4. **Act on the status**

   | Status | Action |
   |--------|--------|
   | **ready** | Campaign is launch-ready. Proceed to delivery. |
   | **needs_work** | Address the flagged risks. Re-check after edits. |
   | **not_ready** | Critical gaps exist. Do not proceed until resolved. |

## Monitor document health

1. **View document health scores**

   Inside the campaign, each document shows a **Health Score**: **good**, **warning**, or **poor**. Filter the document list to surface warnings and poor scores first.

2. **Investigate warnings**

   Click a document with a warning status to open it. Common causes include thin content, missing sections, or messaging that drifts from the Company Profile.

3. **Fix the issue**

   Edit directly in Canvas or use Copilot to regenerate weak sections. For example: "Expand the proof points section with specific metrics" or "Align this with our value proposition."

4. **Track usage and citation counts**

   Each document shows a **Usage Count** (how often it was referenced during generation) and **Citation Count** (Copilot references). Low-usage documents may need improvement or may not be relevant to the campaign.

> **Tip:**
> Fix "warning" documents before they cascade. Other documents and campaign content pull from your context documents -- a weak source creates weak downstream output.

## Export deliverables

1. **Select documents to export**

   Inside the campaign, select the documents you want to share with the client. For a standard client delivery, include the Campaign Passport (summary), key email copy, and landing page content.

2. **Click Export**

   Click the **Export** button. Choose your format -- typically PDF for client presentations or editable format for collaborative review.

3. **Include the Campaign Passport**

   The Campaign Passport is an auto-generated summary PDF that captures the campaign strategy, target personas, messaging themes, and key deliverables in a single document. Always include it in client-facing packages.

4. **Schedule the client walkthrough**

   Use the exported materials to structure a client walkthrough. Walk through the Campaign Passport first for strategic context, then drill into specific deliverables.

## Sequence performance

1. **Open your active sequence**

   Navigate to **Engage -> Sequences** and click into your active sequence.

2. **Review step-level metrics**

   Each email step shows key performance indicators:

   | Metric | What It Tells You |
   |--------|--------------------|
   | **Open Rate** | Subject line effectiveness |
   | **Click Rate** | Content and CTA relevance |
   | **Reply Rate** | Message resonance and personalization |
   | **Bounce Rate** | Contact data quality |
   | **Unsubscribe Rate** | Audience-message fit |

3. **Identify underperforming steps**

   Look for steps with significantly lower open or reply rates compared to others. These are your optimization targets.

4. **Optimize weak steps**

   Common fixes:
   - **Low open rate** -- rewrite the subject line. Test a shorter, curiosity-driven alternative.
   - **Low click rate** -- strengthen the call to action. Make the next step obvious.
   - **Low reply rate** -- add more personalization or change the angle entirely.
   - **High bounce rate** -- clean your contact list. Verify email addresses before re-sending.

5. **Monitor over time**

   Check sequence metrics daily for the first week, then weekly once performance stabilizes. Look for trends -- improving reply rates across steps means your messaging is resonating.

> **Tip:**
> Do not change more than one variable at a time. If you rewrite a subject line, wait for enough data before also changing the body copy. Isolated changes give you clear signal on what is working.

## Daily optimization checklist

Use this quick checklist each morning to stay on top of campaign health:

- [ ] Campaign Dashboard Readiness Score is 75+
- [ ] No documents with "poor" health status
- [ ] Active sequences are sending without errors
- [ ] Bounce rate is below 5%
- [ ] No unaddressed risk items in the Dashboard

## Mission complete

You have completed all five Growth Manager training missions. You can now onboard clients, generate context, create campaigns, launch sequences, and optimize performance using graph8.

**Back to overview:** [Growth Manager Training](https://docs.graph8.com/training/growth-manager/)