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Upload a CSV of daily or weekly results and the numbers below fill in for you. Your file stays in your browser. It is not uploaded or stored.
Not sure what to upload? See the file guide.
The starting numbers are made up so you can see how it works. Replace them with your own.
A CRM Health Check looks at your actual campaigns, finds what is behind the numbers and gives you a ranked fix list.
Book a CRM Health CheckYou need one simple table of daily or weekly results. It only holds counts, so no names, emails or phone numbers are needed.
| date | channel | campaign | delivered | clicks | unsubscribes |
|---|---|---|---|---|---|
| 2026-10-01 | Welcome series | 4000 | 120 | 6 | |
| 2026-10-01 | Newsletter | 6000 | 108 | 12 | |
| 2026-10-02 | Welcome series | 4100 | 131 | 5 |
Open it in Excel, then paste your own numbers over it.
| Column | Needed | What to put in it |
|---|---|---|
| date | Yes | The send date, such as 2026-10-01 or 01/10/2026. A week-start date also works. |
| delivered | Yes | Messages delivered that day. If you only have sent, use sent. |
| clicks | Yes | Clicks that day. Use the same definition every day, all clicks or unique clicks. |
| unsubscribes | Optional | Unsubscribes or opt-outs that day. Adds the opt-out analysis. |
| spam_complaints | Optional | Spam complaints that day. For email only. |
| channel | Optional | email, push, wa or sms. Needed only if the file mixes channels. |
| campaign | Optional | Campaign name. Adds the "which campaigns moved the most" view. |
Other common headers such as sent, clicked, unsubscribed, opt_outs or campaign_name are recognised too. If your file has several channels, the tool starts with the busiest one and you can switch channel in the panel on the left.
The ranges are indicative. Vendors count clicks differently (for example clicks over delivered, or over opened), customers differ, and security scanners can add clicks. The industry choice adjusts the band by a small factor for direction only. Use the range to decide where to look, then confirm with a test.
For email, open rate is no longer a reliable guide because of Apple Mail Privacy Protection, so this tool uses click rate. Opt-out rates are measured per send, and lower is better.
This tool is built by Growth Circuit, an independent CRM consultancy. We do not sell a CRM platform, and the tool works with data from any of them. See all free tools.
They are ranges built from published reports by CRM and messaging vendors, listed at the bottom of the page. Vendors define click rate differently and measure different customers, so the same channel can show different numbers in different reports.
Yes. Upload a CSV with one row per day (or week) per campaign and channel. It needs a date, the number delivered and the number of clicks. Unsubscribes, spam complaints, channel and campaign are optional but unlock more of the report. The template button on the page shows the layout. The tool compares your last 7, 30 or 90 days with the period before, or two period labels you choose.
No. The calculations run in your browser, and so does anything you upload. Nothing you type or upload is stored or sent unless you choose to contact us.
Click rate is one measure. A small, high-intent audience can convert well on few clicks. Use the range as a prompt to look, not a verdict.
No. It ranks likely causes from the numbers and the checklist, using common patterns. To confirm a cause you need a test or a control group. A CRM health check does that on your real data.
