Analyze Your Journey Portfolio

Rank journeys, compare performance, and find the gaps in your customer lifecycle — without opening a single journey.

Overview

Most marketers manage more journeys than they can actively monitor. Checking each one individually takes time you don't have, and the Journey Listing page — with its rows of metrics spread across columns — makes it hard to spot patterns across your portfolio at a glance.

The Co-marketer on the Journey Listing page lets you query all your journeys at once. Ask which ones are underperforming, compare journeys with similar goals, or generate a portfolio-wide report for a stakeholder review, all from a single conversation.

The most valuable use of this view is often discovering what's missing. You might find that your highest-value customer cohort, users who make a second purchase within 30 days, has no automated journey targeting them. The Co-marketer surfaces these gaps alongside your existing journey data, so you can act on both.


Access the Co-marketer on the Journey Listing page

  1. Log in to the Netcore CE dashboard and navigate to Engage > Journey.
  2. Click the Get Insights button (✦ sparkles icon) in the top-right corner of the Journey Listing page.
  3. The Co-marketer panel opens on the right side of the screen.
  4. Type your question or select a preset prompt pill to begin.

What you can ask

The following examples are organized by situation. Adapt them to your specific journey names, channels, or timeframes.

When you need a portfolio overview

Use these when you're preparing for a weekly review, a stakeholder update, or simply want to understand the overall health of your journey program.

Example promptWhat you get
"Generate an executive report for all journeys running in the past 180 days."A structured summary covering overall portfolio performance, top and bottom performers, and key trends over the selected period.
"What is the total revenue from all active journeys this month?"An aggregated revenue figure across all active journeys for the current month.
"Show me the channel mix across all my trigger-based journeys."A breakdown of which channels (Email, SMS, Push, etc.) are being used and their relative share of sends.

When you want to find your best and worst performers

Use these to identify which journeys deserve more investment—and which need attention or a rethink.

Example promptWhat you get
"Give me my top 10 journeys by CTR in the past 180 days."A ranked list of journeys by click-through rate (CTR), shown as a table and bar chart.
"Which journeys have the highest conversion rate this month?"Top journeys ranked by conversion rate for the current month.
"Which journey has the highest drop-off rate?"The journey with the steepest user fall-off, along with the node where it occurs.
"Show me my bottom 5 journeys by revenue."Your lowest-revenue journeys — useful for identifying candidates to pause or restructure.

When you want to compare specific journeys

Use these when evaluating two approaches or auditing a group of journeys with a similar goal.

Example promptWhat you get
"Compare the performance of Journey A and Journey B."A side-by-side comparison table with key metrics for both journeys and a text summary of the key differences.
"Compare all my cart abandonment journeys in terms of performance."A comparison of all journeys with similar goals, covering entries, conversion rate, and revenue.

Note: When you ask for optimization advice on a specific journey from this view — for example, "How can I improve Journey A?" — the Co-marketer provides a text-based summary. This reflects the same analysis available when you open that journey directly on the Journey Analytics page. Navigate to the individual journey to view the full breakdown and apply changes.


Understand the response

Responses from the Co-marketer on the Journey Listing page follow a consistent structure.

Text summary: A plain-language explanation of the findings, including any notable patterns or anomalies.

Table: For comparisons and rankings, results appear in a table with columns for journey name, key metrics (entries, conversion rate, revenue), and period.

Chart: Visual representation of the data — typically a bar chart for rankings and a side-by-side table or chart for comparisons.

Note: Journey names in tables and text responses are displayed as plain text. Clicking a journey name in a Co-marketer response does not navigate to that journey. To act on a recommendation, navigate to the journey manually from the listing.


Fallback behaviour

If your query is unclear or cannot be answered with the available data, the Co-marketer responds with a clarifying message. For example:

"I can analyze journey performance, compare trends, or find anomalies. Try asking: 'Which journey has the highest drop-off?' or 'Compare my welcome journeys by revenue.'"

If you ask about active users without specifying a definition (for example, "Show me active users across all journeys"), the Co-marketer asks a clarifying question to confirm what you mean before proceeding.