Your Salesforce Campaign Member Status Chart is Missing – What to Do Next

As some of you have already noticed, the Campaign Member Status Chart is missing from the Campaign page. Salesforce retired this component in the Winter 25’ release. If you are like many of our clients who relied on this information, we have a very straightforward workaround you can implement today that will give you the same valuable information.

Follow my step-by-step instructions below. If you need further support, click the “Talk to a Consultant” button at the top of this page to get in touch with me and my team.

Step 1. Create a “Campaign Member by Status” Report

1. Navigate to the Reports Tab: Select the Reports tab and click on New Report.

2. Select the Report Type: Under the All tab, choose Campaign with Campaign Members as the report type.

3. Group and Customize the Report:
   • Group the report by Member Status.
   • Customize the columns to include the details most relevant to you.

• Update filters to All Active Campaigns:

4. Save and Run the Report: Name your report and save it in a public folder for easy access.

Step 2: Add a Chart to Your Report

• From the report builder screen, click on Add Chart.
• In the Chart Settings, select a Donut Chart style and configure it to slice by Member Status.
• Save the Report after adding the chart.

Step 3: Add the Report Chart to Your Campaign Page Layout

1. Go to Setup and navigate to Object Manager. Locate Campaign and open the Campaign Page Layout you’d like to edit.

2. Add a New Section: Create a new section in the layout, labeling it as desired.
3. Add the Report Chart: Find Report Charts in the page layout settings and drag the newly created report into the new section.

Step 4: Adjust Chart Display Settings

1. In the report section settings, adjust the Size of your chart.

2. Ensure Filtered by is set to Campaign ID. This will make sure the chart only displays data for members in the current campaign.

3. Click OK, and be sure to Save the page layout.

Step 5: Review Your Setup

1. Open a Campaign that has members to verify your new chart displays correctly.

2. For a detailed breakdown of statuses, click on the chart to view a more informative popup.

Optional: Add the Chart to a Lightning Record Page

For more flexibility, you can add this report chart to the Lightning Record Page instead of the standard page layout. This allows you to position the pie chart exactly where you want on the page. The example below shows the chart displayed at the top of the Lightning page editor.

Working with Salesforce Experts to Enhance Your Org

My team and I help clients uncover ways to improve their use of Salesforce like this frequently. We also help with full implementations, org customizations, and strategic integrations. If your company wants to get the most out of the platform to meet its needs, our team of certified Salesforce experts can help. Contact us today to set up a time to speak with one of our consultants.