Set a client journey outcome
Last updated 13 October 2026
An outcome records what happened after a client watched a box set, for example whether they went ahead with advice. It shows on the client's journey report and on the reports you download.
Set an outcome
- Open the client's journey report: click the client on the Client dashboard, or open them from the Client directory and choose their journey.
- Open the three-dot menu and choose Set outcome.
- Press the outcome that fits. It's saved straight away.
The outcomes to choose from depend on the box set, so each topic has its own. If a box set has no outcomes, Set outcome doesn't appear in the menu, as in this example:
Where outcomes show
- On the client's journey report.
- On the reports you download, such as the Clients report.
- In Analytics, for each box set. See Analytics.