When logging in, your are landing directly on the REPORT module, on the Dashboards' page.
A card gathers one or more KPI and Charts of the same theme. Within a card, it is possible to find either an evolution over time or a pie chart, depending on the indicator.
For each chart or KPI, the period of computation may differ. The period of each KPI is indicated beside them.
- Today: the current day, from 00:00:00 to 23:59:59.
- This week: a week starts on Sunday and ends on Saturday. Weeks are displayed by their number. The current week is delimited from Sunday to the current day.
- This month: The current month is delimited from the first day of the current month to the current day.
Some KPIs provide a delta with a previous cycle, for comparison purposes. A positive delta, marked in green, displays an increase compared to the previous period, while a negative delta, displayed in red, shows a decrease.
Each card has its chart controls. When rolling over the card with the mouse, the controls for the top chart (left) and bottom chart (right) will appear, allowing you to either change the type of graph or toggle the values.
On the top bar on the right, you will find a button that toggles values on and off on all charts at once.
To export the charts, use the PDF or PNG buttons on the top bar, on the right. The dashboards will be exported as currently displayed. To obtain the values of the charts in the exports, make sure the values are displayed on the screen, prior to submitting the export.
The Database evolution card displays the status of the database and distribution of contacts per type.
The first KPI is the current total number of contacts.
The database trend shows the cumulated number of contacts at the end of each day, for the last 20 days, and each month for the last 12 months.
Email contacts' ISP ventilation
This card displays the predominant domain within your contacts, and a ventilation of all the domains found in the database.
The pie chart displays the 10 most dominant domains found in the database. Other domains are grouped under "Others."
The Global reactivity of the database contains one card per channel. When a channel is unused on the universe and no data is available in your database, the card is disabled.
These cards display the number of contacts for each reactivity statuses. An aggregated report for the same periods computed in these charts will render the same totals.
- Success: number of contacts which were successfully delivered at least one email successfully.
- Openers: number of contacts that opened at least one email.
- Clickers: number of contacts that clicked at least one link in an email.
- Success: number of contacts which were successfully delivered at least one SMS
- Clickers: number of contacts that clicked at least one link in an SMS.
* Openers and Clickers in these cards correspond to unique openers and clickers in campaigns.
If your universe contains sales data, a sales dashboard will be available, in addition to the database.
These charts are based on the raw data found in the database (receipts and products purchased) and will provide daily, weekly, monthly and yearly insights on your global sales.
Whenever the data allows it, an evolution in time and comparison with the previous year or period is available in a chart. The current year is often highlighted in color while the previous year is grayed out.
Fields and properties
Sales indicators are computed based on the sales tables' fields and data. As a reminder, here are a few definitions and fields descriptions.
- Receipt / Purchase: An order is considered as receipt or purchase when the field
order_completedis set to
- Abandoned cart: An order is considered as an abandoned cart when the field ’oder_completed’ is set to
- Date of purchase: the date of purchase is set in the field
- Date of creation of receipt/cart: the date of creation of a receipt or abandoned cart is set when creating the order in the database, in the field
- Revenue indicators: Unless related to specific products, revenues are calculated based on the receipts' total price (field
- Items: Items in a receipt or cart are set when synchronizing the data. The
unit_priceare used to compute turnover and number of articles sold (or sales lost in the case of abandoned carts).
The total revenue computed from the receipts in your database. The revenue is calculated for the current day, week and month.
Comparison with the previous year at the same time is displayed when the historical sales data is available in database.
The total revenue is computed using the receipts Total price (field
total_price) and Date of purchase (field
Number of purchases
The purchases taken into account are the receipts where the Date of purchase (field
date_order) is within the period.
The average cart is computed from the total revenue in the period divided by the number of purchases in the same period. The computation is also based on Total price (field
total_price) and Date of purchase (field
The total number of unit products sold, based on the products' quantity, for each period. A comparison with the previous year is available, for both weekly and monthly charts.
Average number of items in cart
These indicators provide insights on the number of items purchased by your customers. For each period, the total number of units purchased is divided by the number of purchases.
This card shows the repartition of the customer status of your contacts, based on their receipts available in the database.
A contact must have one or more receipts to be considered as Customer.
The pie chart displays the customers ventilation by the total number of purchases they have.
The intervals are dynamic based on the median of all the computed contacts.
The main recency KPI is the average elapsed time since the last purchase of the customers that were active in the last 365 days (based on the most recent
Date of purchase for each contact).
The pie chart dispatches the recency of the entire population of customers per time intervals.
The card provides insights on the proportion of customers that are active (at least one purchase) within the period. The chart displays the activity on multiple periods, for comparison purposes.
The card provides specific indicators computed only for the repeat customers (2 purchases or more). The charts provide insights on their average cart and average number of items purchased within the period.
The lowest and highest amount purchased for the whole database. The carts are then distributed by value intervals and ranges of number of items.
The intervals are dynamically created, based on the median of carts' values and carts' number of items.
The abandoned carts indicators provide insights on the potentially lost turnover due to the checkout and payment process. The card presents the total value of purchases and number of items abandoned during the period. The second chart presents the averages for each period.
Top 20 Brands and Top 20 Products
Based on the past purchases of the last 365 days, the top 20 brands and products are available, both by revenue or by number of items sold.
The brands and names are taken from the systems fields
name of the products table, while the revenue and number of items are computed using the receipts' products
A separate WeChat dashboard is available in all universes using WeChat contacts.
These charts illustrate the data associated with the WeChat contacts in the database and collected by performing campaigns via WeChat. You will be able to see how your WeChat contacts evolve over time and how they are affected by your operations.
Total WeChat followers
The total number of WeChat users following the profile of your organization used to send operations.
This KPI illustrates the acquisition trend of followers in a way easily readable to users. Rising numbers are shown in green, falling in red.
The evolution is shown as the percentage above or below the value for the previous period: the daily indicator is compared with the day before, weekly with the last week, and monthly with the preceding month.
WeChat followers evolution
The evolution indicator tracks the actual numbers of users who followed or unfollowed the profile, presenting the distribution of both numbers over time.
By observing the numbers of gained and lost followers by day, you can match this effect on the following of your profile to your activities, including WeChat campaigns, various in-store promotions, ads, etc.
Database WeChat evolution
This indicator combines the evolution of followers and the contacts matched with your database. With it, you can gauge the proportion of matched contacts following your profile compared with the total number of your followers on WeChat.
The delivery shows the number of your messages actually received by WeChat users. By comparing it with the number of targeted recipients, you can estimate the effectiveness of your sendings.
The Shares indicator tracks whether or not the content you posted (via news messages) was shared by other WeChat users. The idea behind this KPI is that when users like your content enough, they will share it with their friends, increasing your reach.
By matching the number of shares provided by WeChat with the links to articles you posted, you can gain a valuable insight to which of your content is the most popular and most frequently shared.
Here, you can see the recipients broken down by gender, language, and geographical location.
The "most represented gender" KPI shows the percentage of women and men among contacts, as well as those users who have not indicated their gender.
In the case of language and the three geographical indicators (country, province, and city), the gauge shows no more than 5 results. As a result, you will normally see the top four results and 'others', that is, the total of other values combined.