The new Analytics experience uses the same overall structure across analytics areas. This makes it easier for you to move between views while working with familiar patterns for navigation, filtering, and comparison.
Each analytics area includes:
- A consistent layout
- A shared filter bar
- Multiple modes for viewing data from different perspectives
- Explanations that clarify what each metric represents and how it is calculated
Overview mode
The overview mode gives you a high-level understanding of what’s happening. You will typically see:
- Summary metrics that describe overall activity
- Breakdowns that show distribution across channels or categories
- Trends that show how results change over time
Table view
The table view focuses on detailed, row-level data. In table view, you can:
- See individual items that match your selected filters
- Compare specific campaigns or sendouts by selecting them in the Message name filter
- Move from aggregated insights to more detailed analysis
Table view uses the same data as overview mode but presents it in a format that supports closer inspection and comparison.
Working with filters and comparison periods
The filter bar lets you set time period, comparison period, and audience filters such as target audience, making it easy to adjust the scope of your analysis without changing views. This filter structure is consistent across Analytics dashboards for Sales, Customer base, and Loyalty.
Time period filters
Select the specific dates you want to analyse using the time period filter. Select a comparison period to understand trends over time. The comparison period affects the trend indicators connected to the numbers in the dashboard. You will see comparisons between the two periods in overview mode.
Audience filters
Applicable in all dashboards in new experience.
Narrow down your data by focusing only on the relevant audience. You can apply these filters:
- Target audience (temporarily removed due to performance issues)
- This filter will look at the data historically, so those who where in this audience in the chosen period, and based on that, how did they engage with the communication.
- Gender
- Age
- Country
- Contact type
- Marketing group (new editor)
- Recruited store
- Current store (also known as favorite store)
Engagement filters (Communication dashboard)
Sort the data by engagement specific filters, you can apply the following filters
- Message name, search and select one or more emails
- Workflow name, search and select one or more automation workflows
- Message source, manual campaigns or automation
- Channel
Transactional filters (Sales dashboard)
Sort the sales data by transaction specific filters
- Transaction store (where the purchase or return was made)
- Transaction storetype (Where the purchase or return was made)
- Exclude product name
- Exclude brand
- Exclude product category
Settings
Under settings you find filters that you do not change often, for example attribution filters. In the future settings will include more choices
Attribution strategy filters:
- Last delivered, open, or click (only delivered for SMS)
- Attribution window days (1, 3, or 7 days)
- Attribution store type, if the purchases comes from physical store or ecom
Active filters are visible in the header.
When working with filters, be mindful of how they affect the data you’re viewing. Applying the right filters helps ensure that your insights are based on the correct context and time frame.
Reading trends and changes
Many views include indicators that show how values have changed compared to a selected comparison period.
These indicators help you quickly see whether results have increased or decreased, and by how much.
By combining overview insights, detailed tables, and flexible filters, you can:
- Understand overall performance
- Identify high- and low-performing activities
- Explore how different audiences or time periods affect results
- Connect activity and performance to business impact
Export your data
The data in the dashboard can be exported to CSV or excel. This export will include choosen filtering, and will export the data visualized in the table view.
Transitioning from existing reports
If you’re familiar with existing analytics reports, many of the KPIs you use today are still available in the new Analytics experience. You may find them in new contexts or access them through filters instead of separate reports.
The new experience is designed to reduce the need for multiple overlapping reports by giving you more flexible ways to explore the same data.