- Dashboard
- Contacts Dashboard
Contacts Dashboard
The Contacts Dashboard has five different views so that you can drill down to exactly what analytics you are looking for. You can view your contact analytics by choosing one of the following:
General: An overview of your contacts data displayed by graphs. Learn More >
By Profile: View contacts data based on buying profile. Learn More >
By State: View contacts data based on each state. Learn More >
By Login: View contacts data based on their last login date. Learn More >
By Birthdate: View contacts data based on upcoming birthdays. Learn More >
General
On the General area of the dashboard (this is the page you'll land on coming to the Contacts Dashboard) you'll find graphs to display your number of customers (aka contacts), contacts by profile, contacts by state, your contacts last login, as well as upcoming contact birthdays. You may click on the spy glass icons that say View Details below the box to look at a more detailed view.
You may also use the date range area in the top right of the page to select the date range for the data at which you are viewing. You can also select to compare date ranges for this data. When finished click the Go button and the page will reload with new data.
By Profile
In this area of the Contacts Dashboard you can look through the data based on their buyer profile - prospects, 1st time buyers, repeat buyers, and club members. The top area will show you a bar graph of contacts by profile through date and number of contacts in that date range. You may change the date range by using the date range area in the top right of the page. The bottom area will give you a data table of solid numbers for each contact profile in the selected comparing date ranges. You may also download this data in an excel file by clicking the Download as Excel link in the bottom right of the page.
By State
In this area of the Contacts Dashboard you can look through the data based on the state your contacts are from. The top area of the page shows a map color coded based on amount of members. If you hover your mouse over any given state a box will pop up telling the exact number of contacts for the date range you have selected. The bottom area shows you in a data table the number of contacts for each state for your selected date range (it's just another way of seeing the data without having to hover on the map). You may also download this data in an excel file by clicking the Download as Excel link in the bottom right of the page.
By Login
The contacts by last login area simply gives you a data table listing your contacts and their last login date on the date range you've selected. Clicking on the spy glass to the left of any customer name will bring up their customer details. You may also download this data in an excel file by clicking the Download as Excel link in the bottom right of the page.
By Birthdate
In this area you'll see how many people have upcoming birthdays in the selected date range. Clicking on the spy glass to the left of any customer name will bring up their customer details. You may also download this data in an excel file by clicking the Download as Excel link in the bottom right of the page.
