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Understanding the Reports Dashboard
Understanding the Reports Dashboard

Identify how your Springbot actions are performing along with your Store's performance as a whole.

Updated over a year ago

To access your Reports data, simply navigate to Reports > Dashboard at the top of your screen.

Custom Date Range

Change the dates at the top of the page to easily look at the exact range of data you’re searching for.

Sort By / Graph By

The reports page defaults to showing you revenue, but you can also look at other metrics by the different options in the top left corner.

Export to CSV

All of the reports throughout Springbot can be exported to a CSV. The Export to CSV link is located on the bottom right of each graph/table in your dashboard.

Your Store’s Performance

Here you can view your overall performance by metrics such as Revenue, Sessions, Product Adds / Product Abandons, Conversion Rate, and more. This is a great place to get a quick snapshot of how your store is performing across several metric points.

Your Channels

Your Channels are the combined look into all your actions that are the same type. Here you will be able to see the total performance of a Channel, but you can also click the name of a Channel to see additional data specific to those types of actions.

Your Top Actions

Actions are the individual marketing actions you've taken, so this would display a specific Email Campaign or Facebook post you've made trackable in Springbot. On the Reports dashboard you'll be able to see the top-performing actions for the date range you have selected, but if you need to see all your actions, you can do that under Reports > Action History.

Your Top Products & Categories

Here you can see more data on your top-performing products and categories, and compare specific products or categories side by side.

You'll also be able to add different products or categories to the graph by clicking the grey square to the far left of the product image. You'll then see the product added to the graph above, identified by a different color line. This will allow you to compare different items side by side.

Your Top Coupon Codes

We can show you all the different Coupon Code Campaigns you've created in Springbot and in your Store under Reports. You can also click the name of the code to see additional information on which products are being purchased when the code is used.

If you're frequently using Coupon Codes in actions like Email Campaigns or Triggered Emails, we recommend cross-referencing this report with the report you may be looking at for that particular action. Since Springbot uses last-click attribution, we're only able to attribute revenue if the action was the last item a customer clicked on before buying.

However, if a customer opened your email campaign and saw the code, but did not click the email and went to your site on their own and bought, we won't be able to attribute revenue back to that email campaign. But if you know that the email is where the shopper found the code, you can use the Coupon Codes report to still identify how much revenue that campaign drove for your store.

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