Performance dashboards

Performance dashboards are pre-configured analytical tools that allow you to start analyzing key metrics and results immediately, with no initial setup required.

These dashboards provide insights into key areas, including:

• Overall business performance
• Channel performance
• Individual campaign evaluations

They cover the leading key performance indicators (KPIs).

Performance dashboards save your time by reducing manual effort and offering an out-of-the-box solution, without the need to build essential performance metrics from scratch.

You can also modify these dashboards to meet your specific needs.

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Important

Performance dashboards are currently available in BETA version. To test this feature, contact your Customer Success Manager.

Benefits of Performance dashboards

• Gain insights into how your marketing efforts translate into revenue.
• Identify the most effective areas for budget allocation.
• Highlight focus areas to understand what works well and where improvements can be made.
• No analytical skills to create advanced metrics are required; you get insights in seconds.

Performance dashboards types

Here's an overview of the Performance dashboards available in Bloomreach Engagement:

Project performance

It displays the revenue from your marketing activities, including different campaigns and channels for your project. Here's the relevant dashboard:

• Project revenue dashboard

Channel performance

These dashboards offer insights into the revenue generated by your email marketing initiatives within a project and assess how your audience responds to the emails you send. Channel performance dashboards:

• Email revenue dashboard
• Email engagement dashboard

Campaign performance

Campaign performance focuses on specific metrics or reports relevant to your campaigns. The dashboards in this category include:

• Scenario evaluation dashboard
• Email campaign evaluation dashboard

How Performance dashboards work

• Performance dashboards are pre-built to calculate data in your project in Bloomreach Engagement.
• They aren't configurable in terms of changing the definitions or shape of individual components. However, you can modify your Performance dashboards in several ways to tailor them to your needs.
• Performance dashboards provide a consistent view of data across all levels.
• They work with data mapping and standard events Bloomreach Engagement generates, such as campaign or session_start.

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Important

Define the data mapping in advance, as this will determine how the out-of-the-box dashboard processes and displays data:

1. Go to Data & Assets > Data Manager , and click Mapping.
2. Fill inPurchase (completed) event and its attributes total_price, currency, and total_quantity.

How to modify Performance dashboards

You can customize several components to tailor Performance dashboards to your current needs.

1. Revenue attribution

Modifying attribution settings is crucial to ensure your dashboards benefit your business needs. Access the detailed Revenue attribution section with use case examples.

2. Filters

Filter customers and events according to your specific criteria. Learn more about filtering options in Performance dashboards.

3. Time picker and sampling

Select a specific time range of your revenue dashboards, or switch the report view based on time.

Time range picker

Use the drop-down menu at the top of your dashboard to choose the time period you wish to analyze. Use pre-set time picker (for example, "This week", or "Last 30 days"), or your custom range. The maximum time range you can select is 365 days.

Time-based reports sampling

Hover over your report to see the 3-dots menu. Select from the available options, depending on the time range of your report:

• Hourly
• Daily
• Weekly
• Monthly
• Quarterly
• Off (No timeline)

Time sampling options are available based on the selected time range. For example, if you select "Less than one day" in your date range option, you can select hourly data sampling. However, if you switch the date range to "One year," you can't use the hourly time sampling option. The report will choose the most granular valid option instead as a fallback. In this case, it will be a weekly view.

4. Chart types

Click on the 3-dot menu on the right corner of your report to select your preferred chart type. Refer to the chart types section for detailed descriptions.

5. Currency

Select the displayed currency symbol of your dashboards, and use the currency converter. Learn more about these options in the Currency in Performance dashboards article.

6. Report exports

To download a specific report as a CSV file for storage or further analysis, hover over the CSV icon at the top right corner of the selected report. Click Download as CSV. The CSV file will be in your Downloads folder.

7. Show metric definition

The "Show metric definition" feature allows you to preview the definitions used in your dashboard's metrics. This option helps you understand the data being pulled and the formulas applied.

To use this feature, hover over the eye icon at the top right corner of a metric and click Show metric definition. A read-only window will display detailed information about the selected metric.

8. Aggregation and column visualization

Performance dashboards use the standard functionality of report modifiers.

To see aggregated data and color-visualization possibilities for individual columns (metrics), select View options icon in your table report. Then, choose Aggregation, Show value as, or Visualize options.

Limitations of Performance dashboards

• Different users may see different results based on their time zones and selected time ranges.
• You can't change the Performance dashboard's definitions.
• Performance dashboards will not calculate users with:
  • More than 500 conversion events (purchases)
  • More than 10,000 campaign events
  • More than 10,000 banner events
• Time picker is limited to a maximum of 365 days. "Lifetime" and "From Start" ranges aren't supported.
• Sampling options depend on the selected time range and may adjust automatically to valid options.
• Aggregation calculations don't dynamically adjust based on search-filtered rows.
• CSV exports may require additional formatting for external analysis.