Your checklist for core reporting use cases
Every analytics dashboard presents countless metrics, but not all of them require immediate focus. We've highlighted 3 key reporting areas to help you gain clearer insights into your customer journey and improve your campaigns effectively.
Expand the dropdowns below to learn how to set up your key funnels, custom metrics, and audience reporting to get important insights.
Create 3 funnels
Set up these proven funnel templates to track your customer's path to purchase across email, SMS, and website activity, helping you identify where to optimize for better conversion rates.
- Email (or SMS) to Purchase: Received Email (filter by: Flow = Abandoned Cart) -> Opened Email -> Clicked Email -> Checkout Started -> Placed order
- Email (or SMS) to Purchase (with filter):
- Repeat purchase: Placed order -> Active on Site -> Placed order
- Active on site to Purchase: Active on site (filter by: UTM ID or source) -> Viewed Product -> Added to Cart -> Checkout Started -> Placed Order
- Active on site to Purchase (with filter):
Don’t forget that you can filter all of your funnels to compare customer behavior between segments and over time!
Add a new custom metric
Here are some popular custom metrics you can use to analyze your business's different revenue streams and sales trends.
Popular custom metrics:
- Point of Sale: Filter your Placed Order metric for source=“pos” if you have a brick and mortar location
- Recurring revenue: Filter your Placed Order metric for source starts with “subscription” to review subscription revenue.
- Discount revenue: Filter your Placed Order metric with Total Discounts does not equal 0.00 to track sales using discounts.
Explore new dashboards
You can gain deeper insights into your audience and improve your marketing strategy with advanced performance analysis.
- Star key segments for audience performance.
- Review repeat purchase trends with cohort analysis.
- Select a metric for the conversion overview.
By applying these reporting strategies, you can turn data into actionable insights, build stronger customer relationships, and drive sustained business growth.