Insights Dashboard Screen
Introduction
The Insights Dashboard is a predefined dashboard.
Dashboard – Overview Widget
Total Conversions
Displays the total number of conversions
No. of Conversion
Displays the total count of conversion events recorded
Average Conversion
Displays the average conversion value for the selected period
Total Users
Displays the total number of users who accessed
First Visits by Users
Displays the number of first-time visits by both registered and unregistered users.
First Visits by Anonymous
Displays the number of first-time visits by anonymous users
Returning Anonymous
Displays the number of returning anonymous users
First Visits by Logged-in Users
Displays the number of first-time visits by logged-in users
Returning Known Users
Displays the number of returning registered users
Click the Refresh button to refresh all the widgets on the dashboard.
When you hover over a widget, the following options are displayed.
As of <date and time> – Shows the date and time when the widget data was last updated.
Refresh icon – Refreshes only the selected widget and loads the latest data.
Trend indicator
This indicator shows the percentage change in the widget value compared to the previous period.
A red downward arrow with a percentage indicates that the value has decreased compared to the previous time range.
A green upward arrow (if shown) indicates that the value has increased compared to the previous time range.
Date and Time Range
Use the Date and Time Range filter to select the period for which the widget data is displayed.
Note: By default, the Dashboard is set to display the data for the last 7 days.
Displays the currently selected start and end dates.
Select a predefined range from the drop-down list.
Time range slider: Select the start and end time within the selected dates (for example, 12:00 AM – 11:59 PM).
Select the start and end dates directly from the calendar.
Use the left and right arrows to move between months.
Applies the selected date and time range to update the data.
Closes the date picker without applying changes.
Use the time range slider to select the required time period. The selected time range is displayed next to the slider.
Top 10 Sales Campaigns Widget
Campaign ID: Displays the unique identifier of the sales campaign.
No. of Conversations: Displays the total number of conversations associated with the campaign.
The text Showing 1 to 10 of 127 indicates the range of records currently displayed and the total number of available records.
The page numbers allow users to directly navigate to a specific page.
The Previous and Next icons allow users to move to the previous or next page.
The First and Last icons allow users to jump to the first or last page of the results.
When you hover over, the following options are available:
As of (time) – Displays the date and time when the widget data was last updated.
Export to CSV – Downloads the widget data in CSV format.
Refresh widget – Refreshes the widget to load the latest data.
Top Sales Campaign Referrers Widget
Campaign Referrer Domain: Displays the domain from which the campaign traffic originated.
No. of Conversations: Displays the total number of conversations generated from the referrer.
Total Conversion Value: Displays the total value of conversions generated from the referrer.
The text Showing 11 to 20 of 23 indicates the range of records currently displayed and the total number of available records.
The page numbers allow users to directly navigate to a specific page.
The Previous and Next icons allow users to move to the previous or next page.
The First and Last icons allow users to jump to the first or last page of the results.
When you hover over, the following options are available:
As of (time) – Displays the date and time when the widget data was last updated.
Export to CSV – Downloads the widget data in CSV format.
Refresh widget – Refreshes the widget to load the latest data.
Ingest Labs CRM Comparison Widget
Conversion Date: Displays the date on which the conversion occurred.
Data Source: Displays the source system from which the CRM data is obtained.
Sales Channel: Displays the sales channel associated with the conversion.
The text Showing 11 to 20 of 24 indicates the range of records currently displayed and the total number of available records.
The page numbers allow users to directly navigate to a specific page.
The Previous and Next icons allow users to move to the previous or next page.
The First and Last icons allow users to jump to the first or last page of the results.
When you hover over, the following options are available:
As of (time) – Displays the date and time when the widget data was last updated.
Export to CSV – Downloads the widget data in CSV format.
Refresh widget – Refreshes the widget to load the latest data.
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