Analytics and Reporting
Overview
The platform provides basic analytics and reporting capabilities to help you understand your promotional performance. The analytics focus on customer submissions, approval rates, and campaign effectiveness over time. These insights help you make informed decisions about your marketing strategies.
Tip: The analytics are automatically updated and show data from the past 7 days, giving you current insights into your campaign performance.
Available Analytics Data
The platform currently provides these types of analytics:
Promotion Analytics
- Total Promotions: Count of all promotions for your company
- Promotion Details: Basic information about each campaign
- Campaign Status: Current state of each promotion
- Company Information: Associated company details
Submission Analytics
- Daily Submissions: Customer claims submitted each day
- Weekly Totals: Aggregate submission counts
- Submission Trends: Patterns in customer activity
- Time-based Analysis: Performance over specific periods
Approval Analytics
- Daily Approvals: Claims approved each day
- Approval Rates: Percentage of claims approved
- Approval Trends: Patterns in decision-making
- Performance Comparison: Approved vs. total submissions
Declined Analytics
- Daily Declines: Claims rejected each day
- Decline Patterns: Trends in rejection rates
- Performance Insights: Understanding rejection reasons
Note: The platform currently focuses on basic submission and approval analytics. Advanced features like customer segmentation, conversion tracking, and detailed performance metrics are planned for future releases.
Analytics Dashboard Cards
Your dashboard displays analytics in several visual formats:
Submissions per Day Chart
- Chart Type: Bar chart showing daily activity
- Time Period: Last 7 days
- Data Displayed: Number of customer claims submitted each day
- Total Count: Weekly submission summary
- Visual Trends: Easy identification of busy and slow days
Approved Submissions Chart
- Chart Type: Bar chart showing daily approvals
- Time Period: Last 7 days
- Data Displayed: Number of claims approved each day
- Total Count: Weekly approval summary
- Performance Tracking: Monitor approval efficiency
Submissions vs Approved Comparison
- Chart Type: Comparison chart with multiple data series
- Time Period: Last 7 days
- Data Displayed: Side-by-side comparison of submissions and approvals
- Approval Rate: Weekly percentage calculation
- Performance Analysis: Visual comparison of different metrics