Database Overview

Summary Cards

People

People

This count indicates the number of people in the CDP. A person is defined as a single contactable individual.

Customer and Prospect

This pie chart shows the breakdown of customers and prospects in the CDP. A customer is defined as a person who has made a purchase. Hover over the pie pieces to reveal the count of customers or prospects.

Active and Lapsed Customers

This pie chart shows the breakdown of the customers in the CDP. An active customer is someone who has purchased in the last 2 years (or 730 days). Hover over the pie pieces to reveal the count of each customer type.

Average Order Value

Average Order Value

This number represents the overall average order value, considering all transactions for all time.

Average Order Value Over Time

This line chart shows the average order value by transaction date. This allows the user to see the seasonality of customers' purchases.

People with Email

People with Email

This shows the percentage of people in the CDP with an email address on file.

People with Email by Source

This detail view allows the user to compare how email addresses are being collected across sources. A source with a low percentage of emails may need to be investigated.

Email Engagement

Email Engagement

This is the percentage of email subscribers in the CDP who have opened an email in the last 6 months.

Subscriber Engagement Summary

This pie chart shows a breakout of subscriber engagement by percentage of total subscribers. Subscriber engagement is put into the below three categories:

  • Highly Engaged: The subscriber has opened 60-100% of the email sent to them.
  • Engaged: The subscriber has opened 21-60% of the email sent to them.
  • Unengaged: The subscriber has opened 0-20% of the emails sent to them.

The percentages in this chart are based off of the total history for a subscriber. There is no specific time limit set for this report.

Subscriber Engagement by Last Interaction

This bar chart shows the number of subscribers by the last time the subscriber interacted with an email message. An interaction is defined by an open or an click of an email.

Recent Customers

Recent Customers Count

This count represents the number of people that have purchased in the last 12 months.

Number of Lifetime Transactions by Recent Customers

This pie chart shows the number of lifetime transactions by recent customers (defined as a customer who has made a purchase in the last 12 months). 

Revenue Driven by Top Customers

Revenue Driven by Top Customers

This percentage is how much revenue is driven by top customers. A top customer is defined as a person with a recency score of 5 and an monetary score of 5. (We don't consider frequency in this calculation due to many customers having only one purchase).

Create Campaign

To create a campaign of top customers, simply choose "Top Customers" from the audience list. This audience is available by default.

People Recently Emailed

People Recently Emailed

This is the percentage of email subscribers who have been sent an email in the past 6 months.

Emails Received Last 12 Months per Subscriber

This pie chart shows how many emails each subscriber has received in the past 12 months.

Subscribers by Last Email Received Date

This bar chart shows the month each subscriber received their last email. If a subscriber has received an email in July, August and September, they will show only in September.

Average Open Rate

Average Open Rate

This is the average open rate for all time. This value is calculated by taking a count of all opened emails and dividing it by a count of all delivered emails.

Average Open Rate over Time

This is your average open rate over time, calculated monthly. 

Data Sources

Data Sources Count

This is a count of all the distinct data sources in the CDP active in the last month.

Top Data Sources in Month

This list displays the top 3 sources for the current month, based on number of records.

Recent Data Loads

The recent data loads bar chart shows data loaded from the top 3 sources over the last 8 weeks. The counts are split by people, transactions, and records

People

In this tab, the count of people loaded from that source shows as the y-axis. A person is defined as a single contactable individual.

Transactions

In this tab, the count of transactions loaded from that source shows as the y-axis. For sources like webforms, this will be the number of submissions. For transactional data sources, this is the number of purchases.

Records

In this tab, the count of records loaded from that source shows as the y-axis. For sources like webforms, this will be the number of submissions. For transactional data sources, this is the number of line-items (products purchased).

Total Contacts by Marketing Channel

This multi-pie chart shows the percentage of people in the CDP contactable by channel type. In this chart, "Contactable" means that a person has a valid email, phone number or postal address and they are opted in (either explicitly or implicitly) to receive communications via that channel. "Not Contactable" includes all people in the CDP who don't have a valid email, phone number or postal address, or those who are not opted in to receive communications via that channel. At the bottom, you can see how many people the whole pie represents.

Both Facebook and Google percentages are assumed based on the number of valid emails in the CDP, because accessing that data is not allowed by Facebook or Google's terms of service for privacy reasons.

Database Growth

This chart shows growth of new individuals have entered the database per month or year. Use the switch to change the granularity of the x-axis from monthly to yearly.

Database

The database tab shows how many people were added to the CDP per month (or year, depending on the selection of the granularity)

Cumulative

The cumulative tab shows how large the CDP has become over time.