Work with the Analytics dashboard

The Analytics Dashboard is your access point to all marketing-related information and the data you have collected in a specific data center in Sitefinity Insight.

Data center dashboard

When you open the Analytics Dashboard, you see a list of all existing data centers. For each data center, you see key information – the number of visitors and contacts, when the last interaction was recorded in the data center, and information if the data center has no recent data.

When you click a data center, you can see all data center details and the collected data. The information is visualized in meaningful reports and charts.

NOTE: If your account has only one data center, its data center dashboard is automatically displayed.

Analytics dashboard

After you have configured your data center and it has collected enough data, the Analytics Dashboard displays different reports. The reports content depend on what you are tracking and the metrics you have defined. For example, if you did not create any personas, the Personas section in your data center dashboard is empty.

To configure the reports that you view, click Manage dashboard. A new view opens where you can customize your dashboard:

Goal Action
Add new report Click Add Report
Reorder the different reports Drag and drop their tiles
Remove unneeded reports Click X
Restore default view Click Restore default settings

To commit the changes to the dashboard, click Done.

By default, reports display the statistics for the last 30 days. To change the period, use the time range dropdown, located below the name of the data center.

Once you change the reporting period, your choice becomes the default one.

By default, you can view the following reports.

General statistics

This section displays a summary of the most used reports and the aggregate change in numbers. To see the exact value of the chart metric for particular day, hover over the charts.

  • Conversions
    This is the number of unique conversions for the period and the percentage change from the previous period. This statistic helps you measure whether your visitors are completing the actions you want them to take. This is their response to your call-to-action and thus measures the success of your marketing efforts. Hovering over the graph gives you the number of conversions and the conversion report with most conversions.
  • Touchpoints
    This is the number of total touchpoints hits for the selected period and the percentage change from the previous period. Such touchpoints include all engagement points for visitors - the assets or the interactions that you track. This statistic helps you measure how the different touchpoints contribute to conversions - whether they influence visitors’ conversion rates. Hovering over the graph gives you the number of touchpoints hits.
  • Visitors
    This is the number of unique visitors that interacted with your website. This statistic includes both anonymous visitors and registered contacts. It shows changes in traffic and how many unique visitors land on your website pages.
  • New contacts
    This is the number of visitors who became contacts by providing their email address by registering, filling out a form, subscribing for a newsletter, or any other interaction. This statistic measures the level of visitor engagement. To view the list of the new contacts and their detailed contact profiles, click View contacts.

Most improved conversion

This is the conversion that scored most conversions for the selected period. To see a detailed report, in the left side of the report, click the name of the conversion. To see a list of all conversion reports, click All conversions.

You can also view the summary in this report:

  • Spot trends in the graph
    Hover over the graph to see the conversion count for either the selected period or the previous period.
  • Get the details of the touchpoints that have the biggest contribution to this conversion.

For more information, see Conversion and uplift reports.

Top personas

This report visualizes in a chart the number of visitors that passed a persona threshold. Hovering over the chart gives you details about the persona and the number of visitors for the selected period.

The list with personas provides more details, such as the change, compared to the previous period, and the trend.

To see a detailed report, click a persona in the list. To see a list of all persona reports, click Manage personas.

For more information, see Personas.

Top lead scoring types

This report visualizes the three lead scoring types that generated the highest number of visitors. For each lead scoring type, you can see the distribution of visitors per lead scoring type's stage. To see the detailed report, click on the lead scoring type. To manage all lead scoring types, click Manage lead scoring types.

For more information, see Lead scoring.

The Help menu

You can access the Help menu from any screen of Sitefinity Insight.

To do this, in the top right corner, click Help Menu Icon (Help) . You can access the following resources:

  • Documentation
    The official Sitefinity Insight documentation.
  • What’s new
    The release notes for each Sitefinity Insight release.
  • Onboarding videos
    A collection of video courses that aim to facilitate you in your in your Sitefinity Insight user journey, helping you to understand the basic concepts, and increasing your Sitefinity Insight productivity.
  • Training
    A collection of Progress offered courses for implementing and using Sitefinity CMS and Sitefinity Insight.
  • Community forum
    A community portal that you can use to get tips and tricks for using Sitefinity Insight. A place where you can connect with other Sitefinity Insight users.
  • Ideas and feedback
    You use this resource to send feedback and feature requests to the Sitefinity Insight team.

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