Get a pulse on your marketing efforts by using the Dashboard feature, Performance Mode, Broadcast History and sales reports.
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Home > Getting started > Ontraport basics > Reporting tour
Home > Ontraport basics > Reporting tour
Reporting tour
You'll learn:
- Where your stats live
- How to use your Dashboard Trends and Metrics charts
- Ways to view your live automation stats using Performance Mode reports
- How to use your Broadcast History to check your messaging stats
- How to access your sales reports
Sara Hetyonk
Reporting tour
Get a pulse on your marketing efforts by using the Dashboard feature, Performance Mode, Broadcast History and sales reports.
- Where your stats live
- How to use your Dashboard Trends and Metrics charts
- Ways to view your live automation stats using Performance Mode reports
- How to use your Broadcast History to check your messaging stats
- How to access your sales reports
Course Instructor
Sara Hetyonk
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Transcript
Keeping the pulse on your data is mission-critical for making smart business decisions.
Now stats might sound like a dry topic, but they don't have to be.
In this video, I’ll give you a quick overview of all the cool reporting tools available to you in Ontraport.
Your stats live in a few places in the app: the Dashboard, automation performance mode, broadcast history and sales reports. We have in-depth videos for each of these features, but for now, I’ll just give you a quick overview of how it all works.
I’ll start with your Dashboard. It has two parts — Trends and Metrics.
In Trends, visual charts show you how things change over time. You’ll get live reports on your contacts, custom objects, emails, text messages, page visits, monthly recurring revenue and more. You won’t have to go digging around for this information — it’ll all be right at your fingertips.
You can use these filters to track specific information in each chart. So, if you wanted to see all the new contacts you’ve added over the last three months, you'd adjust the filter on your Contacts chart and the time frame here.
So that’s Trends, in a nutshell. Now let’s check out Metrics.
While Trends charts are great for tracking long-term stats, Metrics gives you details about a single snapshot in time.
You can create a metric for anything you want to track. You might want to see the conversion rate for a certain point in your funnel, like how many people decided to buy your underwater basket-weaving course. Or maybe you want to know how much time usually passes between a sales call for that course and the actual purchase. You have lots of options to choose from.
After you create those metrics, you can view all the measurable stats in your business from one page, like this.
You can customize your Metrics dashboard however you want, but you’ll learn about that in another video. For now, just know that you’ll be able to view lots of stats in real-time — and that’s pretty valuable.
Now I’ll show you how to use Performance Mode to see live automation stats.
All your automation maps have a “Performance” tab up here. When your campaign goes live, you can click on it to keep track of your automation results in real-time and never miss a beat.
In Performance Mode, go to this “report” dropdown. It’ll give you six reports to choose from.
First, your Contact Flow Reports. These show you where your contacts are right now in your automation map.
Then you have Funnel Conversion Reports, which keep track of your conversion rates from one goal to another.
Lifetime Value Reports show you how much money your contacts spent, both overall and after hitting specific elements in your automation.
Your Goal Conversion Rate tells you how each element in your automation is performing. This helps you pinpoint which parts of your strategy are working — or not working — and where you can improve.
The Goal Conversion Point shows you where a contact was on the map when they converted so you can see which elements drove those results. Pretty cool stuff.
And finally, the Goal Conversion Time shows you how long it took for new leads to reach specific automation goals.
All these stats help you see how people move through your automation maps and interact with your assets. You’ll know how to finetune your marketing strategy so that your contacts convert faster, and hopefully, make you richer. You can even click on these numbers to see the contacts who are at a certain spot on the map.
Now onto our third stop: Broadcast History.
This is where you’ll check on stats for your email and SMS broadcasts. You can see all the emails you’ve sent, how many were opened and clicked and more.
Hot tip: If you want to see which people clicked on a certain email, just click on these numbers.
Alright, last but not least is your sales reports. They’re actually pretty exciting things, especially once you start leveraging them in your marketing.
To get there, hover over your “Sales” tab and click Reports.
From there, you’ll see these nine reports. Here’s how each one works:
This first one is pretty easy. Sales shows your cumulative sales for all the products you sell.
Subscriber retention tells you how your subscription products are performing. These stats focus on customer info, like the average length of a subscription.
Subscription sales gives you stats about sales you make from subscription products.
Transaction logs will have all your individual transactions, organized by contact.
The Product sales logs will show you information about all the products you’ve sold.
Then we have Customer Value, which is a snapshot of customer value by contact name.
In Shipping collected, you can check the status of shipping payments within a specific date range.
Taxes collected keeps track of sales tax payment status in a certain date range.
And finally, Open orders will give you details about any open orders in your account.
And that about covers it! If these reports don’t satisfy your thirst for numbers, you can use a reporting tool of your choice to analyze data on a deeper level. Use Ontraport’s API or webhooks to send data to tools like Google Sheets, Data Studio, Chart.io and more. You can even sync up with custom platforms like Vital Stats.
If you want to further channel your inner stats nerd, you can also take a deep dive into any of the reporting features we just discussed by checking out the “Reporting in Ontraport” video series. That covers metrics, trends and reporting with performance mode in more detail.
Now that you know about all your reporting options, you can jump right in and start using them in your account.
Now stats might sound like a dry topic, but they don't have to be.
In this video, I’ll give you a quick overview of all the cool reporting tools available to you in Ontraport.
Your stats live in a few places in the app: the Dashboard, automation performance mode, broadcast history and sales reports. We have in-depth videos for each of these features, but for now, I’ll just give you a quick overview of how it all works.
I’ll start with your Dashboard. It has two parts — Trends and Metrics.
In Trends, visual charts show you how things change over time. You’ll get live reports on your contacts, custom objects, emails, text messages, page visits, monthly recurring revenue and more. You won’t have to go digging around for this information — it’ll all be right at your fingertips.
You can use these filters to track specific information in each chart. So, if you wanted to see all the new contacts you’ve added over the last three months, you'd adjust the filter on your Contacts chart and the time frame here.
So that’s Trends, in a nutshell. Now let’s check out Metrics.
While Trends charts are great for tracking long-term stats, Metrics gives you details about a single snapshot in time.
You can create a metric for anything you want to track. You might want to see the conversion rate for a certain point in your funnel, like how many people decided to buy your underwater basket-weaving course. Or maybe you want to know how much time usually passes between a sales call for that course and the actual purchase. You have lots of options to choose from.
After you create those metrics, you can view all the measurable stats in your business from one page, like this.
You can customize your Metrics dashboard however you want, but you’ll learn about that in another video. For now, just know that you’ll be able to view lots of stats in real-time — and that’s pretty valuable.
Now I’ll show you how to use Performance Mode to see live automation stats.
All your automation maps have a “Performance” tab up here. When your campaign goes live, you can click on it to keep track of your automation results in real-time and never miss a beat.
In Performance Mode, go to this “report” dropdown. It’ll give you six reports to choose from.
First, your Contact Flow Reports. These show you where your contacts are right now in your automation map.
Then you have Funnel Conversion Reports, which keep track of your conversion rates from one goal to another.
Lifetime Value Reports show you how much money your contacts spent, both overall and after hitting specific elements in your automation.
Your Goal Conversion Rate tells you how each element in your automation is performing. This helps you pinpoint which parts of your strategy are working — or not working — and where you can improve.
The Goal Conversion Point shows you where a contact was on the map when they converted so you can see which elements drove those results. Pretty cool stuff.
And finally, the Goal Conversion Time shows you how long it took for new leads to reach specific automation goals.
All these stats help you see how people move through your automation maps and interact with your assets. You’ll know how to finetune your marketing strategy so that your contacts convert faster, and hopefully, make you richer. You can even click on these numbers to see the contacts who are at a certain spot on the map.
Now onto our third stop: Broadcast History.
This is where you’ll check on stats for your email and SMS broadcasts. You can see all the emails you’ve sent, how many were opened and clicked and more.
Hot tip: If you want to see which people clicked on a certain email, just click on these numbers.
Alright, last but not least is your sales reports. They’re actually pretty exciting things, especially once you start leveraging them in your marketing.
To get there, hover over your “Sales” tab and click Reports.
From there, you’ll see these nine reports. Here’s how each one works:
This first one is pretty easy. Sales shows your cumulative sales for all the products you sell.
Subscriber retention tells you how your subscription products are performing. These stats focus on customer info, like the average length of a subscription.
Subscription sales gives you stats about sales you make from subscription products.
Transaction logs will have all your individual transactions, organized by contact.
The Product sales logs will show you information about all the products you’ve sold.
Then we have Customer Value, which is a snapshot of customer value by contact name.
In Shipping collected, you can check the status of shipping payments within a specific date range.
Taxes collected keeps track of sales tax payment status in a certain date range.
And finally, Open orders will give you details about any open orders in your account.
And that about covers it! If these reports don’t satisfy your thirst for numbers, you can use a reporting tool of your choice to analyze data on a deeper level. Use Ontraport’s API or webhooks to send data to tools like Google Sheets, Data Studio, Chart.io and more. You can even sync up with custom platforms like Vital Stats.
If you want to further channel your inner stats nerd, you can also take a deep dive into any of the reporting features we just discussed by checking out the “Reporting in Ontraport” video series. That covers metrics, trends and reporting with performance mode in more detail.
Now that you know about all your reporting options, you can jump right in and start using them in your account.
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