Trends Dashboard

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Ontraport’s Trends Dashboards gives you a bird’s-eye view of how your sales, marketing and business data changes over time.

In this lesson you'll learn:

How to put your most valuable trend charts front and center
Which charts to look at for sales stats, page performance, recurring revenue and more
How to filter each chart to view the exact data you need
How to view specific contacts, emails, pages and more, without switching windows

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Transcript

The Trends Dashboard shows how your business changes over time. Are new leads going up or down? Are people opening your emails? Did visits to your sales page change this month? Each area gets its own chart, so you can see at a glance what's working and what needs attention. The Trends Dashboard is available on every plan. Click Dashboard in the main navigation, then click the Trends tab on the left. Trends shows change over time. Its partner, the Metrics Dashboard, gives you a snapshot of where things stand. Start with the toolbar at the top. The timeframe dropdown sets the date range for every chart at once. That makes it easy to compare charts side by side, like email volume against sales over the same week or month. Next to it, the fullscreen icon gives you a wider view. The refresh button pulls in the latest data. And the pin icon adds the Trends Dashboard to your pinned items so you can get back to it quickly. Click the settings icon to open the layout editor. Hover over a chart, then click and drag it to move it. Toggle it off to hide a chart you don't need. Click Save at the bottom when you're done. Each chart has its own filters. Some change what the chart counts. For example, the Contacts chart switches between Total, Added and Active contacts, and you can filter it by owner. Every custom object you've turned on gets its own chart that works the same way. Other filters narrow a chart down to one item. On the Email chart, you can pick an object, choose Automated, Broadcast or All, and pick a single email. Then switch between Sent, Opened, Clicked, Unsub, Bounced and Complained. So you can check one email's stats without leaving the dashboard. The SMS chart works like Email. It shows sent, incoming, unsubscribed and bounced messages, which helps you spot what's causing unsubscribes. Page Visits shows unique and total visits, for all your pages or just one. It only counts visits from identified contacts. The Automations chart shows how many contacts were added to your automation maps, and the total on them, so you can tell whether an automation is performing the way you expect. On Plus and above, you also get four more charts. The Sales chart shows sales and refunds, by product. Use the dollar and number switches to see amounts or counts. Monthly Recurring Revenue shows your subscriptions: total, collections, current and canceled. Payment Plans shows what's unpaid, booked, paid and canceled. Both help with forecasting. The Tasks chart shows tasks created, open and completed, filtered by template or by who they're assigned to. It's a quick way to check your team's workload. If you run a partner program, the Partners chart shows sales, commissions and referrals, by program or by partner. So: pick a timeframe, use each chart's filters to zero in, and arrange the layout around the numbers you care about most. Next up: building custom reporting automations.