The Coupons & Promotions Activity dashboard is a combination of widgets: Key Performance Indicators (KPIs), focused metric tables, graphic displays of your data, data tables that can be quickly exported to a spreadsheet for further analysis. The data displayed on the dashboard is intended to give you actionable insights into your customer behavior around discounted purchases, comparisons of average orders and metrics specific to individual promotions. Two separate exportable data tables give you details at an order level and at an item level.
You will see a link to this document in the top right corner of the dashboard, under the heading FieldStack Dashboard Intelligence Help Document.
At the top of the dashboard, a selection of KPIs reflect overall sales and discounts, average orders and items per order. A useful application of this section is to monitor the KPIs for specific discount initiatives, both historically and as the initiatives are in play. As you initiate coupons and promotions, and set goals to measure success, you can use this section of the dashboard to know how the results compare with your goals.
There are sections of these mini data tables on the dashboard, which you can view by clicking on the summarized Discount $ metrics. A dropdown view of the details will appear for the metric that you choose. The focus areas display data for specific coupons & promotions. Here you will be able to see volumes purchased in discounted orders, discount amounts and average order levels where coupons or promotions were applied . Graphics also reflect how coupons and promotions performed in relation to each other. You will be able to measure the success of your promotions by comparing these results against the goals or expectations set for the initiative. For longer term initiatives, you can leverage the information here to adjust your marketing and communication efforts with customers. If you hover to the right of the field names, you will see an arrow that allows an ascending/descending sort. You can export the data in these tables, to work with it outside of the dashboard. Do this by clicking on the 3 dots at the top right corner of the widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV.
There are sections of graphic displays on the dashboard. The graphics display trends for key metrics such as average order values, items per order, discounted items & sales trends. You can compare targeted expectations of promotions against the results, for example, you may have initiated a promotion to increase average order, or to reduce inventory for specific products. The graphics can help you understand your progress towards goals. You might also measure the results of marketing efforts, for example, by comparing normal trends with trends during promotional periods. Graphics will often tell a story about your business or operations that is not obvious when looking only at metrics. Look for trends in the data, and which metrics seem to impact the others. You can make more informed decisions about your business when you combine what your data is telling you with the knowledge you have about influencing factors such as specific brand promotions.
Exporting the Data Tables
The data tables at the bottom of the dashboard are granular listings of what is represented in the dashboard. The tables will react to filters set as you are viewing the dashboard, so you are able to see more details about what is impacting the results. There may be times when you want to look at this data, filtered or not, in a spreadsheet or image. By left-clicking on the 3 dots at the top right corner of the table widget, choose Download and export an image or file. The recommended file type for a spreadsheet is CSV. This functionality allows you to shape and model your data for reporting, and importantly to inform your business decisions.