The Recurring Shipments Schedule Change Activity dashboard is a combination of widgets: Key Performance Indicators (KPIs), focused metric tables, graphic displays of your data, a data table 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 adding and removing purchase subscriptions, visibility to brand performance in subscription changes, and subscription cancellation reasons. A table of customer comments related to cancelled subscriptions will inform customer service opportunities.
The data table at the bottom of the dashboard includes complete schedule deletions and individual item deletions. The column labeled Action will reflect this as either SCHEDULE_DELETED or PRODUCT_DELETED.
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 appear in two rows. The top row includes current Month to Date metrics, and the bottom row includes metrics for the time period selected in the date filter to the right. Additional KPIs reflect active shipping schedules and customers. A useful application of this section is to compare the KPIs for two time periods to gauge performance, as well as measurement for initiatives you may be testing. You can watch the MTD metrics to be sure your expected performance is on track for the month, and make adjustments as needed. As you initiate operational changes and set goals to measure success, you can use this section of the dashboard to know how the results compare with your goals and with previous results.
There are sections of these mini data tables on the dashboard. The focus areas display data for daily additions and removals of scheduled shipments, and customer comments. You will be able to see how your customers are managing their shipment schedules, as well as their comments explaining the changes. Often the comment section will offer opportunities for customer service and targeted communications. 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 shipping schedule addition & removal trends; some display how product brand and cancellation reasons impact the metrics. 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 subscription acquisition efforts and outside competition.
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.