Using Performance Dashboards

Performance Dashboards are interactive reports that provide focused, customizable marketing analytics data in a highly visual form. Although these dashboards incorporate data from multiple reports, they are freestanding and do not contain links to other reports.

Webtrends Analytics 9 includes three Performance Dashboards as part of the Complete View template. You can also add these dashboards to your templates individually.

Understanding the Campaign Performance Dashboard

The Campaign Performance Dashboard is focused on campaign success, and allows you to easily monitor your key performance indicators (KPIs) to get a detailed picture of campaign results. It helps you identify how demand channels are performing, which marketing partners drive sales and which creative details your visitor base responds to. Because the Campaign Performance Dashboard relies on the Campaigns report, the Key Metrics Summary report, and the Visits Trends report for data, these reports must be enabled in both the profile and the template for you to view this Dashboard.

Understanding the Product Performance Dashboard

The Product Performance Dashboard is focused on product purchases. It helps you easily see the overall performance of your product lines, which products are selling best, and which products require more or less exposure in your merchandising mix. Because the Product Performance Dashboard relies on the Products report for data, the Products report must be enabled in both the profile and the template for you to view this Dashboard.

Understanding the Key Metrics Performance Dashboard

The Key Metrics Performance Dashboard provides goal setting and projection options that help you benchmark your site performance, evaluate your progress in meeting key marketing goals, and explore the key factors that can help you meet those goals. Because the Key Metrics Performance Dashboard relies on the Key Metrics Summary report and the Visits Trends report for data, these reports must be enabled in both the profile and the template for you to view this Dashboard.

Enabling Performance Dashboards

Because Performance Dashboards are complete reports and not collections of reports, you add them using the Templates interface in the Report Designer, not the Dashboards interface. Enabling a Performance Dashboard requires you to enable the reports it relies on and ensure they belong to the template you are using. The easiest way to do this is to select a Report Pack containing the required underlying report(s) while you are creating the profile. If you want to add Performance Dashboards to an existing profile, enable the underlying report(s) individually and then make sure both the report(s) and the dashboard are included in the template you are using.

The following table shows the required reports for each Performance Dashboard as well as any Report Packs they belong to.

Performance Dashboard Reports and Report Packs

Performance Dashboard

Required Reports

Report Packs

Campaign Performance Dashboard

Campaigns Report

Key Metrics Summary Report

Visits Trend Report

Campaigns Report: use Marketing Report Pack

Key Metrics Summary Report: use Marketing Reporting Pack

Visits Trend Report: select Standard Reports check box

Product Performance Dashboard

Products Report

Commerce Report Pack

Key Metrics Performance Dashboard

Key Metrics Summary Report

Visits Trend Report

Key Metrics Summary Report: use Site Design and Performance or Marketing Report Pack

Visits Trend Report: select Standard Reports check box