Revenue & Drivers Report is generated for the past two years, even if the project contains data from earlier periods.
- Assess the state of your business and marketing;
- Track the reasons for changes in target metrics;
- Find growth opportunities.
Report Setup
1.Select period
Select the reporting period. The data in the report are formed for a 1-month period. The data in the report will include the starting month of the selected period.
2.Set up metrics
By default, the report displays a set of metrics automatically determined based on the available data on the project. For example, if there are no orders or email sends, but there is data on customers, subscriptions, and registrations, the report will show the following metrics: “Subscribers”, “Recipients”, and “New Customer Registrations”. To add additional metrics, click “Add metric”, select the required metric from the list, and confirm your choice. In the list, you can choose both overall business metrics and channel-specific metrics (for campaigns, website personalization, and In-app metrics).
You can select up to 4 target metrics in the report.The set of brand metrics is saved individually for each user.
- Set up the graph
- Comparing one metric annually. To view data in this mode, simply click on the desired metric on the dashboard.
- Comparing two metrics. To add a new metric for comparison or to remove an existing one, click the “Diagram” icon in the respective metric’s node.
4. Metric values by customer segments
The report distributes customers across lifecycle segments and calculates their impact on the selected metric. By default, the section displays the “Total Customers” metric. To change the metric or adjust its settings, click on the metric field.
Since customers from the segment “New customers without Order” do not have any orders, there will be no data for this segment in order-related metrics.
Campaign Performance
The Campaign performance report collects data on flows and campaigns across three metrics: Revenue from Conversions, Recipients, and Revenue per Recipient. These metrics help evaluate campaign effectiveness by goal and customer lifecycle segment.- Campaign revenue — the total revenue from orders attributed to the campaign within the selected goal, sent during the chosen period. Orders may be placed outside of the selected period.
- Recipients — the average monthly number of customers who received at least one campaign during the selected period. This metric is calculated only for months when the campaigns were sent and considers recipients who were in the selected segment at the time of sending.
- Average Revenue per Recipient — the ratio of revenue from orders attributed to the campaign within the goal to the number of campaign recipients. This metric is calculated only for months with campaign sends.Specify the goal and customer segment for which the data should be displayed. Then select the campaign type by switching between the Flows or Bulk tabs For more detailed data, click on any campaign to access the campaign report or the flows report.
Metrics
In the report, metrics are categorized into groups: “Business metrics”, “Campaign metrics”, “Website Personalization metrics”, and “In-App metrics”. You can view the list and the description in the corresponding tab of the table below or in the report interface.Business Metrics
Business Metrics
Campaign Metrics
Campaign Metrics
Website Personalization metrics
Website Personalization metrics
In-App metrics
In-App metrics
How Data Deletion Affects Reports
- Automatic customer deletion. Affects only the number of customers and subscribers reported. However, the orders from deleted customers will still be included in other metrics. As a result, the data on orders and the average order value may differ from the data based on applied filters .
- Automatic deletion of customer actions does not impact the report—action data are saved and counted in the metrics.
- Manual deletion of customer or actions. Deleting customers or actions from the last four months will be reflected in the report metrics. Conversely, deleting actions older than four months will not affect the report data.When adjustments are made to Goal and attribution settings, the report for the past 2 years will be automatically recalculated on the next Sunday. As a result, all data related to deleted orders and customers during the recalculation period will be included.
FAQ
- Why Does the “Business Metrics” Report Differ from the Same Metric in Other Maestra Reports (Campaign, Flow, or Personalization Reports)?
- Reason 1: The data in the reports are grouped differently. In the “Business metrics” report, the data are grouped by month, while in other Maestra reports, they are grouped by specific dates.As a result, the data for the current month in the “Business Metrics” report will always be incomplete.
- Reason 2: Different frequency of report updates. The “Business metrics” report is updated once a week, while the campaigns report, for instance, is updated daily.
- Reason 3: The recalculation periods for the report data differ. In the “Business metrics” report, the data are recalculated weekly for the last 60 days, while in the campaign report, the data are recalculated for the last 90 days. This is why data import and deletion can be counted differently in the reports.
- How does an order status change (for example, cancellation) affect its display in the report? In which cases the order will disappear from the report and in which cases will it remain? The orders with “Cancelled” and “Returned” statuses are removed from the report and not included in metric calculations. Additionally, the report includes only orders in the statuses indicated in the goal settings.