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Summary Report

Abstract

Explains the filters and usage of the Sitecore CDP Summary Report.

The Summary Report dashboard in the Customer Analytics section visualizes trends in your Sitecore CDP data. You use it to gain insights into seasonal data, performance of promotional campaigns, and to get ideas for experiences and experiments.

We recommend that you analyze data trends while taking into account seasonal, business, and other changes, for example:

  • Your organization might experience a surge in transactions and traffic before a holiday season, and a lull during the actual season.

  • External forces, such as changes to regulations, might cause an increase or decline in customer purchases.

  • A promotional campaign focused on a specific item can cause a surge in sales of that item.

You use the filters in the Summary Report to select the timeframe and channels to display data for. The default view shows the past six full months, and no specific channel.

Filters available in the Sitecore CDP Summary Report
  • Filters - click the arrow to the left to expand and show the filters.

  • Date Range - you can select a date range, a specific day, a year and many other combinations. The default is the past six full months.

  • Resolution - this filter determines the resolution of the observed data, that is, the intervals at which data points show on the graphs. To change it, open the drop-down menu and select the resolution: days, weeks, or months.

  • Channel - apply this filter to view data for specific channels. By default, it shows data for all channels.

After selecting the filters, to run the Summary Report, click Run.

Guest reports in the Summary Report display data relating to guests who visited your website over a selected time period.

SummaryReport_Guests.png

Guest Types

This report shows the proportion of each guest type of all the guests that visited your website over the selected time period: customers or visitors. Some customers might also see the traveller guest type.

  • The proportion of each type is calculated by dividing the number of guests of a given type by the total number of guests.

  • To see the number of each guest type, hover your mouse over the guest type graph slice. An information callout displays.

New Visitors

This report shows website users who are classified as new visitors within the selected time period.

  • New visitors are counted as visitors who were first seen during the selected time period, that is, the value of first_seen falls within that period.

  • To see the number of new visitors for a given data point, hover your mouse over it. An information callout displays.

New Customers

This report shows website users who are classified as new customers within the selected time period (whether converted from visitors, or new profiles that are classified as customers).

  • New customers are counted as customers who were first seen during the selected time period, that is, the value of first_seen falls within that period.

  • To see the number of new customers for a given data point, hover your mouse over it. An information callout displays.

The order reports section of the Summary Report dashboard displays data relating to transactions and their details over the selected time period.

SummaryReport_OrderItems.png

Order Items

The Order Items report shows a breakdown of order items by item type over the selected time period. This does not include items classified as other items, which are handled in a separate report. The data is calculated by counting order item types for the selected period.

  • To see the total number of each order item, hover your mouse over its segment in the bar chart. An information callout displays.

  • Click the name of an item type in the legend to remove it from the graph.

Order Items (Value)

The Order Items (Value) report shows the proportionate value of order items over the selected time period. The data is calculated by summarizing values of each item type.

  • To see the total value of each order item, hover your mouse over its segment in the bar chart. An information callout displays.

  • Click the name of an item type in the legend to remove it from the graph.

Other Items

If you use the other items classification, this report shows a breakdown of other order items, over the selected time period. The data is calculated by counting other order items for the selected period.

  • To see the total number of each order item, hover your mouse over its segment in the bar chart. An information callout displays.

  • Click the name of an item type in the legend to remove it from the graph.

Other Items (Value)

If you use the other items classification, this report shows the proportionate value of other items, over the selected time period. The data is calculated by summarizing values of all other items for the selected time period.

  • To see the total value of each order item, hover your mouse over its segment in the bar chart. An information callout displays.

  • Click the name of an item type in the legend to remove it from the graph.

Other Items table

If you use the other items classification, this report shows a breakdown of other items, in tabular format, over the selected time period.

Other Items (Value) table

If you use the other items classification, this report shows the proportionate value of other items, in tabular format, over the selected time period.

Session type reports display data relating to the type of user sessions and channels for the selected time period. The session type reports in the Summary Report dashboard provide a useful overview of trends in site traffic. For a more detailed investigation, however, you can check the traffic and segment reports. You can hover your mouse over a data point in one of the graphs to see its total value.

Channel and session graphs in the Summary Report in Sitecore CDP
  • Inbound Channels - this graph shows inbound sessions over the selected time period by channel type, for example, web or mobile. The number of inbound sessions is calculated by summarizing each channel type for the selected timeframe resolution (that is, all sessions for each day, week, or month).

  • Outbound Channels - this graph shows outbound sessions triggered over the selected time period by channel type, for example, a triggered email message, or an audience sync. The number of outbound sessions is calculated by summarizing each channel type for the selected timeframe resolution (that is, all sessions for each day, week, or month).

  • Converted - this graph shows sessions during which a transaction occurred, over the selected time period. The number of sessions is calculated by summarizing the converted cart type for the selected timeframe resolution (that is, all converted sessions for each day, week, or month).

  • Abandoned - this graph shows sessions during which cart activity occurred but a transaction did not occur, over the selected time period. The number of sessions is calculated by summarizing the abandoned cart type for the selected timeframe resolution (that is, all converted sessions for each day, week, or month).

  • Browsed - this graph shows sessions during which no items were added to the cart and no transactions occurred, over the selected time period. The number of sessions is calculated by summarizing the browsed cart type for the selected timeframe resolution (that is, all converted sessions for each day, week, or month).

  • Cart Proportion % - this graph shows a proportionate view of all sessions by type (converted, abandoned, browsed) over the selected time period. The distribution is calculated by summarizing each type and dividing it by the total number of sessions.

  • Conversion Proportion by Day - this graph shows the distribution of conversion rates by each day of the week. The distribution is calculated by summarizing the total number of conversions for each day, divided by the total conversions.

  • Conversion Proportion by Hour - this graph shows the distribution of conversion rates by each hour of the day. The distribution is calculated by summarizing the total number of conversions for each hour, divided by the total conversions.