The Unified Dashboard helps you analyze key metrics (such as revenue, engagement and number of contacts) across accounts, providing you with a global and flexible view on overall marketing performance.
This dashboard provides you with:
- An overview on key metrics across accounts to prioritize the one that requires your immediate attention,
- Aggregated metrics of individual accounts or groups of accounts,
- The ability to dive deeper into problem areas when identified,
- Comparison of metrics and performance across accounts in a single view.
This dashboard is available under Analytics > Unified Dashboard.
For more information on the Unified Dashboard, watch the August 2024 Product Release video:
Prerequisites
- Your Account Owner needs to map administrators in your accounts and accounts have to be linked. For more information, see Adding an account.
- To access the Unified Dashboard across accounts, the View Unified Dashboard permission needs to be enabled for users in all of the accounts required for analysis.
Tips:
- To check the permissions, go to Management > User Management, select the Roles tab and click the Edit icon next to the role, then click the Analytics tab.
- For example, let’s say that User A has access to 3 Emarsys accounts: Account 1, Account 2 and Account 3. To see all these accounts in the Unified Dashboard, the View Unified Dashboard permission needs to be enabled for User A and their corresponding mapped users in all those accounts.
Unified Dashboard overview
On the Unified Dashboard page, you need to select:
- A Date Range
The selected date range cannot be longer than 3 months.
- A single or multiple Accounts
You can select accounts you have access to. If an account is not available, please contact your Account Owner.
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Currency - This setting allows you to aggregate revenue across accounts that are set up in different currencies and to compare the revenue between accounts. You can select from currencies that are available across your accounts. This is not an exhaustive list of currencies available in the market.
The exchange rates used for currency conversion are refreshed on a daily basis from a trusted provider. In case the rate is not available for a specific day, the rate from the closest available date will be used instead.
The list of currencies is based on your account's currency settings. If you need to change your currency settings, please raise a support ticket.
After selecting the search parameters, click Apply. The report is loaded containing the following main views:
When selecting multiple accounts, you can check account specific metrics by clicking Explore on Account Level below each widget.
To display detailed metrics, hover your mouse over the chart.
Revenue Analysis
This section consists of two widgets related to revenue:
- Revenue - Here you can see the total revenue for the time period across the selected accounts. The revenue is compiled based on the same data source you selected in the Revenue Attribution settings.
- Attributed Revenue per Channel - Here you can see the total attributed revenue across the Email, Mobile Push, SMS and Conversational channels for the time period across the selected accounts.
Notes:
- The Revenue and Attributed Revenue per Channel widgets are not displayed if the Revenue Attribution Service is not enabled for any of the selected accounts. If this service is enabled for a subset of the selected accounts, then revenue and attributed revenue are aggregated only for those ones.
- If certain channels are enabled only in a subset of the selected accounts, then the Attributed Revenue per Channel widget shows data only from the accounts where channels are enabled. Accounts without any channels enabled are not included in the Account Level view. You can check which channels are available in the accounts in the Account Level view.
If you can access a single account, then you can navigate to the Revenue Analytics screen from the Revenue and Attributed Revenue per Channel widgets.
Contact Analysis
Here you can see the total number of contacts, including their number at the beginning and at the end of the specified time period across the selected accounts.
Currently, contacts are not deduplicated. This means that contacts present in multiple accounts are counted several times across the selected accounts in the aggregated view of the report.
If you can access a single account, then you can navigate to the Audience Reporting screen from the Contact Analysis widget.
Engagement
You can see a summary of your key metrics and trends across Email, Mobile Push, SMS and Conversational channels for the selected accounts.
For more information on channels and metrics, see Available metrics.
If you can access a single account, then you can navigate to the Campaign Analytics screen from the Engagement widget.
Explore on Account Level
You can check account specific details by clicking Explore on Account Level in each widget.
The Explore on Account Level button becomes available when you have selected at least 2 accounts.
Here you can explore each individual account across available channels (when available) and metrics.
Known issues and limitations
- The Revenue Attribution Service is required for the Revenue Analysis in the Unified Dashboard.