View Upsell's Dashboard Metrics & Reporting

Bold Upsell's Dashboard Metrics

From the homepage of Bold Upsell, you're able to see an overview of how your offers are performing.

Note: You're able to manually select the reporting date range in the top-right corner of this section.

Dashboard View

  • Views: Each time an offer is presented to the customer it is counted as a view. Views are counted regardless of whether or not the customer accepts the offer.

    With Upsell's "Funnels" feature, the views are counted each time a funnel offer is shown.

    Example

    A 3-funnel offer is shown; the customer views all 3 offers; 3 views are counted in the dashboard.

    The entire funnel is only counted as 1 view towards your plan views.

 

  • Added To Cart: This stat is counted when a customer adds a product to their cart from the offer window. These adds are only calculated on a per-offer basis. For example: Your offer contains three products; the customer adds all three products to their cart; one add to cart is added to the dashboard.

    Upsell's "Funnels" feature treats each offer in the funnel as its own.

    Example

    A 3-funnel offer is shown to the customer; they add 9 products to their cart (3 per offer); 3 add to carts are added to the dashboard.

 

  • Conversions: This is calculated in the same way "add to carts" are counted. One conversion is added to the dashboard for each offer the customer checks out with on the storefront.

    Example

    The customer accepts 2 products from different offers on the storefront; they check out with both products; 2 conversions are calculated in the dashboard.

    The "Funnels" feature also counts conversions on a per-offer basis.

    Example

    A 3-funnel offer is shown to the customer; they add 9 products to their cart (3 per offer), 3 conversions are counted in the dashboard.

 

  • Revenue: The revenue is counted by adding the value of the purchased offer products together. Only items that converted through the checkout are counted as revenue. For example: A customer has two $10 offer products in their cart; they only check out with one of the items; $10 in revenue is calculated in the dashboard.

 


 

View Bold Upsell's Reporting

From within Upsell's navigation menu, select Reports.

The first section shows an overview of how all of your offers are performing: 

Note: Selecting the offer name will show that offer's statistics in more detail.

First Section

  • Offer Name: This is the internal name of your offer that the statistics relate to.
  • Type: This is the type of offer that is being displayed on the storefront. These stats will also indicate the trigger location.

  • Views: This stat indicates how many times an offer has been "viewed" on the storefront. A view is calculated when a customer meets the offer's trigger conditions, thus displaying the offer.

  • Added to cart %: This is the percentage of customers that viewed your offer and added a product to their cart.

  • Added to cart: This indicates the number of times a customer has added a product to their cart.

  • Added to cart amount: This is the total value of the products that have been added to your customers' carts.

The second section provides a pie chart breakdown of the products being purchased from your offers:

Note: Products that no longer exist in your Shopify admin will display as "Deleted Product". This can occur if you're using Bold Discounts V1 to create BOGO offers, as these items are removed from your site when you turn your sales off in Discounts.

Second Section

  • Number added to cart: This chart shows the percentages of each product that your customers have added to their carts. The inner circle indicates the offer(s), and the outer circle represents the item(s) being added to the cart.
  • Amount added to cart: This chart displays the total value of the products that are being added to your customers' carts. The inner circle indicates the offer(s), and the outer circle represents the item(s) being added to cart. These amounts will display in the store's default currency.

  • Number purchased: This chart shows the percentages of each product that your customers have purchased from your offers. The inner circle indicates the offer(s), and the outer circle represents the item(s) being bought. 

  • Amount purchased: This chart displays the total value of the products that have been purchased from your offers. The inner circle indicates the offer(s), and the outer circle represents the item(s) being bought. These amounts will display in the store's default currency.

The last section provides a breakdown of how your offers are converting over time:

Third Section

  • Number of Views/Add to Cart/Checked out: This chart shows the number of views your offers are receiving, how many times products are being added to the cart, and the number of purchases in a given month.
  • Amount Add to cart vs. Checked out: This chart compares the value of products that are being added to your customers' carts against the value of the items being purchased.

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