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View Upsell's Dashboard Metrics & Reporting

Brysen
Brysen
  • Updated

Dashboard Metrics

From the homepage of Bold Upsell, you can see an overview of how your offers are performing.

Note: As of November 7th, 2023, conversions will not report correctly for most offer types within Bold Upsell for Shopify Plus users that have not activated the Web Pixel for Bold Upsell. Please visit Activate Conversion Tracking on Shopify Plus for steps on enabling the Web Pixel in Bold Upsell.

You can manually select the reporting date range in the top-right corner of this section.

Upsell Dashboard

  • 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 three offers; three views are counted in the dashboard.

    The entire funnel is only counted as one 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; three add to carts are 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 nine products to their cart (three per offer); nine 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 two products from one upsell offer on the storefront; they check out with both products; two conversions are calculated in the dashboard.

    Example: The customer accepts two products from different offers on the storefront; they check out with both products; two 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 nine products to their cart (three per offer), nine conversions are counted in the dashboard.

  • Conversion % (New): A percentage representing the number of customers that added an offer product to the cart, divided by the number of customers that checked out with that offer product.

    Example: In the above example, this stat is calculated using the value in the Conversions stat (33) divided by the value in the Added to Cart stat (50).

  • 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.

    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.

  • One-Time to Subscription Conversions (New): This stat reflects the amount earned when a subscription is upsold in the upsell modal for all offers that are upselling a subscription. Please visit Bold Upsell & Bold Subscriptions Integration for more details on the integration.

  • ROI (New): Your total revenue divided by how much you spend on Bold Upsell's monthly fee.

    Example: In the above example, this stat is calculated using the value in the Revenue stat ($21,874.80) divided by the plan cost you are currently on ($399.99), which calculates to approximately 5x.

  • Monthly Views (New): The number of views you are currently at in the month compared to the monthly view limit you are currently on in Bold Upsell.

 

Revenue by Location

This new reporting section provides granular information on how each of your trigger locations are performing based on the date range selected at the top of the page.

Dashboard Revenue By Location section

  • Product Page Pop-up: The total revenue earned from all Product Page Pop-up offers during the start and end date selected in the date range.

  • Cart Drawer Widget: The total revenue earned from all Cart Drawer Widget offers during the start and end date selected in the date range.

  • Cart Page Pop-up: The total revenue earned from all Cart Page Pop-up offers during the start and end date selected in the date range.

  • In Checkout Widget: The total revenue earned from all In Checkout Widget offers during the start and end date selected in the date range.

  • Post Purchase Pop-up: The total revenue earned from all Post Purchase Pop-up offers during the start and end date selected in the date range.

  • Funnels: The total revenue earned from all Funnel offers during the start and end date selected in the date range.

  • Subscription Customer Portal: The total revenue earned from all Subscription Customer Portal offers during the start and end date selected in the date range.
  • Subscription Upcoming Order Email: The total revenue earned from all Subscription Upcoming Order emails during the start and end date selected in the date range.

 


 

Reports

 

All Upsell Offers Report Table

From within Upsell's navigation menu, select Reports.

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

Selecting the offer name shows that offer's statistics in more detail.

Offer Reports Table

  • Offer name: This is the internal name of your offer that the statistics relate to.

  • Offer type: This is the type of offer that is being displayed on the storefront. These stats also indicate the trigger location.

  • Item Type (New): This stat indicates what each group is offering. Each group will either show Product or Subscription:

    • Product - The group is offering a one-time product as an upsell or cross-sell.
    • Subscription - The group is converting a one-time product to a subscription.
  • Offer Location (New): The trigger event location that each offer is currently set to. Each offer name is standardized to include the location type being used.

    Example: A offer name titled "All Shirts" that is set as a Product Page Pop-up would appear as "Product Page - All Shirts" on the table.

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

  • Number of items sold (New): This indicates the number of times that a product from the offer was purchased in an order.

  • Amount of items sold (New): This is the total value that was earned from all successful purchases for each offer.

 

Pie Chart Graph

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

Using the hamburger menu icon, you can download the pie chart image as several different image types, including .PNG, .JPEG, .PDF and .SVG.

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

Pie Chart Example

  • 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 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 display in the store's default currency.

 

Line Chart Graph

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

Using the hamburger menu icon, you can download the line graph image as several different image types, including .PNG, .JPEG, .PDF and .SVG.

Line Graph Example

  • 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.