Built-in dashboards

TrueEngage ships five dashboards that need no setup. In the sidebar, open Analytics, then Dashboards, and pick one from the title menu. Two more, Smart Links and Marketing, appear only if your role allows them. Smart Links shows link clicks and installs. It is also under Smart Links, then Analytics. See Link analytics. Marketing shows ad spend and results. See Marketing dashboard. This page explains how to use the controls they share, then what each tile counts.

Who can use this. Every dashboard needs permission to view analytics. Smart Links also needs Smart links > View (smartlinks:view, all default roles). Marketing also needs Acquisition & Spend > View spend (acquisition:view_spend; Owner, Admin, Marketer and Analyst by default, not External). A dashboard you lack the permission for is missing from the menu, and opening its link takes you back to the dashboard list. See Roles and permissions.

Before you start

• You need permission to view analytics.
• Dashboards read the environment you are in. Check the Test or Live switch in the top bar.
• Numbers lag a little. A line next to the section tabs says when the data was last computed, for example Latest complete day: 17 Oct.

Open a dashboard

1. In the sidebar, open Analytics, then Dashboards. You land on the dashboard you opened last, or Key Metrics the first time. If you set a default, you land on that instead.
2. Click the dashboard title at the top of the page. The Switch dashboard menu opens.
3. Pick Key Metrics, Campaign Stats, Activity View, Deliverability or Reachability. Your own dashboards and installed templates are listed in the same menu. Type in Search dashboards to filter.

The menu footer has New dashboard, Browse templates and All dashboards. To build your own, see Custom dashboards.

Change what a dashboard shows

The filter bar sits under the title. Which controls you see depends on the dashboard and the tab you are on.

1. Pick a Platform: All platforms, Android, iOS or Web. A few tiles ignore this filter. Their help text says so.
2. Pick a Granularity: Hourly, Daily, Weekly or Monthly. Hourly is available for ranges of 31 days or less.
3. Pick a date range with Today, Last 7 days, Last 30 days or Last 90 days. Choose Custom to pick a start and an end date in the calendar.
4. Tick Include UnIdentified to count anonymous installs as well as people you have identified.

The line under the filters shows the exact dates and the time zone they were cut in.

Two dashboards add filters of their own:

• Campaign Stats shows an Attribution menu: Messages marked converted (the default), Click-through, View-through or In-session. It decides how a conversion is credited to a message. The window each mode uses is shown next to the menu. A note on this dashboard says the Include UnIdentified filter does not apply to its numbers, which always include people who never identified themselves.
• Key Metrics > Conversion shows a Conversions menu: All conversions, Conversion events (events you mark as conversions in Data > Data Management > Events) or Campaign & flow goals.
• Activity View > Events shows an Events switch (All, Custom, Standard) and a Severity filter. Standard events are the ones the SDK records itself, such as screen views and app opens.

Read a tile

Every tile has an i icon. Hover or focus it to read exactly what the tile counts. Tiles that show a single number also show the change against the previous period of the same length, in green when it is good news and red when it is not.

Click a point or bar on many charts to see the people behind it. A panel opens with a masked list showing External id, Location and Last active. You can sort and page it. Use Save as segment in the panel to turn that group into a segment. It is saved as a snapshot of who is in the group now. For the details, see Drill into a number.

Download a tile's data

Tiles with a chart or table have small buttons in the top right.

• The table icon switches between the chart and its data table.
• The download icon (Download data as CSV) saves the numbers as a CSV file.
• The image icon (Download chart as PNG) saves the chart as a picture.

CSV files hold the aggregate figures shown on the tile. They never contain people's details.

Make a dashboard your default

Click the star next to the dashboard title. The star fills and the tooltip reads Your default dashboard. Click to clear. From then on, Analytics opens that dashboard for you. The choice is per person and per workspace, so it doesn't change what your teammates see. Click the star again to clear it.

Key Metrics

Acquisition, engagement, retention, geography and conversion, in five tabs. Percent changes compare with the previous period of the same length.

Acquisition

Tile	What it counts
New users	People whose first activity in the app, or their first server-side event, fell in the range. Imported history doesn't count.
New users over time	The same people, by period.
New users by platform	New people by the platform of their first session.
New users by source	Where new people came from, once your app sends campaign source (UTM) data.

Engagement

Tile	What it counts
Daily active users	People with any recorded event on each day. Weekly and monthly views count each person once per week or month.
Weekly active users, Monthly active users	People with any event in the 7 or 30 whole days ending today. These ignore the date range and the platform filter.
Dormant users	People whose last activity was 30 or more days ago.
Stickiness	Average daily active people over the last 30 whole days, as a share of people active at least once in those days.
Session duration, Session duration by platform	Average session length. Sessions with no recorded duration are left out.
Bounce rate, Bounce rate over time	Share of sessions in which the person viewed at most one screen.

Retention

Tile	What it counts
Retention cohorts	Each row is people whose first activity fell in one week. Each column is the share of them active again that many weeks later. Week 0 is always 100%.
Uninstalls	Estimated app removals detected in the range. Detection relies on push signals, so a day can spike when a sweep catches up.
Lifecycle	People grouped by how many days ago they were last active.

Geography

Tile	What it counts
Active people by country, region, city	People with a session in the range, by where they are now. Click a country, region or city to see the people.
New users by country	New people by their current country. People with no known location show as Unknown.

Conversion

Tile	What it counts
Conversion rate	People who did a conversion event after opening the app in the range, as a share of everyone who opened the app.
Time to convert (median), (90th percentile), by duration	How long converters took from their last app open to their first conversion.
Converted users	People who did at least one conversion event in the range.
Conversion events	How many conversion events happened, counting every occurrence.

Campaign Stats

Sends, delivery, engagement and conversions across every campaign and channel. The first tab, Overall Performance, covers everything. The other tabs cover Push, Push engagement, Email, SMS, Flows, In-App, On-Site and Web Personalization.

Tile	What it counts
Sent	Messages handed to a provider in the range.
Delivered	Messages the device or inbox provider accepted. It says nothing about whether anyone saw them.
Delivery rate	Delivered as a share of sent. A low rate is a provider or address problem.
Unconfirmed sends	Messages sent, not failed, with no delivery receipt after 24 hours.
Opened, Open rate	Emails opened, and as a share of emails delivered. Push doesn't report opens.
Clicks	Messages clicked at least once. It counts messages, not click events.
Conversions, Conversion rate	Messages marked converted (or credited under the attribution mode you picked), and that count as a share of delivered.
Click-through rate	Messages clicked as a share of delivered messages (of opened, for email).
Sent, Delivered, Opened, Clicks and Click-through rate by channel	Each channel's share, so you can compare channels.
Best / Weakest campaigns by conversion rate and by click-through rate	Up to three campaigns at each end. A campaign needs at least 50 delivered messages to be ranked.

A table of channels sits under the tiles on Overall Performance.

Push engagement looks at what delivered campaign and flow pushes did on the device.

Tile	What it counts
Delivered pushes	Campaign and flow pushes that reached a device. Template test sends are left out.
Click rate	Delivered pushes that were tapped.
Dismiss rate	Delivered pushes swiped away without a tap. Android reports dismissals. iOS doesn't, so iOS is left out of this figure.
No response	Delivered pushes that were neither tapped nor reported dismissed.
People reached	People who were delivered at least one push in the range.
Uninstalled within 7 days of a push	People who were sent a push and uninstalled within 7 days, as a share of everyone sent a push.
Session length after a push click, Screens after a push click	Average session length and screens viewed in sessions that contain a push click, with the figure for all sessions below for comparison.
Push outcomes by platform	Tapped, dismissed and no response for each platform.
Pushes per person, Dismiss rate by pushes received	How many pushes people received, and how the dismiss rate changes with that.

Activity View

What people do in the app, and on what. Four tabs: Events, Screens, Technology and By time.

Tab	Tiles
Events	Events (everything recorded, including the SDK's own), People, Events per person, Event volume, Events over time (top events, one line each), Top events, Events by severity (severity is set per event in Data Management), Top events by people.
Screens	Screen views, Distinct screens, Top screens, Screen views over time. Views with no screen name aren't counted.
Technology	People by app version, People by platform, People by SDK version. A person counts under every version or platform they used.
By time	Busiest hour, Activity by weekday, Activity by hour, Activity by weekday and hour. Use it to choose when to send.

Deliverability

Whether messages reach providers and devices, why they fail and who is suppressed.

Tile	What it counts
Sent, Delivered	Messages handed to a provider, and those the provider confirmed with a receipt.
Failed	Messages the provider reported as failed or bounced.
Unconfirmed	Messages accepted with no receipt after 24 hours that didn't fail. Usually the device was offline or the app was uninstalled.
Sent, delivered, failed and unconfirmed over time	The four counts in each period. The last period is still in progress.
Delivery rate by provider, Failure rate by provider	Each provider's rates, to compare vendors.
Failure reasons, Provider reasons	Why messages failed, as a share of all failures.
Bounce types	Hard bounces are permanent (a bad address). Soft bounces are temporary (a full inbox). Email only.
Suppressed now, Newly suppressed, Suppression reasons	Addresses and devices on the suppression list now, added in the range, and why they are there.

Reachability

Who each channel can reach right now, and how push opt-in splits by platform and over time.

Tile	What it counts
Push opt-in rate	Of people holding an active push token, the share who have notifications on.
Push opted out	People who held a push token and turned notifications off. A rise is bad news.
Reachable by email, SMS, WhatsApp	People the send gate would let a message reach today. The platform filter doesn't apply.
Reach rate by channel	The share of all people each channel can reach.
Suppressed addresses	Addresses and numbers we won't send to, by channel and reason.

Marketing

What your connected ad platforms report: spend per currency, platforms ranked by share of spend with CTR, CPC and CPM, spend, impressions, clicks and cost-per-result charts, and clicks split by region, age group and gender. It has its own filters (Connection, Group by, Currency) and is explained on Marketing dashboard.

What happens next

Dashboards refresh when you change a filter. To keep a particular set of tiles and a default range, build a custom dashboard.

Related

• Custom dashboards
• Reports
• Funnels