Access day-to-day monitoring of the active automations across your account and sub-accounts.

❓How can I analyze this data?

The Automation dashboard allows you to have a daily follow-up of all your automations to ensure, for example, that there are no anomalies in the number of people leaving a workflow. This could mean that a step has been manually removed. You can set up an alert to be notified if the number of contacts who left the workflow has dropped under a certain threshold:

On a larger period, you can also compare all the templates used in your automations and how they perform to enhance them across sub-accounts:

Access a comprehensive view of the environmental impact of your email activity by sub-account, email type, and over time.

❓How can I analyze this data?

The Carbon footprint dashboard allows you to learn more about the environmental impact of your email activity and see which type of emails contribute the most to your emissions. From there, you will be able to:

• Identify and monitor the environmental impact of your email strategies.
• Optimize your email practices by adjusting the frequency or type of emails to reduce your overall carbon footprint.
• Make informed decisions that align with sustainability goals, tracking progress towards a lower-impact email strategy over time.

Access extensive information on your customer database to learn more about your customers' gender, age group, repartition, etc.

❓How can I analyze this data?

The Customer knowledge dashboard allows you to learn more about the demographic that is the most present in your contacts database. This will help you target it more efficiently with specific marketing communication.

Click Explore to use our built-in BI tool and go further into the analysis. Compare the average basket by age group by gender, and have an even more focused approach to target this specific demographic.

Access global information on the deliverability performance of your transactional and marketing emails.

❓How can I analyze this data?

Use the Deliverability emails dashboard to monitor the delivery rate of all your sent emails to spot any drop in a certain month. You can set up an alert to be notified if the number of delivered emails suddenly drops under a certain threshold. 

To understand the reasons for this sudden drop, you can:

• Check all your campaigns sent this month, to see if only one campaign is impacted, or all. If only one campaign is impacted, it could mean that the sender used for this campaign does not respect the requirements imposed by Google and Yahoo, or has a bad reputation. 
• If you have dedicated IP addresses, cross-reference the emails that were not delivered with the IP addresses used to send these emails. This will help you spot any issues with a particular IP address. 
• Cross-reference the emails that were not delivered with your contacts' domain to see if your sender has been blacklisted by a specific service provider that could negatively impact your performance. 

Access global information on the performance of your marketing email campaigns sent from your account.

❓How can I analyze this data?

Use the Marketing emails dashboard to compare and cross-reference the metrics of all the campaigns that were sent from your account on a single view. You can set up an alert with a different threshold on your account, or sub-account (Enterprise only), to be notified of any negative performance.  

Click Explore to use our built-in Business Intelligence (BI) tool and go further into the analysis. Compare the performance of all your sent campaigns by list or segment, the account used to send the campaign, or other metrics such as the soft bounce, hard bounce, etc. 

Access a global revenue analysis on your products and their performance.

❓How can I analyze this data?

Use the Revenue performance dashboard to monitor the retention of each cohort of customers, which is each group of customers who bought an item for the first time in a certain month. For example, you can monitor customers who ordered for the first time in January and see how many of them made a second or third order, or more.

Compare the cohort of customers who ordered for the first time in January with the one from December to understand the difference between them. This will help you spot any improvement in customer retention and possibly help you improve your marketing communication by keeping elements from the campaigns sent to recurring customers.

Access global information on all your transactional emails sent from your account.

❓How can I analyze this data?

Use the Transactional emails dashboard to check the performance of a specific email template over time. Filter your template by name, subject, etc., by using the different drop-downs at the top of the page: 

Compare the metrics linked to a specific template, check if its performance improves or drops, and make corrective changes if needed. If its performance drops significantly, it might mean that it appears outdated if it has been used for a long time.

Access detailed information on the performance of your SMS campaigns sent from your account.

❓How can I analyze this data?

Use the SMS dashboard to monitor the soft and hard bounce rates of all your SMS messages, marketing, and transactional. If you notice a period during which your hard bounce rate was particularly high, it might be a sign to clean your contacts database. 

Access an AI-powered overview of your marketing and revenue performance for the past month.

❓How can I analyze this data?

Use the AI executive summary to quickly understand how your recent campaigns and product sales are performing. The report highlights key marketing metrics with month-over-month comparisons and provides revenue insights through a tile-based view of top-performing products, helping you spot trends and results at a glance.

Track and follow up on the performance of your loyalty program.

❓How can I analyze this data?

Visualize subscribers to your loyalty program and their evolution over time, group them into cohorts, and see which cohort performs the best:

Get a clear view of the quality, freshness, and consistency of your CDP data.

❓How can I analyze this data?

Use the CDP Data Quality dashboard to assess how complete and reliable your customer and order data is. You can monitor field completion rates, identify the most recent or oldest records across contacts and orders, and analyze orders by channel to detect gaps, inconsistencies, or data ingestion issues quickly.

At the top of each dashboard, choose and apply different filters to only display data that is relevant to you. In our example, we want to show the Automation emails dashboard data from every day in the last 30 days, for a specific account and template name: 

Access the topic for a specific dashboard by clicking Explore at the top-right of your screen:

You will be redirected to the BI tool from which you can cross-reference different data and dive deeper into your analysis. To learn more about how to explore data with our built-in BI tool, check our dedicated section in this article. 

Download your explored data if you need to share or store it, for example:

1. Access the default or custom dashboard that contains the data you want to download. In our example, we want to download the data from the Automation dashboard. 
2. Apply filters on your dashboard to only show the data you need. To learn more, check the accordion Filter your displayed data above. 
3. At the top-left of your dashboard, click File > Download. 
4. Name and select the Format in which you want to export your data.
   
5. (Optional) Check the available options if you want to change the display conditions for your exported data. Options depend on the format in which you choose to download your data. 
6. Click Create file. 

Automate the sending of your dashboard data to yourself or someone else, so you always have the information at the right time:

1. Access the default or custom dashboard for which you want to receive regular updates, or apply an alert.
2. At the top-left, click File > Deliveries & Alerts.
3. Choose if you want to schedule a delivery or apply an alert.
4. In the Send drop-down, choose if you want to receive your delivery or alert on the entire dashboard or only for a specific chart.
5. Select the Destination of your scheduled delivery or alert. You can receive it by email, SFTP, or Webhook. 
6. Name your scheduled delivery or alert. 
   
7. Set the parameters of your Schedule or Alert in the corresponding tab: 
   ScheduleAlert

   In the Schedule tab, choose the recurrence and time at which you want to receive updates on your dashboard. 

   In the Alert tab, select the data you want to check and the conditions under which you want to be notified. Choose the recurrence and time at which you want our system to check the data. 

8. In the Dashboard or Chart tab, select the Format and its options in which you want to export your data, and how you want to filter it. 
9. In the Email, SFTP, or Webhook tab, enter the details of your destination to receive your scheduled delivery: 
   • Email: Enter the email address(es) to which you want to send your scheduled delivery, along with the Subject and Body of the email. 
   • SFTP: Enter your STP server credentials and information to allow Brevo to send your scheduled delivery to it.
   • Webhook: Enter the URL of the webhook on which you want to send your scheduled delivery. 
10. (Optional) Click Test now to ensure you correctly receive your scheduled delivery or alert at your selected destination. 
11. Click Save. 

You can edit or delete any of your custom dashboards:

1. Access the custom dashboard you want to edit or delete.
2. Depending on the action you want to perform, the procedure differs:
   EditDelete

   1. In the top-right corner, click Edit. You will be able to edit the fields you want to display in your dashboard, its settings, or display conditions. 
      
   2. Once you are done editing your dashboard, click Publish in the top banner to save your changes.

   Click File > Move to trash. You and contributors will not be able to retrieve your dashboard.

   

Click the header corresponding to the column by which you want to sort your table results:

Hover your mouse over graphs to display additional metrics:

Access the topic for a specific chart by hovering over a chart and clicking the three-dot icon > Explore:

You will be redirected to the BI tool from which you can cross-reference different data and dive deeper into your analysis. To learn more about how to explore data with our built-in BI tool, check our dedicated section in this article. 

Define conditions to receive a notification each time the data inside the chart reaches a threshold or schedule a regular report delivery. The alerting system is included in all dashboards and can be activated on charts:

1. Access the default or custom dashboard that contains the data you want to set up an alert for. 
2. Hover over a chart for which you want to schedule delivery or alerts and click the three-dot icon > Alert or Schedule delivery. The delivery and alert panel opens on the left. 
   
3. Choose if you want to schedule a delivery or apply an alert.
4. In the Send drop-down, choose if you want to receive your delivery or alert on the entire dashboard or only for a specific chart.
5. Select the Destination of your scheduled delivery or alert. You can receive it by email, SFTP, or Webhook. 
6. Name your scheduled delivery or alert. 
   

7. Set the parameters of your Schedule or Alert in the corresponding tab: 

   Schedule Alert

   In the Schedule tab, choose the recurrence and time at which you want to receive updates on your dashboard. 

   In the Alert tab, select the data you want to check and the conditions under which you want to be notified. Choose the recurrence and time at which you want our system to check the data. 

8. In the Dashboard or Chart tab, select the Format and its options in which you want to export your data, and how you want to filter it. 
9. In the Email, SFTP, or Webhook tab, enter the details of your destination to receive your scheduled delivery: 
   • Email: Enter the email address(es) to which you want to send your scheduled delivery, along with the Subject and Body of the email. 
   • SFTP: Enter your STP server credentials and information to allow Brevo to send your scheduled delivery to it.
   • Webhook: Enter the URL of the webhook on which you want to send your scheduled delivery. 
10. (Optional) Click Test now to ensure you correctly receive your scheduled delivery or alert at your selected destination. 
11. Click Save. 

Download the data contained in a chart if you need to share or store it: 

1. Access the default or custom dashboard that contains the data you want to download. 
2. Hover over a chart for which you want to schedule delivery or alerts and click the three-dot icon > Download.
   
3. Name and select the Format in which you want to export your data.
   
4. (Optional) Check the available options if you want to change the display conditions for your exported data. Options depend on the format in which you choose to download your data. 
5. Click Download.