The Brevo Customer Data Platform includes a powerful analytics platform, featuring a built-in Business Intelligence (BI) tool powered by Google Looker. With the Customer Data Platform Analytics dashboards, transform raw data into actionable insights, customize your reporting, and stay informed with real-time alerts!
After importing and unifying your data into the CDP, gain deeper insights into your data by exploring:
- Default dashboards, two of which use your unified data from CDP.
- Custom dashboards created by you from our exploration environments and tailored to your needs.
📊 Discover our default dashboards
Brevo Analytics offers seven pre-made dashboards, called Default dashboards, providing insights into your marketing and sales activities such as email, SMS, transactional messages, revenue, or customer data. These dashboards deliver instant analytics without manual setup, saving you time and allowing you to quickly monitor progress, identify trends, and make data-driven decisions for your business.
Expand the accordion corresponding to the dashboard for which you want to obtain more information and examples of data analysis that can be carried out using it:
| 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 across sub-accounts 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 your 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 from here 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 across your account and sub-accounts. |
❓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 issue 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 and sub-accounts. |
❓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 sub-accounts on one single view. You can set up an alert with a different threshold on each account or sub-account to be notified of any negative performance.
Click Explore from here 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, subaccount 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 and sub-accounts. |
❓How can I analyze this data?
Use the Transactional emails dashboard to check the performances of a specific email template over time. Filter your template by name, language, 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 and sub-accounts. |
❓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 your hard bounce rate increases more and more, it might be a sign to clean your contacts database.
From each of our default dashboards, you will be able to perform several actions to dive deeper into your analysis such as setting up alerts for real-time updates, sharing your dashboards with team members for collaboration, or using our built-in Business Intelligence (BI) tool for advanced insights and analysis. To learn more about the different actions you can perform on dashboards, check our dedicated section Which actions can I perform on default and custom dashboards? in this article.
🎨 Explore data and create custom dashboards
You may not need all the data from our default dashboards or need to track more specific metrics. Brevo gives you the flexibility to explore your data and create your own custom analytics dashboards with our built-in Business Intelligence (BI) tool powered by Google Looker. Access our exploration environments and use the BI tool to discover insights that will help you make informed decisions. From there, you will be able to create personalized dashboards for tailored reporting and efficient cross-referencing of data from various sources!
If you want to go further and learn more about how to use the exploration environments and leverage them, check Google Looker documentation Viewing and interacting with Explores in Looker, and Creating and editing Explores.
Step 1: Select an exploration environment
Access one of our exploration environments to explore a particular subject area and dig deeper into the analysis of your data:
- Access your Analytics dashboard.
- At the top-right of your screen, click the Explore & create button to discover our four exploration environments, called Explore.
📩 Transactional Emails
Data related to transactional email events, deliverability, and performances.⭐️ Business Exploration
Data related to your customer database (age groups, geographic repartition, etc.) and their purchase history.💌 Marketing Email Campaigns
Data related to marketing email events, deliverability, and performances.📲 SMS Exploration
Data related to SMS sending and deliverability. - Select the exploration environment corresponding to the data you want to analyze or include in your custom dashboard. For our example, we will access the Business exploration dashboard since we want to track our customers' purchases.
💡 Good to knowAlternatively, you can access the exploration environments from one of our default dashboards by clicking the
Explore from here icon on a tile. The exploration environment corresponding to this tile data will automatically open.
Step 2: Explore and analyze your data
After accessing our BI tool, it's time to explore your data and cross-reference it with others to draw conclusions that will help you make informed decisions about your sales and marketing strategies. Let's learn how to explore data from our built-in BI tool, Google Looker.
Add and remove fields to your custom dashboard
When opening an exploration environment, use the left panel to build and fill in your custom dashboard with the data you need. In exploration environments, your data is called Fields and arranged by category: Dimensions for classic data, and Measures for calculated data.
For our example, we need to following data:
- Contacts creation date.
- Average order amount per month.
To add this data to the dashboard:
-
Click a field to add it to the data table on the right of your screen. For our example, we need to click the following fields:
- Contacts > Contact created Date > Month, and
-
Orders > Average amount per order.
💡 Good to knowIf you cannot find the fields you need to explore your data, you can always create your own. To learn more, check Google Looker documentation Edit or build Explore queries from scratch.
- Click Run at the top-right of your screen to start the query and display the data for the fields you want to cross-reference into your dashboard.
To remove a field, open the In use tab in the left panel and click the field(s) you want to remove. Each time you edit your query, click Run to update your query with the latest fields and data.
Sort data
You may need to sort or pivot your data to display it in a logical way that makes it easier to read and understand. By default, the fields you include in your dashboard are sorted according to the following prioritization:
- The first date dimension, descending
- If no date dimension exists, the first measure, descending
- If no measure exists, the first added dimension, ascending
However, depending on your needs, you can always sort your data in ascending or descending order by clicking the double-arrow icon on your data column header:
Easily create visual representations of your data
After running your query, create visual representations of your data, such as graphics and charts to best showcase your data. Creating virtual representations of your data makes it easier to understand it at a glance.
For our example, we want to create a column graphic and add a trend line to have an idea of new customer's buying patterns over the month.
📹 You can watch this short video to see how it works:
- Create and run your query.
- Sort your data if needed. In our example, we need to sort our data in ascending order for the average order amount, since we want to display the small amounts at the bottom of our graphic.
- Click the Visualization drop-down under Filters.
- Choose the visual representation you want for your data. In our example, we select the Column type graphic.
- Click Edit at the top-right of the Visualization drop-down and click the Y tab.
- Scroll down inside the Y tab and click Add Trend Line.
The declining trend line shows that new customers in the database are spending less than previous ones. This can be a sign to update marketing automations to better target new customers, or apply sending cadence to avoid customer fatigue. To learn more on how to create visualizations, check Google Looker documentation Create visualizations.
(Optional) Step 3: Download, share, and schedule checks on your data
You can download and share your explored data at any time. You can download and share it in different formats and on different platforms. Ensure you run your query before trying to download or share your explored data:
- If you want to download a visualization of your explored data, open it.
- Click the gear icon.
- Click Download.
-
Name your file.
- Select the format in which you want to download your explored data.
If you download a PNG of your visualization, go to step 7. - Choose the additional settings for your download:
- Results
- Data values
- Number of rows and columns to include
- Optional: Click Open in browser to check how your file will display.
- Click Download.
- If you send a visualization of your explored data, open it.
- Click the gear icon.
- Click Send.
-
Name your file.
- Choose where to send your explored data:
Email: Enter the email address(es) to which you want to send your data. Webhook: Enter the URL of the webhook on which you want to send your data. Amazon S3: Enter the Amazon S3 credentials and information to allow CDP Analytics to send your data on it. SFTP: Enter the STP server credentials and information to allow the CDP Analytics to send your data on it. - Select the format in which you want to send your data. The available formats can differ depending on where you choose to send your explored data.
- Click Send.
You can also click Save and schedule to automate the sending of a report for this data to yourself or someone else, so you always have the information at the right time.
To schedule the sending of a report regularly, save your explored data as a look and follow the steps from the Schedule delivery accordion in our section Perform actions on a dashboard.
(Optional) Step 4: Save your explored data as a dashboard or look
Save your exploration as a dashboard to suit your business needs, combining metrics, filtering data, and monitoring campaign KPIs in one view. You will be able to access it at any time to monitor your metrics and edit it if needed.
You can save your explored data either as:
- A dashboard that can contain multiple reports.
- A look that can contain only one report.
To save your explored data:
- Open the visualization you want to save in your dashboard. It can either be the Data table or any graphic from the Visualization drop-down.
- Click the gear icon.
- Click Save and choose how you want to save your explored data:
- Enter a name for your dashboard in the Title field.
- Click Save.
- Enter a name for your explored data in the Title field.
- In the left panel, select the folder and then the dashboard where you want to save your explored data.
- Click Save.
- Enter a name for your explored data in the Title field.
- Optional: Enter a description for this Look.
- Click Save to save your Look or click Save & View Look to access your Look directly.
❓ Which actions can I perform on default and custom dashboards?
Once you've accessed a default dashboard, or created your own, you can perform several actions on them to dive deeper into your analysis. For example, you can set up alerts for real-time updates, share your dashboards with team members for collaboration, or use our built-in Business Intelligence (BI) tool for advanced insights and analysis.
These actions give you the flexibility to stay informed and make data-driven decisions more efficiently. You can perform actions either on the dashboard itself or on any specific data tile it contains.
📊 Perform actions on a dashboard
At the top of each dashboard, choose and apply different filters to only display data that are 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 sub-account and template name:
Applied filters are in purple.
Reload the dashboard and display the latest data available for it by clicking Reload. This can be useful if you've been on the page for a while and want to have the data updated.
Download the data from a dashboard if you need to share or store it, for example. To download dashboard data:
- 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.
- Apply filters on your dashboard to only show the data you need.
- At the top-right of your dashboard, click the three-dot icon
>
Download.
- Select the Format in which you want to export your data. If you choose the CSV format, directly follow step 8.
- Select the paper size of your PDF document.
- (Optional) Check the boxes you want to change the dashboard display conditions.
- (Optional) Click Open in Browser if you want to display this tile data on another web page in TXT format.
- Click Download.
Automate the sending of your dashboard data to yourself or someone else, so you always have the information at the right time:
- Access the default or custom dashboard you want to receive regularly. In our example, we want to receive the Automation dashboard.
- At the top-right of the page, click the three-dot icon
- The title of your automation is automatically created but you can edit it if needed.
- Select the Recurrence and Time at which you want your dashboard to be sent. In our example, we want to receive the dashboard every day at 6 a.m.
- From the Destination drop-down, select the platform on which you want to receive your dashboard.
- Depending on the destination you have chosen, you will need to enter different details:
Enter the email address(es) to which you want to send your dashboard.Enter the URL of the webhook on which you want to send your dashboard.Enter your Amazon S3 credentials and information to allow the CDP Analytics to send your dashboard on it.Enter your STP server credentials and information to allow the CDP Analytics to send your dashboard on it. - Select the Format in which you want to export your data.
- (Optional) Click Test now to check if you correctly received your dashboard on the platform you selected.
- (Optional) Go to the Filters tab to apply filters on your dashboard if not done yet.
- (Optional) Go to the Advanced options tab to set up advanced options such as the display conditions, data values format, or number of rows to include.
- Click Save.
Change the time zone in which you wish to display your data in the tiles by clicking the three-dot icon >
Each tile's time zone.
You can edit or delete any of your custom dashboards:
- Access the custom dashboard you want to edit or delete.
- At the top-right of the dashboard, click the three-dot icon
- You will be able to:
- Edit your dashboard name.
- Add a Visualization from any exploration environment, Text to describe your dashboard, Markdown, or Button to access a specific URL.
- Edit the Filters of your dashboard which are the fields that help you cross-reference your data. You can also activate the Cross-filtering or Apply filters edits to alerts options.
- Edit the settings of your dashboard such as the time zone, reload, or display conditions.
- Edit the layout of your tiles on the dashboard.
- Click Save.
- Access the custom dashboard you want to edit or delete.
- At the top-right of the dashboard, click the three-dot icon
- Click Move to trash.
🧩 Perform actions on a specific data tile
When accessing a default or custom dashboard, there are different tiles that each display specific data. Here are the different actions you can perform on these tiles:
Click the double-arrow icon in the header column of your tables to sort it in ascending or descending order:
Hover your mouse over graphs to display additional metrics:
Access the exploration environment for data by clicking the Explore from here icon. You will be redirected to our built-in BI tool from which we can cross-reference different data and dive deeper into your analysis. To learn more on 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 tile reaches a threshold. The alerting system is included in all dashboards and can be activated on tiles:
- Access the default or custom dashboard that contains the data you want to set up an alert for. In our example, we will access the Deliverability emails dashboard to receive a notification when the hard bounce rate is greater than 0.2%.
- On the tile corresponding to this data, click the
Alerts bell icon.
- The title of your alert is automatically created but you can edit it if needed.
- In the Condition section, choose the criteria and value for which you want to receive an alert. In our example, we will select Is greater than and enter 0.2 in the field.
- By default, you will receive the notification by email. In the Where to send it section, enter the email address(es) to which you want to receive the notification.
- In the Frequency section, select the recurrence and time at which you want the condition you have defined to be checked. In our example, the condition will be checked every day at 5 a.m.
- Click Save Alert.
Download the data contained in a tile if you need to share or store it, for example. To download a tile data:
- Access the default or custom dashboard that contains the data you want to download. In our example, we will access the Automation dashboard to download the tile for the data: Total number of contacts vs number of contacts that left the workflows.
- Apply filters on your dashboard to only show the data you need.
- On the tile, click the three-dot icon
- Select the Format in which you want to export your data.
- (Optional) Set up Advanced data options such as the display conditions, data values format, or number of rows to include.
- (Optional) Click Open in Browser if you want to display this tile data on another web page in TXT format.
- Click Download.
Reload the tile and display the latest data available for it by clicking Clear cache and refresh. This can be useful if you've been on the page for a while and want to have the data updated.
⏭️ What's next?
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.