B2C Dashboard widgets

Dashboard widgets display data about your customers and campaign performance.

  • The data in the widgets represent all customers.
  • The campaign data used for creating the widgets is imported from Oracle Responsys.

You can review widgets and visit the analytics dashboard by clicking the navigation menu in the bottom-right corner Image of the application navigation button. Use it to access the different parts of Oracle Unity. and selecting Home.

Important: To properly set up your Oracle Unity account for importing and displaying analytics data, refer to the following:

Verify the last update for dashboard data

You can verify the last time the dashboard data was refreshed by reviewing the timestamp in the top-right corner of the page. The time displayed represents your local time.

An image of the timestamp on the Analytics dashboard

The following widgets are available.

Key metrics widget

The Key metrics widget displays important customer metrics to your organization and allows you to assess the current state of your customer base. . There are two types of metrics available.

  • Performance metrics: Assessing key performance indicators over a set period of time. For example, Average order value or Click rate.
  • Customer metrics: Calculating the number of customers that performed an action over a set period of time. For example, Purchasers or Engaged customers.

The following key metrics are available.

  • Average order value
  • Bounce rate (email)
  • Click rate (email)
  • Click to open
  • Engaged customers
  • Open rate (email)
  • Opted in
  • Opted out
  • Purchasers
  • Returners
  • Returns
  • Revenue
  • Targeted customers
  • Total orders
  • Web visitors

To see descriptions of metrics, review B2C Dashboard metrics.

The following diagram describes the layout of the information and the customization options in the widget.

A screenshot of the key metrics on the home page.

Callout number one Time period: The time period for the data displayed. You can select from the following time periods:

  • Daily/Past week
  • Last 7 days/Week over week
  • Last 14 days/Bi-weekly over bi-weekly
  • Last 30 days/Month over month

Callout number two Current value and percentage change: The current value of the key metric over the time period selected is displayed in black. The percentage change of the metric when compared to the previous time period is displayed in green (increase) or red (decrease).

Callout number three Historical performance: The historical trend of the key metric over the past six time periods. The black bar in the graph represents the value of the metric for the most recent time period, and the blue bars represent previous time periods. Hover your mouse over individual bars to view specific dates and exact values for the metric.

Callout number four Customize Key metrics and More:

  • Click the customization gear An image of the Customize Key metrics icon to customize the metrics in the widget. Learn more about Editing widgets.
  • Click More to expand the widget and view more metrics.

One time campaigns widget

The One time campaigns widget displays the performance of up to the 10 most recent one time campaigns that have occurred within the last 90 days.

A one time campaign is a campaign that is geared for a specific marketing event, and all of its marketing messages are sent out within seven days of the launch date. An example of a one time campaign might be 2019 Thanksgiving holiday weekend sale.

The following diagram describes the layout of the information and the customization options in the widget.

A screenshot of the one-time campaigns widget.

Callout number one Metrics : You can customize the widget from the Edit screen to display any two of the following metrics.

  • Average order value
  • Click rate
  • Conversion rate
  • Customer count
  • Open rate
  • Revenue

To see descriptions of metrics, review B2C Dashboard metrics.

Callout number two Metric details: Hover your mouse over individual bars in the widget to display the following information: Campaign name, Name of metric, and Value of metric.

An image of the metric details for one time campaigns

Callout number three One time campaigns performance: Click Details to visit the One time campaigns page and get a more detailed look at the performance of your one time campaigns. Learn more about Campaign performance.

Callout number four Action menu: click the Action menu An image of the action menu button and select Edit. Learn more about Editing widgets.

Recurring campaigns widget

The Recurring campaigns widget displays the performance of active recurring campaigns, which are defined as campaigns that have had triggered events in the time period selected and also the time period prior to that triggered event.

A recurring campaign is a campaign whose marketing messages are sent based on triggers of a customer's behavior or their profile. Here are two examples of recurring campaigns:

  • Customers receive marketing messages when they abandon their online shopping cart.
  • Customers receive birthday messages on their birthday.

The following diagram describes the layout of the information and the customization options in the widget.

An image of the recurring campaigns widget

Callout number one Time period: Represents the time period for the data displayed in the widget. You can update the time period from the Edit screen to Last 7 days, Last 14 days, or Last 30 days.

Callout number two Campaign details: The widget displays the following campaign details.

  • Customer count
  • Metric of your choice: You can select to include one of the following metrics to the widget, which will display the metric value for each campaign. You can change the metric from the Edit screen.
    • Bounce rate
    • Click rate
    • Click-to-open rate
    • Open rate
    • To see descriptions of metrics, review B2C Dashboard metrics.
  • Change: The percentage change of the selected metric compared to the previous time period.
  • Example: You would like to view the change in open rate of a campaign from the past week. You select the time period of 7 days. The Change value will compare the open rate from the past 7 days to the open rate from 8-14 days ago and show the percentage increase or decrease.

Callout number three Recurring campaigns performance: Click Details to visit the Recurring campaigns page and get a more detailed look at the performance of your recurring campaigns. The time period you select in the widget will automatically be applied to the Recurring campaigns page. Learn more about Campaign performance.

Callout number four Action menu: click the Action menu An image of the action menu button and select Edit. Learn more about Editing widgets.

Tip: The columns in the Recurring campaigns widget are sortable. Click the arrow next to a column name to sort it in ascending or descending order.

Engagement by channel widget

The Engagement by channel widget displays a breakdown of how your customers engaged with your organization's marketing channels.

An image of the Engagement by channel widget

The widget displays the percentage of customers whose "initial touchpoint" of their engagement were exclusively in a single channel versus customers who engaged on multiple channels based on the time period that the data is grouped by.

Example: A customer opened a campaign email and visited your website from a link in the email. Since their initial engagement in this journey was through email, the customer's engagement by channel would be considered email engagement. If that same customer also visited your website through an SMS message within the aggregated time period of the email engagement, then they would be considered a multi-channel engager.

To view individual percentages of engagement, hover your mouse over specific channels.

Time period options

You can view the current time period selections under the widget title. Click the Action menu An image of the action menu button and select Edit to manage the time period options.

  • To manage the aggregated time period, update the Grouped time option to Bi-weekly or Monthly.
  • To manage the overall look back time, update Look back time to Last 90 days or Last 180 days.

In-store vs online widget

The In-store vs online widget displays a comparison of trends between in-store and online transaction data for revenue and orders within the time periods selected.

An image of the In-store vs online widget

To view specific data for a time period, hover your mouse over an individual bar. A tooltip will display the following data:

  • Start and end dates of the time period
  • Total revenue or orders generated
  • Online revenue or orders
  • In-store revenue or orders

Time period options

You can view the current time period selections under the widget title. Click the Action menu An image of the action menu button and select Edit to manage the time period options.

  • To manage the aggregated time period, update the Grouped to Weekly or Bi-weekly.
  • To manage the overall look back time, update Look back time to Last 90 days or Last 180 days.

Comparative trends widget

The Comparative Trends widget displays trends of up to four metrics over time. The graph in the widget displays the percentage change of the metric compared to the previous time period.

An image of the Comparative Trends widget

The left-side of the widget displays the current value of each metric according to the last data point in the widget and the time period selected. For example, if the time period is Weekly, the value represents the how the metric performed over the past 7 days.

Metrics

The following metrics are available.

  • Average order value
  • Bounce rate
  • Click rate
  • Click-to-open rate
  • Engaged customers
  • Open rate
  • Opted in
  • Opted out
  • Purchasers
  • Revenue
  • Targeted customers
  • Total orders
  • Web visitors

To see descriptions of metrics, review B2C Dashboard metrics.

You can update the metrics for the widget from the Edit screen under Metric Types. Learn more about Editing widgets.

Time period options

You can view the current time period selections under the widget title. Click the Action menu An image of the action menu button and select Edit to manage the time period options.

  • To update how to group the data in aggregated time periods, update Time period to Daily (last 14 days)or Weekly (last 90 days).
  • If you select Daily, the look back time is 14 days. If you select Weekly, the look back time is 90 days.

Top products widget

The Top products widget displays information on the top-performing products based on the metric and time period selected.

An image of the Top Products widget

You can select to view the top products based on the following metrics: Average order value, Orders, Revenue, or Returns.

After configuring the information in the widget, you can sort the data based on the following:

  • The top products based on the highest values of the metric for the time period.
  • The worst products based on the lowest values of the metric for the time period.
  • The most improved products based on the percentage change in value of the metric for the current time period compared to the previous time period. For example, if you select Revenue and Last 7 days,, the widget will display the products that have the greatest improvement in revenue over the last 7 days compared to the 7 days prior.
  • The worst performing products based on the percentage change in value of the metric for the current time period compared to the previous time period. For example, if you select Revenue and Last 7 days,, the widget will display the products that have the worst performance in revenue over the last 7 days compared to the 7 days prior.

Time period options

Click the Action menu An image of the action menu button and select Edit to manage the time period options. The current time period is displayed under the widget title. To manage the overall look back time, update Time period to Last 7 days, Last 14 days, or Last 30 days.

Learn more

B2C Dashboard metrics

Managing B2C dashboard widgets

B2C Campaign performance

Analyzing B2C campaigns

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