Data & Insights
Learn how to analyze your data to gain key performance insights.
27 articles
- How do I track the performance of my templates?How to see how your template performed in Insights
- Where is my customer data?Learn how to import your customer data
- How are conversations counted in Endear Dashboards?Learn how conversations are counted for SMS, Email, and SalesChat
- How does Endear handle different currencies in charts?Learn how to Endear supports multi-currency monetary fields in reporting.
- What is attribution?Learn how to understand the rules that govern sale attribution in Endear
- How can I create charts using appointment data?Learn how to report on your team's appointment performance within Endear Dashboards.
- How do I export data from reports?Only Admins can export Insights data from Endear.
- Do iOS updates affect our message engagement reporting?
- Why do sales totals differ across my reports?Learn why sales numbers may differ between various reports.
- How do I filter and adjust my reports' results?Apply filters to your reports to adjust the information displayed displayed
- How do I adjust what details I see in my report's table?Customize the columns in your reports to display only the information that matters to you
- How do I build and save a report?Any user can build a report in Endear in order to better understand user performance and conversions
- What do Endear's default reports tell me?Endear provides basic reports out-of-the-box to help you understand how your team is doing.
- How do I adjust access or delete a report?Control which members of your team can view certain reports or remove reports entirely.
- Why do I see reports created by Endear?Endear creates helpful reports on your behalf
- How do I see and manage reports in Endear?You can access and create reports about users' performance through Endear's Insight module.
- Overview of DashboardsView and track your brand/store's performance with customizable visual dashboards
- How do I delete a sale?Delete a sale
- Why don't I see my customer's purchase in the sales report?Find out why a customer's purchase might not show in your Sales report
- Why does the same transaction show up twice?Find out why a transaction might show up twice in your Sales report
- How do I view the full order details of a purchase?You can view the full order details of conversion through your sales over time report
- Reading your Sales Over Time ReportThis report provides helpful data about every purchase attributed to a message sent through Endear
- What purchases get tracked in Endear?Learn which customer purchases appear in your sales reports and how orders from connected channels are recorded
- How can I use UTM's to track customer engagement?Customer interactions on messages and Stories can be tracked in Google Analytics and other similar platforms through our default UTM's.
- Reading Your Messages Sent Over Time ReportThe Messages Sent Over Time report gives you insights into how messages from your team are performing and converting
- How do I see what message prompted a sale?See what message prompted a sale from your Sales module under Insights