Analytics & Reporting Capabilities
View comprehensive business insights with consolidated dashboard data, visitor analytics, and configurable reporting. Track website performance, monitor customer engagement, analyze revenue and registrations, and generate detailed reports across all aspects of your business.
Overview
Analytics & Reporting provides comprehensive insights into your business performance. View consolidated dashboard data, track visitor behavior, analyze revenue and registrations, and generate detailed reports across payments, events, scheduling, CRM, marketing, and SEO. Make data-driven decisions with real-time analytics and customizable reports.
Core Features
Dashboard
| Feature | Description | User Benefit |
|---|---|---|
| Consolidated Dashboard | View all key metrics in one place | See business performance at a glance |
| Business Overview | Track revenue, registrations, customers, and more | Understand overall business health |
| Global Search | Search across CRM and content | Quickly find customers, content, or data |
| Session Management | Resolve organization for current session | Access organization-specific data |
| Real-Time Data | View up-to-date metrics | Make decisions based on current data |
Visitor Analytics
| Feature | Description | User Benefit |
|---|---|---|
| Visitor Tracking | Track unique visitors to your site | Understand site traffic |
| Visit Analytics | View total visits and visit patterns | Measure site engagement |
| Page Analytics | Track page views and popular pages | Understand content performance |
| Visitor Profiles | View detailed visitor profiles | Understand individual visitor behavior |
| Referral Tracking | Track where visitors come from | Understand traffic sources |
| Device Analytics | See what devices visitors use | Optimize for different devices |
Reports
| Feature | Description | User Benefit |
|---|---|---|
| Configurable Reports | Generate reports tailored to your needs | Get exactly the data you need |
| Payment Reports | Report on transactions, refunds, and revenue | Understand financial performance |
| Event Reports | Report on registrations, attendance, and waitlists | Measure event success |
| Scheduling Reports | Report on appointment volume and provider utilization | Optimize scheduling |
| CRM Reports | Report on roster growth, activations, and retention | Understand customer base |
| Marketing Reports | Report on email and SMS campaign performance | Measure marketing effectiveness |
| SEO Reports | Report on keyword tracking and rankings | Measure SEO progress |
| Export Capabilities | Export report data for external use | Use data in other tools |
Key Capabilities
Dashboard Analytics
| Capability | Details |
|---|---|
| Consolidated View | See all key metrics in one dashboard |
| Real-Time Updates | View up-to-date data |
| Multi-Org Support | View data across multiple organizations |
| Global Search | Search across CRM and content |
| Session Management | Access organization-specific data |
Visitor Insights
| Capability | Details |
|---|---|
| Visitor Tracking | Track unique visitors and visits |
| Page Analytics | Understand which pages are most popular |
| Visitor Profiles | View detailed individual visitor behavior |
| Referral Analysis | Understand where traffic comes from |
| Device Analytics | See device usage patterns |
Reporting Engine
| Capability | Details |
|---|---|
| Configurable Reports | Generate reports tailored to specific needs |
| Multiple Report Types | Reports for payments, events, scheduling, CRM, marketing, SEO |
| Date Range Filtering | Filter reports by date ranges |
| Export Options | Export data for external analysis |
| Permission Gating | Control who can access which reports |
Customization Options
| Option | What Users Can Customize |
|---|---|
| Report Types | Choose from payment, event, scheduling, CRM, marketing, or SEO reports |
| Date Ranges | Filter reports by specific date ranges |
| Metrics | Select which metrics to include in reports |
| Export Formats | Export data in various formats |
| Dashboard Views | Customize dashboard to show relevant metrics |
Limits & Constraints
| Limit | Details |
|---|---|
| Report Types | Generate unlimited reports |
| Date Ranges | Filter by any date range |
| Export Size | Export large datasets (with pagination where needed) |
| Visitor Data | Track unlimited visitors and visits |
| Report History | Access historical report data |
Advanced Features
Report Types
| Feature | Description | User Benefit |
|---|---|---|
| Payment Reports | Transactions, refunds, net revenue | Understand financial performance |
| Event Reports | Registrations, attendance, waitlist conversion | Measure event success |
| Scheduling Reports | Appointment volume, provider utilization | Optimize scheduling |
| CRM Reports | Roster growth, activations, retention | Understand customer base |
| Marketing Reports | Email/SMS performance metrics | Measure marketing effectiveness |
| SEO Reports | Keyword tracking snapshots | Measure SEO progress |
Analytics Integration
| Feature | Description | User Benefit |
|---|---|---|
| Visitor Tracking | Track site visitors and behavior | Understand site performance |
| Page Analytics | Track page views and engagement | Optimize content |
| Referral Tracking | Track traffic sources | Understand marketing channels |
| Device Analytics | Track device usage | Optimize for different devices |
Integration Capabilities
| Integration | What It Enables |
|---|---|
| Payment System | Report on transactions and revenue |
| Event System | Report on registrations and attendance |
| Scheduling System | Report on appointments and utilization |
| CRM System | Report on customer growth and retention |
| Marketing System | Report on campaign performance |
| SEO System | Report on keyword tracking |
| Visitor Analytics | Track site visitors and behavior |