EasySend Analytics Introduction

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Article Overview

The following article describes EasySend’s analytics module. It explains how to navigate to the module and its structure.

Analytics Module Overview

EasySend’s analytics module was designed to empower customers to make better, data-driven business and operational decisions while improving their business outcomes.

Each customer has personalized responsive dashboards that enable them to view different information, such as:

  • Processes conversion rates

  • Organization performance evaluation

  • Revenue analysis

  • Trends identification

Data in the dashboards is displayed in a wide variety of visualization types that can be adjusted to different filters.

How to Access EasySend Analytics

(See Figure 1 and Figure 2)

To access EasySend Analytics, perform the following steps:

Figure 1: Navigating to EasySend Analytics

  1. Click Measure (1).

  2. Click EasySend Analytics (2).

       Result:

       The EasySend Analytics screen appears:

Figure 2: EasySend Analytics

EasySend Analytics Structure

Figure 3 and Table 1 describe the structure of the EasySend Analytics screen.

Figure 3: EasySend Analytics Screen

Table 1: EasySend Analytics Screen

Number

Name

Description

1

Overview

The default tab displays information about:

  • Transactions

  • Top processes

  • Conversion rates

2

Process analysis

Displays process analysis information and page visits information

3

Business Insights

Displays dashboards that were created by authoring users in your environment

4

Rest/Undo/Redo

Enables to:

  • Reset any changes to the displayed data

  • Undo changes

  • Redo changes

5

Controls

Enables filtering the displayed information according to the:

  • From/To Date

  • Business group or process

6

Display area

Displays information according to the selected tab

7

Edit Mode

Enables performing authoring actions

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