Today I am going to provide an overview of the Segment Report dashboards in Sitecore CDP.
Sitecore CDP is an enterprise-level customer data platform that helps various businesses manage and lift their customer data to drive better customer personalization and experiences. The Sitecore CDP is designed to provide an exceptional experience to every individual on all digital channels. The functionality of CDP's data management is augmented with decisions, predictive analytics, experimentation, and orchestration.
Organizations are constantly searching for new and different ways to leverage the potential value of their customer data in today's data-driven environment with the goal of obtaining valuable information and making educated choices. Sitecore CDP provides you with a centralized location for storing all of your customer data, allowing you to unify, clean, and enhance it for effective analysis. The dashboard feature of Sitecore CDP enables you to concisely observe and analyze your customer data within Sitecore CDP.
The Segment Report dashboard tracks the number of customer searches, orders, sessions, and channels from the data that is ingested by Sitecore CDP over the past 6 months. Marketers or Business Users can use these reports to gain insights into the trends in customer interactions during seasonal and promotional campaigns.
There are three graphs for each segment type that are Orders per Customer, Sessions per Customer, Searches per Customer, and Channels per Customer. Previous 90 days graph will show the information for the 3 months that preceded the most recent 3 months. Recent 90 days graph will show the information for the most recent 3 months from the current date. Period on period graph will compare the data for the most recent 3 months to the 3 months that preceded them.
The data of the Segment Report is refreshed after every 24 hours. There is no option for filters in the Segment Report to select the time frame and the channels to display the data as in the Summary Report.
Orders per Customer
Orders per Customer Reports section in the Segment Report displays the proportion of the customers with 1, 2, 3, and 4 or more orders. Three graphs in the Orders per Customer Reports section are Previous 90 days, Recent 90 days, and Period on period graph.
Previous 90 days graph will show information about the proportion of customers with different order counts for the 3 months that preceded the most recent 3 months. Recent 90 days graph will show information about the proportion of customers with different order counts for the most recent 3 months from the current date. Period on period graph will compare the information about the proportion of customers with different order counts for the most recent 3 months to the 3 months that preceded them. It shows the percentage of change for each order segment and helps in determining whether the change is positive (growth) or negative (failure).
1. To observe the total number of customers and the order count, hover the mouse over its segment. An information callout displays which represents the total number of customers and the order count.
2. Click on the name of the order count in the legend to remove it from the graph.
Channels per Customer
Channels per Customer Reports section in the Segment Report displays the proportion of the customers with 1, 2, 3, and 4 or more channels. Three graphs in the Channels per Customer Reports section are Previous 90 days, Recent 90 days, and Period on period graph.
Previous 90 days graph will show information about the proportion of customers with different channel counts for the 3 months that preceded the most recent 3 months. Recent 90 days graph will show information about the proportion of customers with different channel counts for the most recent 3 months from the current date. Period on period graph will compare the information about the proportion of customers with different channel counts for the most recent 3 months to the 3 months that preceded them. It shows the percentage of change for each channel segment and helps in determining whether the change is positive (growth) or negative (failure).
1. To observe the total number of customers and the channel count, hover the mouse over its segment. An information callout displays which represents the total number of customers and the channel count.
2. Click on the name of the channel count in the legend to remove it from the graph.
Sessions per Customer
Sessions per Customer Reports section in the Segment Report displays the proportion of the customers with 1, 2, 3, and 4 or more sessions. Three graphs in the Sessions per Customer Reports section are Previous 90 days, Recent 90 days, and Period on period graph.
Previous 90 days graph will show information about the proportion of customers with different session counts for the 3 months that preceded the most recent 3 months. Recent 90 days graph will show information about the proportion of customers with different session counts for the most recent 3 months from the current date. Period on period graph will compare the information about the proportion of customers with different session counts for the most recent 3 months to the 3 months that preceded them. It shows the percentage of change for each session segment and helps in determining whether the change is positive (growth) or negative (failure).
1. To observe the total number of customers and the session count, hover the mouse over its segment. An information callout displays which represents the total number of customers and the session count.
2. Click on the name of the session count in the legend to remove it from the graph.
Searches per Customer
Searches per Customer Reports section in the Segment Report displays the proportion of the customers with 1, 2, 3, and 4 or more searches. Three graphs in the Searches per Customer Reports section are Previous 90 days, Recent 90 days, and Period on period graph.
Previous 90 days graph will show information about the proportion of customers with different search counts for the 3 months that preceded the most recent 3 months. Recent 90 days graph will show information about the proportion of customers with different search counts for the most recent 3 months from the current date. Period on period graph will compare the information about the proportion of customers with different search counts for the most recent 3 months to the 3 months that preceded them. It shows the percentage of change for each search segment and helps in determining whether the change is positive (growth) or negative (failure).
1. To observe the total number of customers and the search count, hover the mouse over its segment. An information callout displays which represents the total number of customers and the search count.
2. Click on the name of the search count in the legend to remove it from the graph.
Along with all these graph views you also get options to download the report as a ZIP file containing the CSV files.
References
Dashboards in Sitecore CDP - https://doc.sitecore.com/cdp/en/users/sitecore-cdp/dashboards-in-sitecore-cdp.html
Segment Report in Sitecore CDP - https://doc.sitecore.com/cdp/en/users/sitecore-cdp/segment-report.html