How to track performances

Once you’ve created your first recommendations, you can monitor their performance in the Report Tab, accessible from the left-hand menu. This section provides in-depth analytics to help you evaluate and optimise your recommendations.

Step 1: Select Recommendations to Monitor

• Choose a Recommendation: Use the dropdown menu at the top of the page to select the recommendation you want to monitor.
• Set Monitoring Parameters: Select the monitoring period and the device (desktop, mobile, etc.).
• Compare Recommendations: Use the ‘Start Comparing’ button to analyse and compare the performance of two recommendations side by side.

Step 2: Overview of Key Metrics

The first section of the report provides three main pieces of information:

• Number of Users: Total users exposed to or interacting with the recommendation.
• Weight in Revenue: The contribution of the recommendation to overall revenue.
• Revenue per User: Average revenue generated per user exposed to the recommendation.

Step 3: Performance Graph

This graph provides a visual representation of the recommendation's performance over the selected period.

Data Displayed:

• Actual Numbers: Performance metrics for the selected period.
• Previous Period Numbers: Performance metrics for the same timeframe in the prior period.

Customise Metrics:

Use the dropdown menu at the top-right of the graph to select the metric you wish to track.

Available Metrics:

• Number of Impressions
• Number of Clicks
• Number of Closures
• Click-Through Rate (CTR) (%)
• Close Rate (%)

Step 4: Metrics by Segment

Below the performance graph, you’ll find detailed metrics segmented by user groups:

• Visitors: All website visitors.
• Exposed Visitors: Visitors who were exposed to the recommendation.
• Users: Visitors who interacted with the recommendation.

For each segment, the following data is provided:

• Revenue: Total revenue generated.
• Revenue per User: Average revenue per user.
• Transactions: Number of transactions resulting from recommendations.
• Transaction Rate: Conversion rate for transactions.
• Average Basket: Average value of a user’s cart.
• Sales Index: An index showing sales trends.
• Sales Index (SKU): Sales trends based on individual product SKUs.

Step 5: Engagement Metrics

In the final section, you can track the engagement generated by the recommendation. The following data is available:

• Number of Impressions: Total times the recommendation was displayed.
• Number of Clicks: Total clicks on the recommendation.
• Visits to Product Pages: Number of product page visits initiated from the recommendation.
• Products Added to Basket: Number of recommended products added to carts.
• Number of Closures: Total times users dismissed or closed the recommendation.

Final Notes

• The Report Tab provides a comprehensive overview of recommendation performance, helping you identify strengths and areas for improvement.
• Use the comparison feature to test different strategies and optimise your recommendations.
• For additional support, consult the platform documentation or contact your Customer Success Manager (CSM).