The daily breakdown dashboard provides a real-time snapshot of performance, tasks, scheduled communications, and audience segmentation.
This feature is currently in beta and is expected to be generally available soon.
The dashboard can be accessed by logging in or clicking Xplor Growth in the top navigation.
All users of the child account will see the same dashboard. Any changes will affect everyone in the child account.
Today's Snapshot
Today's Snapshot shows the account activity for the current calendar day. The data includes:
Active Automations: Number of automated campaigns that are running
Automation Conversions: Number of people who completed an automation goal today
Automated Emails Sent: Number of emails sent to your contacts from your active campaigns
Contacts Created: Number of new people added to your contact list
Landing Pages Sales Total: Total amount of revenue made from your landing pages
Automated SMS Sent: Number of text messages automatically sent from your active campaigns
Tasks Due Today
Tasks due today will show all tasks and phone calls for the day. Tasks are split into
My Tasks
All Tasks
For each task, you will see:
Email and SMS opt-in status
Name
Associated Automation
Click on a task to open the task editor.
Completed tasks will remain on the dashboard, marked with a checkmark, and the completion counter will be updated accordingly.
Scheduled Emails Today
Scheduled emails today will show all scheduled emails along with their:
Name
Status
Scheduled Send Time
Click on the email to open the email editor.
Key Segment Groups
Key segment groups will show your crucial groups and their segments. Click on the group to see the associated segments. In each segment, it will list:
Number of customers
Customer name
Entered Date
Click on the customer to open their profile.
Customization
Segment Groups
Add a new segment group to the header by clicking the plus icon in the header.
Groups can be dragged and dropped to prioritize the order
Within a segment group, click the plus icon to add a new segment. The segment must already exist, or use the link to create a new one.
Segment Settings
Click the three dots in the segment to access its settings. You can
Go to segment
Refresh segment
Remove from group
