Spotler Analytics Liveboards are interactive dashboards for analyzing marketing performance. Predefined Liveboards cover Email Engagement and Revenue Performance. Custom Liveboards are available for Analytics Pro users to tailor reporting.
Liveboards in Spotler Analytics are interactive dashboards that help you analyse marketing performance using predefined reports and visualisations.
Spotler Analytics provides predefined Liveboards and custom Liveboards. Predefined Liveboards are ready-to-use dashboards provided by Spotler. Custom Liveboards can be created by Analytics Pro users to build reporting views that match specific analysis needs.
On this page, the following topics are covered:
- Working with Liveboards
- Predefined Liveboard: Email Engagement
- Predefined Liveboard: Revenue Performance
- Custom: create your own Liveboard
Working with Liveboards
A Liveboard shows selected marketing data in charts, tables, and KPI visualisations. When the underlying data is refreshed, the results in the Liveboard are updated as well.
Liveboards include several useful features for reviewing, sharing, and analysing data:
- Filters: focus the Liveboard on a specific subset of data.
- Change analysis: understand why metrics shift over time.
- AI Highlights: Identifies notable trends and changes.
- Share: share the Liveboard with colleagues.
- Download: download data or visualisations.
- Present: display the Liveboard in presentation mode.
How to use filters?
Filters allow you to focus the data shown in a Liveboard. Instead of viewing all available data, you can narrow the results to a specific date range, campaign, group, product, or another available filter.
When a filter is applied, all relevant visualisations on the Liveboard update automatically. This makes it easier to compare results consistently across multiple charts and tables.
Common filters include:
- Date: analyse performance for a selected period or custom date range.
- Campaign: measure campaign performance, compare campaigns, or investigate unusual results.
- Group: analyse activity for a specific audience or mailing list.
- Product: focus reporting on a specific Spotler product.
- Currency: view revenue-related metrics in the selected currency.
Within every filter it is possible to include or exclude a specific value.
When exploring a Liveboard, start without filters, review the overall trends, apply a date filter, apply a campaign filter, and compare the filtered results with the overall performance.
How to do a Change Analysis?
Change Analysis helps you understand why metrics shift over time. You can use Change Analysis to investigate performance changes, such as a decrease in open-to-click ratio or a change in conversion performance.
Press CTRL + click two moments in your report and use the right mouse click menu to run the change analysis.
How to use AI Highlights?
AI Highlights is a Analytics Pro feature help you identify notable trends and changes in your Liveboard data. You can use AI Highlights to quickly find developments that may need further analysis.
How to share and export Liveboards?
The menu in the upper right corner of a Liveboard contains options to share, download or present.
Use the sharing and export options when you want to present results, distribute reporting updates, or reuse Liveboard data outside the dashboard view.
Predefined Liveboard: Email Engagement
The Email Engagement Liveboard helps marketers understand how recipients interact with email campaigns. This predefined Liveboard is available to user using mail products, such as Spotler Mail+ and Spotler MailPro users. Email engagement data is refreshed every 3 hours.
Use the Email Engagement Liveboard to analyse opens, clicks, bounces, unsubscribes, and general campaign engagement.
➡️ What’s in the Email Engagement Liveboard?
Predefined Liveboard: Revenue Performance
The Revenue Performance Liveboard helps marketers understand the commercial impact of marketing activity. This predefined Liveboard is available when a client uses a Customer Data Platform (CDP), such as Spotler Activate. Attribution data is refreshed every 24 hours.
Use the Revenue Performance Liveboard to analyse revenue, conversions, purchasers, average order value, and attributed performance.
➡️ What’s in the Revenue Performance Liveboard?
What is attribution?
Attribution helps identify which marketing interactions contributed to a conversion. In Spotler Analytics, attribution links a conversion to recent campaign activity before the conversion took place. You will find the Attribution tab at the top of the Revenue Performance liveboard.
Attribution does not prove causation
Attribution identifies marketing interactions that occurred before a conversion. It does not prove that the marketing activity directly caused the conversion.
Custom: create your own Liveboard
Custom Liveboards is an Analytics Pro feature that combines saved Answers. This allows you to build a dashboard that matches your reporting goals and can be shared with other users.
To create a new Liveboard, click Create Liveboard in the Liveboards tab. Enter a descriptive name and click Create Liveboard. Choose a name that matches the purpose of the dashboard, such as campaign performance, team reporting, or automation monitoring. A clear name makes the Liveboard easier to find and share.
A new, empty Liveboard is created. Click Search Data to go to the Answers tab and create a new Answer. Answers can be pinned to a Liveboard to create a customised view of key metrics.
To add Answers to a Liveboard, see How do I add an Answer to a Liveboard?
Frequently asked questions
We recommend starting with the predefined Liveboards provided by Spotler. These are ready to use and give you immediate insight into your email performance. We provide a step by step guide to get you started.
Every metric and attribute in Analytics has a description. Hover over a field name or click the info icon to see its explanation. Product refers to the contact product name of the business entity that the data belongs to. Group indicates the business entity name that the data belongs to. Activity Kind shows the type of message in the relevant mail product.
Yes. Use the Activity Date filter on any Liveboard. You can choose from rolling or fixed periods and group your data by week, month, quarter, or year. For example, select Last Month and compare it with the previous month to see trends over time.
When you first open a Liveboard, all values in a filter are selected by default. This is not visually highlighted in the filter bar.
A {null} value is shown as one of the fields by default. This does not automatically mean that data is missing. {null} is also shown when a value for a field is missing.
There is no direct import of trend reports from Mail+. To analyse trends, select multiple campaigns on the Email Engagement Liveboard and compare their performance over time using the date filters.
Yes. Use the Activity Kind attribute to filter or group by message type. It distinguishes between mailings, automations, and external API-based sends, so you can analyse each type separately.