SugarCRM SupportProduct GuidesSugar MarketSugar Market User GuideDashboards
Sugar Market was formerly known as Salesfusion.

Dashboards

Overview

Sugar Market lets you view and configure dashboards and follow the Buyer's Journey to provide valuable insight into your campaigns and events. Each available dashboard contains dashlet-like cards that you can move around and drill through for more information. This page explains the available Sugar Market dashboards and the metrics they display.

Working with Dashboards

The following dashboards are included in Sugar Market:

Accessing Dashboards

The Global Dashboard loads as your home page when you log into Sugar Market. Click the sugar cube icon at the top left of the Global Navigation bar to return to the Global Dashboad from any location in Sugar Market:

SM UG Dashboards menu

To access other dashboards, click the dashboard icon in the Global Navigation bar, or navigate to Menu > Analyze > Dashboards:

SM UG Dashboards menu2

Editing Dashboards

Utilizing Card UI design standards, you can drag and drop dashboard cards wherever you want. Saved locally to your desktop, your new layout will be saved so that it is always displayed according to your viewing preferences. The changes you make to your dashboard display do not affect other users' views.

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Exporting from Dashboards

Sugar Market lets you view and download raw data displayed in a data table with no limitations. To export the data from a card, drill into the card and click the export icon near the top right of the data table. The .CSV file will save to your specified download folder on your machine or in the cloud.

SM UG Dashboards export

Dashboard Drill-Through

Another valuable feature of card data visualization is the ability to drill-through to data points as much or as little as you want. To drill through, click on the drill-through icon in the top right of each card, or double-click on the data point you wish to view. Depending on the table you drilled through, certain values are displayed underlined and in blue. These values indicate that you can click them and drill through further into that individual entity.

SM UG Dashboards drillthrough

A feature of drill-through capabilities is your ability to drill-through to an entity from the data table. For example, by clicking on values such as the email address in the data table, Sugar Market will open the corresponding Lead or Contact Card. From there, you can review the lead/contact's buyer's journey, or send an email to sales, enabling you to take immediate action seamlessly from the dashboard experience. 

Managing Dashboard Access

Sugar Market provides the ability to restrict users from accessing particular dashboards, either individually or through roles. Identify any of the following dashboards in user or role permissions to specifically revoke or grant access to each dashboard:

  • Dashboard - Email
  • Dashboard - Event
  • Dashboard - Lead / Scoring
  • Dashboard - Nurture
  • Dashboard - Pages / Forms
  • Dashboard - Web / Social

Note: If a user attempts to access a specific record by directly drilling in from a dashboard, but does not have permissions to view the record type, a message will display alerting the user to the security restriction.

Global Dashboard

Also referred to as your "home page", the Global Dashboard gauges your overall performance across the platform by surfacing statistics and data from different functions, such as the total amount of new leads and opportunities, your deliverability statistics, and quick campaign statistics. All users can view the Global Dashboard, but users without permissions to specific data will be prevented from drilling down into that data from the Global Dashboard.

The Global Dashboard allows you to compare your current performance to your past performance by weekly, monthly, and quarterly views. The Global Dashboard displays this data using comparisons so you can see trends, discover areas that need improvement, and benchmark success.

The Global Dashboard is comprised of the following cards:

SM UG Dashboards GD

Marketing and Sales Performance Card

This card provides a general overview of the progression of your new leads, conversions, opportunities, and opportunities won. The Sales Funnel Snapshot on the home page includes information pulled from your CRM data. Refer to the Opportunities Mapping section of the Sugar Market Integration Guide specific to your CRM to set up the mapping for the Global Dashboard to properly display won and lost opportunities, stages of opportunities, and amount of the opportunities.

The Marketing and Sales Performance Card contains the following information:

  • New Leads The number of net new leads in your Sugar Market database with a created date within the selected time frame. This number includes new leads from all sources, including sync from your external CRM, list imports, and form submissions. 
  • Conversions: The number of unique visitors, based on those who completed a form using their email address, or clicked a link in an email and were issued a cookie within the selected time frame. This references the date/time when the contact was identified. If a contact clears cookies in their browser, and then is re-cookied, the contact will appear in this section again. 
  • New Opportunities: The number of net new opportunities added to your CRM database with a created date within the selected time frame. 
  • Opportunities Won: The number of opportunities in Sugar Market with the "won" stage that closed within the selected time frame.
Email Campaigns Card

The Email Campaigns card provides a quick glance of the open and click rate of the 5 most recent sent campaigns. To see more statistics on the campaign, click on the tile to access the Email Dashboard for that campaign.

Deliverability Overview Card

This card provides an overall view of your deliverability statistics across all campaigns for the selected time frame. Refer to the Email Dashboard section to learn more about email campaign statistics.

Web Pageviews Card

The Web Pageviews card displays the total page views on your website. A visit is when a person lands on any page of your website and begins browsing. A visit counts all visitors regardless of how many times the same visitor has visited your site. Refer to the Web and Social Dashboard section to learn more about web statistics.

Forms Completed Card

The Forms Completed card shows a total count of completes within the selected time frame. When the lead or contact has submitted the final form of a page, they are considered a complete. Refer to the Pages and Forms Dashboard section to learn more about pages and forms statistics.

Web Sources Card

The Web Sources card shows where the traffic to your website is coming from. Specifically, it displays the most common sources within the selected time frame. The most common sources are: 

  • Organic: A visitor typed your web address directly into the URL bar (also known as direct).
  • External Link: A visitor was directed to your website from another blog or site.
  • Search: A visitor reached your website via a search engine (e.g. google.com).
  • Email Campaign: A visitor reached your website by clicking on a link in an email campaign.
  • Paid Search: A visitor reached your website by clicking on a paid search ad.
  • Social: A visitor reached your website via a social share (e.g. Facebook).

Visit How Top Web Source Values are Determined to learn more about web source values, including how to create custom categories.

Events Card

The Events card represents an overview of all event registrations and event attendees within the selected time frame.

  • Event Registrations: The total number of event registrations across all events.
  • Event Attendees: The total number of event attendees across all events within a given date range. If a single customer attends three events, then this number will be three. This number does not represent the unique number of customers who attended events, but the total number of attendees to all events.
Marketing Qualified Accounts Card

The Marketing Qualified Accounts card displays account scores. Using account-based scoring, and the accounts you have flagged as key accounts, the top five scoring accounts are displayed here.

Email Campaign Dashboard

The top of the Email Campaign dashboard provides a quick reference of your campaign configuration, include and exclude lists, and the send date. Click the View Email button to see the the desktop and mobile preview and hover over links to see the number of times each was clicked.

SM UG Dashboards EmailCampaigns

The Email Campaign Dashboard is comprised of the following cards:

Total Recipients Card

Total count of recipients included in the campaign. A recipient is defined as any email address that has been added to the campaign, including any duplicates and rejected email addresses.

  • Sent: Number of recipients that were sent an email, excluding rejected recipients. Sent emails are divided into the following four categories:
    • On Hold: If the user has allotted a limit on email sends and has surpassed that limit, the emails are held from deployment.
    • Delivered: Emails that were successfully received in the recipient's inbox.
    • Bounced: Email addresses that have hard bounced or soft bounced. If an email soft bounces fifteen times, it is considered a hard bounce.
    • Unconfirmed: The recipient's email server has not reported whether it has been successfully delivered into the inbox or bounced. Unconfirmed recipients eventually move to either the Delivered or Bounced category.
  • Rejected: Recipients that were not sent the email due to the following reasons: 
    • Already Unsubscribed: Recipients that have unsubscribed from a previous email and have opted out of further communication.
    • Already Undeliverable: Email addresses that are considered undeliverable because they have hard or soft bounced fifteen times in the past.
    • Throttled: The email was not sent due to a previous email send that was set with a throttle of X amount of days.
    • Invalid: Sugar Market rejected the email due to a misconfiguration (e.g. an email missing the @ symbol, or a bad reply-to address).
    • Suppressed: The email was not sent due to the email address being on a suppression list, is on a trigger exclude list, or the trigger is set to inactive. 
    • Canceled: The recipients that were in the To Be Mailed queue or encoding queue that have been removed due to a user canceling the campaign.
    • Unsubscribes: Recipients who have unsubscribed from the specific campaign.
Email Statistics Card
  • Unique Opens (Open Rate %): Recipients that have opened your campaign at least once. This does not take into account how many times each recipient has opened it. The Open Rate percentage is calculated by the count of unique opens divided by the count of emails delivered.
  • Unique Clicks (Click To Open Rate - CTOR%): Recipients that have clicked on at least one URL within the email. This tracking does not show repeat clicks and ignores clicks on the unsubscribe link. The CTOR percentage is calculated by the count of unique clicks divided by the count of unique opens.
  • Unsubscribes (%): Recipients who have unsubscribed from the specific campaign. The percentage is calculated by the count of unsubscribes divided by the count of delivered emails.
  • Delivered (%): Emails that were successfully received in the recipient's inbox. The percentage is calculated by the count of delivered emails divided by the count of sent emails.
  • Bounced (%): Email addresses that have hard or soft bounced. If an email soft bounces fifteen times, it is considered a hard bounce. The percentage is calculated by the count of bounced emails divided by the count of delivered emails.
Total Opens and Clicks Card

This chart displays the opens and clicks from the first seven days starting on the day the email was sent. Drill into the card to see who opened and clicked and when. For retrieving statistics after the first seven days, double-click the Total Counts to load all opens and clicks in the table. 

This card shows your top five best-performing links in your campaign and the number of times each link was clicked. Drill into this card to see all your links and their statistic as well as who clicked on that link and at what time. 

Campaign Source Card

This statistic is applicable only for A/B and Advanced A/B testing, indicating the campaign version the recipient received. The stats for those who received campaign A have the Campaign Source of A, those who received Campaign B have the Campaign Source of B.

Associated Landing Pages Card

This card shows the email's associated landing page's statistics. Each associated landing page has its own section that displays the total amount of landing page visits directly generated from your call to action on the email. It also includes the count of completes that resulted directly from the call-to-action visits. The statistics exclude visits/completes that occurred from those who did not receive and engage with the email.

Advanced A/B Dashboard Card

There are a few differences in the Email Dashboard for an Advanced A/B test email. There are three groups of statistics (sample group, optimized group, and combined group), and each has its own specific data. For information on how to execute an Advanced A/B test, read the Email Campaigns topic.

Sample Group

The sample group is a percentage of your total recipients that receive the A version or the B version and determines which version will be sent as the final optimized version. When viewing the sample group, A/B dashboard includes the following:

  • The header shows the different Subject Lines and From Email Address for A and B.
  • The sample group send date.
  • The winning version displays a "trophy cup" next to the winning email's subject line.
  • Email statistics such as opens, clicks, unsubscribes, and bounces are split and shown between the A send and the B send.
  • Recipients for the A send and the B send are shown separately.
  • Calculations are based on total opens/clicks, not unique opens/clicks.
Optimized Group

The optimized group is made up of the recipients that received the winning version. The statistics are shown as a regular email campaign and the final send date is included.

Combined Group

The combined group shows the statistics of both the optimized and sample group recipients combined. The Sample group and Optimized group send date and preference differences are shown.

Web and Social Dashboard

SM UG Dashboards WebSocial

The Web and Social Dashboard is comprised of the following cards:

Web Activity Definitions
  • Visit: A visit is when an individual lands on any page of your website and begins browsing. A visit counts all visitors regardless of how many times the same visitor has visited your site.
  • Unique Visit: A unique visit is counted when the visitor lands on your page for the very first time. Every subsequent visit is no longer considered a unique visit. Sugar Market can track a visit as unique by the IP address of the computer and the cookie, as long as cookies are enabled on the visitor's computer.
  • Pageview: Also known as an impression, this is when a visitor lands on your website and browses around to other pages. Each individual page the visitor views is considered a pageview during a single visit.
  • Known Visit: When a visitor lands on your website and cookies are enabled, Sugar Market's tracking script drops a cookie. When that visitor fills a landing page or clicks an email link that redirects to your website, Sugar Market can connect that cookie to a specific record. At this point, the visitor is a "Known Visitor" and all the web activity that is connected to this cookie is a "Known Visit." Web Activity statistics that are from a Known Visitor contain an email address.
  • Traffic Sources: Where the traffic to your website is coming from. The most common sources are:
    • Organic: The visitor typed your web address directly into the URL bar (also known as direct).
    • External Link: A visitor was directed to your website from another blog or site.
    • Search: The visitor reached your website via a search engine (e.g. google.com).
    • Email Campaign: The visitor reached your website by clicking on a link in an email campaign.
    • Paid Search: The visitor reached your website by clicking on a paid search ad.
    • Social: The visitor reached your website via a social share (e.g. Facebook).
Total Activity

The Total Activity card shows every page that a visitor landed on that has the Sugar Market tracking script. If a user lands on the same page five times within one visit, then that counts as five towards your total activity.

Total Known Visitor Activity

The Total Known Visitor Activity card counts of all the Web Activity from a known visitor.

Top Web Sources

The Top Web Sources card tracks the traffic sources that have directed the most traffic to your website.

Top Pages

The Top Pages card shows the pages that have received the most amount of hits.

Top Referrers

The Top Referrers card displays the websites that are driving the most traffic to your website.

Activity by Country

The Activity by Country card displays where your web traffic is originating from on a world map.

Pages and Forms Dashboard

The Pages and Forms Dashboard displays the number of pages and forms completed within the selected time frame. Locate the Pages and Forms Dashboard in the Dashboards Other categories grouping. 

SM UG Dashboards PagesForms1

 SM UG Dashboards PagesForms

The Pages and Forms Dashboard is comprised of the following cards:

Total Activity Card

The Total Activity Card is a composite of six data points:

  • Active Landing Pages: A count of the total amount of active pages that can be accessed by your leads and contacts.
  • Visits: A visit to a landing page, also referred to as a start, is when a lead or contact opens your page. The visitor does not have to begin filling out the form on the page to be considered a visit.
  • Completes: When the lead or contact has submitted the final form of a page, they are considered a complete.
  • Completes percentage: The amount of completes relative to your page visits. This is calculated by dividing the count of completes by the count of visits.
  • New Leads The count of new leads that were created in your database by completing a page.
  • New Leads percentage: The amount of new leads relative to your page completes. This is calculated by dividing the amount of New Leads from Pages by the count of Page Completes.
Visits by Known Channel Card

The Visits by Known Channel Card displays a pie graph showing the top eight sources generating the most traffic to your landing pages. When drilling down into the Email Campaign channel, a Channel column displays the name of the email campaign that generated a visit.

Lead Sources Card

The Lead Sources card displays the sources of the contacts completing your pages. This data helps you understand which segment of your database is generating the most page completes.

Top Pages and Forms Card

The Top Pages and Forms Card displays the top ten landing pages with the most completes within the selected time frame. Click the landing page title above the drill-down table to drill into the landing page for more reporting options.

Leads and Scoring Dashboard

The Leads and Scoring Dashboard displays the status of your scoring. Click into any data point on the charts to drill down and see which contacts belong to each status category. Locate the Leads and Scoring Dashboard in the Dashboards Other categories grouping:

SM UG Dashboards LeadsScoring1

SM UG Dashboards Leads

Nurtures Dashboard

The Nurtures Dashboard provides cumulative metrics for all emails in the selected legacy nurture. For metrics on nurtures built with Nurture Builder 2.0, visit the nurture's Analytics View.

Locate the Nurtures Dashboard in the Dashboards Other categories grouping:

SM UG Dashboards Nurtures1

SM UG Dashboards Nurtures

Last modified: 2021-07-14 21:51:03