What is the Program Performance Dashboard?
This dashboard provides a high-level view of engagement and conversion trends across your entire marketing program including: Email, SMS, App Push, Web Push, and all message types, including: Broadcast, Automated, and Transactional. It aggregates performance across all channels and message types to help you understand how your program is performing as a whole.
By default, the dashboard loads metrics for the previous month, showing performance for all email campaigns (broadcast, triggered, and transactional). You can adjust the date range, compare performance to a previous period or year, and apply filters to focus on specific channels, message types, or campaign categories.
How this dashboard helps you
The Program Performance dashboard is designed for weekly or monthly check-ins to assess the overall health of your marketing program.
It helps you quickly answer questions like:
Are send volumes increasing or decreasing?
Is engagement improving or declining over time?
Is revenue keeping pace with increased messaging?
Are unsubscribes trending upward?
By viewing engagement and revenue trends together, you can spot misalignment early such as rising send volume paired with declining revenue or click rates and take action before issues escalate.
📌 Visit the Program Performance Report by navigating to Analytics > Cross-Channel Analytics Program Performance Dashboard.
Updating the Report Data
A data management toolbar is located at the top of the dashboard. Customize the report view by filtering by message campaign type (e.g. Post Purchase, Marketing etc.), add comparison metrics, and change the date view.
Date: Select from a pre-built date range range or a custom range to view all message and conversions during the selected timeframe.
Channel: Select a messaging channel to view performance.
Message Type: Leave blank to select all messages, or select from Broadcast (one-time send), Automated (messages sent from Journey Hub or Conductor), or Transactional (Shopify Journeys or API-driven transactional).
Filters: Adjust additional settings to customize reporting.
Campaign: Leave blank to select all messages, or select a single or multiple message types to view performance. Message type is determined by the Message Type value selected when creating a message.
Compare: Select from Previous Period or Previous Year to determine what dates will be used for the Change columns in the report.
Group: Select the timeframe that will be used as the time-based X access in the widgets (e.g. Daily, Weekly, or Monthly).
💡 Changes are automatically applied when selecting a value on the filter bar or selecting done in the Apply Filter popup.
Program Performance Tiles
Learn more about the tiles available on the Program Performance Dashboard.
Message Performance
An at-a-glance description of the date comparisons on the Program Performance Dashboard.
Data Availability
The time periods when data is tracked for each channel and how long conversions can be linked back to those interactions (called the attribution window).
💡 Shorter windows (like email’s 3 days) capture quick responses, while longer windows (like SMS’s 30 days) allow for delayed actions.
Revenue Metrics
A table of common revenue measures for both the current and previous timeframes as well as the numeric and percentage change.
Engagement Metrics
A table of applicable measures of message-level engagement for both the current and previous timeframes as well as the numeric and percentage change. The metrics differ based on the channel being evaluated.
Sends
A graph displaying the sends over time for both the current and previous timeframe. Hover over a specific date to see a numeric breakdown of send performance.
Unsubscribes
A graph displaying the unsubscribes from a message over time for both the current and previous timeframe. Hover over a specific date to see a numeric breakdown of unsubscribe counts. This report only populates data for the email channel.
Clicks
A graph displaying the clicks on messages over time for both the current and previous timeframe.
CTR
A graph displaying click through rate (CTR) on messages over time for both the current and previous timeframe. CTR is calculated as clicks/message impressions.
Revenue
A graph displaying revenue generated from customers who clicked through a message and made a purchase on a given day for both the current and previous timeframe.
$/1000 Sends
A graph displaying the revenue generated for every 1,000 messages sent on a given day for both the current and previous timeframe.
Top Messages
A table displaying the top 25 highest performing messages in the selected timeframe. Use the colored overlay on the revenue, clicks, and conversions columns to compare metrics across these sends.
Revenue by Message Type
A stacked bar chart that displays the percentage of revenue generated by each message type each month.