This insight tab allows you to dig deeper into your campaign analytics, whether it’s a sales incentive, learning campaign, or retail ops.
Each campaign type includes dedicated insights with tailored performance data and KPIs to help you better understand and optimize your strategy for each focus area.
How to get more insights out of my campaign
Step 1 - Go to Campaigns in your admin dashboard
Step 2 - Open the live campaign you want to get insights from.
Filters can be used to update the data in real-time on the Portal. Once a filter is applied, the information will automatically synchronize, ensuring that the displayed data matches your selection.
Sales Incentive Insights
Sales Incentive Insights
The Sales Incentive insights allow you to have a full overview of a sales incentive campaign's performance. Here’s a breakdown of what each window (or panel) in the dashboard represents:
Financial & ROI
Sales and Money Spent: Tracks total revenue against the total budget used for payouts, discount codes, and incentives.
Return on Associate Investment: Measures campaign efficiency by showing the dollar amount generated for every $1 spent on incentives.
Average Selling Price: Analyzes consumer purchasing behavior and price trends across all products sold.
Incremental Revenue Opportunity: Estimates potential sales gains based on current campaign engagement and average user spend.
Product & Performance
Product Sales: Breaks down performance by SKU, listing total units sold and their specific sales value.
Average Unit Sold/Associate: Benchmarks individual productivity by tracking the average number of items sold per participating associate.
Discount Codes: Monitors the remaining inventory and distribution rate of digital incentive codes.
Engagement & Quality
Engagement: Tracks participation levels against targets for both associates and stores, including a geographic heat map.
Submission Status: Provides a real-time split of approved, rejected, and pending claims.
Rejections Reason: Diagnoses operational friction by listing specific reasons (e.g., duplicates, unreadable receipts) why claims are denied.
Group Overview: Summarizes store participation and sales performance across different organizational groups.
Digital Education Insights
Digital Education Insights
Digital Education Insights offers valuable information into training effectiveness and learner behavior. The combination of high engagement and a steady rise in time spent on content suggests that the training is resonating with participants and directly enhancing their product knowledge.
Education & Performance
Modules Completed: Tracks the total number of educational modules finished by all associates to measure general campaign progress.
Sales Associates Trained: Monitors the specific number of unique associates who have completed the entire training curriculum.
Rewards/Prizes Distributed: Summarizes the total volume of incentives earned by associates upon successful completion of their training.
Incremental Revenue Opportunity: Provides a predictive estimate of potential sales growth based on current training engagement levels.
Content Engagement
Modules Overview: Offers a granular breakdown of each mission, including the number of participants, success vs. failure rates, and the Average Time spent on each module.
AVG Time On Content: A week-by-week timeline showing how long users are engaging with educational materials, helping to identify if content is becoming more or less absorbing over time.
Submissions Over Time: Visualizes the daily or weekly volume of training attempts, categorized by successful completions versus failures to identify period-specific hurdles.
Operational & Reach
Submission Status: Groups all training attempts by their first-try success, retakes ("Over 1"), or persistent failures to gauge module difficulty.
Engagement & Reach: Compares current Associate and Store participation against predefined targets, including a geographic heat map to identify regional training gaps.
Group Overview: Breaks down participation and approval rates across different internal organizational groups to highlight top-performing teams.
Discount Codes: Tracks the inventory of digital rewards, showing both codes distributed and those still available for the campaign.
Retail Ops Insights
Retail Ops Insights
Retail Ops insights provide Brand Admins with a clear view of field service execution, claim accuracy, and operational efficiency.
Submission & Accuracy
Submission Status: Provides a real-time breakdown of claims that are Approved, Rejected, or Pending.
Submissions Over Time: A timeline comparing successful vs. failed submissions per week, helping you spot when service quality peaks or drops.
Rejections Reason: Directly identifies why field reps are failing (e.g., Incorrect Data or Non-Compliant Photos), highlighting specific training gaps.
AVG Submission/Associate: Tracks the average time or frequency of submissions per rep to evaluate individual workflow efficiency.
Financial & Growth
Incremental Revenue Opportunity: Predictive data showing potential sales growth based on current field engagement and average user spend.
Discount Codes: Monitors the remaining stock of digital rewards to ensure field incentives are consistently available.
Reach & Team
Engagement: Compares actual Associate and Store reach against your targets, with a geographic heat map to pinpoint "dead zones" in service coverage.
Group Overview: Summarizes store participation and approval rates by organizational group to identify your most reliable service teams.
Data Export
Looking to get some of the Data Offline?
The Data Export feature allows you to export a PDF or a CSV (Recommended) file with detailed campaign data. You can choose from the following report types:
Completions: Includes all completions for your campaign, along with relevant details such as the username, store, items, and more.
Codes: Contains all shared codes, along with information on who received them and when they were unlocked.
Stores: Lists all stores that have access to your campaign.
Select the report type that best suits your needs and export the data for further analysis.
❗ Please note: Filters will not be applied to the exported file—the export will include all available data.
Questions?
You can reach us through the chat icon in the app or by sending an email to support@endvr.io.