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How do I use the Performance Reporting Dashboard?
How do I use the Performance Reporting Dashboard?

Looking to compare recent engagement metrics to your historical baselines? This is where you'll find it.

Scott Gutelius avatar
Written by Scott Gutelius
Updated over a week ago

Our Performance Reporting Dashboard will let you quickly compare recent engagement metrics for specific campaigns and/or audience segments to your rolling 12-month baseline by adjusting a few filters. Here's how it works.

Start by clicking on the Performance tab at the top of the screen in the Motiva app:

This will bring up the default screen within the Performance Dashboard. From here, you can start typing in the Text Filter box to bring up a list of campaigns for your organization. You can use filter operators AND and OR (in all caps) to isolate specific campaigns by naming convention. To the right of the Text Filter box, you'll see the filters for date and persona which can further narrow your results.

The historical baseline will also be updated to show the performance only of campaigns in the past 12 months that match the new search criteria. This will improve the accuracy of your performance evaluation instead of comparing specific campaigns to your overall baseline.

Text Filter Operators

Use the logical operators AND, OR and AND NOT to include or exclude certain campaigns using the campaign naming conventions. The list will reset after you type the operator with a space. For example, "newsletters AND ".

  • AND: Grabs only campaigns where characters before and after the operator are present. For example, "news AND letter" will show campaigns that contain both words.

  • OR: Grabs campaigns that contain either of the characters before and after the operator. For example, "news OR letter" will show campaigns that contain news as well as campaigns that contain letter.

  • AND NOT: Exclude certain campaigns from appearing in the list by using AND NOT. For example, "news AND NOT letter" will exclude campaigns with the word "letter" in the title and only show campaigns with the word "news".

Baselines & Benchmarks

Once you've selected your filters, the top row of numbers will show the engagement metrics for the filtered results, and compare them to the baseline results for those campaigns and personas over the last 12 months.

You can also add a custom benchmark instead of relying on the historical baseline. Click the "Benchmark" option listed new to "Baseline" and select "Update Benchmark."

Enter your desired benchmark stats in the configuration window.

Click "OK" to save the filter for this reporting session. If you want to permanently save these benchmarks, then follow the instructions provided below for saving a filter view below so you can select it each time you come back to the Performance Report.

Quickly Evaluating Results

If the numbers have improved, they will be shown in green on the top line and show the percent improvement. If they are worse than the baseline, they will be red. If they are the same, this will be indicated in yellow. Color codings are used in the engagement statistics at the top of the report and for every email in every campaign.

You can also see the percentage improvement or decline compared to the baseline or benchmark. Percentages are provided under each engagement statistics listed at the top of the report.

Saving & Sharing Filter Views

You also have the options to save and share filter configurations.

To Save a filter, click on the blue Filter dropdown and press Save. It will show you the current filter settings, and prompt you to give it a name:

To share a filter, click on the right arrow next to the blue Filters dropdown. This will generate a URL that you can share with colleagues. Please note that the recipient will need Eloqua and Motiva logins to view the results.

If you have any questions about how to use the Performance Reporting Dashboard, feel free to reach out!

A Quick Note: Engagement rates in the Motiva Performance Report will be slightly lower than what is reported in Eloqua Insights. Eloqua calculates engagement rates by dividing the number of engagements (unique opens or unique clicks for example) by the number of emails delivered. Eloqua calculates emails delivered by subtracting hard and soft bounces from the total emails sent. Motiva is unable to access the soft bounces statistic from Eloqua so our delivered stat only subtracts the hard bounces. This results in a very small discrepancy and will not significantly impact your reporting.

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