Reports Dashboard Overview

With Mixmax's Reports Dashboard, you can gain a quick overview of the number of meetings, emails sent, and customers outbounded for you and your Workspace. While this dashboard allows you to visualize email tracking data like sent emails, opens, clicks, and replies, it also offers a breakdown of trends like top performing sequences and templates. 

You can read more about creating, saving, and downloading customized Reports in our Reports Builder Overview. Clicking on 'See Data' anywhere in the Reports Dashboard will direct you to the Report Builder.

The Reports Dashboard is available on our Growth and Enterprise plans.

Understanding the Reports Dashboard

You can find your Reports Dashboard by hovering over the left side menu and choosing Reports.

At the top of this page, you will see two filtering options:

  • Date Range - This filter allows you to choose the time range that you want to find data for.
  • Groups / Users - This filter allows you to view data for all users, a group, an individual, or a subset of users you've selected.

The default filters are 'Last 30 days' and 'All Groups / Users'.

On the left side of this page, you will see the Report Builder tab as well as your saved reports and your shared reports. At this time, reports cannot be added to folders.

On the right side of each stat, you'll find the option to display these charts as line graphs or as bar graphs. You can also hover your cursor over different parts of the chart to see data for specific dates within the date range you've chosen.

Overview

In the Overview section, you will see three charts. In each of these charts, there is a breakdown of data based on the date range and user group that you've selected. 

  • Customer Meetings Booked - This chart represents the number of meetings that have been booked using Mixmax.
  • Emails Sent - This chart represents the number of emails that have been distributed using Mixmax.
    • The Sent number may not match the Delivered number as the Delivered number does not include bounced emails.
  • Customers Outbounded - This chart represents the number of emails domains that have been reached out to in the specified date range you've chosen.

Email Analysis

The email analysis chart is a visualization of the tracking data in your Live Feed. Here, you'll see sent, opened, clicked, and replied data. You can remove any one of these by unchecking the box next to the associated parameter.

Meeting Trend Activity

In this chart, you can select to view 'Total Meetings' or 'Time Spent'.

  • Total Meetings allows you to view the amount of internal (meetings with folks at your domain) and external meetings you've scheduled using Mixmax. 
  • Time Spent will show you the total amount of time spent in internal and external meetings. The numbers in the Time Spent chart account for the entire allotted meeting time and are not adjusted if a meeting went long or was ended early.

Internal vs. External Meetings

This chart shows similar data to the Meeting Trend Activity chart, but instead, it gives you an aggregated view of the data. You can visualize the total number of internal vs. external meetings and the amount of time spent in these meetings.

Leaderboard

The Leaderboard gives you an overview of various top performers based on a particular parameter you have applied to each chart. You can view top performing:

  • Users - other team members in your Workspace.
  • Sequences
  • Groups - any Groups in your Workspace you're in.
  • Templates
  • Customers - see which recipients you interact with the most.

When Top Users, Groups, or Customers is selected, these charts can be based on:

  • # of Emails Sent
  • # of Emails Opened
  • # of Emails Clicked
  • # of Emails Replied
  • Open Rate
  • Click Rate
  • Reply Rate

When Top Templates or Sequences is selected, these charts can be based on:

  • # of Emails Sent
  • # of Emails Opened
  • # of Emails Clicked
  • # of Emails Replied
  • # of Unsubscribes
  • # of RSVP Yes
  • Open Rate
  • Click Rate
  • Reply Rate
  • Unsubscribe Rate

You can compare a wide range of data with these four charts. For example, you may want to compare the number of emails sent between Users, Groups, Sequences, and Templates. 

Or, you may want to compare how your Sequences performed across number of emails sent, number of emails replied, open rate, and unsubscribe rate.

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