The Dashboard gives you a real-time overview of your RegFox account so you can quickly monitor sales, registrations, and customer activity without running individual reports. From one place, you can view sales totals, page visits, purchasing trends, top-performing registration pages, recent orders, and more. Use the Dashboard to track your account's performance, identify trends, and quickly access the information you need to make informed decisions.
Note: The Dashboard is designed to provide an overview of your entire account or multiple pages. If you want detailed analytics for a single registration page, view that page's Page Analytics for more in-depth insights.
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Getting Started
From the top menu bar in your account, click Dashboard
Filter your data if needed. By default, the Dashboard displays year-to-date data from all pages in your account. Use the Pages filter to view data for specific page(s), or the Date filter to select a different date range
Pro Tip: You can use the Date filter to filter your Dashboard to Today, Last 7 Days, Last 30 Days, Last 60 Days, Last 90 Days, Year to Date, Last Year, All Time, or a custom date range.
Note: The Dashboard displays data for one currency at a time. If your account processes multiple currencies, use the Currency filter to select the currency you want to view.
Overview
The top of the Dashboard displays key metrics that provide a quick overview of your account or selected pages.
Sales: Displays your current sales. This total excludes pending offline orders and refunds
Total Sales: Displays all sales processed, including pending offline orders and refunds
Pending Offline: Displays the total amount still owed for unpaid offline orders. This metric only appears if offline payments are enabled and you have at least one unpaid offline order
Refunds: Displays the total amount refunded
Page Visits: Displays the total number of page visits
Registrants: Displays registrants from completed orders only. Cancelled registrants and registrants associated with pending offline orders are excluded
Total Registrants: Displays the total number of registrants purchased, including cancelled registrants and registrants associated with pending offline orders
Pending Registrants: Displays the total number of registrants associated with pending orders
Cancelled Registrants: Displays the total number of cancelled registrants
Percentage of Visitors who Registered: Displays the percentage of active page visitors who completed a registration. This metric is based on the number of active visitors who interacted with your page compared to the number of online registrations
Order Insights
The Order Insights section highlights general purchasing behavior and transaction trends for your registration pages. You'll see the following metrics:
Average Order Total
Average Transaction Time
Top Sales Day of the Week
Average Registrants Per Order
Coupon Usage
Top Purchasing Hour of the Day
Pro Tip: Average Transaction Time measures the average time it takes a registrant to complete an order after first interacting with your page.
Top Performing Pages
The Top Performing Pages section highlights the five highest-performing pages. For each page, you'll see the page name and total sales.
Recent Transactions
The Recent Transactions section displays your 10 most recent transactions. For each transaction, you can view the billing name, number of registrants in the transaction, order total, and the page where the transaction originated. To view additional transaction details, click the eye icon next to the transaction.
To view all transactions, click View All Recent Transactions.
Pro Tip: The number displayed next to Recent Transactions indicates how many transactions occurred during your dashboard's date range.
Map of Visitors and Orders
The Map of Visitors and Orders section helps you understand where your audience is located and how they are finding your pages.
Review Top Traffic Sources
To the left of the map, RegFox displays the top traffic sources driving visitors to your pages. Use this data to understand which websites, marketing campaigns, or referral sources are generating the most traffic and sales.
View Visitor and Order Locations
The map displays the geographic locations of both visitors and registrants. This allows you to quickly identify where interest in your pages is coming from and where registrant sales are occurring.
Blue dots represent visitors who viewed your pages
Green dots represent registrants who completed an order
Pro Tip: Visitor locations are determined by the visitor's IP address. Registrant locations are based on the billing address entered during checkout.
Note: Use the region filter above the map to focus on visitor and registrant activity in a specific area. You can view data for the United States, North America, South America, Europe, Africa, Australia, or Worldwide to better understand where your audience is engaging with your registration pages.
Order Stats
The Order Stats section provides a snapshot of how customers are purchasing registrations and interacting with your pages. Use this information to better understand buyer behavior and identify trends.
Devices Used
Devices Used
The Device Used section shows the types of devices registrants used to view your registration pages.
Pro Tip: Device type is reported as Desktop, Mobile, or Tablet.
The pie chart provides a visual breakdown of the device type. Hover over a section of the chart to view:
The total number of page views for that device type
The percentage of overall page views for that device type
Coupons Used
Coupons Used
The Coupons section shows how often coupons are used on your pages. The pie chart provides a visual breakdown of the percentage of registrations placed with a coupon.
Merchandise Ordered
Merchandise Ordered
The Merchandise Ordered section displays the percentage of registrations that included merchandise. The pie chart shows a visual breakdown of the percentage of registrations that includes at least one merchandise item.
Donations Included
Donations Included
The Donations Included section shows the percentage of registrations that included a donation. The pie chart provides a visual breakdown of registrations with a donation.
Top Order Levels
The Top Order Levels section highlights the five most popular registration options across your pages. For each registration option, you'll see its name and the total number of registrations sold.
Top Coupons
The Top Coupons section displays the five most popular coupons across your pages. For each coupon, you'll see its coupon code and the total number of times the coupon was used.
My Tasks
The My Tasks section displays the 10 oldest open tasks across all contacts in your account. For each task, you can view the task and its due date, if one has been assigned. Click the eye icon to view the contact associated with the task.
FAQs
Can I set a custom date range for my dashboard?
Can I set a custom date range for my dashboard?
Yes. To set a custom date range, select Custom from the Date Range dropdown, then choose the start and end dates you want to view.
