Accurately tracking general revenue from all automations and campaigns is essential for measuring the return on investment (ROI) of your marketing efforts. Understanding which campaigns and automations are driving sales allows for data-driven decisions that enhance performance and fuel growth. This guide provides clear, step-by-step instructions on two primary methods for finding revenue data within the BusinessChat platform: a high-level overview from the main dashboard and a detailed analysis through individual campaign and automation reports.
1. The Dashboard: Your Quick 30-Day Revenue Snapshot
The main dashboard serves as your command center for a quick, high-level assessment of recent performance. It is the ideal tool for daily or weekly check-ins to monitor key trends and overall financial impact without needing to dive into deep, granular analysis.
1.1. Dashboard Reporting Capabilities
The dashboard provides a consolidated view of performance data, combining the results from both your one-time marketing campaigns and your ongoing automations. To help you track trends over different periods, the dashboard offers several predefined time frames for data visualization.
Here’s what you can see from the dashboard:
All individual automations' revenues for the last 30 days
All individual automations’ revenues for the previous 30 days
All individual automations’ attributed orders for the last 30 days.
All bulk campaigns with generated revenue during the same time frame.
From the revenue cards on the side, you will be able to see the following:
Lifetime revenues from automations and campaigns, with the overall revenue from the last 30 days.
Overall Revenues from all active automations for the last 30 days
Overall revenue from the campaigns in the last 30 days
Lifetime revenues attributed to the Popup.
1.2. Accessing Dashboard Revenue: A Step-by-Step Guide
Follow these simple steps to find your top-level revenue data:
Log into the BusinessChat platform.
Locate the main Dashboard, which is one of the eight primary function buttons on the main interface, and the first page to open by default when you log in.
Within the dashboard view, you will find key metrics, including total revenue generated, displayed for the selected time frame.
While the dashboard is perfect for a quick overview, a more detailed understanding requires drilling down into specific reports.
2. Detailed Revenue Analysis via Individual Reports
While the dashboard provides a valuable summary, individual reports for campaigns and automations are crucial for understanding the specific performance of each marketing initiative. This granular view allows you to identify top-performing activities, diagnose underperforming ones, and make precise optimizations to your strategy. This is especially important if you have more than one active automation from the same type, such as two cart abandonment automations.
2.1. Analyzing Campaign Revenue Reports
Accessing General Campaign Reports
To get a collective overview of all your one-time marketing campaigns, you can navigate to the main "Campaigns" report section. This area features a summary report card displaying key aggregate metrics from all campaigns sent within the last 30 days.
Key metrics include:
Percentage of read messages
Click-through rate
Number of campaigns sent
Revenue from campaigns
Exporting a Specific Campaign's Revenue Report
For a deeper analysis of a single marketing campaign, you can export a detailed revenue report.
Navigate to the Campaigns section from the main menu and select the specific campaign you wish to analyze.
Locate and click the option to Export campaign data.
From the export options, select the Revenue Report.
You will receive an email containing a link to download the report file.
The exported revenue report provides a detailed breakdown of every order attributed to that campaign, including customer numbers, order dates, and the total order value.
2.2. Analyzing Automation Revenue Reports
Understanding Automation-Specific Reporting
Each automation flow—such as the Welcome Series, Post-Purchase Follow-up, or Browse Abandonment reminders—generates its own dedicated performance report. This allows you to measure the effectiveness of each automated customer journey independently.
Key performance indicators (KPIs) tracked within each automation report include:
Started: The number of customers who entered the automation flow.
Bought: The number of customers who made a purchase that was attributed to the automation.
Completed: The number of customers who finished the entire automation flow.
Revenues: The total revenue generated and attributed to the automation.
Exporting an Automation Report: A Step-by-Step Guide
To analyze the performance of a specific automation, you can export its detailed report.
Navigate to the Automated Campaigns page from the main menu.
Select the specific automation flow (e.g., "Welcome Series") you want to analyze.
Within that automation's page, locate the option to export or download the report.
You will receive the report via email, which provides a detailed breakdown of customer interactions and attributed sales.
Understanding where to find this data is the first step. The next is to understand how BusinessChat calculates and attributes that revenue to your marketing activities.
3. How BusinessChat Attributes Revenue to Marketing Activities
Understanding the platform's attribution model is fundamental to correctly interpreting your revenue data. This knowledge ensures you can make informed decisions based on which marketing channels are truly driving sales and contributing to your bottom line.
Core Conditions for Purchase Attribution
For a purchase to be attributed to a specific BusinessChat campaign or automation, one of the following two conditions must be met:
Condition 1 (Time-Based): A purchase is attributed if the customer received and read the marketing message within 5 days before creating their order.
Condition 2 (Code-Based): A purchase is attributed if the customer used a discount code that was specifically generated and distributed by a BusinessChat platform automation or campaign.
Note: If you use a fixed discount code (one created on your e-commerce platform and not by BusinessChat), attribution will rely solely on the 5-day message read window.
The "Last Touch" Attribution Model
BusinessChat attributes revenue to the last marketing campaign or automation the customer interacted with before making a purchase. This is known as a "last touch" model.
For example, if a customer receives a cart abandonment message on Sunday and then receives a general marketing campaign message on Monday, a purchase made on Wednesday will be attributed to the Monday campaign, as it was the final marketing touchpoint before the sale.
An Important Reporting Limitation
It is critical to be aware of how order data is tracked. BusinessChat tracks revenue based on created orders. Any subsequent modifications, such as order edits or cancellations made directly on your e-commerce platform, will not be reflected in the BusinessChat revenue reports. The revenue figures will remain based on the initial order creation data.
Conclusion
This guide has outlined the two primary methods for tracking your marketing revenue in BusinessChat: the quick-glance dashboard for high-level trends and the detailed individual reports for granular performance analysis. By leveraging this data and understanding the platform's attribution model, you can effectively measure your ROI, refine your messaging strategies, optimize campaign performance, and ultimately drive sustainable business growth.