Understanding Your Sendlane Dashboard

Overview

Your Sendlane Dashboard is a great way to quickly review your account's activity and gain insights into your marketing strategy's performance. Read on to learn about each section of your Sendlane dashboard!

In This Guide


Weekly Digest

The Weekly Digest sidebar is a great way to see a quick overview of your entire Sendlane account. The information here refreshes weekly at midnight on Sundays EST, regardless of the time zone your account is set in.

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Sendlane Plan Information

Under the Weekly Digest is a quick view of your Sendlane plan stats, including your current email plan, the number of Contacts currently in your account, how many emails have been sent so far in your billing cycle, and how many sending credits remaining in your billing cycle for both email and SMS.

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Contacts, Email, and SMS

💡 Adjust Reporting Periods

The Contacts, Email, and SMS sections of the Sendlane dashboard let you select from a set of preset relative reporting periods or a custom date range:

  • Today (Today only)
  • Last 7 days (Yesterday - 7 days ago)
  • Last 30 days (Yesterday - 30 days ago)
  • Last 90 days (Yesterday - 90 days)
  • Last month (Last complete month; selecting this option on 12/31 will pull 11/1-11/30)
  • Last 3 months (Last complete three months; selecting this option on 12/31 will pull 9/1-11/30)
  • Last 12 months (Yesterday - 12 months)
  • Last calendar year (Last complete year; selecting this option on any date in 2024 will pull 1/1/23-12/31/23)
  • Custom range

The Contacts section shows an overview of your account's Contact growth for both email and SMS, activity, email domain breakdown, and collection source.

Hover over individual points in the Growth, Top Domains, and Source visualizations to view details for these charts:

Contacts Takeaways

Ask yourself the following questions while monitoring your Contacts data to keep your email and SMS marketing strategy agile and effective:

  • Growth - When did you experience periods of higher growth? What were your strategies then? How can you iterate on those strategies to keep your growth up?
  • Contact Activity - Are your unsubscribe and deleted/removed numbers stable?
  • Top Domains - Are you surprised by the breakdown of your Contacts' domains? Are you aware of best practices for each domain?
  • Source - Is the amount of time and other resources being invested in each source reflected in this chart?

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Revenue

💡 Adjust Reporting Periods

The Revenue section of the Sendlane dashboard lets you select from a set of preset relative reporting periods or a custom date range:

  • Today (Today only)
  • Last 7 days (Yesterday - 7 days ago)
  • Last 30 days (Yesterday - 30 days ago)
  • Last 90 days (Yesterday - 90 days)
  • Last month (Last complete month; selecting this option on 12/31 will pull 11/1-11/30)
  • Last 3 months (Last complete three months; selecting this option on 12/31 will pull 9/1-11/30)
  • Last 12 months (Yesterday - 12 months)
  • Last calendar year (Last complete year; selecting this option on any date in 2024 will pull 1/1/23-12/31/23)
  • Custom range

The Revenue section provides an overview of revenue earned from Automations and Campaigns

Hover over individual points in the Revenue Breakdown and % of Revenue by Source visualizations to view details for these charts:

Revenue Takeaways

Ask yourself the following questions while monitoring your Total Account Revenue data to keep your email marketing strategy agile and effective:

  • Revenue Breakdown and Attributed Revenue - When do you see higher revenue? What were your strategies then? How can you iterate on those strategies to keep your revenue up?
  • % of Revenue by Source and Revenue by Module - Is the amount of time and other resources being invested in Campaigns vs. Automations reflected in this data?

When you're able to see which messages have the highest revenue and engagement, you can uncover which strategies work best for your audience and leverage those more effectively to boost your engagement and ROI!

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Stores

The Stores section populates data from your connected eCommerce integration, or provides instructions for integrating supported eCommerce integrations.

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Latest Campaigns

In the Latest Campaigns section you'll see a "quick look" at the last 5 email or SMS Campaigns sent from your account, including open rates (email only), click rates, and attributed revenue for each Campaign

Takeaways

When you have visibility into the performance of your most recent campaigns, you'll be fully in-the-know about how well your one-time sends are working, and either reassess and adjust, or maintain your strategy as needed!

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Automations  

In the Automations section you'll see your Top 5 Automations, including the number of times the automation is triggered, how many contacts are currently active within the automation, how many contacts have completed the automation, the open rate, click rate, and revenue (if any) of each automation.

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Pop-Ups

In the Pop-Ups section you'll see your Top 5 Pop-Ups. This will allow you to see how many impressions and submissions along with the conversions rate of those forms.

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Site Tracking

The Site Tracking section shows the top five Beacon events on your website by the number of total visits, or Impressions. Impressions count each page view even if the same Contact visits the page multiple times.

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Additional Sendlane Resources

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