Reporting

Review your displays’ performance in your dashboard.

Once you’ve published displays in Privy, you can review a snapshot of your ongoing performance in your Privy dashboard, your Convert dashboard, and the Reporting tab in your individual display(s).

Reviewing Overall Performance

To start, head to Convert > All Displays to review your displays’ performance in aggregate.

The following information is available in this view:

Views

The total number of display views since account creation. A view is registered when the display loads on a visitor’s screen.

Signups

The total number of display signups since account creation. A sign-up is registered when a visitor submits their information via a display. 

Orders

The total number of orders since account creation. An order is registered when someone signs up for your Privy display and then completes a purchase through your store using the same email address. Privy counts an order regardless of whether or not the customer used a coupon code during checkout.

Revenue

The total revenue collected from all contacts who signed up via a Privy display and subsequently made a purchase. This revenue attribution is only available to Privy accounts integrated with a Shopify or BigCommerce storefront.

Reviewing display-specific data

To access display-specific performance information, navigate to the Convert dashboard and locate the desired display. The display’s card provides an overview of its standalone performance, while additional information (e.g., Conversion %) can be accessed by clicking the card and opening a display-specific report.

Preview data on Display Cards

Each display’s performance is previewed via its display card on the Convert dashboard.

The metrics that may be displayed in this card preview are: 

Views

The total number of views this display has received. A view is registered when the display loads on a visitor’s screen. 

Signups

The total number of visitors that signed up by submitting a signup form.

Orders

The total number of orders placed by visitors who completed a signup.

View data on Display Reports

After clicking on a specific display card, additional reporting data will appear.

Reporting Period: Select a custom timeframe by clicking on the dates and compare to the previous period or the same period in the prior year. You can also turn off the comparison period by clicking “Show Previous Period” below the chart.

Each metric card (Views, Signups and Orders) is clickable. When clicked, the chart updates to show historical information for that metric. You can also toggle between the total number and the rate, when looking at Signups and Orders.

The metrics that may be displayed on this Reporting page are: 

Views

The number of times your display was shown to visitors on your site.

Signups

The number of visitors that signed up by submitting a signup form.

Signup Rate

The percentage of views that resulted in a signup event.

Orders

The number of orders placed by visitors who completed a signup.

Order Rate

The percentage of orders placed by visitors who completed a signup.