Viewing Analytics

Last Updated: January 26, 2026

Overview

Analytics provide data-driven insights into your campaign performance, client engagement, and business growth. This guide covers how to access, interpret, and export analytics data in ThriveSend B2B2G.

Main analytics dashboard showing key performance metrics

Understanding Analytics

Why Analytics Matter

Analytics help you:

📊 Measure Performance: Track campaign success against goals
🎯 Optimize Campaigns: Identify what works and what doesn’t
💰 Demonstrate ROI: Prove value to clients and stakeholders
🔍 Discover Insights: Uncover trends and opportunities
✅ Ensure Compliance: Monitor POPIA compliance metrics
📈 Drive Growth: Make data-driven business decisions

Analytics Hierarchy

Organization Analytics
    ↓
Client Portfolio Analytics
    ↓
Individual Client Analytics
    ↓
Campaign Analytics
    ↓
Content Performance Analytics

Accessing Analytics

Navigate to Analytics Section

Log into ThriveSend dashboard
Click Analytics in the left sidebar
You’ll see the main analytics dashboard

Analytics section in sidebar navigation

Analytics Dashboard

Dashboard Overview

Analytics dashboard layout with metric cards and charts

Dashboard Components:

Component	Description
Date Range Selector	Choose time period for analysis
Quick Stats Cards	High-level KPIs at a glance
Performance Charts	Visual representation of metrics
Sector Breakdown	Business vs Government performance
Top Performers	Best campaigns, clients, content
Recent Activity	Latest analytics events
Export Tools	Download reports and data

Quick Stats Overview

Key performance indicator cards

Primary Metrics:

Metric	Description	Calculation
Total Campaigns	All campaigns in period	Count
Active Campaigns	Currently running campaigns	Status = ACTIVE
Avg Engagement Rate	Average campaign engagement	Total engagements / Total reach
Avg Conversion Rate	Average campaign conversion	Total conversions / Total reach
Total ROI	Return on investment	(Revenue - Cost) / Cost × 100
Client Satisfaction	Average client rating	Average of all client scores

Trend Indicators:

🟢 ↗ Positive Trend: Improving compared to previous period
🟡 → Stable: No significant change
🔴 ↘ Negative Trend: Declining compared to previous period

Date Range Selection

Choosing Time Periods

Date range picker with preset and custom options

Preset Ranges:

Range	Description	Use Case
Today	Current day	Real-time monitoring
Last 7 Days	Past week	Weekly review
Last 30 Days	Past month	Monthly performance
Last 90 Days	Past quarter	Quarterly reports
Last 365 Days	Past year	Annual review
Year to Date	From Jan 1 to today	YTD performance
Custom Range	Choose specific dates	Ad-hoc analysis

Comparison Mode:

Compare: Last 30 Days vs Previous 30 Days

Shows metrics for current period with comparison to previous period.

Campaign Analytics

Overall Campaign Performance

Campaign performance overview with charts

Campaign Metrics:

Metric	Description	Benchmark
Reach	Number of contacts reached	Varies by campaign
Impressions	Total views/exposures	> Reach
Engagement Rate	% of audience who engaged	> 5% (excellent)
Click-Through Rate (CTR)	% who clicked links	> 2.5% (good)
Conversion Rate	% who completed goal	> 2% (good)
Bounce Rate	% who bounced/unsubscribed	< 2% (good)
ROI	Return on investment	> 200% (good)

Individual Campaign Analytics

View detailed metrics for specific campaigns:

Go to Analytics → Campaigns
Select campaign from list
View comprehensive campaign report

Detailed analytics for single campaign

Campaign Report Sections:

Performance Summary: Overview metrics
Engagement Over Time: Timeline of engagement
Audience Demographics: Who engaged
Channel Performance: How each channel performed
Content Performance: Which content worked best
Goal Completion: Conversion funnel analysis
Geographic Analysis: Performance by location
Device Breakdown: Desktop vs mobile vs tablet

Campaign Comparison

Compare multiple campaigns side-by-side:

Side-by-side campaign comparison

Comparison Features:

Select up to 5 campaigns
View metrics side-by-side
Identify best performers
Benchmark against averages
Export comparison report

Client Analytics

Client Portfolio Overview

Portfolio-wide client analytics

Portfolio Metrics:

Metric	Description
Total Clients	All active clients
Client Acquisition	New clients added in period
Client Retention Rate	% of clients retained
Avg Campaigns per Client	Average campaigns per client
Client Lifetime Value	Average client LTV
Sector Distribution	Business vs Government split

Individual Client Analytics

View analytics for specific clients:

Detailed analytics for individual client

Client Metrics:

Metric	Description
Campaigns Delivered	Total campaigns for client
Avg Engagement Rate	Average across all campaigns
Avg Conversion Rate	Average conversion performance
Total Reach	Cumulative audience reached
Client Satisfaction	Current satisfaction score
Revenue Generated	Total revenue from client
Contract Status	Active, Renewal Due, etc.

Client Satisfaction Tracking

Monitor client satisfaction over time:

Client satisfaction trend chart

Satisfaction Sources:

Post-campaign surveys
Quarterly review scores
Net Promoter Score (NPS)
Support ticket satisfaction
Direct feedback ratings

NPS Calculation:

NPS = % Promoters (9-10) - % Detractors (0-6)

Score Interpretation:
> 50: Excellent
30-50: Good
0-30: Needs Improvement
< 0: Critical

Sector Analytics

Business vs Government Performance

Compare sector performance:

Business and government sector comparison

Sector Metrics:

Sector	Campaigns	Avg Engagement	Avg Conversion	Revenue
Business	Count	Rate %	Rate %	Total
Government	Count	Rate %	Rate %	Total

Sector Insights:

Identify which sector performs better
Adjust resource allocation
Tailor strategies by sector
Compare approval times
Analyze compliance burden

Government-Specific Analytics

Additional metrics for government campaigns:

Government-specific performance metrics

Government Metrics:

Metric	Description	Benchmark
Avg Approval Time	Time from submission to launch	< 10 days
Compliance Score	% campaigns fully compliant	100%
Security Clearance Distribution	Breakdown by clearance level	Varies
Public Engagement	Civic participation rate	> 3%
Government Level Performance	Local vs Provincial vs National	Varies

Content Performance Analytics

Content Library Analytics

Content performance overview

Content Metrics:

Metric	Description
Usage Count	Times content used in campaigns
Avg Engagement	Average engagement when used
Avg Conversion	Average conversion when used
Approval Rate	% approved on first submission
Avg Approval Time	Time to get approval
Reuse Rate	% of content used multiple times

Top Performing Content:

Most used templates
Highest engagement content
Best converting assets
Fastest approved content

Content Type Performance

Compare different content types:

Performance by content type (email, landing page, etc.)

Content Type Benchmarks:

Type	Avg Engagement	Avg Conversion
Email	3-5%	1-2%
Landing Page	5-10%	2-4%
Social Media	2-4%	0.5-1%
Video	8-15%	3-5%

Team Performance Analytics

Team Productivity

Monitor team performance:

Team productivity and performance metrics

Team Metrics:

Metric	Description
Campaigns Created	Campaigns per team member
Content Created	Assets per team member
Avg Approval Time	Approval speed by approver
Client Assignments	Clients per team member
Activity Score	Overall productivity score

Custom Reports

Creating Custom Reports

Build custom analytics reports:

Go to Analytics → Reports
Click + Create Custom Report
Select metrics to include
Choose visualization type
Apply filters
Save and schedule

Custom report builder interface

Report Components:

Component	Options
Metrics	Select from 50+ metrics
Dimensions	Time, Client, Campaign, Content, Team
Visualizations	Charts, tables, graphs, maps
Filters	Sector, status, date range, tags
Grouping	Group by day/week/month/quarter
Calculation	Sum, average, count, percentage

Scheduled Reports

Automate report generation and delivery:

Report scheduling configuration

Schedule Options:

Frequency	Description	Use Case
Daily	Every day at specified time	Daily dashboards
Weekly	Every Monday (or chosen day)	Weekly summaries
Monthly	1st of each month	Monthly reports
Quarterly	End of each quarter	Quarterly reviews
Custom	Custom schedule (e.g., bi-weekly)	Specific needs

Delivery Methods:

📧 Email to recipients
💾 Save to cloud storage
🔔 In-app notification
🔗 Shareable link

Data Visualization

Chart Types

Choose appropriate visualization:

Available chart types for data visualization

Chart Options:

Chart Type	Best For	Example
Line Chart	Trends over time	Campaign performance trend
Bar Chart	Comparing categories	Client comparison
Pie Chart	Proportions/breakdown	Sector distribution
Area Chart	Cumulative trends	Total reach over time
Scatter Plot	Correlation analysis	Engagement vs Conversion
Heat Map	Geographic analysis	Performance by location
Funnel Chart	Conversion funnel	Campaign conversion path
Table	Detailed data	Campaign metrics table

Interactive Dashboards

Create interactive analytics dashboards:

Interactive dashboard with drill-down capabilities

Interactive Features:

🖱️ Hover Details: Hover for more information
🔍 Drill-Down: Click to see detailed breakdown
🔄 Real-Time Updates: Live data updates
📱 Responsive: Works on mobile devices
🎨 Customizable: Adjust layout and colors
💾 Saveable: Save dashboard configurations

Exporting Data

Export Options

Export analytics data in various formats:

Export options menu

Export Formats:

Format	Description	Use Case
PDF	Formatted report document	Presentations, client reports
Excel (XLSX)	Spreadsheet with multiple sheets	Data analysis in Excel
CSV	Comma-separated values	Import to other tools
PNG/JPG	Chart images	Presentations, documentation
JSON	Machine-readable data	API integration
PowerPoint (PPTX)	Presentation slides	Executive presentations

Bulk Export

Export large datasets:

Go to Analytics → Export
Select date range
Choose data to include
Select format
Configure options
Export

Bulk data export configuration

Export Options:

Include raw data or aggregated
Apply filters before export
Compress large files (ZIP)
Schedule recurring exports
Email when export ready

Real-Time Analytics

Live Campaign Monitoring

Monitor campaigns in real-time:

Real-time campaign monitoring dashboard

Real-Time Metrics:

🔴 Live Reach: Current audience reached
⚡ Live Engagement: Engagement happening now
🔔 Live Alerts: Immediate issue notifications
📈 Trending: Currently trending content
🌍 Live Map: Geographic activity map

Update Frequency:

Metrics update every 5-30 seconds
Charts refresh every 1-5 minutes
Alerts trigger immediately

Analytics Insights

AI-Powered Insights

Get automated insights from your data:

AI-generated insights and recommendations

Insight Types:

Insight	Description	Example
Anomaly Detection	Identifies unusual patterns	”Engagement 50% lower than usual”
Trend Analysis	Spots emerging trends	”Video content engagement increasing”
Predictions	Forecasts future performance	”Expected to reach 10K by month end”
Recommendations	Suggests optimizations	”Send emails on Tuesdays for 30% better engagement”
Benchmarking	Compares to industry standards	”Your engagement 15% above industry average”

Compliance Analytics

POPIA Compliance Monitoring

Track POPIA compliance metrics:

POPIA compliance dashboard

Compliance Metrics:

Metric	Description	Target
Consent Rate	% of contacts with valid consent	100%
Data Subject Requests	DSR received and processed	< 30 day response
Audit Log Coverage	% of actions logged	100%
Access Violations	Unauthorized access attempts	0
Data Breaches	Security incidents	0
Retention Compliance	Data deleted per policy	100%

Government Compliance Analytics

Additional compliance tracking for government campaigns:

Government compliance metrics

Government Compliance:

Approval workflow adherence
Security clearance violations
Data classification compliance
Accessibility compliance (WCAG 2.1 AA)
Branding guideline compliance

Mobile Analytics

Mobile App

Access analytics on mobile devices:

Analytics dashboard on mobile device

Mobile Features:

📱 Touch-optimized interface
📊 Essential metrics at a glance
🔔 Push notifications for alerts
📸 Screenshot reports
🌐 Offline access to cached data

Mobile Access:

iOS and Android web browsers
Optimized for smartphones and tablets

Best Practices

Analytics Best Practices

Regular Monitoring: Check analytics daily for active campaigns
Benchmark: Compare to industry standards and past performance
Act on Insights: Use data to make informed decisions
Share Reports: Distribute reports to stakeholders
Document Learnings: Record what works and what doesn’t
Set Goals: Establish clear KPIs before campaigns
Track ROI: Always measure return on investment
Segment Data: Analyze by sector, client, content type
Use Comparisons: Compare periods, campaigns, clients
Export Regularly: Back up important analytics data

Government Analytics Best Practices

Compliance Tracking: Monitor compliance metrics constantly
Transparency: Share performance data with government clients
Accountability: Document all analytics decisions
Accessibility: Ensure reports are accessible (WCAG 2.1 AA)
Data Security: Restrict access to classified analytics
Audit Trails: Maintain analytics access logs
Public Reporting: Prepare public-facing performance reports
Stakeholder Reports: Regular reports to government stakeholders

Troubleshooting

Issue: Data Not Updating

Symptom: Analytics showing stale data

Solution:

Click refresh button
Check date range selection
Verify campaign is active
Wait 5 minutes for data processing
Clear browser cache
Contact support if data is definitely stale

Issue: Export Fails

Symptom: Cannot export analytics report

Solution:

Check file size (large exports may timeout)
Reduce date range
Export in smaller chunks
Try different format (CSV instead of Excel)
Check browser popup blocker
Try scheduled export instead of immediate

Issue: Missing Data

Symptom: Expected data not appearing in analytics

Solution:

Verify campaign was active in selected date range
Check if you have permission to view this data
For government campaigns: Verify security clearance
Check if data is filtered out
Verify campaign tracking was properly configured

POPIA Compliance

Analytics Data Protection

All analytics data is protected:

Security Measures:

🔒 Aggregated data only (no personal information)
👤 Role-based access to analytics
📝 Analytics access audit logged
🇿🇦 Data stored in South Africa
🔐 Encrypted in transit and at rest

Audit Logging

Analytics access is logged:

{
  "action": "ANALYTICS_VIEWED",
  "timestamp": "2026-01-26T17:00:00Z",
  "userId": "user_123",
  "resource": "campaign_analytics",
  "details": {
    "campaignId": "camp_456",
    "dateRange": "2026-01-01 to 2026-01-31",
    "metricsViewed": ["engagement", "conversion", "roi"]
  },
  "ipAddress": "102.134.xxx.xxx"
}

What’s Next?

Now that you understand analytics, learn about team management and platform settings:

Recommended Next Steps:

Team Management - Manage team members and permissions
Settings & Compliance - Configure platform settings
Dashboard Overview - Return to dashboard overview

Getting Help

If you need assistance with analytics:

Email: support@isutech.co.za
Video Tutorial: Analytics Walkthrough

Previous: ← Managing Content | Next: Team Management →

Last Updated: January 26, 2026