Review trends in the Commerce dashboard

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Developer

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On the Advanced reports (platform-ca | platform-eu | platform-au) page of the Coveo Administration Console, you can access the commerce dashboards powered by Tableau. These live dashboards contain metrics that help you better understand the performance of your commerce site and how it’s impacted by your Coveo implementation. With the required privileges, you can use these dashboards to analyze the role that each metric plays in contributing to the total revenue.

Access the dashboards

On the Advanced reports (platform-ca | platform-eu | platform-au) page, you’ll see several dashboards listed for your Coveo organization.

Click the dashboard you want to view, and then click Open.

You can use the date picker in any of the advanced reports to compare data trends between different periods.

In the upper-right corner of the dashboard, click Select date.
In the Report period dialog that opens, use the calendar date picker to select a date range on the Current Period section.
Repeat the same procedure in the Compared to section.
Click Apply.

You can use the filter feature to customize the report view.

In the upper-left corner of the dashboard, click , and select the desired value(s) from the dropdown menu.
At the bottom of each dropdown menu, select Apply.

To save a view with specific date range and filter:

In the lower-right corner of the dashboard, click View.
In the dialog that appears, enter a name. If you wish to make this your default view, select the Make it my default checkbox.
Click Save.

Leading practice

This is useful if you have multiple brands. By saving the parameters, you can access a brand view without entering a filter every time.

To share a dashboard view with another user:

Note

Only users with the required privileges will be able to view the shared dashboard.

To download your current dashboard view, in the lower-right corner of the dashboard, click Download.

Explore various dashboards, such as Overview or Search, to get a better understanding of your site performance.