Detailed insights with flexible filter options
Note: We've updated the Analytics. You can now find advisor performance in the Trends, Insights, and Purchases sections. However, valuable information on individual advisors is still available.
Mobile vs. Desktop
Discover whether your customers are using the advisor on mobile or desktop. This data helps you understand which devices your audience prefers and can be used to optimize the mobile or desktop experience.
Integration Type
Identify which integration your customers use to access the advisor. This information helps you adjust or improve integrations and offers insights into your customers' preferred access channels.
Traffic Source
Track how customers arrive on your website — whether through a Google search, comparison sites like Idealo, or direct access. This data helps you understand which marketing channels or integrations are most effective and aids in optimizing your advertising strategies.
Advisor Integrations
See which URL your customers used to access the advisor. You can view both the number of views, as well as the interaction rate and engagement rate. These metrics provide deep insights into customer usage and engagement.
Save for Later
Track the number of Save for Later emails. You’ll get an overview of the email addresses (leads) and the timestamp when the customer provided their consent. This feature helps you follow up with potential customers at a later time.
Filter Options
Customize the data analysis by selecting a specific time range. Simply choose your desired start and end date to view the data that matters most to you.