Articles on: Data Explorer

What are Baselines for in the Data Explorer?

Baselines let you set target values for your key metrics directly in the Data Explorer, so every row in your report is instantly color-coded against those targets. When a metric meets or exceeds your baseline it appears in green; when it falls short it appears in red. This makes it easy to spot underperforming campaigns or automations without manually comparing numbers. Open the Baselines panel from the report toolbar, choose a metric, set your target value, and click Save. Baselines can be saved as templates to reuse the same targets across other views.


How to set up a baseline


  1. Open your Data Explorer report and click the Baselines icon in the toolbar.
  2. Click + Add baseline and select a metric from the dropdown.
  3. Enter your target value (as a percentage).
  4. Add more baselines for additional metrics if needed.
  5. Optionally toggle Create template on to save this set of targets for other views.
  6. Click Save.


Available metrics for baselines

  • Email: Soft bounces (%), Hard bounces (%), Opens (%), Clicks unique (%), Unsubscribes (%), Complaints (%), Deliverability (%)
  • Website: Engaged sessions (%), Conversions (%), Revenue per session, Revenue per email, Average order value


A few examples to use baselines in the Data Explorer

  • Set Opens (%) to 40% so any automation falling below that threshold is immediately flagged in red
  • Set Unsubscribes (%) to 0.2% to catch any campaigns that are generating unusually high churn
  • Set Click to open (%) to 50% to see which flows are engaging subscribers once they open, and which ones are losing them


Know your benchmarks at a glance

Without baselines, spotting which campaigns underperform requires mental math across every row. Baselines do that work for you, turning your report into a performance dashboard where problem areas are immediately visible, so you can focus on fixing them instead of finding them.


Reuse your targets across reports

Toggle Create template on when saving a baseline to make it available in other Data Explorer views. Set your benchmarks once and apply them everywhere. No need to reconfigure targets each time you create a new report.

Updated on: 08/03/2026