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Data Explorer

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Dashboards

• How do I add titles, images, or videos to my dashboard for better context?

  Dashboards aren't just for data—they’re also a way to tell the story behind the numbers. In addition to data widgets, you can add rich text blocks to give your team or stakeholders more context. With our built-in editor, you can include: Headings Rich text Lists Links (Links always open in a new window) Images (Note: images must be hosted externally, as uploads are not supported) Videos (Simply paste a YouTube video URL to embed) You can format yoPopular

• How do I use the funnel widget to track drop-off or conversion?

  The Funnel widget helps you visualize how your audience moves through each step of your journey—from send to conversion. It’s perfect for identifying where engagement drops off and where you’re performing well. What it shows: The funnel displays each stage in your conversion flow as a horizontal step, along with: The total number of contacts who reached that stage The percentage of people who continued from the previous step (https://storage.crisp.chat/users/helpdesk/websiSome readers

• How do I compare performance between two time periods

  <show video of datepicker, selecting two periods, and viewing results in the KPI widget> To compare performance between two time periods, start by selecting your primary date range using the datepicker. Then click on “Comparison” to choose the period you'd like to compare it against. Once you click “Apply”, your dashboard will automatically update to reflect both time ranges—highlighting differences directly in your widgets, including the KPI widget. You can choose fromSome readers

• How do I break down a trend line by country, segment, or other dimensions?

  Want to see how performance varies across different segments, like country or campaign? You can do that directly in the Graph widget using the “Group by” option. Here’s how: Edit your dashboard Click on the Graph widget you want to adjust Use the Group by dropdown to select the dimension you want to break down—like Campaign, Market, or Segment The widget will now display a separate trend line for each value within that dimension, showing you how they each perfoFew readers

• How can I monitor my database size or subscriber growth over time?

  One of SEINō’s powerful features is the ability to visualize your database size over time. We do this by importing your list from your marketing automation platform—without any personal data—and creating daily snapshots. This gives you a clear view of how your audience evolves, whether you're tracking total growth or zooming in on specific segments. Depending on your ESP, we can pull in predefined lists so you can monitor the size of key groups—like active subscribers, buyers, or eFew readers

• What is the target widget and how do I use it to track goals?

  The Target widget lets you set clear goals for any metric, based on your filtered dataset—and track your actual results against those goals over time. It’s perfect for aligning performance with expectations and keeping your team focused on what matters. You can choose between two chart types: Line chart: Shows performance over time, with a projected goal line from the start date to the end date—so you can see if you’re trending toward success. Bar chart: Gives a snapshot view oFew readers

Manage reports

• Can I share a report with people outside my organization?

  Yes. Toggle “Create public link” when sharing a report. This generates a secure URL you can send to anyone — even if they don’t have a SEINō account. They’ll only see that specific report and won’t have access to anything else in your workspace.Some readers

• How do I share a report?

  Sharing a report is easy and available to members with full access or edit permissions. Open the report you want to share Click “Share” in the top-right corner Choose to: Invite users by email and assign access levels: Full access – can edit and share Can edit – can edit but not share Can view – read-only access Or generate a public link to share externally (view-only) You can see all reports you’ve shared or have access toFew readers

• Can everyone see my reports by default?

  No — your reports are private by default. Only you can see them until you share them manually. How to share a report.Few readers

• How do I create a new report?

  Create reports based on different datasets. At the top of your Reports Overview (see screenshot), you’ll see different report types you can start with: Dashboard – For KPI overviews, charts, and tables Reach – For reach analysis by campaign or segment Explorer – For pivot-style breakdowns and deep-dive analysis Subscriber lists – For audience-based reporting Click on anyFew readers