Business Tracking and Reporting: Introduction
Business Tracking and Reporting (BTR) is a set of data mining tools accessible from your dmAdmin control panel, that give you information about your campaigns. Using different filters, you can use them to track your marketing campaigns, analyse your customer usage and view your recent, historical and pending customer orders.
You can view BTR data in two ways: Live (updated nearly to the second) and Analysis (updated every night). If you want an instant picture of recent activity, Live is useful - for example if you're testing a new site or ad campaign. If you want a more detailed picture of what's going on, you can download Analysis data as a .csv spreadsheet, and analyse it using our template Excel spreadsheets.
Who is BTR for?
BTR is for all dealers who want to analyse their data to refine and improve marketing and sales. It's pretty powerful, so if you're only making one or two sales a month you might find the analysis data a bit daunting. But if (for example) you're running several marketing campaigns, and want to see which ones are most effective, it's a vital tool in your money-making arsenal.
How do I use BTR to track my campaigns?
When you use our Dealer Marketing Resources wizard to create ads or eComponents, you are invited to tag your campaigns.
So, for example, you might decide to run a banner ad campaign marketing local Swansea numbers. You'd add the campaign code 'swansea' to a campaign advertising using DMR. Then, when the campaign begins to generate results, the campaign code is part of the data captured for analysis in BTR.
Then, when you want to assess whether your Swansea campaign is delivering, you can download your Campaigns & Sessions data, and compare how many sessions are tagged 'swansea', whether they are generating sales, and whether the effort you've put into selling Swansea numbers is paying off.
How can I find BTR?
Log in to your dmAdmin control panel, and then follow these steps:
1) Look for the 'Reports' section in the left-hand menu
2) Choose 'Live' or 'Analysis' depending on the type of report you want, then choose what kind of report you'd like to see. Choose from Customers & Services, Orders & Orderlines, and Campaigns & Sessions.
3) Adjust the filters to give the report you want, and then click the 'Get report' button.Your report will appear on-screen or be downloaded as a .csv file according to your request.
Where do I get the template spreadsheet for analysing my data?
For each Analysis report type, the template spreadsheet download link can be found in the yellow section further down the page. The link will look like this:
Where can I learn more about BTR?
Click here to view a video showing a brief tour of BTR features and how to use them.
Click here to read more about tagging your campaigns.