Giftnote Analytics Overview

Giftnote tracks gifting activity across your store and organizes it into a set of dedicated analytics pages, reachable from the left-hand navigation under Analytics.

Lifetime page

The main Analytics page is called Lifetime and covers everything since you installed Giftnote. It has no date-range picker — each report below has its own. The report cards on this page are the navigation: click a card to open its report. A Channels panel at the bottom breaks gifts down by entry point, delivery method and medium.

Dedicated pages

• Performance — Gifts, Sales, Spend and Conversions for your date range, compared with the previous period, plotted day by day and split by Gift Orders, Gift Cards and Multi Gifts. Select a metric to plot it. The chart uses two axes, sales on the left and gift counts on the right, and shows the previous period for comparison. Change the date range (for example Last 7 days) at the top of the report.
• Gift cards — liability and balance: Outstanding liability (unredeemed balance still owed to customers), Redemption rate, total issued, redeemed, average card, and balances expiring in the next 30, 60 and 90 days. This is a live balance and does not follow the date range.
• Multi Gifts — multi gifts, sales, spend and conversion rate for your date range.
• Conversions — recipients who later became paying customers: Converted (new and repeat), Conversion rate, Average lag (gift received to purchase) and Converted sales.
• Cohort — how each gift month keeps converting, month after month.
• Gift value uplift — how much more your gift orders are worth than regular orders, plus Gift Audit, which scans past orders in a date range for gifts that were never run through Giftnote.
• Products — your gifted products by gifts, sales, spend and conversions, with top categories, top vendors and a category hierarchy. The table columns are Product, Gifts, Sales, Spend, Conv., Price range and Trend. Use Sort to reorder it (for example Gifts, high to low).

The Gift Orders card on the Lifetime page opens your Gift Orders list rather than a separate report.

Where the old metrics went

If you used the previous Giftnote dashboard, this is where to find each number now.

• Gifted revenue (revenue from orders with a gift) → Sales on Home and Performance.
• Gifted orders and Giftnotes sent → Gifts (Performance) and Gifts Sent (Home).
• Gifted AOV → Gift value uplift, which compares gift orders with your regular orders.
• Messages and gift cards breakdown, Message revenue and Vouchers revenue → the by-type split on Performance (Gift Orders, Gift Cards, Multi Gifts).
• New conversions (a recipient who later bought) → Conversions, split into new and repeat customers.
• Delivery methods chart → Channels on the Lifetime page (entry point, delivery method and medium).
• Monthly view → the date range on each report, and Cohort for month-by-month results.
• Top products → Products.
• Lifetime analytics → the Lifetime page.

New purchasers, New recipients, Existing recipients and the Running total chart don't appear as labels on the current Analytics pages.

Cohort terms

• +Nm — months after the gift month.
• Rate — conversions ÷ leads.
• CAC — cost per conversion (spend ÷ conversions).
• ROI — return per dollar spent (conversion sales ÷ spend).
• Cumulative — a running total instead of each month alone.

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