Tracking & analytics

Track sales sourcesand compare channels

Connect recorded visits, customer activity and confirmed sales. Compare channels, campaigns and products, explore the reports and ask AI to help you understand the results and decide what to improve.

Customer sources

Trace customer sources and return visits

See the recorded source, campaign and landing page behind a customer’s visit. Review the first and latest documented touchpoints alongside the way their record was created. A customer might arrive through an ad, register through a form and return through email; source reports keep each part of that journey clear.

  • Made for

    Businesses investing in advertising, content or email that want to understand how customers find and revisit them.

  • What you get

    Source, medium, campaign, content and landing-page details, with first and latest documented touchpoints and a separate record creation source.

  • Why it matters

    Compare channels using recorded source information, with unattributed results clearly identified when that information is missing.

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Connected journeys

Follow customer journeys across your tools

Bring recorded visits, form submissions, conversations, bookings, orders and payments into the customer journey. Link events through reliable identifiers and the required consent, then open the customer record or related item to review the details. Each event retains its source and time so you can follow the sequence before and after a purchase.

  • Made for

    Stores, service businesses and creators managing customer relationships across several tools.

  • What you get

    Connected activity from recorded visits, forms, conversations, bookings, orders and payments, with links to the customer and the records behind each event.

  • Why it matters

    Move from a reported result to the events that explain it and give your team the context for the next action.

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Conversion tracking

Measure how visits turn into confirmed results

Define the stages you want to measure and use the event that confirms each result, such as registration, a confirmed booking or a paid purchase. Compare stages over the same period with clear counting units and duplicate handling. See how many sessions progress from a visit to checkout and payment, and identify where to improve the journey.

  • Made for

    Teams improving sales pages, booking flows and registration journeys based on confirmed outcomes.

  • What you get

    Defined conversion stages, outcome events from their source tools, rates with clear calculation bases and checks for duplicate events.

  • Why it matters

    Find where customers stop progressing and compare results before and after changes using consistent measures.

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Business analytics

Compare sales, refunds and net collections

Compare sales and collected payments by product, source and period, alongside campaign and booking performance. Review the details behind a dashboard total to see which products or channels account for a change and how refunds affect collections. Keep each currency separate, with gross collections, refunds and net collections clearly identified.

  • Made for

    Business owners and teams comparing performance before deciding where to invest their time and budget.

  • What you get

    Reports across connected tools, comparisons by period and segment, and gross collections, refunds and net collections for each currency.

  • Why it matters

    Understand what each financial measure includes and use the underlying records to explain changes in your results.

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Ad platform connections

Send conversion events to your ad platforms

Connect Meta Pixel and Google tag, and send conversion events to supported advertising destinations. Map the events, test the connection and check delivery as part of setup. Consent checks and duplicate handling help keep the events you share aligned with the recorded outcomes in your business.

  • Made for

    Businesses running advertising campaigns that need conversion events from their sales and customer activity.

  • What you get

    Meta and Google tracking connections, event mapping, consent checks, duplicate handling and connection and delivery checks.

  • Why it matters

    Give advertising platforms recorded outcome data and verify that conversion events reach the configured destination.

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AI analysis

Ask AI to explain your business results

Ask questions such as “Which source accounts for the most orders this week?” and get an explanation and chart tied to a report, period and metric. Use AI to identify patterns and suggest experiments, with recorded figures clearly separated from its interpretations and recommendations. Review the supporting data before choosing what to test.

  • Made for

    Business owners and teams that want to understand reports and turn business questions into informed decisions.

  • What you get

    Questions in natural language, report summaries, charts and suggestions based on the data available in your account.

  • Why it matters

    Understand the evidence behind an answer and use it to plan changes you can measure and review.

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TRACKING & ANALYTICS FEATURES

Tools to connect customer activity with business results

Keep sources, conversion events and financial results connected, with clear metrics, reliable identity links and comparisons you can use to guide your next decision.

Campaign details behind each visit

Review recorded source, medium, campaign, content and landing-page details to understand how visitors reached your business.

First and latest customer touchpoints

Compare the first and latest documented touchpoints while keeping the way a customer record was created separate.

Reliable links between events and customers

Connect events to customer journeys using reliable identity information and the required consent, with unlinked visits kept separate.

Confirmed outcomes from connected tools

Measure registrations, bookings, orders and payments using the event recorded by the tool responsible for each result.

Refunds alongside collected payments

Review refunds alongside gross collections to see the resulting net collections.

Separate totals for each currency

Review amounts in their recorded currency, with separate totals that keep different currencies from being combined.

Clear periods and report update times

Compare results with the reporting period, time zone and update time visible, and distinguish missing data from a recorded zero.

Breakdowns by product and campaign

Explore results by product, source, campaign and business activity to understand the details behind each total.

Video progress and content delivery

Review viewing, progress and delivery events separately so starting a video or requesting a download is not counted as completion.

Duplicate and automated event checks

Review duplicates, automated activity and missing links alongside the original event and its source.

Reports within each business workspace

Keep each business’s results in its own workspace with team access controls, including client accounts managed by agencies.

Questions about tracking and analytics