Read Summary Panel Data

The Summary Panel provides an overview of the data displayed visually in the Journey View. MXO can display data up to a maximum of the last 90 days.

When you are viewing the full customer journey, that data is based on the results of the query and the date range covered by the data.

When you select an individual node (context) within the customer journey, that data is based only on the statistics for that individual node (context).

Calculating Active, Inactive, and Dropped Off Customers

Throughout the Summary Panel you will see references to Active, Inactive and Dropped Off customers. This refers to the current "state" of customers on a node and is calculated based on the time period you have set up for your Lifecycle Stages within MXO .

For example, in MXO you set a time period for your Lifecycle Stages of 30 days. If a customer has interacted within 80% of that time period (24 days, in this example) they count as Active; if they interacted more than 24 days ago they count as Inactive and if they interacted more than 30 days ago they are said to have Dropped off and their journey has ended.

Viewing Data for the Entire Journey

When viewing the entire customer journey, the Summary panel displays the following data:

TB - JV Summary Panel

ElementDescription
TB - JV Summary Panel QueryQuery whose results are shown in the visualization.
TB - JV Summary Panel Stats 1Total number of unique customers included in the query results.
TB - JV Summary Panel Stats 2The number of journeys included in the query results. Customers included in the query results may be on more than one journey.
TB - JV Summary Panel Stats 3Percentage of journeys that timed out. A journey times out if there is a lack of activity within the timeframe specified for a Lifecycle Stage.
TB - JV Summary Panel Stats 4Percentage of customers moving forwards on this particular journey.
TB - JV Summary Panel Stats 5Percentage of customers moving backwards on this particular journey.
TB - JV Summary Panel Dates 1Date of first customer activity included in the query results.
TB - JV Summary Panel Dates 2Date of last customer activity included in the query results.

Viewing Data for an Individual Node

When you select an individual node on the journey, the Summary panel displays the following data:

TB - JV Summary Panel Node

ElementDescription
TB - JV Summary Panel Node contextFull context for the selected node, including Lifecycle Stage, Activity Type, Channel, and Touchpoint.
TB - JV Summary Panel Node Stats 1Total number of journeys entering this particular node. Includes both journeys starting at this node and moving to this node form another node in the journey.
TB - JV Summary Panel Node Stats 2Total number of customers entering the journey at this node.
TB - JV Summary Panel Stats Node 3Total number of customers moving to this node from another node in the journey.
TB - JV Summary Panel Stats Node 4Total number of journeys leaving this particular node. Includes both journeys timing out at this node and moving from this node to another node in the journey.
TB - JV Summary Panel Stats Node 5Total number of customers dropping off the journey at this node.
TB - JV Summary Panel Stats Node 6Ratio of customers dropping off the journey at this node as a percentage of the number of customers currently on the node.
TB - JV Summary Panel Stats Node 7Total number of customers moving from this node to another node in the journey.
TB - JV Summary Panel Stats Node 8The total number of active and inactive customers currently on this node.
TB - JV Summary Panel Stats Node 9Number of active customers currently on this node.
TB - JV Summary Panel Stats Node 10Number of inactive customers currently on this node.

Opening and Closing the Summary Panel

Use the Summary Panel button to open and close the Summary Panel. Closing the Summary Panel provides more room on-screen for displaying the Journey View.

Example - Summary Panel open

TB - JV Summary Panel opened

Example - Summary Panel close

TB - JV Summary Panel closed