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:
Element | Description |
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Query whose results are shown in the visualization. | |
Total number of unique customers included in the query results. | |
The number of journeys included in the query results. Customers included in the query results may be on more than one journey. | |
Percentage of journeys that timed out. A journey times out if there is a lack of activity within the timeframe specified for a Lifecycle Stage. | |
Percentage of customers moving forwards on this particular journey. | |
Percentage of customers moving backwards on this particular journey. | |
Date of first customer activity included in the query results. | |
Date 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:
Element | Description |
---|---|
Full context for the selected node, including Lifecycle Stage, Activity Type, Channel, and Touchpoint. | |
Total 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. | |
Total number of customers entering the journey at this node. | |
Total number of customers moving to this node from another node in the journey. | |
Total 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. | |
Total number of customers dropping off the journey at this node. | |
Ratio of customers dropping off the journey at this node as a percentage of the number of customers currently on the node. | |
Total number of customers moving from this node to another node in the journey. | |
The total number of active and inactive customers currently on this node. | |
Number of active customers currently on this node. | |
Number 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
Example - Summary Panel close