Key Reports
- Lindsey Huber (Deactivated)
- Bojo Bauer
Basic Reports Needed to Run Your Business
Basic Reports Needed to Run Your Business
D&A reporting platforms (Qlik Sense and ThoughtSpot) include many subject areas with content created by both D&A and Affiliate users for a variety of use cases. This article lists out the general reports needed to run your business, by subject area, to help you home in on the most important information.
Table of contents
Overall
The Starter Board
Tracking Sales
Guided Analytics:
Batch:
Gross/Net/Refund:
Video overview: Sales and Revenue App Review
Self Service:
ThoughtSpot Worksheets:
Sales & Revenue
Starter Boards:
Batch:
Gross/Net/Refund:
Mailing Performance
Guided Analytics:
Self Service:
ThoughtSpot Worksheets:
eComm Analysis – by Subscriber (Detail)
eComm Analysis – by Mailing (Summarized)
Starter Boards:
Return on Investment (ROI)
1-step
Guided Analytics:
Self Service:
ThoughtSpot Worksheets:
Marketing Performance
Starter Boards:
2-step
Guided Analytics:
Self Service:
ThoughtSpot Worksheets:
Lead Gen – Lead Level
Lead Gen – e-List Level
Starter Boards
Return on Ad Spend (ROAS)
Coming Soon!
Retention
Guided Analytics:
Coming Soon!
Self Service:
ThoughtSpot Worksheets:
Retention
Starter Boards:
File Size
Guided Analytics:
Self Service:
ThoughtSpot worksheets:
Free & Paid:
Active Subscribers
Crossover:
Active Subscriber Crossover
Starter Boards:
Free & Paid:
Crossover:
Wrap up
Hopefully this article was helpful in drilling down to the key reports needed to run your business. We will continue to update the content as time goes on.
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