Navigating the Dashboard

Accessing the Dashboard

Your dashboard is accessible three different ways. 

  • Clicking the bar graph icon in your sidebar


  • Clicking "Open Dashboard" at the bottom of the stats tab (envelope icon) in your sidebar


My Stats

The first thing you will see on your dashboard is a dark pink button which will allow you to select the time frame you want to view stats from. Note that this selection will alter all stats and summaries on your dashboard to reflect the chosen time frame. 

YTD = Year to Date

Below this is the toggle for "Data Overview" and "Performance Summary." Data Overview lays out all your email opens and link clicks, whereas Performance Summary focuses on broader trends such as which subject lines and links get the most attention.


Under Data Overview, you will see a graph of your email opens for the given time frame, as well as a statistical overview for all the emails you have sent.


Note: This example is from an infrequently used account

  • Each blue dot represents a date or hour
  • The grey line displays how many emails you sent
  • The blue dots will reach the number of emails which were opened 
  • Data is arranged according to calendar day
  • "Emails Opened" may exceed "Emails Tracked" if there are multiple recipients per email, or if recipients are opening each email multiple times
  • The "Opened" rate may exceed 100% if there are multiple recipients per email, or if recipients are opening each email multiple times.
  • The multiple opens percentage represents how many of your total emails were opened more than once


Below your general tracking metrics, you will see a table of the tracking stats for your most recent emails. You have the option to search for specific domains, recipients, or subject lines. The tabs at the top provide the option to select emails which were opened, unopened, clicked, etc. 

The yellow "Download Report" button will download your tracking stats as a .CSV file. For more information, read this article.


You can sort the emails displayed by the sent time, opens, and clicks. Clicking these headings once will sort from lowest to highest, and twice will sort from highest to lowest. Clicking on a specific email will direct you to a new page revealing more information about each open and click including the Time, Location, Email Client, Device, and System. 

  • The location is determined according to the IP address. For more info on why locations may be blank, seems incorrect, or show up for separate emails, please refer to this article. 
  • 'Normal' emails to multiple recipients will list all locations, devices, and open times, but will not link these to individual recipients (we recommend sending a Mail Merge in order to see an individual breakdown for mass distributed emails )
  • WebMail = Gmail inbox on a web browser
  • Using Gmail = Gmail mobile application

Performance Summary

At the top of your "My Stats" page, you will see the option to look at the Performance Summary. 

The main part of this page is a breakdown of your "Best Performing" subject lines and links. By best performing, it means which subject lines/links happen to garner the most opens or clicks. If some have far higher open/click rates, you may consider sending more of those emails out to clients or prospects. 

Similar information is relayed for the most commonly used devices to open your emails, and the most common cities where your emails were opened. You may find "Unknown" or "Mountain View" are two of your most common locations. For more information, please read this article.

Mail Merge Stats

When you send a mail merge, i.e. an email specialized for mass distribution, it will show up both in "My Stats" and in "Mail Merge Stats."

  • If you sent the mail merge with overall tracking on, the mail merge will be displayed in "My Stats" the same way a 'normal' email with multiple recipients would. It will list all locations, devices, and open times, but will not link these to individual recipients. 
  • If you sent the mail merge with overall tracking off, the mail merge will be displayed in "My Stats" as multiple individual emails sent to each recipient. 

An explanation of the track overall setting can be found here. 

The Mail Merge Stats page is explained in detail in this article

Manage My Subscription

  • View your plan details and renewal date.
  • Option to upgrade from a free trial to a subscription, and change your subscription type (e.g. from Professional to Salesforce). 
  • If you are on a Teams or Salesforce subscription you can create a team from this page and add or remove users. 
  • More information on creating a Team can be found at this article


Have more questions? Submit a request