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ExpertSender CDP dashboard

The ExpertSender interface is divided into three parts: a workspace, a quick settings bar, and a main menu.


In the workspace, you will find the tools you need for your current task, such as the email wizard, scenario canvas, or customer behavior reports.

Settings bar

Quick Settings Bar The quick settings bar, located above the workspace, lets you:

  • Check your marketing activity’s time zone,
  • Select the business unit you want to work on at the moment.


The menu helps you navigate the ExpertSender CDP features. It’s always on the left side of the screen. Click to expand and access the following functions:

DashboardContains the essential statistics and an overview of recent activities.
CustomersAccess user behavior statistics, the Customer 360 functionality, user segmentation, and order data.
CampaignsDesign multichannel marketing campaigns and create professional sales emails.
AutomationBuild scenarios, as well as design professional pop-ups and recommendation banners for your website.
SettingsManage email settings, API integration, review recent logs, add order attributes and product feeds.
NotificationsAccess all system notifications, such as database import confirmations or alerts.
My profileManage your personal settings and safely log out of ExpertSender CDP.


The dashboard displays the most important statistics on your customer interactions. With all the essential information in one place, you can quickly analyze trends and behaviors crucial to your business. The top three panels show:

The top three panels display information about:

  1. The revenue generated on your online store through ExpertSender CDP.
  2. The revenue breakdown per channel, such as email or pop-up.
  3. Shortcuts to creating new emails, scenarios, segments, or RMF analysis.

Use the calendar above to set the desired time range of data for both statistics. Use tabs next to the calendar to help narrow the data period to:

  • The last 7 days from the current day,
  • The previous full week,
  • 30 days from the current day,
  • The last whole month.

Now, onto the next statistics

Below is a summary on your best-converting scenarios and the most effective email campaigns.

The next two graphics show your customer journey towards purchase.

  1. Web conversion funnel – shows total revenue from sessions in your unit currency. The bar graph visualizes the following steps:
    • Sessions – number of sessions minus bounce sessions,
    • Product visits – sum of abandoned browse sessions, abandoned cart sessions, and sessions with orders,
    • Carts – abandoned cart sessions plus sessions with orders,
    • Orders – sessions with orders.
  2. Web recommendation funnel – shows total revenue from ordered recommended products in your unit currency. The bar graph visualizes the following metrics:
    • Product views –  number of recommended product visits,
    • Cart additions – number of cart additions of recommended products,
    • Ordered products – number of ordered recommended products with a unique product ID.

Set the time range for both statistics using the date fields at the top of the page.

The next chart supplements the revenue per the channel statistics. You can track the share of each channel in generating revenue over a specified time period, such as hours, days, and weeks. The chart displays all channels by default, but you can switch between them by clicking Email and Pop-up labels.

The last statistics show:

  • The total number of customers within a given time range.
  • Pie charts with consent information, including channel’s names and percentage of consents in each channel. This panel displays three consents by default. Use arrows to navigate between all available consents.
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