> ## Documentation Index
> Fetch the complete documentation index at: https://codebeans-cb-notifylyst.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Read your analytics

> The Dashboard, the activity feed, the eight reports and their detail pages — and which one answers your question.

**Dashboard** gives you the headline numbers. **Analytics** has the eight reports behind them.
Both start on the current month; change the range with the date picker at the top.

## Dashboard

![The Dashboard: the Plan & usage card, then Sign-ups, Alerts sent, Orders from alerts and Revenue after alerts with their trend chart.](https://mintcdn.com/codebeans-cb-notifylyst/helB_Y1ZQRw5r3Uo/images/app-20-dashboard.png?fit=max\&auto=format\&n=helB_Y1ZQRw5r3Uo\&q=85\&s=7578449348bee44070c6732eb5defe41)

| Card | What it tells you |
| - | - |
| **Plan & usage** | Your plan, when the allowance resets, what is left for email & web push and SMS, and your wallet — with **Usage history**, **Change plan** and **Add credits**. |
| **Sign-ups** · **Alerts sent** · **Orders from alerts** · **Revenue after alerts** | The headline numbers for the range, each compared with the previous period. Orders are split into **Direct** and **Assist**. |
| **Sign-ups and alerts sent** | Per day, switchable to **Revenue**. |
| **Restock these first** | Products with shoppers waiting, ranked by the sales that could come back — with **Restock in Shopify**. |
| **From sign-up to sale** | The funnel: **Signed up** → **Got an alert** → **Clicked the alert** → **Bought**. |
| **Most wanted** | Products by number of shoppers waiting. |
| **Recent activity** | The latest sign-ups, alerts and purchases. **View all activity** opens the full feed. |

When alerts are waiting for credit, a banner at the top says so — see
[Your allowance runs out](https://codebeans-cb-notifylyst.mintlify.site/journeys/merchant-out-of-credit.md).

### Direct and Assist

| | Counts when |
| - | - |
| **Direct** | The shopper bought after clicking the link in an alert. |
| **Assist** | The shopper got an alert and later bought the product without using the link — matched by email, phone or customer account. |

A sign-up that was never alerted earns nothing, even if the shopper buys. There is no time limit
on attribution. A cancelled order removes its revenue; a refund lowers it.

## Activity

**Dashboard → View all activity** lists every sign-up, alert and purchase, newest first. The tiles
at the top (**All activity**, **Sign-ups**, **Alerts sent**, **Purchases**) are also the filter;
narrow it further by channel or with **Search by email, phone or product**. The activity feed
depends on your plan (**Activity Feed**).

![The Activity page with the All activity, Sign-ups, Alerts sent and Purchases tiles and the list of recent sign-ups; contact details are blurred.](https://mintcdn.com/codebeans-cb-notifylyst/helB_Y1ZQRw5r3Uo/images/app-23-activity-feed.png?fit=max\&auto=format\&n=helB_Y1ZQRw5r3Uo\&q=85\&s=775108b67af43fa18bde4c04d36a34c6)

## Analytics: start from the question

| Your question | The report |
| - | - |
| Who is waiting, and for what? | **Sign-ups** |
| Which products pull the most demand? | **Products** |
| Did my alerts actually go out? | **Notifications** |
| What did a specific customer do? | **Customers** |
| Which orders came from an alert? | **Successful orders** |
| Which products convert best after an alert? | **Best converting** |
| What should I restock first? | **Most wanted** |
| Is any of this making money? | **Recovery overview** |

![Analytics with its eight report tabs and the Sign-ups report open: totals, search, filters and the list of sign-ups; contact details are blurred.](https://mintcdn.com/codebeans-cb-notifylyst/helB_Y1ZQRw5r3Uo/images/app-21-analytics-tabs.png?fit=max\&auto=format\&n=helB_Y1ZQRw5r3Uo\&q=85\&s=597f266c5c7d1b21f8cffc420f751347)

Some reports depend on your plan. A locked tab shows a lock and **Unlock** with the tab's name;
the full list is in [Analytics reports](https://codebeans-cb-notifylyst.mintlify.site/app/reference/analytics-reports.md).

### The three that matter most

**Most wanted.** Variant-level demand, ranked. Within a couple of weeks it is a restock list built
from what shoppers actually asked for. Read it next to live stock: a long queue for something
already in stock means your [delivery rules](https://codebeans-cb-notifylyst.mintlify.site/app/setup/delivery-rules.md) are holding alerts back.

**Recovery overview.** Alerts sent, conversions and revenue that came back. It counts purchases
linked to an alert, including **Assist** orders from shoppers who might have bought anyway — so
watch the trend rather than the absolute figure.

**Notifications.** The send log. When a shopper says "I never got told", this shows whether an
alert was sent, on which channel, and when. For delivery problems, check
[Communication logs](https://codebeans-cb-notifylyst.mintlify.site/app/setup/sender-identity.md#communication-logs).

## Detail pages

* Click a product in **Products** to open its page: every variant, the shoppers waiting, and the
  results per channel. **View variant details** opens one variant.
* Click a customer in **Customers** to open **Customer details**: each sign-up, alert and order,
  filterable by **All Revenue**, **Direct Revenue** and **Assist Revenue**.

## Add a sign-up by hand

**Add sign-up** at the top of **Analytics** opens **Add new customer signup** — for a request that
came in by phone or in the shop. Choose the contact, up to 50 products, the quantity (1–9999) and
when it was added (not in the future). If the contact is already waiting for all of them you see
**This contact is already signed up for every product you selected.**

## Exporting

**Export** on a report tab emails the report to you as a CSV (the Customers report as an Excel
file): **Export started! We will email you the CSV shortly.** **Recovery overview** has no export.
Exports depend on your plan (**CSV Export**), and an export email uses one notification from your
allowance — with none left you see **You've used all the notifications included this cycle, so
this export can't be emailed.**

> [!NOTE]
>
> **Prefer asking to reading?** The [AI connector](https://codebeans-cb-notifylyst.mintlify.site/mcp/overview.md) gives Claude these same reports,
> so "which products are people waiting for that I already have stock of?" is one question.

> [card] [Analytics reports](https://codebeans-cb-notifylyst.mintlify.site/app/reference/analytics-reports.md)
>
> Every report, its columns and its plan.

> [card] [Reports and alerts](https://codebeans-cb-notifylyst.mintlify.site/app/guides/reports-and-alerts.md)
>
> Next: get these numbers by email.


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