Insights 360 - Filters Guide

January 31, 2023 06:21

One of the most powerful features of the new Insights portal is the filters section. These multi-select menus allow for greater flexibility of analysis than ever before, and add helpful quality-of-life features to boot!

In this article we’ll review each filter’s function, and impart some useful tips and tricks!

General Guidelines

Any combination of filters on a given dashboard is allowed. This enables some very specific pivots on the data, but can cause confusion if you aren’t careful!
- Always double check the filters you have applied before downloading, setting up a delivery, or saving a filter!
- If the “Update” icon in the top right corner is solid blue, not all of the filter values have been applied and it’s a good idea to rerun the dashboard just in case!
Filters are case sensitive!
- An easy and safe way to avoid falling into this trap is to enter multiple versions of the same search term. The filter will treat this as an ‘OR’ condition.
- You can also click the + symbol to enter multiple search terms with different conditions, depending on what you’re trying to find!
When you open a filter, it will start populating a list of possible values for you to select - this can take a few seconds.
- Loading possible values… (note the loading spinner by the filter name)
- Load complete! (note the loading spinner is gone, and a dropdown icon has appeared in the Filter search bar)
- You can type or paste in the search box while it’s loading, if you know exactly what you’re searching for! Hit ‘Enter’ when you’re done typing your search term.
- Once the list of possible values has loaded, the filter will autocomplete as you type!

Saved Filters

Insights 360 carries over this popular feature from the previous version of the portal, with some updates to match the new filter structure.

Saving a filter allows you to...

Save your most-used views and make them accessible with a single click
Carry over your filter selections from one dashboard to another

To save your currently selected filters, or to load a Saved Filter you already have, hover over the "Saved Filter" menu in the top left corner of the portal.

This will open a dropdown menu where you can save a new filter, or load/rename/delete an existing one:

Clicking the button with three dots next to an existing Saved Filter will allow you to rename or delete it. There is no ability to update an existing Saved Filter - you'll need to delete the existing version and save it again.

Selecting 'Save As.." will prompt you to enter a name for your new filter. This will take the filters you currently have set on your dashboard and save them under the name you enter.

Please note - make sure you have run the dashboard to apply all of the filters before you hit Save!

Please note the character restrictions:

One you hit the green Save button, your new filter will be available from the "Saved Filters" dropdown:

Clicking on one of the Saved Filters will immediately apply that filter to the dashboard you are currently viewing, and the dashboard will refresh automatically. A bubble will be added to the header indicating which Saved Filter is currently active.

Please note - applying a Saved Filter will override any other filters you currently have selected!

Once you have applied a Saved Filter it will automatically follow you as you move between the other dashboards! If one of the filters does not apply to the current dashboard, you will see a notification in the header:

This will happen most often if you save a filter that includes a Retailer, though there are a few other filters specific to individual dashboards as well. Read more on those below!

Filter Definitions & Details

Date

What is it for?
- Set the timeframe for which your selected dashboard will display data
- Dates are displayed in the format “YYYY/MM/DD”
Tip & Tricks:
- The date filter is extremely flexible… so flexible that it can be overwhelming at times! We find the following options very useful, but feel free to explore!
  - “is in the last” - set a lookback window using your preferred time unit (days, months, quarters, etc.)
  - “is in the range” - set a custom date range
  - “is in the year” - quickly see an entire year’s performance
Watch outs:
- When selecting a date range using “is in range”, the end date is exclusive. So if you wish to view data from 2022/1/1 to 2022/1/31, you’ll need to set your end date to “2022/2/1”!
- “Complete” time units
  - This is a helpful feature that allows you to see performance for the last whole time unit. For example, let’s say you’re reviewing Where to Buy performance on a Wednesday.
    - If you select ‘is in the last 1 week’, you’ll see data from the previous Monday through the upcoming Sunday… even though that's mostly in the future!
    - However, if you select ‘is in the last 1 complete week’, the dashboard will show data from the previous Monday through the previous Sunday (aka. the last “complete” week).
      - Most PriceSpider employees prefer the ‘complete’ approach, and we think you will too!

Reconcile Status

What is it for?
- This filter applies exclusively to the Purchases, Sales, and Purchase Rate metrics.
- This filter allows you to isolate Purchases of different types, based on the relationship of a purchased item with the brand and product that drove the Purchase.
  - “Any” - this option will show all purchased items, regardless of their Reconcile Status. This is the default setting on all dashboards.
  - “Same Product” - a Shopper purchased the exact Product they were viewing in a WTB before clicking out to a Retailer.
  - “My Products” - a Shopper purchased a Product that belongs to your account, though it may not have been the exact Product or brand they were viewing in the WTB.
  - “Other Products” - a Shopper purchased a Product that does not belong to your account. This could be a purchase of a competing brand's product, or something completely unrelated to your industry (ie. a snow globe or a pair of socks). This bucket also contains purchased items that are unknown and have not yet been reconciled.
    - For example, an Amazon cart consisting of groceries, electronics, and socks would certainly contain at least a few items categorized as “Other Products” if we’re talking about a clothing brand.
    - For more on the Reconciliation process, see the Sales Details Guide.
Tip & Tricks:
- The Reconcile Status filter can be used to identify which Modules, Retailers, Products, and Campaigns are most successful at driving sales for your brands and products.
Watch outs:
- Not all Retailers provide PriceSpider enough detail in their sales data to accurately categorize a purchased item. The “My Products” option, while useful, should be considered directional.
- Selecting “My Products” automatically includes Purchases in the “Same Product” bucket…
  - EXCEPTION - this is not true on the Sales Details dashboard.
    - Because it can be valuable to view ‘Same Product’ purchases in isolation (these are purchases where the Shopper bought exactly what they were viewing in the WTB), you should enter both ‘Same Product’ and ‘My Products’ if you with to view all purchases of your company's products.
    - - Note - the order you enter these does not matter.

Country

What is it for?
- This filter allows you to see Where to Buy performance on a Country level.
- PriceSpider uses ISO two-character country codes. If you aren’t sure what the code is for a particular country, you can refer to this handy Wikipedia page ('Alpha-2 code' column)
Tips & Tricks:
- By default, the dashboards are set to show ALL countries. You can use the Country filter to reduce the dataset to a single country, or select multiple to display at once.
Watch outs:
- “Country” represents the hosting website where the WTB was loaded, not where the Shopper is! For example, if a Shopper lives in France but visits a German brand’s website, their activity will be recorded under the country Germany (“DE”).

Retailer

What is it for?
- This filter allows you zoom in to a single retailer or group of retailers.
Tips & Tricks:
- In the Where to Buy system, each Retailer has a unique instance for each country it can appear in. For example, “Amazon (CA)” and “Amazon (DE)” are separate Retailers.
Watch outs:
- The Retailer filter only appears on the Retailer Performance and Sales Details tabs. The other tabs contain data tables that display all Retailers. This is due to the difference in how Impressions and Seller Impressions are calculated - for more information on these metrics, please refer to the Dictionary.

Module

What is it for?
- This filter allows you to focus on a specific Module or a group of Modules
  - If you aren't sure which Module represents which website, or where certain Modules are installed, please refer to your Implementation Guide and compare the ps-key in the Implementation Guide to what is installed on your website.
  - Please reach out to help.pricespider.com or your Customer Success Manager for assistance!
Tips & Tricks:
- If you want to see performance for an entire brand website, and you aren’t concerned with segmenting traffic between the Product and Hybrid Modules installed on that website, we recommend typing your brand’s name in the filter’s search box and checking all of the results that appear.
  - For example:
Watch outs:
- Some Modules may represent multiple countries or brands. The following tiles may be useful for breaking down these complex Modules:
- "Module/Country" data table - Module Performance tab.
  - Identify and compare traffic between countries that use the same Module.
- "Leads by Brand" pie chart - Overview tab.
  - Identify the brands within a given Module that are receiving the most traffic
- "Purchased Brands" pie chart - Sales details tab.
  - Identify which brands Shoppers are buying the most after interacting with a multi-brand Module.

Product Group

What is it for?
- This filter is based on the ‘Product Group’ column provided in your brand’s Product Feed. The most common Product Group format is Brand + Country (ie. “US Oral B”), but please review your Feed to see how your Groups are configured.
Tips & Tricks:
- Product Groups are primarily used in WTB to assign business rules to Products. For example, a brand may have one Group for Products sold by distributors, and another Group for Products sold by retailers.
  - In this example, the Retailers configured to each Group would be different, and the Product Group filter gives you an easy way to see how these different channels are performing!
Watch outs:
- If you would like to change how your Product Groups are configured, please reach out to our Support team at help.pricespider.com as Groups must be registered in our system before you change or add new ones in your Product Feed.

Product Category

What is it for?
- This filter is based on the ‘Category’ column provided in your brand’s Product Feed. Most brands use Categories to segment Products into internal categories, business groups, and product lines, but please review your Product Feed to see how your Categories are configured.
Tips & Tricks:
- The better organized your Categories are in your Product Feed, the easier it will be to report on them in Insights 360! PriceSpider recommends using multi-tiered category values with a consistent delimiter to enable easy reporting at many different levels of your organization.
  - Ex) Power Tools | Accessories | Drill Bits
    - Using the ‘contains’ filter option you can segment the reports by filtering on any of the individual levels (ie. ‘contains ‘Accessories’) or by combining two or more levels (ie. 'contains 'Accessories | Drill Bits’)
Watch outs:
- If you don’t see Categories populating in your Insights 360 instance, it’s likely that your Product Feed needs an update. If you’ve been a PriceSpider customer for many years, it’s also possible you’re using a legacy version and are due for an update!
  - Reach out to help.pricespider.com or your Customer Success Manager for assisstance

SKU

What is it for?
- This filter is based on the ‘SKU’ column provided in your brand’s Product Feed. This represents the primary identifier for each product being tracked in the PriceSpider system.
Tips & Tricks:
- It is possible to paste a list of SKUs directly into the filter! You can copy a column or row of cells directly from Excel and paste them in, and Insights will automatically split each cell into its own search term. This also works for comma or tab-delimited lists.
Watch outs:
- SKUs may be shared by Products in different countries. If you only want to view performance of a Product in a single country, be sure to set the Country filter!

Currency

What is it for?
- This filter switches the selected dashboard between different currency displays. Only tiles that display Sales, Purchase Lead Value, or Pricing data will be affected.
Conversion Methodology:
- PriceSpider stores the Sales and Price data it collects in the local currency in which the data was collected, as well as the various currency conversion rates for the date of collection. When you request a currency in Insights 360, the dashboard uses the conversion rate of the date of collection * the value in the original currency to arrive at the value you see in the dashboard.
- Additional currencies will be added in the future. The following are supported for launch:
  - AUD - Australian Dollars
  - CAD - Canadian Dollars
  - EUR - Euros
  - GBP - British Pounds
  - JPY - Japanese Yen
  - MXN - Mexican Pesos
  - USD - United States Dollars (default)

CampaignID

We cover the CampaignID filter in depth in our Campaign Analysis Guide article here.

Purchased Brand

We cover the Purchased Brand filter in depth in our Sales Details Guide article here.

Purchased SKU