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Setting up Insights

Important: Are you not familiar with Channable Insights and do you want to know what it is? Then go to this article.

Step 1 - Creating an Insights Dashboard

Note I: It's important to set a unique ID per item when importing because different sources will be connected. This can be set in the setup > project settings and this is usually set to "ID". 
Note II: You need an active order connection to be able to set up Cost per Sale(CPS) dashboards since they are based on order data. For Insights, an ERP or PIM system, it is possible to set up a Channable API and use that to set up CPS dashboards. Keep in mind that in this case an active order connection is still required.

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Once this is done, you can navigate to Setup > Setup Insights to create an Insights Dashboard. Here you can create a new source or select the existing source you would like to collect data from and give the dashboard a name.

For Cost Per Click (CPC) dashboards, you can choose one or multiple Google Ads accounts and Google Merchant Center IDs. If you select multiple sources then their data will be added together in the dashboard.

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At the Date range setting, you can choose between two options: rolling date and fixed date range. 
The rolling date range is a moving date range, for example, the last 30 days or the last 7 days. This is relative because it moves with the current date. A fixed date range has a fixed start and end date.

You can create multiple Insights dashboards for the same source but for multiple date ranges and/or different data combinations.

In addition, you can choose to group data based on category/brand/any or other field from your imported items. You can also choose to filter the products by Product country based on your Merchant Center data.

Step 2 - How can I view the Insights data? 

Channable Insights has a separate view in the Channable dashboard. You can find this view under Dashboard > Dashboard Insights. Here you will find a graph that shows the revenue in comparison with the costs.   

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If you want to view the statistics at the product level, you can click on this product and here you will also find a graph and a data overview.

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Learn more: If you want to know more about how to use insights in rules go to this article.