This dashboard, "Search for Providers | Traffic Source Summary," provides a comprehensive overview of how different traffic sources contribute to user sessions, engagement, and conversions within the "Search for Providers" feature. It allows you to understand the effectiveness of various channels in driving user activity and ultimately, appointments. The dashboard compares the "current period" to a "prior period" to highlight trends and changes in performance.

Understanding the Data Presented This dashboard summarizes session engagement and conversion metrics categorized by traffic source. It allows for a comparison between the "current period" and a "prior period" to show outcomes. The "current period" is set by the "Date" filter, which defaults to the last 30 complete days, and the "prior period" is immediately preceding the current period, by default. Data granularity is set to by week, but this can be adjusted using the "Date Granularity" filter.

Dashboard Sections and How to Use Them

• Session Outcomes by Source Type: This section provides a summary of session volume and outcomes, broken down by the type of traffic source. This gives you an at-a-glance understanding of how different sources are performing.
  • Total Sessions: Displays the overall number of sessions.
  • High-Intent Engagement Rate: Shows the percentage of sessions where users engaged in high-intent actions.
  • Conversion Rate: Indicates the percentage of sessions that resulted in a conversion (e.g., booking an appointment).
  • Total Session Trends: This chart visualizes the trends of total sessions, high-intent engagement rate, and conversion rate over time. You can adjust the trend granularity using the "Date Granularity" filter in the top filter bar.
  • Total Paid Sessions, Paid High-Intent Engagement Rate, Paid Conversion Rate, and Paid Session Trends: These metrics and trends are similar to the overall session metrics but are specifically focused on sessions originating from paid traffic sources. You can adjust the trend granularity for "Paid Session Trends" with the "Date Granularity" control in the top filter bar.
  • Total Organic Sessions, Organic High-Intent Engagement Rate, Organic Conversion Rate, and Organic Session Trends: These metrics and trends are similar to the overall session metrics but are specifically focused on sessions originating from organic traffic sources. You can adjust the trend granularity for "Organic Session Trends" with the "Date Granularity" control in the top filter bar.
  • Total Referral Sessions, Referral High-Intent Engagement Rate, Referral Conversion Rate, and Referral Session Trends: These metrics and trends are similar to the overall session metrics but are specifically focused on sessions originating from referral traffic sources. You can adjust the trend granularity for "Referral Session Trends" with the "Date Granularity" control in the top filter bar.
• Sessions and Outcomes by Channel Grouping: This section provides a detailed breakdown of total, engaged, and converted session volumes and their share of the total volume by channel grouping.
  • Session Outcome Details by Channel Grouping: This table shows the number of "Total Sessions," "Engaged Sessions," and "Converted Sessions" for each channel grouping. It also includes calculated percentages, such as "% of Total Sessions," "% of Engaged Sessions," and "% of Converted Sessions." This table has conditional formatting where the darkest color in each column reflects the channel group with the highest value.
• Engagement & Conversion Rates by Channel Grouping: This section focuses on comparing current and prior period engagement and conversion rates across different channel groupings.
  • Engagement and Conversion Rates by Channel Grouping vs Prior: This table presents a comparison of "Engmt Rate - Current" and "Engmt Rate - Prior" along with the percentage change ("+/- Engmt"), and "Conv Rate - Current" and "Conv Rate - Prior" with the percentage change ("+/- Conv") for each channel grouping. You can adjust the prior period comparison range with the "Set Prior Period" control in the top filter bar.

Available Filters and Their Use The dashboard offers several filters to help you refine your analysis:

• Customer: Allows you to select data for a specific customer or multiple customers.
• Date: Sets the "current period" for the data displayed. The default is "30 day ago for 30 day".
• Set Prior Period: Determines how the "prior period" is calculated for comparison. The default is "immediate prior".
• Date Granularity: Controls the time interval for trends in the dashboard, allowing you to view data by week (default), day, or month.

By strategically using these filters, you can gain targeted insights into the performance of different traffic sources and channel groupings, helping to inform strategies for optimizing user engagement and conversion within the "Search for Providers" feature.