The Wallet platform provides several dashboards and reporting views to help you monitor your wallet performance and track key metrics. Learn how to access and interpret the data across the different dashboard views available in the Wallet platform.

👁️ Wallet dashboards overview

Performance tracking is available in several views within the Captain Wallet platform:

• Project dashboard: provides a global view of your project's activity
• Campaign dashboard: displays performance metrics for a specific campaign
• Account dashboard: shows activity across all projects in your account (multi-project view)
• Reporting section: provide access to an overview of activity by campaign, a list of all campaigns, and the option to generate exports.

ℹ️ About the Wallet dashboards

🕑 Time period selection

Most dashboards allow you to select different time periods to analyze your data:

The time period selection affects how data is aggregated in graphs and the calculation of growth metrics.

🔑 Key definitions to understand Wallet metrics

👤 User status

• Active user: a user with at least one installed card
• Inactive user: a user with no installed cards

🪪 Card states

Cards move through different states during the user lifecycle:

• Created: the user clicked the wallet call-to-action, and the card was generated on the platform (no active card in the wallet at this stage)
• Downloaded: the card was downloaded to the user's device, but not yet installed
• Installed: the card is installed on one or more devices, and the user becomes active (The customer can therefore be notified, and their card can be updated)
• Deleted: the card is removed from one or more user devices
• Uninstalled: the card is deleted from all user devices, and the user becomes inactive

🎉 Events

The platform tracks three main events:

• Card created: a card was generated for a user
• Card installed: a card was installed for the first time by a user
• Card deleted: a card was uninstalled by a user (the user becomes inactive)
• Asynchronous indicators
  Some metrics are marked as [ASYNC], meaning they are calculated in the background every 2 minutes rather than in real-time. This improves dashboard performance, especially for accounts with large volumes of data.

💰 Vendor

To associate the platform (vendor) with a user, we take the vendor of their first active pass.

🗂️ Project dashboard metrics

1. Total users [ASYNC]
   Number of unique active users to date.
2. Total users by platform [ASYNC]
   Number of active users by vendor (Apple Wallet or Google Wallet). The vendor is determined by the user's first active pass.
3. Total users by loyalty status [ASYNC]
   Number of active users broken down by loyalty status (if set up on the project).
4. Customer growth in volume [ASYNC]
   Active users today minus active users at the beginning of the selected period (7 days, 30 days, 3 months, 6 months, 1 year, or custom date).
5. Customer growth in percentage [ASYNC]
   Formula: (Active users today - Active users at start of period) / Active users at start of period
6. Total users by platform - graph [ASYNC]
   Visual representation of active users by platform over time:
   • 7 and 30-day periods: daily breakdown
   • 3 and 6-month periods: weekly breakdown
   • 1-year period: monthly breakdown (end of month)
7. Card creation and installation
   Number of cards created and installed over time, displayed with the same time breakdown as in 6.
8. Notifications
   Number of notifications sent during the selected time period (including all notifications, whether one-time or automated)

💳 Campaign dashboard metrics

1. Total users [ASYNC]
   Total number of active users to date, on this campaign, and by vendor.
2. Total retargeted users
   Number (total and by vendor) of unique users who are active (or have been active) from a previous campaign and targeted by the campaign (cannot decrease).
3. Total enrolled users
   Number (total and by vendor) of active users (or have been active) whose first installation occurred through this campaign. This number cannot decrease.
4. Installation rate
   Formula: Installed cards / Created cards on the campaign. Global installation rate + by vendor
5. Card creation events
   Number (total and by vendor) of card creation events received on the campaign by unique user.
6. Card installation events
   Number (total and by vendor) of card installation (activation) events received on the campaign by unique user.
7. Card uninstallation events
   Number (total and by vendor) of card uninstallation events received on the campaign by unique user.
   💡 Good to know

   This can be higher than inactive users in reports if you reinstall cards after deleting them.
8. Creation and installation graph
   Visual representation of cards created and installed over time - in total and by vendor:
   1. 7 and 30-day periods: daily breakdown
   2. 3 and 6-month periods: weekly breakdown
   3. 1-year period: monthly breakdown
9. Notifications graph
   Number of notifications sent targeting this campaign, over the selected time period

👤 Account dashboard metrics (multi-project view)

1. Total users [ASYNC]
   Number (total and by vendor) of active users to date across all projects. The vendor is determined by the user's first active pass.
2. Customer growth in volume [ASYNC]
   Active users today minus active users at the beginning of the selected period, across all projects.
3. Customer growth in percentage [ASYNC]
   Formula: (Active users today - Active users at start of period) / Active users at start of period, across all projects.
4. Total users by platform - graph [ASYNC]
   Visual representation of active users by platform over time across all projects:
   • 7 and 30-day periods: daily breakdown
   • 3 and 6-month periods: weekly breakdown
   • 1-year period: monthly breakdown

📊 About the reporting section

👤 Account reporting section

Total users by platform and projects [ASYNC]

Number of active users to date, broken down by platform and projects.

👤 Projects reporting section

Total users by platform and campaign [ASYNC]

Number of active users to date, broken down by platform and campaign.