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The Performance page shows the orders and the revenue that TextYess brings to your store. Open it in Analytics → Performance, or go to https://ai.textyess.com/analytics. The page has five tabs: Total, Campaigns, Automations, AI Assistant and Ads → WhatsApp. You see a tab only when your account has a channel for it. Each tab shows metric cards. Most tabs also show a daily chart and a table.

Performance metrics on the Total tab

In Analytics → Performance, the Total tab adds up all your channels.
  • Conversations: WhatsApp conversations plus Onsite Agent chats. A WhatsApp conversation ends after 24 hours with no message. Campaign and automation messages also start conversations.
  • Orders: orders that TextYess attributed to a campaign, an automation, an email or a chat.
  • Conversion Rate: Orders ÷ Conversations.
  • Revenue: the total value of these orders.
  • ROAS: Revenue ÷ the cost of TextYess for the same days.
  • Campaigns launched: WhatsApp campaigns started in the period.
  • Automations active: automations that run now. The date range does not change this number.
  • Automations executions: how many times an automation ran in the period.
When two or more channels earn revenue, the Revenue by Channel chart splits the revenue.

Campaigns tab on the Performance page

In Analytics → Performance, the Campaigns tab shows your campaign results. When your account has email, choose All, WhatsApp or Email above the cards. For WhatsApp campaigns:
  • Messages: campaign messages sent in the period.
  • Orders and Revenue: orders attributed to a campaign.
  • Conversion Rate: Orders ÷ Messages.
  • ROAS: Revenue ÷ the cost of the campaign messages.
The table lists each campaign that sent messages in the period, with OPEN RATE, ORDERS, REVENUE, REVENUE/RECIPIENT, AOV, COST, ROAS and CONVERSION RATE. OPEN RATE comes from WhatsApp read receipts: read ÷ (delivered + read). Click a campaign name to see its orders. With All, the cards add WhatsApp and email campaigns together and show Sent instead of Messages.

Email campaign results on the Performance page

In Analytics → Performance, open the Campaigns tab and choose Email. This filter shows when your account has the email channel.
  • Sent and Delivered: emails that your email campaigns sent and delivered.
  • Open Rate: unique openers ÷ delivered emails.
  • Click Rate: unique clickers ÷ delivered emails.
  • Orders and Revenue: orders attributed to an email campaign.
  • Conversion Rate: Orders ÷ Sent.
Open and click rates count the email campaigns that started in the selected period. Apple Mail Privacy Protection can make open rates too high, so the click rate is the more reliable signal. Emails that an automation sends count on the Automations tab, not here.

Automations tab on the Performance page

In Analytics → Performance, the Automations tab shows your automation results. When your account has email, choose All, WhatsApp or Email.
  • Automations active: automations that run now, for any date range.
  • Automations executions: how many times an automation ran in the period.
  • Messages: WhatsApp messages and emails that your automations sent.
  • Orders and Revenue: orders attributed to an automation, on WhatsApp or by email.
  • Conversion Rate: Orders ÷ Messages.
  • Under Revenue, “of total revenue” gives the share of your whole store revenue.
The table lists each automation with its messages, orders, revenue, COST and ROAS. Click an automation name to open its results page.

AI Assistant tab on the Performance page

In Analytics → Performance, the AI Assistant tab shows the sales of your AI agents. When your plan has both agents, choose All, WhatsApp AI or Onsite Agent.
  • AI Replies: messages that the AI agent sent. Replies from your team do not count.
  • Conversations: for WhatsApp AI, the conversations where the AI replied, counted once per day. For the Onsite Agent, the chats that started.
  • Orders and Revenue: orders attributed to a chat with the agent.
  • Conversion Rate: Orders ÷ Conversations.
The cards count a WhatsApp order only when both conditions are true:
  • No campaign or automation message reached the customer in the 48 hours before the order.
  • The AI agent replied in that conversation on the day of the order or in the 7 days before.
The table lists every order that a WhatsApp chat or an Onsite Agent chat won, so it can show more orders than the cards.

Ads → WhatsApp tab on the Performance page

In Analytics → Performance, the Ads → WhatsApp tab shows customers who came from a Meta ad that opens WhatsApp. The tab shows when your plan includes WhatsApp.
  • Conversations: WhatsApp conversations that started from an ad click in the period.
  • Orders and Revenue: attributed orders from customers who clicked an ad before they ordered, on any channel.
  • Conversion Rate: Orders ÷ Conversations. “vs … organic” gives the same rate for WhatsApp conversations that did not start from an ad.
This tab has no chart and no comparison with an earlier period. In the orders table, the AD SOURCE column shows “Meta ad” and the ad headline when TextYess knows it.

How TextYess attributes an order (attribution window)

When your store sends a new order, TextYess looks for a touch before the order on three channels:
  • WhatsApp: a conversation with the order’s phone number had a message in the 48 hours before the order. TextYess uses the customer’s phone, then the shipping phone, then the billing phone. The number can be written with or without the country code.
  • Onsite Agent: a chat on the same cart started in the 48 hours before the order.
  • Email: the order’s email address opened or clicked a TextYess email in the 7 days before the order. A delivered email that nobody opened does not count.
If more than one channel matches, the most recent touch wins (last touch). Each order goes to one channel only. TextYess checks when the order arrives, so a chat that starts after the order does not count.

Which campaign or automation gets credit for an order

When WhatsApp wins an order, TextYess finds the last campaign or automation message sent to that customer in the 48 hours before the order.
  • If that message is from a campaign, the campaign gets the order.
  • If that message is from an automation, the automation gets the order.
  • If that message failed, or there is no such message, the order goes to the WhatsApp conversation. It shows on the AI Assistant tab when the AI agent replied in that conversation on the order day or in the 7 days before.
When email wins, the order goes to the email campaign or the automation that sent the email. When the Onsite Agent wins, the order goes to the Onsite Agent. One order never counts for two campaigns.

Why an order is not attributed to TextYess

An order shows on the Performance page only when TextYess finds a WhatsApp, Onsite Agent or email touch before it. These are the usual reasons it did not:
  1. The order has no phone number, or the number has no WhatsApp conversation with you.
  2. The last WhatsApp message with that number was more than 48 hours before the order.
  3. The customer wrote to you only after the order.
  4. The order’s email address did not open or click a TextYess email in the 7 days before the order. Or the customer used a different email address.
  5. The Onsite Agent chat was on a different cart, or started more than 48 hours before the order.
  6. Your plan has no AI replies, and no campaign, automation or email reached the customer. Then a chat alone does not count.
  7. TextYess did not get the order. If your store platform does not connect to TextYess, send your orders with the order webhook.

Performance revenue compared with your Shopify store revenue

Revenue on the Performance page is the value of the orders that TextYess attributed, with each order counted for one channel. It is not your whole store revenue, so it is usually lower than the revenue in Shopify.
  • On the Automations tab and the AI Assistant tab, a line under Revenue shows “of total revenue”. It is the share of your whole store revenue for the same days.
  • Store Revenue in Analytics → Store Intelligence counts the orders of your whole Shopify store. It is the gross total at checkout, before refunds, without cancelled, test and voided orders.
No page shows store revenue for an exact 90-day period. Store Intelligence shows the last 6 months, the last 12 months or all time. Its Revenue Trend chart shows your store revenue for each month.

How ROAS and cost are calculated on the Performance page

ROAS (return on ad spend) is Revenue ÷ Cost. Each view uses a different cost:
  • Total tab: the cost of your TextYess subscription for the selected days. TextYess spreads each month’s subscription evenly over the days of that month.
  • Campaigns tab with WhatsApp: the cost that TextYess records for the campaign messages sent in the period.
  • Campaign and automation tables: the COST and ROAS columns use the recorded cost of the WhatsApp messages of each campaign or automation.
The Automations tab shows ROAS only in its table. The AI Assistant tab, the Ads → WhatsApp tab and the email views have no ROAS. When there is no cost, the ROAS card shows a dash. You find your prices on the Plan page: https://ai.textyess.com/organization-settings/plan.

See the orders of one campaign

  1. Open Analytics → Performance.
  2. Click the Campaigns tab.
  3. Click the name of the campaign in the table.
The Orders page lists every order attributed to that campaign, for all dates. The columns are ORDER NUMBER, CUSTOMER, FROM (the customer’s phone number), TOTAL and NUMBER OF ITEMS. When your plan includes WhatsApp, AD SOURCE shows the ad that the customer clicked. To open an email campaign, choose Email on the Campaigns tab first. For the delivery results of a WhatsApp campaign, open the campaign in Campaigns → WhatsApp. See WhatsApp campaigns.

See the results of one automation

In Analytics → Performance, click the Automations tab. Then click the name of the automation. Its page shows:
  • Sent, Read rate (proxy), Orders, Conversion rate, Sales, AOV and Revenue per recipient. Read rate is read ÷ (delivered + read), because WhatsApp has no open event.
  • WhatsApp deliverability: Sent, Delivered, Read and Failed.
  • Email deliverability, when the automation sends email. Email figures cover about the last 90 days.
  • The Message Performance tab: one row for each message step, with its orders, revenue, cost and ROAS. A row with N/A collects orders from deleted messages, and orders that TextYess cannot match to one step.
  • The Orders tab: the orders attributed to this automation.

Choose the date range and compare periods on the Performance page

At the top of Analytics → Performance, choose All, 24h, 7d, 30d or Custom. The page opens on 30d.
  • 24h shows yesterday. 7d and 30d end yesterday, so they do not include today.
  • To include today, choose All, or a Custom range that ends today.
  • Custom opens a calendar. Click the first day, then the last day.
Next to the dates, use Compare: to choose Previous period, Previous month, Previous year or No comparison. Previous period is the same number of days just before your range. Each card then shows the change in percent. The chart shows the earlier period as a dashed line. Compare: is not available with All. With All, the chart shows the last 12 months.

Which time zone the Performance page uses

Analytics → Performance counts each day from midnight to midnight UTC (Coordinated Universal Time), not in your local time. An order placed just after midnight in Italy counts on the previous day. The 24h, 7d and 30d buttons end yesterday. To see today, choose All or a Custom range.

How fresh the Performance numbers are

The numbers in Analytics → Performance are not live to the second:
  • Orders, revenue, messages, campaigns and automations update about every 10 minutes.
  • Conversations update about every 30 minutes.
  • On the AI Assistant tab, the WhatsApp AI numbers update once a day. A WhatsApp AI order can show the day after the order.
  • The subscription cost behind ROAS on the Total tab updates once a day.
If a new order is missing, wait and reload the page. Also make sure that your date range includes today. Analytics → Performance shows a click rate only for email. You find Click Rate on the Campaigns tab with Email, and on the results page of an automation that sends email. For WhatsApp, the page shows read rates, not click rates. To measure clicks and visits from WhatsApp links, use UTM parameters:
  • In a WhatsApp campaign, the UTM tracking switch adds tracking parameters to the button links. It is on by default.
  • In Settings → Organization, the UTM tracking card sets the UTM values for your outbound links.
Then read the visits for each campaign in your store analytics tool, for example Google Analytics.

Best time to send a campaign

No page in TextYess shows the best time of day or the best day of the week to send. Analytics → Performance groups its numbers by day only, with no hour breakdown. To compare send times, send similar campaigns at different times. Then compare their orders and CONVERSION RATE on the Campaigns tab.

Export Performance data to CSV

In Analytics → Performance, click the download icon (Export to CSV) next to the dates. The file uses the tab and the dates that you selected:
  • Campaigns tab: one row for each WhatsApp campaign, with messages, cost, revenue, orders, conversion rate, average cart and ROAS. Email campaigns have no CSV export.
  • Automations tab: one row for each automation, with the same columns.
  • Total, AI Assistant and Ads → WhatsApp tabs: one row for each attributed order. The columns are order ID and number, customer name, total, number of items, paid, phone and date.
If the download fails, the message “Export failed” shows. Try again.

Why the Performance page shows no data

  • “No analytics yet — connect WhatsApp to get started”: your plan includes WhatsApp, but your WhatsApp number is not connected. Click Connect WhatsApp.
  • “Analytics integration required”: your store platform does not connect to TextYess. Send your orders with the order webhook.
  • “No activity in this period”: nothing happened in the dates you chose. Choose a wider range, for example All.
New activity takes some minutes to show. Today is not part of 24h, 7d or 30d.

Support tickets on the Performance page

The Total tab in Analytics → Performance has a Support section when your plan includes WhatsApp and you have tickets.
  • Opened and Closed: tickets opened or closed in the selected period.
  • Open now: the tickets open right now, for any date range. Click Refresh to update it.
  • Volume by type and Open now by type: tickets for each ticket type.
  • Closed by reason: Operator close, Auto resolved, Expired and New problem.
  • Closure by source: Human, System or New problem. System means timers, not AI. The AI never closes a ticket on its own.
Ticket counts include today. Corrections of a ticket’s type do not count.

Benchmark: compare your results with your industry

The Benchmark page compares your last 30 days with other TextYess stores in your industry. Open it at https://ai.textyess.com/analytics/benchmark. The menu has no link to it.
  • Overview: your Orders, Revenue, Messages, Average Order Value and Conversion Rate against the industry average. Top Performing Metrics are above the average. Bottom Performing Metrics are below it.
  • Campaigns and Automations: pick a metric to compare Your Value, Industry Avg and All Users Avg.
TextYess found your industry when it read your store at sign-up. The section How we choose the industry shows it. The benchmark numbers update once a day.