Read performance charts for submissions

This guide is for anyone signed into the dashboard who already has access to Performance. You will choose date ranges, optional comparison periods, filters, and interpret the layout modules that read the same submissions table as Inbox. This screen reports on stored data; it is not a separate multi-step funnel builder product.

You leave the inbox view for the analytics screen.

  1. Sign in.
  2. Click Performance in the main navigation (beside Inbox and Settings).

You bound the query that feeds every module.

  1. Select a preset (for example last 30 days) when you want a quick slice; the date filter button shows the preset label and formatted range.
  2. Or enter manual start and end dates, then apply (label shows as Custom with the range).
  3. Use All time only when lifetime totals are required; compare mode may disable for that selection.

You align charts with the same dimensions as the inbox filters.

  1. Set the status filter to one pipeline label or all.
  2. Set the form filter to a placement label (form_name stored from the second argument to wckd_form()), not the registry key.
  3. Apply and wait for widgets to refresh.

Some installs expose a comparison period versus the primary range.

  1. Locate the compare control (previous period or custom compare dates).
  2. Enable comparison and read the delta labels (absolute counts vs percentages depend on the widget).

Each dashboard block answers a different question about the filtered slice.

  1. Read Totals for headline submission counts.
  2. Read Status breakdown for share by pipeline stage.
  3. Read Monthly trend or similar modules for seasonality.
  4. Read Referring domains when page_url metadata supports that breakdown.
  5. Treat Won/Lost-style modules as reflections of your configured status names, not as an external CRM sync.

You prove charts match the underlying rows.

  1. Pick a narrow date range and status filter that should return a small count.
  2. Open Inbox with the same filters and compare row counts to the Performance totals card.
  3. Investigate mismatches by checking timezone settings under Settings → Operations.

Common mistakes

  • Charts empty but inbox has rows: Performance still points at a different date range or excludes the status you selected.
  • Compare mode looks wrong: the secondary window has fewer days than the primary window; align lengths before interpreting percent deltas.
  • Form filter shows “unknown”: placement labels changed after submissions were stored; old form_name values remain in the database.

Related pages