Introduction to CX Data App

This article will guide you through the key elements of the app, helping you make the most of its features and navigate it with ease.

1. Understanding the Sidebar and Its Functions

Upon logging into the CX Data App, you'll immediately notice the sidebar on the left side of the screen. This sidebar is your main navigation tool, allowing you to access various menus within the app. Here’s a breakdown of its key functions:

  • Menu Items: The sidebar contains buttons that will help you navigate between different areas of the app, such as:
    • Dashboard: Here, you can track and analyse all aspects of your sales KPIs (e.g., orders, AOV, etc.)
    • Data & Insights: Here, you can dive deep into your customers, repurchase behaviour, product insights, and more.
    • Segment: Here, you can create customer segments by applying various filters and export a list as CSV for marketing purposes.
    • Contacts 360: Here, you can search for an individual customer and view their complete purchase history.
  • Sign-Out Button: Located just below the menu items on the sidebar, this button allows you to securely log out of the app when you're finished with your session.
  • Chat Icon: The bottom left corner of the sidebar has a chat icon. Clicking on this icon will connect you to the CXData team through real-time chat or email, providing instant support when needed.

Sidebar Flexibility: Hiding and Showing

For users who prefer a clutter-free workspace, the sidebar can be hidden. You can hide the sidebar at any time by clicking the arrow pointing to the left next to the CXData logo at the top. This is especially useful when you need to minimize distractions and focus on detailed work. When you want the sidebar back, simply click the arrow pointing to the right located at the top left corner of your screen to reopen it.

2. Navigating the Menus: Dashboard and Data & Insight

The app is designed with three levels of navigation to ensure easy access to different sections, reports, and detailed insights. Let’s explore how these navigation levels work, particularly for the Dashboard and Data & Insight menus.

Main Section Sidebar: Primary Navigation

The first level of navigation is integrated into the left side of the main section. This is where you can switch between various sections within the Dashboard and Data & Insight menus. The available sections include:

  • Dashboard Sections:
    • Key Performance Indicators (KPI)
    • Drivers
    • Analysis
  • Data & Insight Sections:
    • Acquisition
    • Conversion
    • Retention
    • Customer
    • Subscription
    • Product

Clicking on these buttons will guide you to the respective areas, where you can dive deeper into your data.

Top Left: Section-Specific Navigation

Once you've selected a section, the next navigation will appear at the top left of your screen. This level allows you to navigate within the specific section you’re in. For instance, if you’re in the KPI section, you can move between different report types such as:

  • Sales
  • Google Analytics
  • Ad Campaigns

This ensures that within each section, you can quickly access specific reports and insights relevant to your needs.

Top Right: Report-Specific Navigation

The next level of navigation is located at the top right of your screen, providing even more detailed navigation within report pages. Here, you’ll see radio buttons that allow you to navigate through various views related to the report you're currently viewing. For example, if you’re on the Sales Report page under KPIs, you can switch between:

  • KPI Tree
  • KPI Table
  • KPI Trend

Page-Specific Options: Additional Navigation

Some pages offer additional navigation options that allow you to switch between different views using radio buttons. For example, in the Order source page, you can toggle between viewing the Table view and Trends. This flexibility gives you quick control over how you view and interpret your data.

3. Changing Attributes and Sorting Tables

In many visual and table reports, users have the option to customize the data display by changing attributes or sorting information. Here’s how you can do that:

  • Changing Attributes: Users can switch between different attributes by selecting the desired field from the dropdown menu located at the top of the visual. This allows you to focus on the specific metric or attribute that matters most to you.
  • Sorting Tables: For table visuals, users can easily sort the data by selecting a column to organize the information. Additionally, users can sort attributes by choosing the metric from the dropdown menu provided. This makes it easier to analyze and compare data in the order you need, ensuring that the most relevant information is prioritized.

4. Filtering Your Data

One of the most powerful features of the CX Data App is the ability to filter reports based on various criteria. At the top of the screen, just below the Section and Report specific navigation bars, you’ll find the filter panel.

  • Apply Filters: You can select different filtering options based on the specific report you’re analyzing. These filters allow you to narrow down your data to focus on the insights that matter most to your business.
  • Clear Filters Button: If you’ve applied multiple filters and want to reset the view to the default state, you can simply click the clear filter button. This button instantly removes all applied filters and restores the report to its original format.

Understanding how to navigate the CX Data App is crucial for maximizing the value of the insights it provides.


Should you ever need help, remember that the CXData support team is just a chat or email away—ready to assist!

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