A built-in analytics dashboard that shows how visitors move through your site, who your guests are, which marketing sources are driving bookings, and how much revenue your conversion tools brought back.
What the Insights Dashboard shows you #
Conversion Kit quietly records meaningful moments on your site (booking intent, reminder and recovery activity, rate comparison badge clicks, captured emails, and engagement with tools like Wishlist and Price Alerts) and turns them into a plain-language dashboard. There is nothing to install or configure: the moment Conversion Kit is active, it starts collecting, and the dashboard fills in over time.
The Activity, Guests, and Attribution tabs are all available on every Conversion Kit install. The Guests tab draws on the Guest Identity layer, the background system that recognizes a visitor across pages and visits (see Under the Hood).
You will use Insights to answer questions like:
- How much revenue did your booking tools bring back this week, last week, and all-time?
- How many people engaged with your conversion tools, or left their email, this month?
- Which guests are the most engaged, and what have they been doing?
- Which marketing channels and campaigns actually lead to bookings?
How to turn it on #
There is nothing to switch on. As long as Conversion Kit is active, Insights is collecting and the dashboard is available.
1. Open the dashboard #
In your WordPress admin, open the HomeRunner menu, then Conversion Kit, then click Insights in the left sidebar.
2. Read the recovery revenue summary #
At the very top of the page you will see your recovery revenue summary. It always reports fixed windows (this week, last week, and all-time), so the date range buttons below do not change it.
3. Move between the three tabs #
Below the summary, the dashboard is organized into three tabs:
- Activity: the high-level conversion view.
- Guests: the people behind the activity.
- Attribution: what drove the bookings.
4. Pick a date range #
The buttons at the top let you switch the three tabs between the last 7 days, 30 days, or 90 days. Thirty days is the starting view.
Recovery revenue at the top #
The first thing you see is a strip of rows that answer the question every operator cares about: how much money did Conversion Kit’s reminders actually bring back? Each row shows three windows side by side: This Week, Last Week, and All-Time. Every row carries a one-line definition so you can see exactly what it counts.
The first two rows are counts only:
- Reminder emails sent: recovery reminders that left your site’s mail server in the period.
- Clicked: reminders whose link was opened at least once, counted in the period the reminder was sent, with the click rate shown under it.
The next four rows are bookings, each with a count and the gross booking value from the confirmed reservation. Every booking counts in exactly one of them:
- Booked within 7 days of a click: the guest you emailed clicked the reminder link and booked the same stay within 7 days. This is the headline recovery figure.
- Assisted by on-site reminder: the guest clicked the on-site reminder banner, then booked.
- Emailed, booked within 7 days, no click recorded: a reminder reached the booking guest inside the window, but no click on its link was recorded. This usually means the guest read the email on one device and booked on another.
- Tracked, returned on their own: Conversion Kit tracked the booking intent and a confirmed reservation matched on property and dates, with no reminder it can prove. These are your direct bookings that were not recovered.
When a booking could fit more than one row, the strongest signal wins, so each booking is credited once and only once. Each confirmed reservation is also credited to at most one abandoned cart, matched by guest (the reminder click, the reminder recipient, or a verified guest email), never just to the newest cart.
Under the rows you will see a few notes:
- Awaiting confirmation: a completed-booking signal seen in the browser that your booking system has not yet confirmed. These never count in a headline total, and they move into a row above once the reservation is confirmed.
- Before line: bookings credited under the older rule (reminder sent, booking matched on property and dates) keep their original labels on one separate line and are not part of the rows above. It appears only if your site has any.
- Which day your weeks start on, following your site’s Week Starts On setting.
Booking values are shown per currency, and a booking with no value recorded is noted next to the count instead of being counted as zero.
Recovery tracking health warning #
If your site has built up a meaningful number of abandoned bookings but has never once recorded a recovery, Insights shows a warning at the top of the page. That pattern almost always means the success page is not being detected, so completed bookings are not being matched back to the guests who started them.
The fix is usually the Success Page Selector in Cart Abandonment Recovery: it needs to match your booking confirmation page. Once it does, recoveries start recording and the warning clears on its own.
The Activity tab #
The Activity tab is your at-a-glance conversion summary for the selected date range. It groups your numbers into a few cards:
- Recovery Activity: Booking Intent Tracked, Reminders Shown, and Recovery Emails Sent, the funnel behind the recovery revenue rows above.
- Rate Comparison: Badge Views, Clicks, and CTR for the Rate Comparison badge, if you run it.
- Engagement: Wishlists Shared, Price Alert Subs, and Emails Captured across your conversion tools.
- Events by Tool: a table breaking every tracked event down by which tool generated it.
- Captured Emails: the individual email addresses visitors left through Conversion Kit tools during the period, exportable as a spreadsheet.
This is the tab to open when someone asks “how did the site do this month?”
The Guests tab #
The Guests tab moves from “what happened” to “who did it.” It draws on the guest identity layer (see Under the Hood) to show:
- Population health: how many known guests you have and how that is growing.
- How guests get identified: which tools and moments turn an anonymous visitor into a known guest.
- Cross-tool engagement: which guests use Wishlist, Price Alerts, and other tools, and how those overlap.
- Behavioral patterns: including booking-related behavior across your guest base.
You can sort and filter the guest list, then click into an individual guest to see their detail view and a timeline of what they did and when. This is useful for understanding a high-value visitor or following up on a strong lead.
Note: The depth of the Guests tab grows when Guest Accounts are turned on, because signed-in visitors are recognized across devices and visits. With accounts off, you still see activity, but identities are less complete.
The Attribution tab #
The Attribution tab answers the marketing question: what actually drove the booking? For the selected date range it shows several visit-level breakdowns:
- Traffic channels: where visitors came from, grouped by the campaign source on the link they arrived through (your UTM tag), or by the site that referred them, with anything untagged counted as direct. Each channel lists its total visits and unique visitors.
- Device breakdown: how visits split across desktop, mobile, and tablet.
- Top landing pages: the pages where visitors first arrived, with the busiest at the top.
The same tab also includes a Partner Commission Report and a Partner Source Registry, for sites that pay referral partners for bookings. See Partner Commission Report for how to track and export what you owe each partner.
Booking attribution #
At the top of the tab is a Booking Attribution summary that ties real bookings back to the journeys that produced them. When a guest completes a booking, Conversion Kit looks back through the visits it recorded for that guest, works out which marketing source brought them in, and adds the booking to three figures:
- Attributed Bookings: how many bookings Conversion Kit could trace back to a guest it had been tracking.
- Avg Sessions to Book: on average, how many separate visits a guest made before booking.
- Avg Days to Convert: on average, how many days passed between a guest’s first recorded visit and their booking.
Below the summary, First Touch vs Last Touch Channels breaks those bookings down two ways, side by side, so you can see both the source that started the relationship and the one that closed it:
- First touch: the earliest visit before the booking that carried a campaign tag, came from another site, or arrived through a tracked promo link. This is the channel that first brought the guest to you.
- Last touch: the most recent such visit before the booking. This is the channel they came back through right before booking.
Each side lists channels (your campaign source, or the referring site, with untagged traffic shown as direct) and the number of bookings credited to each. A guest who finds you through a search ad and later returns from your newsletter to book counts toward the ad on the first-touch side and the newsletter on the last-touch side.
Booking attribution is computed automatically every time a reservation is created, and each reservation is counted once. There is nothing to tag or configure. A few things are worth knowing as you read it:
- Only bookings from guests Conversion Kit had already been tracking can be attributed, so the Attributed Bookings count can be lower than your total bookings, especially in the first weeks after install. A booking from someone with no recorded visit history simply will not appear here.
- A visit only counts as a first or last touch if it arrived with a campaign tag, from another site, or through a tracked promo link. A plain, untagged direct visit is not treated as a touch.
- Until your first attributed booking lands, this area shows a short “no bookings attributed yet” note rather than empty numbers.
Settings #
Insights has no on/off switch and no numbers to tune. It collects on its own and presents a fixed set of controls on the page.
| Control | What it does |
|---|---|
| Date range (7 Days / 30 Days / 90 Days) | Sets the window for the Activity, Guests, and Attribution tabs. Starts at 30 days. The recovery revenue summary at the top ignores this and always shows this week, last week, and all-time. |
| Tabs (Activity / Guests / Attribution) | Switch between the conversion summary, the guest list, and the marketing source breakdown. |
| Guest status filter (All / Anonymous / Identified / Verified) | On the Guests tab, narrows the guest list to one identification stage. Starts on All. |
| Guest search and sort | On the Guests tab, find a guest or reorder the list. The list shows 25 guests per page. |
| Export CSV | On the Activity tab (Captured Emails) and the Guests tab, downloads the current list as a spreadsheet. The Captured Emails card also offers Export All Time. |
Tips for reading the numbers #
- Give it time. Insights builds up as visitors use your site. A brand-new install will look sparse for the first few days, and booking attribution only fills in after guests start completing bookings.
- Watch the recovery revenue rows for return on the tools. The Booked within 7 days of a click and Assisted by on-site reminder rows are the clearest dollar measure of whether Cart Abandonment Recovery is earning its keep.
- Read first touch and last touch together. First touch tells you which channel is good at discovery; last touch tells you which channel closes. A campaign can look weak on one and strong on the other.
- Pair Activity with Attribution. Activity tells you the volume; Attribution tells you where it came from. Together they show whether a campaign is driving the right kind of traffic.
- Use the Guests tab for follow-up. A single engaged guest with a clear timeline is often a better lead than a raw view count.
Related #
- Cart Abandonment Recovery: the tool whose recovered and assisted revenue shows up at the top of this dashboard.
- Guest Accounts & Portal: the sign-in system that deepens the Guests tab.
- Partner Commission Report: tracks and exports referral payouts, on the Attribution tab.
- Under the Hood: the always-on background features, including booking attribution, that feed this dashboard.