How to Analyze Automation Performance

Once an automation message has been sent, Recrevio gives you powerful insights into how it performed – from engagement to revenue.

This article explains how to analyze performance across all views for automations, what each metric means, and how sales tracking affects what data you see.

Automation performance & analytics

Automation analytics in Recrevio works differently from campaign analytics, because automations are multi-step flows that can run continuously over time.

Instead of analyzing a single send, automation analytics lets you understand:

• How users move through the automation
• How each message step performs
• Where users drop off or complete goals
• Which exact automation messages generate revenue

Automation analytics is available for automations that include:

• Send Email
• Send SMS
• Send WhatsApp
• Send Voice (engagement only, no sales tracking)

How to access automation analytics

Go to Marketing > Automations

1. Open the automation you want to analyze
2. Click Analytics & Goals

At the top, you’ll find three main views:

• Overview
• Sales (only shown when sales tracking has been enabled on at least one automation step)
• Contacts

Overview tab (Automation)

The Overview tab gives you a high-level view of how the automation performs as a flow.

Key metrics

• Total Users Entered

  Total number of contacts that entered the automation

• Completed the Flow

  Number and percentage of users who completed the automation

• Still in the Flow

  Users currently active in the automation

• Purchased (Only shown if sales tracking is enabled in one or more message steps)

  Revenue generated by this automation

Flow visualization

The flow bar shows how users progress through the automation:

• Sent
• Opened (Email only)
• Clicked
• Goal Reached
• Purchased (sales tracking enabled only)

This visualization helps you:

• Spot drop-off points
• See where engagement decreases
• Identify steps that drive conversions

Automation Goal (Exit)

If your automation includes a Goal, you’ll see a dedicated Goal card.

Here you can see:

• Number of users who completed the goal
• Completion rate
• Whether users exited the automation via the goal

Goals are useful for:

• Tracking conversions
• Ending flows early once an objective is reached
• Measuring automation success beyond clicks

Flow Emails / Messages

This table shows performance per message step inside the automation.

For each step, you’ll see:

• Subject / message name
• Audience size
• Opened (Email only)
• Clicked
• Bounced
• Marked as spam
• Sales (if sales tracking was enabled for that step)
• Number of orders (if sales tracking was enabled for that step)

This makes it easy to:

• Compare message performance
• Identify weak or strong steps
• Optimize individual messages inside a longer flow

Sales tab (Automation)

The Sales tab is only available when sales tracking has been enabled on at least one automation message. It provides a deep breakdown of revenue and conversions at automation level.

Sales Overview

Here you’ll see:

• Sales – total revenue generated by this campaign or automation
• Orders – total number of completed purchases
• Average Order Value (AOV) – average revenue per order
• Abandoned carts – number of initiated checkouts that were not completed

Subscriptions

If your automation drives recurring products, this view shows:

• New subscriptions
• Cancellations (churn)
• New MRR
• Revenue from subscriptions

You’ll also see:

• Total MRR
• ARPU (Average Revenue Per User)
• Active and completed subscriptions

This is especially useful for onboarding, welcome, and retention automations.

Upsells & Downsells

If your checkout flow includes:

• Upsells
• Downsells
• Order bumps

This view shows:

• Revenue, Number of orders, and Conversion rates for each offer type:
  • Upsells
  • Downsells
  • Order Bumps

This is especially useful for optimizing checkout flows and increasing Average Order Value (AOV).

You’ll also see:

• Top sources

  List of your top performing sources generating sales

Top Performers

This section helps you understand what and who is driving results.

You can switch between:

• Top Products – best-selling items
• Top Users – customers who generated the most revenue
• Top Sources – where sales originated (based on UTM source)

Contacts tab (Automation)

The Contacts tab gives you a contact-level view of automation participation.

For each contact, you’ll see:

• Name
• Email (or phone number)
• Current or last step
• When they entered the automation

Use this view for:

• Manual follow-ups
• Debugging automation logic
• Understanding individual user journeys

How automation analytics differs from campaign analytics

Automation analytics focus on multi-step, ongoing flows rather than single sends.

Performance is analyzed both at flow level and per message step, and revenue is attributed to the exact message that drives the sale.

For a full comparison between campaign and automation analytics, see: How to Analyze Campaign Performance

Key Takeaways – Automation analytics

• Automation analytics analyze ongoing, multi-step flows

  Performance is measured at both:

  • Flow level
  • Message-step level

• Sales tracking is enabled per message step, not per automation

  Revenue is attributed to the exact message that drove the sale

  Goals provide insight beyond opens and clicks

  Voice steps show engagement only (no sales tracking)

  Use automation analytics to:

  • Identify drop-off points
  • Optimize sequences over time
  • Improve conversions in nurture, onboarding, and retention flows

Summary

Automation analytics in Recrevio give you deep visibility into how users move through your flows and how each message contributes to engagement and revenue.

By analyzing:

• Flow progression
• Individual message performance
• Goal completions
• Sales and subscription data (when enabled)

you can continuously improve long-running automations and ensure they perform effectively over time.