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CDP Portal

Dashboard Overview

Welcome to your CDP control center

Active Users

+12.5%

24,691

Last 30 days

Data Sources

+3 new

16

Connected systems

Active Segments

Live

89

Across campaigns

Data Points

+1.2M

14.2M

Total collected

Customer Growth

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Data Source Distribution

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Recent Data Imports

Source Type Records Status Date
Salesforce CRM Customer Data 15,234 Completed 2024-01-20 14:30
Shopify Orders 8,921 Processing 2024-01-20 14:25
Mailchimp Email Data 45,677 Pending 2024-01-20 14:20

Data Integration

Manage your data sources and connections

Connected Sources

16 active connections

Data Flow Rate

2.3M records/hour

Success Rate

99.8% success

Connected Data Sources

Source Name Type Status Last Sync Records Actions
Salesforce CRM CRM Active 5 mins ago 1.2M
Shopify Store E-commerce Active 2 mins ago 890K
Mailchimp Email Marketing Syncing In progress 450K

Customer Profiles

View and manage unified customer data

Filters

Customer List

JD

John Doe

john.doe@example.com

High Value Active

Lifetime Value

$2,450

Orders

24

Last Activity

2 hours ago

JS

Jane Smith

jane.smith@example.com

New Customer

Lifetime Value

80

Orders

2

Last Activity

1 day ago

Segmentation Builder

Create and manage customer segments

Segment Criteria

Demographic Rules

Behavioral Rules

Transactional Rules

Segment Preview

2,451

Matching Customers

Segment Size 12.4%

Analytics & Reporting

Analyze customer data and generate insights

Total Revenue

+24.5%

.2M

vs. last period

Average Order Value

+12.3%

$245

per transaction

Customer Retention

-2.1%

85.4%

last 30 days

Customer Lifetime Value

+8.7%

,450

average per customer

Revenue Trends

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Customer Segments Distribution

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Recent Reports

Report Name Type Created Schedule Actions
Customer Engagement Analysis Custom Jan 20, 2024 Daily
Revenue Forecast Report System Jan 19, 2024 Weekly

Data Governance

Manage data privacy and compliance settings

Privacy Controls

GDPR Compliance

Data protection and privacy settings for EU users

CCPA Compliance

California Consumer Privacy Act settings

Data Retention

Automatic data deletion after specified period

Access Permissions

Role Access Level Users Actions
Administrators Full Access 5
Data Analysts Read & Export 12
Marketing Team Read Only 8

Compliance Status

GDPR Compliance 98%
CCPA Compliance 85%
Data Encryption 100%

Recent Activities

Permission updated for Marketing Team

2 hours ago

GDPR compliance check completed

5 hours ago

Settings

Configure system preferences and account settings

General Settings

Account Settings

AC

Profile Picture

Upload a new avatar or remove the current one

Audit Logs

Track and monitor data access and modifications

Timestamp User Action Resource Status Details
2024-02-20 14:30:25 John Doe Data Access Customer Profile #1234 Success Viewed customer details
2024-02-20 14:28:15 Jane Smith Data Modification Segment Rules Warning Modified segment criteria
2024-02-20 14:25:00 Admin User Settings Change System Configuration Failed Permission denied
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