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    7 février 2011, par

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  • GDPR Compliance and Personal Data : The Ultimate Guide

    22 septembre 2023, par Erin — GDPR

    According to the International Data Corporation (IDC), the world generated 109 zettabytes of data in 2022 alone, and that number is on track to nearly triple to 291 zettabytes in 2027. For scale, that’s one trillion gigs or one followed by 21 zeros in bytes.

    A major portion of that data is generated online, and the conditions for securing that digital data can have major real-world consequences. For example, online identifiers that fall into the wrong hands can be used nefariously for cybercrime, identity theft or unwanted targeting. Users also want control over how their actions are tracked online and transparency into how their information is used.

    Therefore, regional and international regulations are necessary to set the terms for respecting users’ privacy and control over personal information. Perhaps the most widely known of these laws is the European Union’s General Data Protection Regulation (GDPR).

    What is personal data under GDPR ?

    Under the General Data Protection Regulation (GDPR), “personal data” refers to information linked to an identifiable natural person. An “identifiable natural person” is someone directly or indirectly recognisable via individually specific descriptors such as physical, genetic, economic, cultural, employment and social details.

    It’s important to note that under GDPR, the definition of personal data is very broad, and it encompasses both information that is commonly considered personal (e.g., names and addresses) and more technical or specialised data (e.g., IP addresses or device IDs) that can be used to identify individuals indirectly.

    Organisations that handle personal data must adhere to strict rules and principles regarding the processing and protection of this data to ensure individuals’ privacy rights are respected and upheld.

    Personal data can include, but is not limited to, the following :

    1. Basic Identity Information : This includes a person’s name, government-issued ID number, social address, phone number, email address or other similar identifiers.
    2. Biographical Information : Details such as date of birth, place of birth, nationality and gender.
    3. Contact Information : Information that allows communication with the individual, such as phone numbers, email addresses or mailing addresses.
    4. Financial Information : Data related to a person’s finances, including credit card numbers, bank account numbers, income records or financial transactions.
    5. Health and Medical Information : Information about a person’s health, medical history or healthcare treatments.
    6. Location Data : Data that can pinpoint a person’s geographical location, such as GPS coordinates or information derived from mobile devices.
    7. Online Identifiers : Information like IP addresses, cookies or other online tracking mechanisms that can be used to identify or track individuals online.
    8. Biometric Data : Unique physical or behavioural characteristics used for identification, such as fingerprints, facial recognition data or voiceprints.

    Sensitive Data

    Sensitive data is a special category of personal data prohibited from processing unless specific conditions are met, including users giving explicit consent. The data must also be necessary to fulfil one or more of a limited set of allowed purposes, such as reasons related to employment, social protections or legal claims.

    Sensitive information includes details about a person’s racial or ethnic origin, sexual orientation, political opinions, religion, trade union membership, biometric data or genetic data.

    What are the 7 main principles of GDPR ?

    The 7 principles of GDPR guide companies in how to properly handle personal data gathered from their users.

    A list of the main principles to follow for GDPR personal data handling

    The seven principles of GDPR are :

    1. Lawfulness, fairness and transparency

    Lawfulness means having legal grounds for data processing, such as consent, legitimate interests, contract and legal obligation. If you can achieve your objective without processing personal data, the basis is no longer lawful.

    Fairness means you’re processing data reasonably and in line with users’ best interests, and they wouldn’t be shocked if they find out what you’re using it for.

    Transparency means being open regarding when you’re processing user data, what you’re using it for and who you’re collecting it from.

    To get started with this, use our guide on creating a GDPR-compliant privacy policy.

    2. Purpose limitation

    You should only process user data for the original purposes you communicated to users when requesting their explicit consent. If you aim to undertake a new purpose, it must be compatible with the original stated purpose. Otherwise, you’ll need to ask for consent again.

    3. Data minimisation

    You should only collect as much data as you need to accomplish compliant objectives and nothing more, especially not other personally identifiable information (PII).

    Matomo provides several features for extensive data minimisation, including the ability to anonymize IP addresses.

    Data minimisation is well-liked by users. Around 70% of people have taken active steps towards protecting their identity online, so they’ll likely appreciate any principles that help them in this effort.

    4. Accuracy

    The user data you process should be accurate and up-to-date where necessary. You should have reasonable systems to catch inaccurate data and correct or delete it. If there are mistakes that you need to store, then you need to label them clearly as mistakes to keep them from being processed as accurate.

    5. Storage limitation

    This principle requires you to eliminate data you’re no longer using for the original purposes. You must implement time limits, after which you’ll delete or anonymize any user data on record. Matomo allows you to configure your system such that logs are automatically deleted after some time.

    6. Integrity and confidentiality

    This requires that data processors have security measures in place to protect data from threats such as hackers, loss and damage. As an open-source web analytics solution, Matomo enables you to verify its security first-hand.

    7. Accountability

    Accountability means you’re responsible for what you do with the data you collect. It’s your duty to maintain compliance and document everything for audits. Matomo tracks a lot of the data you’d need for this, including activity, task and application logs.

    Who does GDPR apply to ?

    The GDPR applies to any company that processes the personal data of EU citizens and residents (regardless of the location of the company). 

    If this is the first time you’ve heard about this, don’t worry ! Matomo provides tools that allow you to determine exactly what kinds of data you’re collecting and how they must be handled for full compliance. 

    Best practices for processing personal data under GDPR

    Companies subject to the GDPR need to be aware of several key principles and best practices to ensure they process personal data in a lawful and responsible manner.

    Here are some essential practices to implement :

    1. Lawful basis for processing : Organisations must have a lawful basis for processing personal data. Common lawful bases include the necessity of processing for compliance with a legal obligation, the performance of a contract, the protection of vital interests and tasks carried out in the public interest. Your organisation’s legitimate interests for processing must not override the individual’s legal rights. 
    2. Data minimisation : Collect and process only the personal data that is necessary for the specific purpose for which it was collected. Matomo’s anonymisation capabilities help you avoid collecting excessive or irrelevant data.
    3. Transparency : Provide clear and concise information to individuals about how their data will be processed. Privacy statements should be clear and accessible to users to allow them to easily understand how their data is used.
    4. Consent : If you are relying on consent as a lawful basis, make sure you design your privacy statements and consent forms to be usable. This lets you ensure that consent is freely given, specific, informed and unambiguous. Also, individuals must be able to withdraw their consent at any time.
    5. Data subject rights : You must have mechanisms in place to uphold the data subject’s individual rights, such as the rights to access, erase, rectify errors and restrict processing. Establish internal processes for handling such requests.
    6. Data protection impact assessments (DPIAs) : Conduct DPIAs for high-risk processing activities, especially when introducing new technologies or processing sensitive data.
    7. Security measures : You must implement appropriate technical security measures to maintain the safety of personal data. This can include ‌security tools such as encryption, firewalls and limited access controls, as well as organisational practices like regular security assessments. 
    8. Data breach response : Develop and maintain a data breach response plan. Notify relevant authorities and affected individuals of data breaches within the required timeframe.
    9. International data transfers : If transferring personal data outside the EU, ensure that appropriate safeguards are in place and consider GDPR provisions. These provisions allow data transfers from the EU to non-EU countries in three main ways :
      1. When the destination country has been deemed by the European Commission to have adequate data protection, making it similar to transferring data within the EU.
      2. Through the use of safeguards like binding corporate rules, approved contractual clauses or adherence to codes of conduct.
      3. In specific situations when none of the above apply, such as when an individual explicitly consents to the transfer after being informed of the associated risks.
    10. Data protection officers (DPOs) : Appoint a data protection officer if required by GDPR. DPOs are responsible for overseeing data protection compliance within the organisation.
    11. Privacy by design and default : Integrate data protection into the design of systems and processes. Default settings should prioritise user privacy, as is the case with something like Matomo’s first-party cookies.
    12. Documentation : Maintain records of data processing activities, including data protection policies, procedures and agreements. Matomo logs and backs up web server access, activity and more, providing a solid audit trail.
    13. Employee training : Employees who handle personal data must be properly trained to uphold data protection principles and GDPR compliance best practices. 
    14. Third-party contracts : If sharing data with third parties, have data processing agreements in place that outline the responsibilities and obligations of each party regarding data protection.
    15. Regular audits and assessments : Conduct periodic audits and assessments of data processing activities to ensure ongoing compliance. As mentioned previously, Matomo tracks and saves several key statistics and metrics that you’d need for a successful audit.
    16. Accountability : Demonstrate accountability by documenting and regularly reviewing compliance efforts. Be prepared to provide evidence of compliance to data protection authorities.
    17. Data protection impact on data analytics and marketing : Understand how GDPR impacts data analytics and marketing activities, including obtaining valid consent for marketing communications.

    Organisations should be on the lookout for GDPR updates, as the regulations may evolve over time. When in doubt, consult legal and privacy professionals to ensure compliance, as non-compliance could potentially result in significant fines, damage to reputation and legal consequences.

    What constitutes a GDPR breach ?

    Security incidents that compromise the confidentiality, integrity and/or availability of personal data are considered a breach under GDPR. This means a breach is not limited to leaks ; if you accidentally lose or delete personal data, its availability is compromised, which is technically considered a breach.

    What are the penalty fines for GDPR non-compliance ?

    The penalty fines for GDPR non-compliance are up to €20 million or up to 4% of the company’s revenue from the previous fiscal year, whichever is higher. This makes it so that small companies can also get fined, no matter how low-profile the breach is.

    In 2022, for instance, a company found to have mishandled user data was fined €2,000, and the webmaster responsible was personally fined €150.

    Is Matomo GDPR compliant ?

    Matomo is fully GDPR compliant and can ensure you achieve compliance, too. Here’s how :

    • Data anonymization and IP anonymization
    • GDPR Manager that helps you identify gaps in your compliance and address them effectively
    • Users can opt-out of all tracking
    • First-party cookies by default
    • Users can view the data collected
    • Capabilities to delete visitor data when requested
    • You own your data and it is not used for any other purposes (like advertising)
    • Visitor logs and profiles can be disabled
    • Data is stored in the EU (Matomo Cloud) or in any country of your choice (Matomo On-Premise)

    Is there a GDPR in the US ?

    There is no GDPR-equivalent law that covers the US as a whole. That said, US-based companies processing data from persons in the EU still need to adhere to GDPR principles.

    While there isn’t a federal data protection law, several states have enacted their own. One notable example is the California Consumer Privacy Act (CCPA), which Matomo is fully compliant with.

    Ready for GDPR-compliant analytics ?

    The GDPR lays out a set of regulations and penalties that govern the collection and processing of personal data from EU citizens and residents. A breach under GDPR attracts a fine of either up to €20 million or 4% of the company’s revenue, and the penalty applies to companies of all sizes.

    Matomo is fully GDPR compliant and provides several features and advanced privacy settings to ensure you ‌are as well, without sacrificing the resources you need for effective analytics. If you’re ready to get started, sign up for a 21-day free trial of Matomo — no credit card required.

    Disclaimer
    We are not lawyers and don’t claim to be. The information provided here is to help give an introduction to GDPR. We encourage every business and website to take data privacy seriously and discuss these issues with your lawyer if you have any concerns.

  • What is Behavioural Segmentation and Why is it Important ?

    28 septembre 2023, par Erin — Analytics Tips

    Amidst the dynamic landscape of web analytics, understanding customers has grown increasingly vital for businesses to thrive. While traditional demographic-focused strategies possess merit, they need to uncover the nuanced intricacies of individual online behaviours and preferences. As customer expectations evolve in the digital realm, enterprises must recalibrate their approaches to remain relevant and cultivate enduring digital relationships.

    In this context, the surge of technology and advanced data analysis ushers in a marketing revolution : behavioural segmentation. Businesses can unearth invaluable insights by meticulously scrutinising user actions, preferences and online interactions. These insights lay the foundation for precisely honed, high-performing, personalised campaigns. The era dominated by blanket, catch-all marketing strategies is yielding to an era of surgical precision and tailored engagement. 

    While the insights from user behaviours empower businesses to optimise customer experiences, it’s essential to strike a delicate balance between personalisation and respecting user privacy. Ethical use of behavioural data ensures that the power of segmentation is wielded responsibly and in compliance, safeguarding user trust while enabling businesses to thrive in the digital age.

    What is behavioural segmentation ?

    Behavioural segmentation is a crucial concept in web analytics and marketing. It involves categorising individuals or groups of users based on their online behaviour, actions and interactions with a website. This segmentation method focuses on understanding how users engage with a website, their preferences and their responses to various stimuli. Behavioural segmentation classifies users into distinct segments based on their online activities, such as the pages they visit, the products they view, the actions they take and the time they spend on a site.

    Behavioural segmentation plays a pivotal role in web analytics for several reasons :

    1. Enhanced personalisation :

    Understanding user behaviour enables businesses to personalise online experiences. This aids with delivering tailored content and recommendations to boost conversion, customer loyalty and customer satisfaction.

    2. Improved user experience :

    Behavioural segmentation optimises user interfaces (UI) and navigation by identifying user paths and pain points, enhancing the level of engagement and retention.

    3. Targeted marketing :

    Behavioural segmentation enhances marketing efficiency by tailoring campaigns to user behaviour. This increases the likelihood of interest in specific products or services.

    4. Conversion rate optimisation :

    Analysing behavioural data reveals factors influencing user decisions, enabling website optimisation for a streamlined purchasing process and higher conversion rates.

    5. Data-driven decision-making :

    Behavioural segmentation empowers data-driven decisions. It identifies trends, behavioural patterns and emerging opportunities, facilitating adaptation to changing user preferences and market dynamics.

    6. Ethical considerations :

    Behavioural segmentation provides valuable insights but raises ethical concerns. User data collection and use must prioritise transparency, privacy and responsible handling to protect individuals’ rights.

    The significance of ethical behavioural segmentation will be explored more deeply in a later section, where we will delve into the ethical considerations and best practices for collecting, storing and utilising behavioural data in web analytics. It’s essential to strike a balance between harnessing the power of behavioural segmentation for business benefits and safeguarding user privacy and data rights in the digital age.

    A woman surrounded by doors shaped like heads of different

    Different types of behavioural segments with examples

    1. Visit-based segments : These segments hinge on users’ visit patterns. Analyse visit patterns, compare first-time visitors to returning ones, or compare users landing on specific pages to those landing on others.
      • Example : The real estate website Zillow can analyse how first-time visitors and returning users behave differently. By understanding these patterns, Zillow can customise its website for each group. For example, they can highlight featured listings and provide navigation tips for first-time visitors while offering personalised recommendations and saved search options for returning users. This could enhance user satisfaction and boost the chances of conversion.
    2. Interaction-based segments : Segments can be created based on user interactions like special events or goals completed on the site.
      • Example : Airbnb might use this to understand if users who successfully book accommodations exhibit different behaviours than those who don’t. This insight could guide refinements in the booking process for improved conversion rates.
    3. Campaign-based segments : Beyond tracking visit numbers, delve into usage differences of visitors from specific sources or ad campaigns for deeper insights.
      • Example : Nike might analyse user purchase behaviour from various traffic sources (referral websites, organic, direct, social media and ads). This informs marketing segmentation adjustments, focusing on high-performance channels. It also customises the website experience for different traffic sources, optimising content, promotions and navigation. This data-driven approach could boost user experiences and maximise marketing impact for improved brand engagement and sales conversions.
    4. Ecommerce segments : Separate users based on purchases, even examining the frequency of visits linked to specific products. Segment heavy users versus light users. This helps uncover diverse customer types and browsing behaviours.
      • Example : Amazon could create segments to differentiate between visitors who made purchases and those who didn’t. This segmentation could reveal distinct usage patterns and preferences, aiding Amazon in tailoring its recommendations and product offerings.
    5. Demographic segments : Build segments based on browser language or geographic location, for instance, to comprehend how user attributes influence site interactions.
      • Example : Netflix can create user segments based on demographic factors like geographic location to gain insight into how a visitor’s location can influence content preferences and viewing behaviour. This approach could allow for a more personalised experience.
    6. Technographic segments : Segment users by devices or browsers, revealing variations in site experience and potential platform-specific issues or user attitudes.
      • Example : Google could create segments based on users’ devices (e.g., mobile, desktop) to identify potential issues in rendering its search results. This information could be used to guide Google in providing consistent experiences regardless of device.
    A group of consumers split into different segments based on their behaviour

    The importance of ethical behavioural segmentation

    Respecting user privacy and data protection is crucial. Matomo offers features that align with ethical segmentation practices. These include :

    • Anonymization : Matomo allows for data anonymization, safeguarding individual identities while providing valuable insights.
    • GDPR compliance : Matomo is GDPR compliant, ensuring that user data is handled following European data protection regulations.
    • Data retention and deletion : Matomo enables businesses to set data retention policies and delete user data when it’s no longer needed, reducing the risk of data misuse.
    • Secured data handling : Matomo employs robust security measures to protect user data, reducing the risk of data breaches.

    Real-world examples of ethical behavioural segmentation :

    1. Content publishing : A leading news website could utilise data anonymization tools to ethically monitor user engagement. This approach allows them to optimise content delivery based on reader preferences while ensuring the anonymity and privacy of their target audience.
    2. Non-profit organisations : A charity organisation could embrace granular user control features. This could be used to empower its donors to manage their data preferences, building trust and loyalty among supporters by giving them control over their personal information.
    Person in a suit holding a red funnel that has data flowing through it into a file

    Examples of effective behavioural segmentation

    Companies are constantly using behavioural insights to engage their audiences effectively. In this section, we’ll delve into real-world examples showcasing how top companies use behavioural segmentation to enhance their marketing efforts.

    A woman standing in front of a pie chart pointing to the top right-hand section of customers in that segment
    1. Coca-Cola’s behavioural insights for marketing strategy : Coca-Cola employs behavioural segmentation to evaluate its advertising campaigns. Through analysing user engagement across TV commercials, social media promotions and influencer partnerships, Coca-Cola’s marketing team can discover that video ads shared by influencers generate the highest ROI and web traffic.

      This insight guides the reallocation of resources, leading to increased sales and a more effective advertising strategy.

    2. eBay’s custom conversion approach : eBay excels in conversion optimisation through behavioural segmentation. When users abandon carts, eBay’s dynamic system sends personalised email reminders featuring abandoned items and related recommendations tailored to user interests and past purchase decisions.

      This strategy revives sales, elevates conversion rates and sparks engagement. eBay’s adeptness in leveraging behavioural insights transforms user experience, steering a customer journey toward conversion.

    3. Sephora’s data-driven conversion enhancement : Data analysts can use Sephora’s behavioural segmentation strategy to fuel revenue growth through meticulous data analysis. By identifying a dedicated subset of loyal customers who exhibit a consistent preference for premium skincare products, data analysts enable Sephora to customise loyalty programs.

      These personalised rewards programs provide exclusive discounts and early access to luxury skincare releases, resulting in heightened customer engagement and loyalty. The data-driven precision of this approach directly contributes to amplified revenue from this specific customer segment.

    Examples of the do’s and don’ts of behavioural segmentation 

    Happy woman surrounded by icons of things and activities she enjoys

    Behavioural segmentation is a powerful marketing and data analysis tool, but its success hinges on ethical and responsible practices. In this section, we will explore real-world examples of the do’s and don’ts of behavioural segmentation, highlighting companies that have excelled in their approach and those that have faced challenges due to lapses in ethical considerations.

    Do’s of behavioural segmentation :

    • Personalised messaging :
      • Example : Spotify
        • Spotify’s success lies in its ability to use behavioural data to curate personalised playlists and user recommendations, enhancing its music streaming experience.
    • Transparency :
      • Example : Basecamp
        • Basecamp’s transparency in sharing how user data is used fosters trust. They openly communicate data practices, ensuring users are informed and comfortable.
    • Anonymization
      • Example : Matomo’s anonymization features
        • Matomo employs anonymization features to protect user identities while providing valuable insights, setting a standard for responsible data handling.
    • Purpose limitation :
      • Example : Proton Mail
        • Proton Mail strictly limits the use of user data to email-related purposes, showcasing the importance of purpose-driven data practices.
    • Dynamic content delivery : 
      • Example : LinkedIn
        • LinkedIn uses behavioural segmentation to dynamically deliver job recommendations, showcasing the potential for relevant content delivery.
    • Data security :
      • Example : Apple
        • Apple’s stringent data security measures protect user information, setting a high bar for safeguarding sensitive data.
    • Adherence to regulatory compliance : 
      • Example : Matomo’s regulatory compliance features
        • Matomo’s regulatory compliance features ensure that businesses using the platform adhere to data protection regulations, further promoting responsible data usage.

    Don’ts of behavioural segmentation :

    • Ignoring changing regulations
      • Example : Equifax
        • Equifax faced major repercussions for neglecting evolving regulations, resulting in a data breach that exposed the sensitive information of millions.
    • Sensitive attributes
      • Example : Twitter
        • Twitter faced criticism for allowing advertisers to target users based on sensitive attributes, sparking concerns about user privacy and data ethics.
    • Data sharing without consent
      • Example : Meta & Cambridge Analytica
        • The Cambridge Analytica scandal involving Meta (formerly Facebook) revealed the consequences of sharing user data without clear consent, leading to a breach of trust.
    • Lack of control
      • Example : Uber
        • Uber faced backlash for its poor data security practices and a lack of control over user data, resulting in a data breach and compromised user information.
    • Don’t be creepy with invasive personalisation
      • Example : Offer Moment
        • Offer Moment’s overly invasive personalisation tactics crossed ethical boundaries, unsettling users and eroding trust.

    These examples are valuable lessons, emphasising the importance of ethical and responsible behavioural segmentation practices to maintain user trust and regulatory compliance in an increasingly data-driven world.

    Continue the conversation

    Diving into customer behaviours, preferences and interactions empowers businesses to forge meaningful connections with their target audience through targeted marketing segmentation strategies. This approach drives growth and fosters exceptional customer experiences, as evident from the various common examples spanning diverse industries.

    In the realm of ethical behavioural segmentation and regulatory compliance, Matomo is a trusted partner. Committed to safeguarding user privacy and data integrity, our advanced web analytics solution empowers your business to harness the power of behavioral segmentation, all while upholding the highest standards of compliance with stringent privacy regulations.

    To gain deeper insight into your visitors and execute impactful marketing campaigns, explore how Matomo can elevate your efforts. Try Matomo free for 21-days, no credit card required. 

  • How to Use Analytics & Reports for Marketing, Sales & More

    28 septembre 2023, par Erin — Analytics Tips

    By now, most professionals know they should be using analytics and reports to make better business decisions. Blogs and thought leaders talk about it all the time. But most sources don’t tell you how to use analytics and reports. So marketers, salespeople and others either skim whatever reports they come across or give up on making data-driven decisions entirely. 

    But it doesn’t have to be this way.

    In this article, we’ll cover what analytics and reports are, how they differ and give you examples of each. Then, we’ll explain how clean data comes into play and how marketing, sales, and user experience teams can use reports and analytics to uncover actionable insights.

    What’s the difference between analytics & reports ? 

    Many people speak of reports and analytics as if the terms are interchangeable, but they have two distinct meanings.

    A report is a collection of data presented in one place. By tracking key metrics and providing numbers, reports tell you what is happening in your business. Analytics is the study of data and the process of generating insights from data. Both rely on data and are essential for understanding and improving your business results.

    https://docs.google.com/document/d/1teSgciAq0vi2oXtq_I2_n6Cv89kPi0gBF1l0zve1L2Q/edit

    A science experiment is a helpful analogy for how reporting and analytics work together. To conduct an experiment, scientists collect data and results and compile a report of what happened. But the process doesn’t stop there. After generating a data report, scientists analyse the data and try to understand the why behind the results.

    In a business context, you collect and organise data in reports. With analytics, you then use those reports and their data to draw conclusions about what works and what doesn’t.

    Reports examples 

    Reports are a valuable tool for just about any part of your business, from sales to finance to human resources. For example, your finance team might collect data about spending and use it to create a report. It might show how much you spend on employee compensation, real estate, raw materials and shipping.

    On the other hand, your marketing team might benefit from a report on lead sources. This would mean collecting data on where your sales leads come from (social media, email, organic search, etc.). You could collect and present lead source data over time for a more in-depth report. This shows which sources are becoming more effective over time. With advanced tools, you can create detailed, custom reports that include multiple factors, such as time, geographical location and device type.

    Analytics examples 

    Because analytics requires looking at and drawing insights from data and reports to collect and present data, analytics often begins by studying reports. 

    In our example of a report on lead sources, an analytics professional might study the report and notice that webinars are an important source of leads. To better understand this, they might look closely at the number of leads acquired compared to how often webinars occur. If they notice that the number of webinar leads has been growing, they might conclude that the business should invest in more webinars to generate more leads. This is just one kind of insight analytics can provide.

    For another example, your human resources team might study a report on employee retention. After analysing the data, they could discover valuable insights, such as which teams have the highest turnover rate. Further analysis might help them uncover why certain teams fail to keep employees and what they can do to solve the problem.

    The importance of clean data 

    Both analytics and reporting rely on data, so it’s essential your data is clean. Clean data means you’ve audited your data, removed inaccuracies and duplicate entries, and corrected mislabelled data or errors. Basically, you want to ensure that each piece of information you’re using for reports and analytics is accurate and organised correctly.

    If your data isn’t clean and accurate, neither will your reports be. And making business decisions based on bad data can come at a considerable cost. Inaccurate data might lead you to invest in a channel that appears more valuable than it actually is. Or it could cause you to overlook opportunities for growth. Moreover, poor data maintenance and the poor insight it provides will lead your team to have less trust in your reports and analytics team.

    The simplest way to maintain clean data is to be meticulous when inputting or transferring data. This can be as simple as ensuring that your sales team fills in every field of an account record. When you need to import or transfer data from other sources, you need to perform quality assurance (QA) checks to make sure data is appropriately labelled and organised. 

    Another way to maintain clean data is by avoiding cookies. Most web visitors reject cookie consent banners. When this happens, analysts and marketers don’t get data on these visitors and only see the percentage of users who accept tracking. This means they decide on a smaller sample size, leading to poor or inaccurate data. These banners also create a poor user experience and annoy web visitors.

    Matomo can be configured to run cookieless — which, in most countries, means you don’t need to have an annoying cookie consent screen on your site. This way, you can get more accurate data and create a better user experience.

    Marketing analytics and reports 

    Analytics and reporting help you measure and improve the effectiveness of your marketing efforts. They help you learn what’s working and what you should invest more time and money into. And bolstering the effectiveness of your marketing will create more opportunities for sales.

    One common area where marketing teams use analytics and reports is to understand and improve their keyword rankings and search engine optimization. They use web analytics platforms like Matomo to report on how their website performs for specific keywords. Insights from these reports are then used to inform changes to the website and the development of new content.

    As we mentioned above, marketing teams often use reports on lead sources to understand how their prospects and customers are learning about the brand. They might analyse their lead sources to better understand their audience. 

    For example, if your company finds that you receive a lot of leads from LinkedIn, you might decide to study the content you post there and how it differs from other platforms. You could apply a similar content approach to other channels to see if it increases lead generation. You can then study reporting on how lead source data changes after you change content strategies. This is one example of how analysing a report can lead to marketing experimentation. 

    Email and paid advertising are also marketing channels that can be optimised with reports and analysis. By studying the data around what emails and ads your audience clicks on, you can draw insights into what topics and messaging resonate with your customers.

    Marketing teams often use A/B testing to learn about audience preferences. In an A/B test, you can test two landing page versions, such as two different types of call-to-action (CTA) buttons. Matomo will generate a report showing how many people clicked each version. From those results, you may draw an insight into the design your audience prefers.

    Sales analytics and reports 

    Sales analytics and reports are used to help teams close more deals and sell more efficiently. They also help businesses understand their revenue, set goals, and optimise sales processes. And understanding your sales and revenue allows you to plan for the future.

    One of the keys to building a successful sales strategy and team is understanding your sales cycle. That’s why it’s so important for companies to analyse their lead and sales data. For business-to-business (B2B) companies in particular, the sales cycle can be a long process. But you can use reporting and analytics to learn about the stages of the buying cycle, including how long they take and how many leads proceed to the next step.

    Analysing lead and customer data also allows you to gain insights into who your customers are. With detailed account records, you can track where your customers are, what industries they come from, what their role is and how much they spend. While you can use reports to gather customer data, you also have to use analysis and qualitative information in order to build buyer personas. 

    Many sales teams use past individual and business performance to understand revenue trends. For instance, you might study historical data reports to learn how seasonality affects your revenue. If you dive deeper, you might find that seasonal trends may depend on the country where your customers live. 

    Sales rep, money and clock

    Conversely, it’s also important to analyse what internal variables are affecting revenue. You can use revenue reports to identify your top-performing sales associates. You can then try to expand and replicate that success. While sales is a field often driven by personal relationships and conversations, many types of reports allow you to learn about and improve the process.

    Website and user behaviour analytics and reports 

    More and more, businesses view their websites as an experience and user behaviour as an important part of their business. And just like sales and marketing, reporting and analytics help you better understand and optimise your web experience. 

    Many web and user behaviour metrics, like traffic source, have important implications for marketing. For example, page traffic and user flows can provide valuable insights into what your customers are interested in. This can then drive future content development and marketing campaigns.

    You can also learn about how your users navigate and use your website. A robust web analytics tool, like Matomo, can supply user session recordings and visitor tracking. For example, you could study which pages a particular user visits. But Matomo also has a feature called Transitions that provides visual reports showing where a particular page’s traffic comes from and where visitors tend to go afterward. 

    As you consider why people might be leaving your website, site performance is another important area for reporting. Most users are accustomed to near-instantaneous web experiences, so it’s worth monitoring your page load time and looking out for backend delays. In today’s world, your website experience is part of what you’re selling to customers. Don’t miss out on opportunities to impress and delight them.

    Dive into your data

    Reporting and analytics can seem like mysterious buzzwords we’re all supposed to understand already. But, like anything else, they require definitions and meaningful examples. When you dig into the topic, though, the applications for reporting and analytics are endless.

    Use these examples to identify how you can use analytics and reports in your role and department to achieve better results, whether that means higher quality leads, bigger deal size or a better user experience.

    To see how Matomo can collect accurate and reliable data and turn it into in-depth analytics and reports, start a free 21-day trial. No credit card required.