Issuance Documentation
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      • Creating a Regulation A Offering
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      • Creating a Regulation CF Offering
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      • Escrow Closing Process
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    • Regulation D 506(b)
      • Creating a Regulation D 506(b) Offering
      • Managing Regulation D 506(b) Investments
      • Regulation D 506(b) Settings
    • Regulation D 506(c)
      • Creating a Regulation D 506(c) Offering
      • Managing Regulation D 506(c) Investments
      • Regulation D 506(c) Settings
    • Regulation S
      • Creating a Regulation S Offering
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      • Regulation S Settings
  • Offering Analytics and Reports
    • Offering Analytics
    • Offering Reports
  • INVESTOR PAYMENT METHODS
    • Page 1
  • API
    • Issuer API
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  • Analytics Dashboard
  1. Offering Analytics and Reports

Offering Analytics

This section provides information on how to review analytics for your offering on the Issuance platform.

Last updated 6 months ago

To view the analytics dashboard of any offering, please follow these instructions.

Accessing the Analytics Dashboard

Navigate to the

Click on the title of the offering whose analytics you want to view.

Analytics Dashboard

Analytics are updated everyday at 11:59 PM US Pacific Time. They are displayed in two columns, Value, which is the total for the offering's history, and 7-Day, which is the percent change in the individual analytic over the past 7 days.

Traffic

This is the amount of individuals who have visited the offering page.

Country Breakdown

This is the breakdown of the countries investors have visited the offering page from.

New Investors

Offering Page Signups

This is the number of investors who created an account through the offering's URL.

Investment Commitments

This is the number of new investors who committed to investing after accessing the offering through your offering's URL.

Offering Performance

This is the investment funnel for the offering. It shows the amounts committed, amounts received, and the amounts invested.

Total Amount Committed

This is the amount of money committed to the offering.

Number of Commitments

This is the number of individual commitments made to the offering.

Total Amount Received

This is the amount of money the offering has received from investors.

Number of Received Payments

This is the amount of indivual payments the offering has received from investors.

Total Amount Invested

This is the amount of money the offering has received from finalized investments.

Number of Finalized Investments

This is the number of finalized investments the offering has received.

Payments

This is a breakdown of the payment methods used in investment commitments the offering.

Card

Investments commitments funded with a credit or debit card. This is further broken down by Apple Pay, Google Pay, and Link.

ACH

Investments commitments funded with an ACH transfer.

Wire

Investments commitments funded with a wire transfer.

Invesment Flow

This is a breakdown of the investment flow for the offering.

Users Started Only Count

This is a count of the number of users who started the investment process but did not complete it.

Number Of Pending Payments

This is a count of the number of investment payments that are pending.

Investments Missing Signatures

This is the count of the number of investment commitments that are missing signatures.

Number of Finalized Investors

This is the number of investors whose investments have been finalized.

Investments Pending Closing

This is the number of investments that have been funded but have not been finalized.

Investors Pending KYC

This is the number of investors who are pending KYC approval.

Users Pending Approval Count

This is the number of investors who are pending approval.

Common Investment Sizes

This is a breakdown of the most common investment sizes for the offering.

Average Investment Size

This is the average size of an investment in the offering. It is calculated by dividing the total amount invested by the number of individual investments.

Minimum Investment Frequency

This is the frequency of investments that are the minimum investment size.

Demographics

This is a breakdown of investors by their age information.

18-35

This is the number of investors who are between the ages of 18 and 35.

36-65

This is the number of investors who are between the ages of 36 and 65.

65+

This is the number of investors who are older than 65.

Average Age

This is the average age of investors in the offering.

Issuer Dashboard