Qlik Glossary and Data Definitions

To view the terms and calculations used in Qlik, refer to the new Qlik Glossary and Data Definitions object within Qlik.

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What is an active, churned or joined user?

Active User - An active user can be described in 2 ways:

1. Active from a specific date: If a user last logged in on May 15th, they're active up to June 15th.
2. Active for logging in between two dates: Only users who actually log in during the month of June are an active user in June.

Churned User - If a user hasn't logged in for 90 days.

Joined User - Signed up to Penny and has logged in at least once.

For more information about the differences between active, churned and joined users, watch the video under How do I find out how many active users we have?

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What do all of the different dates mean?

In the User Summary app

As-of Date - The specific activity (# of active, joined, churned users) that happened on the particular date(s). ie. People who joined on specific dates, or people who logged in during particular date(s).

Penny Joined Date - When a user signed up for Penny.

Enrollment Date - When a user enrolled with your company.

Login Date - The date that a user logged into Penny.

In the Activity Analysis app

Completed Date - The Completed Date is when any activity was completed.

Assigned Date - The Assigned Date can mean different things depending on if it’s for a specific task or for general activity:

• Tasks (prospecting, customer care etc): this is the day that the task was/is assigned to be completed (not the day it was completed)(yes, the assigned date and completed date can be the same date)
• Activity (e.g adding a prospect, downline or customer, or getting an order): This is the same date that the activity was completed, since non-task activities do not get assigned the way that tasks do. For further explanation of the difference between a task and an activity, see the Tasks Only filter description in the next FAQ - What do the different filter options mean?

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What do the different filter options mean?

In Qlik, you can filter your data in lots of different ways.

Hot tip: Save time by creating a bookmark to save your frequently used filters for next time.

Here’s an explanation for the commonly used filters.

• Country - Select the country you want to filter by.
• Dates - There are many different dates available. You can set all the date filters to either a single date, or a range of dates.
• Tasks Only - This filter only shows actions that are actual tasks within Penny. (Activities which are not tasks are things like adding a new consultant to your downline, getting an order or adding a prospect.)
• Buckets:
  • Order Bucket - Groups users based on their average number of orders per month, over the past 90 days.
  • Revenue Bucket - Groups users based on their average monthly revenue, over the past 90 days.
  • Task Bucket - Groups users based on their average number of tasks completed each month, over the past 90 days.
  • Login Bucket - Groups users based on the average number of days they logged in each month, over the past 90 days.
• Partner ID - This is the ID used by partners (may require using the Selections Tool)
• Penny ID - This is the unique ID given to users of Penny (may require using the Selections Tool)
• Activity Group - A broad collection of different types of activities:
  • Content - Contact - Content shared to a specific contact
  • Content - Shared - Content posted on social media channels
  • Custom Lists - Both the total number of lists created, as well as tasks related to Custom Lists
  • Customer Care - Includes all Customer Care tasks
  • Prospecting - Includes the Prospecting tasks as well as Add Prospect
  • Revenue - Includes the tasks Orders and Add Customer
  • Team Development - Includes the Team Care tasks as well as Add Downline
• Activity Type - The specific action, such as completing a task, sharing content, getting an order, or adding a prospect.

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Activity Type and Group List

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