Sales - activity & Opportunities report

Do you want to know the part of your sales generated from iAdvize? Sales report let you track sales generated each day as a result of a discussion with one of your agents.

1. Access the sales report

To access the sales report, go to "Reports" then "Sales > Activity or Opportunities"

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2. Consult the activity data

From this page, view the volume of sales made on your site and the share of sales generated via iAdvize. Other indicators are available such as the amount of the average basket or transformation time after a conversation.

The page you get consists of 4 elements :


(1) The filter selection:





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Filter data based on results desired. You can apply a filter per channel, type of view (agent, type of contact, group, rule, page type or transaction) and date.  



(2) Indicators :





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You will find the list of indicators in this report and what they correspond to in the article definition of indicators.



(3) Graphics

They show the evolution of indicators as well as the percentage distribution according to the selected view (agent, targeting rule, etc.)


(4) The data table

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It presents detailed numerical tabular data. You can do a search, or check the details of each line by clicking on this icon  or export the table in CSV format using this icon  .

 

NB: The export of the number of sales is based on the transaction date.


3. Consult opportunities data

Missed transaction opportunities because agents were not present or available are shown here.


You will find the list of indicators in this report and what they correspond to in the article definition of indicators.


Read also: Check the correct configuration of iAdvize on your site