Reports

UA	US	RU

UA	US	RU

Create reports on the company's performance in the context of different tools: sales plans, lead generation tools, tunnels and smart mailings, evaluate the performance of your support and sales departments.

Report Types

The following types of reports exist:

• dialogues - a report on the work of your support department: the number of closed dialogues for a period, first response time, average response time, service level assessment;

• sales efficiency - the most complete report on the company’s work based on sales plans: conversion rate, number of leads in the sales plan, number of leads by status, amounts of additional payments, etc.;

• statistics of lead generation tools - report on the effectiveness of LGT: views, clicks, subscriptions, orders, sales, gross income and expenses;

• tunnel statistics - report on the effectiveness of sales tunnels: the number of block sends, clicks on buttons in tunnel blocks, orders and sales;

• mailing statistics - report on the effectiveness of smart mailings: number of recipients, number of messages received, number of read, number of clicks on buttons of different types, orders and sales generated by buttons from a smart mailing message;

• sales statistics - the company’s performance in terms of offers and their categories, payment systems.

Dialogue report

With the addition of chat extensions such as Dialogs, there is a need to evaluate the effectiveness of support department handling requests. For this purpose, dialogue reports were developed. You can create both a report broken down by users and accounts.

The report by user shows the performance of your support managers:

The account-by-account report displays dialogue statistics for your clients:

Dialogue report indicators:

Dynamics of indicators

If the indicator is higher than the previous period, then there will be a green arrow pointing up next to it. If the indicator has worsened, then there will be a red arrow pointing down next to it. If the indicator has not changed, there will be a dash.

Ordering

To quickly see which managers are the most effective at handling conversations, the report has a sorting function.

If you want to see which support manager closed the most conversations, sort the display in descending order - from most to least. To do this, click on the down arrow next to the “Closed” indicator. Then the manager with the largest number of closed dialogs will be at the top of the table:

If you want to see who is the fastest to respond to customer requests, sort the display in ascending order - from smallest to largest. To do this, click on the up arrow next to the "Average response time" indicator. Then the manager with the shortest response time will be at the top of the table:

Sales plan statistics report

Using this type of report, it is most convenient to evaluate the effectiveness of sales plan managers’ processing of leads. You can create a report broken down directly by sales plans, as well as by users and managers of sales plans

The report by sales plans shows general information for each of the sales plans:

Based on this data, you can track the effectiveness of a particular sales plan in comparison with others.

The user-by-user report displays statistics for each user (manager), regardless of how many sales plans he is added to:

In this report you can view how many applications were processed by each sales plan manager.

A report broken down by sales plan by manager shows complete statistics for each sales plan where you can drill down into details for each manager.

By default, a list of all Sales Plans for the period you select is displayed; by clicking on the “+” icon, in front of the sales plan you need, a menu opens with data for each manager who works on it.

In the “Selected Fields” tab, you can specify the order and number of fields you want to select.

You can download this type of report to your device and view it in Excel or Google Docs, to do this, press the "CSV" button.

Dynamics of indicators

If you have opened data for each manager, then here you can see colored arrow icons next to the manager indicators. They are displayed as follows: if the indicator is higher than the previous period, then there will be a green arrow next to it pointing up. If the indicator has worsened, then there will be a red arrow pointing down next to it. If the indicator has not changed, there will be a dash.

Ordering

To quickly see which managers are most effective in processing sales plans, the report has a sorting function.

If you want to see which sales manager closed the most leads, sort the display by descending order - from highest to lowest. To do this, click on the down arrow next to the “Amount Closed” indicator. Then the manager with the largest number of closed requests will be at the top of the table:

How to create a report?

To create a new report, go to the Analytics → Reports section and click on the "Add new report" button:

A new window will open:

We received a report in which the data is grouped by sales plans:

Uploading a report

The report on sales performance and dialogues can be downloaded in CSV format. To do this, click on the button. Other types of reports cannot be downloaded at this time.

Report lifetime

Reports are automatically deleted one day after they are created. You can always re-create the report. At this time, you cannot manually delete reports.