Reports

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Create reports on the company's performance across various tools: sales plans, lead generation tools, funnels, and smart mailings. Evaluate the efficiency of your support and sales departments.

There are the following types of reports:

• Dialogs – a report on the performance of your support department: the number of closed dialogs over a period, first response time, average response time, and service level rating.

• Sales Efficiency – the most comprehensive report on the company's performance based on sales plans: conversion rate, the number of leads in the sales plan, the number of leads by status, additional payment amounts, etc.

• Lead Generation Tools Statistics – a report on the effectiveness of LGT: views, clicks, subscriptions, orders, sales, gross revenue, and expenses.

• Funnels Statistics – a report on the effectiveness of sales funnels: the number of block sends, button clicks within funnel blocks, orders, and sales.

• Mailing Statistics – a report on the effectiveness of smart mailings: the number of recipients, the number of received messages, the number of messages read, the number of clicks on different types of buttons, orders, and sales generated through smart mailing buttons.

• Sales Statistics – the company's efficiency in terms of offers and their categories, as well as payment systems.

With the addition of the "Dialogs" chat extension, the need arose to evaluate the efficiency of request processing by the support department. To address this, dialog reports were developed. You can generate reports both by users and by accounts.

The user-based report reflects the performance of your support managers:

The account-based report displays dialog statistics for your clients:

1. Created – the number of dialogs created over a certain period.

2. Closed – the number of dialogs changed to the "Closed" status over a certain period.

3. Activated – the number of dialogs changed to the "Active" status.

4. Paused – the number of dialogs changed to the "Paused" status.

5. Number of messages:

   • In the user-based report – the number of messages sent by a manager in closed dialogs.

   • In the account-based report – the total number of messages in closed dialogs (both from managers and clients).

6. Average number of messages – the total number of messages in the "Closed" status / the number of dialogs in the "Closed" status.

7. Average account rating – the sum of client ratings / number of ratings.

8. Average service level rating – the sum of service level ratings / number of ratings.

9. Average first response time – the total time interval between the first client message in a dialog and the first response from a manager in closed dialogs / number of closed dialogs.

10. Average response time – the total time interval between client messages in a dialog and the subsequent responses from a manager in closed dialogs / number of closed dialogs.

• If the metric is higher than in the previous period, a green upward arrow will be displayed next to it.

• If the metric has decreased, a red downward arrow will be displayed next to it.

• If the metric has not changed, a dash will be shown.

To quickly see which managers are the most effective in handling dialogs, the report includes a sorting feature.

If you want to find out which support manager has closed the most dialogs, sort the display in descending order – from highest to lowest. To do this, click the downward arrow next to the "Closed" metric. This will place the manager with the highest number of closed dialogs at the top of the table.

If you want to find out who responds to customer inquiries the fastest, sort the display in ascending order – from lowest to highest.

To do this, click the upward arrow next to the "Average Response Time" metric. This will place the manager with the shortest response time at the top of the table.

This type of report is the most convenient way to evaluate the efficiency of lead processing by sales plan managers. You can generate reports based on sales plans themselves, as well as by users and sales plan managers.

The sales plan-based report displays general information for each sales plan:

Based on this data, you can track the efficiency of an individual sales plan compared to others.

The user-based report displays statistics for each user (manager), regardless of how many sales plans they are assigned to.

In this report, you can see how many requests each sales plan manager has processed.

The sales plan-based report by manager provides complete statistics for each sales plan, allowing you to break down data for each manager in detail.

By default, a list of all sales plans for the selected period is displayed. Clicking the "+" icon next to the desired sales plan will open a menu with data for each manager working on it.

In the "Selected Fields" tab, you can set the order and number of fields for filtering the data.

This type of report can be downloaded to your device and viewed in Excel or Google Docs. To do this, click the "CSV" button.

If you have opened data for each manager, colored arrows will appear next to the managers' metrics, indicating changes over time:

• If the metric has increased compared to the previous period, a green upward arrow will be displayed.

• If the metric has decreased, a red downward arrow will be shown.

• If the metric has remained unchanged, a dash will be displayed.

To quickly see which managers are the most effective in handling sales plans, the report includes a sorting feature.

If you want to find out which manager has closed the most leads, sort the display in descending order – from highest to lowest.

To do this, click the downward arrow next to the "Closed Amount" metric. This will place the manager with the highest number of closed requests at the top of the table.

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

Opens new window:

1. Give the report a name.

2. Select the "Report Type". For example, choose "Sales Efficiency".

3. Choose a data grouping method in the report.

4. Select the sales plan(s). Start typing the name of the plan to find and select it.

5. Choose the time period for which the report will include data. If no period is selected, data will be considered for the entire operational history of the company.

6. After filling in the details, click the "Create Report" button.

We have generated a report where the data is grouped by sales plans.

The Sales Efficiency and Dialog reports can be exported in CSV format.

To do this, click the "CSV" button.

Other report types cannot be exported at this time.

Reports are automatically deleted 24 hours after creation.

You can always generate the report again.

Manual report deletion is currently unavailable.