This report is based on calls that are created when an agent enters the new order screen (not call collector calls). It includes the number of item type sale opportunities based on script settings.
| Adjusted Performance Report Column Definitions | |
| # Ans | The number of calls in the date range |
| # Valid | The number of calls with dispositions that are set to count against an agent's close rate as determined by the script |
| # Ords | The numbers of orders in the date range (does not include auto generated orders) |
| % Close | # Ords / # Ans |
| % Adj Close | # Ords / # Valid |
| # Xsell Ords | The number of orders that have at least one XSL item |
| # Xsell Items | The number of XSL items |
| # Xsell Opp | The number of orders that had the opportunity to sell an XSL item based on do not sell states and payment methods |
| % Xsell Ords | # XSL Ords / (When the adjust checkbox is checked then # Xsell Opp otherwise #Ords) |
| % Xsell Items | # XSL Items / (When the adjust checkbox is checked then # Xsell Opp otherwise #Ords) |
| # UpSell Ords | The number of orders that have at least one USL item |
| # UpSell Items | The number of USL items |
| # UpSell Opp | The number of orders that had the opportunity to sell an USL item based on do not sell states and payment methods |
| % UpSell Ords | # UpSell Ords / (When the adjust checkbox is checked then # Upsell Opp otherwise #Ords) |
| % UpSell Items | # UpSell Items / (When the adjust checkbox is checked then # Upsell Opp otherwise #Ords) |
| # AddOn Ords | The number of orders that have at least one ADD item |
| # AddOn Items | The number of ADD items |
| # AddOn Opp | The number of orders that had the opportunity to sell an ADD item based on do not sell states and payment methods |
| % AddOn Ords | # AddOn Ords / (When the adjust checkbox is checked then # AddOn Opp otherwise #Ords) |
| % AddOn Items | # AddOn Items / (When the adjust checkbox is checked then # AddOn Opp otherwise #Ords) |
| # Rush Ords | The number of orders that have at least one RSH item or item that was rushed (isRush bit set to true) |
| # Rush Items | The number of RSH or rushed items (isRush bit set to true) |
| # Rush Opp | The number of orders that had the opportunity to sell an RSH or rush item based on the do not sell states and payment methods |
| % Rush Ords | # Rush Ords / (When the adjust checkbox is checked then # Rush Opp otherwise #Ords) |
| % Rush Items | # Rush Items / (When the adjust checkbox is checked then # Rush Opp otherwise #Ords) |
| # Auto/Cty Ords | The number of orders that had at least one CTY item or item that spawned an autoship sequence* |
| # Auto/Cty Items | The number of CTY or autoship spawning items* |
| # Auto/Cty Opp | The number of orders that had the opportunity to sell a CTY or autoship spawning item* |
| % Auto/Cty Ords | # Auto/Cty Ords / (When the adjust checkbox is checked then # Auto/Cty Opp otherwise #Ords)* |
| % Auto/Cty Items | # Auto/Cty Items / (When the adjust checkbox is checked then # Auto/Cty Opp otherwise #Ords)* |
| # Lead | The number of calls that did not result in a sale and had customer first name, last name, address, city, state, zip and phone number |
| % Lead | # Lead / (# Ans - # Ords) |
| The number of calls that had a valid email address | |
| # Email / # Ans | |
| $ Prd Rev | Quantity * UnitPrice of the orders |
| $ Avg Tkt | $ Prd Rev / # Ords |
| $ Total Rev | (Quantity * UnitPrice) + Shipping of the orders |
| $ Total Avg Tkt | $ Total Rev / # Ords |
| $ Prd Rev Per Call | $ Prd Rev / # Ans |
| $ Rev Per Call | $ Total Rev / # Ans |
| FILTERS | |
| Date Range | The date the call/order came in |
| Adjust For Script Settings | When this is checked the # Item Type Ords and Items will be divided by the Item Type Opp, otherwise it will be divided by # Ords |
| Showing Cancelled Items | Whether or not to include items in 'Item Cancelled' status |
| Showing Add ons | Whether or not to include add on items |
| Showing Ship Cancelled Items | Whether or not to include items in 'Item Shipment Cancelled' |
| Showing Batch Entered Orders | Whether or not to include items from orders that were batch entered |
| Showing Imported Calls | Whether or not to include calls that were imported |
| *Showing Autos in Auto/Cty cols | When this is NOT checked the Auto/Cty columns will ONLY include orders with items of type CTY on them, it will not include autoship spawning items |
| Showing unpaid CC/EC non service only items | When checked only show items with a successful payment transaction or auth on cc orders, all items on orders with a payment type that is not a credit card, and service only items. When unchecked show all items. |
| Client | The client of the source of the call/order |
| Campaign | The campaign of the source of the call/order |
| Media Type | The media type of the source of the call/order |
| Product Group | The product group of the items on the order |
| Team | The team of the employee who took the call/order |
| Employee | The employee who took the call/order |
| Pay Method | The payment method of the order |
| Location | The location of the call/order |
| Day Of Week | The day of week the call/order came in (Monday, Tuesday, Wednesday etc) |
| GROUPING | |
| Campaign Code | The campaign code of the campaign of the source of the call/order |
| Campaign | The campaign of the source of the call/order |
| Client | The client of the source of the call/order |
| Date | The date the call/order came in |
| Day Of Week | The day of week the call/order came in (Monday, Tuesday, Wednesday etc) |
| DNIS | The DNIS of the source of the call/order |
| Employee Name | The employee who took the call/order |
| Employee Number | The number of the employee who took the call/order |
| Fiscal Week | The fiscal week the call/order came in |
| Hour | The hour the call/order came in |
| Media Type | The media type of the source of the call/order |
| Payment Method | The payment method of the order |
| Promo Code | The promo code of the call/order |
| Team | The team of the employee who took the call/order |
| Toll Free Number | The toll free number of the DNIS of the call/order |