Client Performance Report Definitions

Client Performance Report Definitions

You can view Sales performance using the Client Performance Report.  You can sort by   Client, Script, Campaign, Media Buyer, Media Types, Product Group, Team or Location. Select "Show Inactive" boxes to view inactive information in filters, and any miscellaneous checkboxes as applicable.

The report will display the following columns: Calls In, Calls Answered, Short Calls, Abandoned Calls, Short Abandoned Calls, Abandon Rate, Orders, Close Rate, Xsell Count, Xsell percentage, Upsell Count, Upsell Percentage, Add on Count, Add on Percentage, Rush Count, Rush Percentage, Auto Count, Auto Percentage, Product Rev, Average Ticket, Total Rev, Total Average Ticket, and Rev per call.

Select control options from the   report tool bar   . This is a report that you can create an   automated schedule   for, in order to delivery the data via email or to an FTP site.

Client Performance Report Column Definitions
# In
Number of calls that came into the call collector
# Ans
# In - # Drp - # Shrt
# Short
Number of calls that are 15 seconds or less (or the short call duration set up for the script) that are not abandoned.
# Aban
Number of dropped calls in the call collector
# Short Aban
Number of calls that are 15 seconds (including ring time based on checkbox) or less (or the short abandon duration set up for the script) that are abandoned.
% Aban Rate
If 'Including Short Aban in Aban %' is checked then # Aban / # In else (# Aban - # Short Aban) / # In
# Ords
Number of orders for that grouping level
% Close Rate
# Ords / # Ans
# XSell
Based on system preference will either be number of XSL items on each order or number of orders that had at least one XSL item
% XSell
# XSL / # Ords
# Up Sell
Based on system preference will either be number of USL items on each order or number of orders that had at least one USL item
% Up Sell
# USL / # Ords
# Add On
Based on system preference will either be number of ADD items on each order or number of orders that had at least one ADD item
% Add On
Based on system preference will either be # ADD / # Ords or # ADD / # CC Orders (Net Orders)
# Rush
The number of orders that had at least one RSH item or item that was rushed (isRush bit set to true)
% Rush
Based on system preference will either be # RSH / # Ords or # RSH / # CC Orders (Net Orders)
# Auto/CTY
The number of orders that had at least one CTY item or item that spawned an autoship sequence
% Auto/CTY
Based on system preference will either be # CTY / # Ords or # CTY / # CC Orders (Net Orders)
$ 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
$ Rev Per Call
$ Total Rev / # Ans
 
FILTERS
Date Range
The date the call/order came in
Showing Held Items
Whether or not to include items in 'Item Reg. Hold' status
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
Including Short Aban in Aban %
Whether or not to include the short abandons in the abandon %. Checked would be # Aban / # In, unchecked would be (# Aban - # Short Aban) / # In
One Decimal Place
When checked the percentages will only have one decimal place (100.0%). Unchecked they will have three decimal places (100.000%)
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.
Include Ring in Short Aban Calc
Whether or not to add the ring duration to the call duration to determine a short abandon.
Client
The client of the source of the call/order
Script
The script of the source of the call/order
Campaign
The campaign of the source of the call/order
Media Buyers
The media buyer 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
Location
The location of the call/order
 
GROUPING                                                          
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
DNIS
The DNIS of the source of 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
Script
The script of the source of the call/order
Source
The name of the source of the call/order





Attachments
 
 
 clientperformancereport.xlsx (12.67 KB)
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