Client Performance Report Definitions

Client Performance Report Definitions

Info
Module: Reports
Path: Reports > Performance Reports > Client Performance Report
Topic: Client Performance Report
Version(s):  5.1 and up
Editions: All

What Is Client Performance Report

  1. Performance Reports
    1. Client Performance - This expanded performance report includes call and revenue statistics by product groups and clients. 

Making The Connection

Where Will I See This Within OLX?

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.

What Imports/Exports Relate to Client Performance Report?

  1. At this time there are no imports/exports related to the report

Setup


Preview



You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button. :
  1. View Report  - Displays results
    1. Displays the toolbar 
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays schedule editor
    1. Format filter will display at top of screen
    2. Delivery and Encryption tabs will display on bottom left of screen
  4. Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
  5. Close  - Close out of the report popup.

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter
Definition
Date Type
  1. User Selected
    1. Allows the user to select any calendar day for start and end range.
  2. Last Week (S)
    1. The previous week starting with Sunday will automatically be set in the Date Range
  3. Last Week (M) 
    1. The previous week starting with Monday will automatically be set in the Date Range
  4. This Quarter
    1. Date Range will set to the current quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  5. Last Year
    1. Jan 01 of previous year to Dec 31 of previous year
  6. Last Month
    1. Day one of previous month to the last day of the previous month
  7. This Week (S) - Sunday
    1. Current week from Sunday to the following Saturday
  8. This Week (M) - Monday
    1. Current week from Monday to the following Sunday
  9. This Month
    1. First day of current month to last day of current month
  10. This Week to Date (S) - Sunday
    1. Sunday of current week to current date
  11. This Week to Date (M) - Monday
    1. Monday of current week to current date
  12. This Month to Date
    1. First day of current month to current day
  13. Tomorrow
    1. Current day plus one
  14. Now to End of Week (S) - Sunday
    1. Current day the next Sunday
  15. Now to End of Week (M) - Monday
    1. Current day to the next Monday
  16. Now to End of Month
    1. Current date to last day of the current month
  17. Now to End of Year
    1. Current date to Dec 31 (current year)
  18. Last Quarter
    1. Date Range will set to the previous quarter based off the current date and which quarter it falls in:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  19. This Quarter To Date
    1. Date Range will set to the current quarter based off the current date up to the current dates data:
      1. First quarter, Q1: 1 January – 31 March (90 days or 91 days in leap years)
      2. Second quarter, Q2: 1 April – 30 June (91 days)
      3. Third quarter, Q3: 1 July – 30 September (92 days)
      4. Fourth quarter, Q4: 1 October – 31 December (92 days)
  20. Year to Date
    1. Jan 01 (current year) to current date
Fiscal Week
(only shows during manual run when utilizing User Selected Date Type above)
This will set the below Date Range to the Monday - Sunday date range selected from this drop down.
The date the call/order came in
Report Layout
3-layer filter to display report data (see Grouping below)

example if set to Campaign/Client/Date:

Expand
  1. None
    1. will not expand any of the selected groupings and only show the first layer of the Groupings set in Report Layout
  2. One
    1. will expand only the first Grouping to display the first and second layer of the Groupings set in Report Layout
  3. Two
    1. will expand all Groupings to display all layers of the Groupings set in Report Layout
Format
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV
The client of the source of the call/order
Show Inactive (Client)
Show in the report:
  1. Checked - show active and inactive Clients
  2. Unchecked - only show active Clients
The script of the source of the call/order
Show Inactive (Script)
Show in the report:
  1. Checked - show active and inactive Script
  2. Unchecked - only show active Script
The campaign of the source of the call/order
Show Inactive (Campaign)
Show in the report:
  1. Checked - show active and inactive Campaigns
  2. Unchecked - only show active Campaigns
The media buyer of the source of the call/order
The media type of the source of the call/order
The product group of the items on the order
The team of the employee who took the call/order
The location of the call/order
Show Inactive (Locations)
Show in the report:
  1. Checked - show active and inactive Locations
  2. Unchecked - only show active Locations
Don't Show Held Items
  1. Checked - not to include items in 'Item Reg. Hold' status
  2. Unchecked - include items in 'Item Reg. Hold' status
Don't Show Cancelled Items
  1. Checked - do not include items in 'Item Cancelled' status in the results.
  2. Unchecked - include items in 'Item Cancelled' status in the results. 
Don't Show Ship Cancelled Items
  1. Checked - do not include items in 'Item Shipment Cancelled' status in the results.
  2. Unchecked - include items in 'Item Shipment Cancelled' status in the results. 
Don't Show Addons
  1. Checked - do not include add on items
  2. Unchecked - include add on items
Don't Show Batch Orders
  1. Checked - do not show calls that are part of a data entry batch
  2. Unchecked - show calls that are part of a data entry batch
Don't Include Short Abandon
  1. Checked - % Aban rate = # Aban / # In
  2. Unchecked - # Aban - # Short Aban / # In
Include Ring Time Abandon
  1. Checked - add ring duration to the call duration when determining if a call is a short abandon
  2. Unchecked do not show add ring duration to the call duration when determining if a call is a short abandon
Don't Show Unpaid Items
  1. 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.
  2. Unchecked show all items.
Don't Include Auto Items


Grouping/Report Layout

Grouping
Definition
The campaign of the source of the call/order
The client of the source of the call/order
The date the call/order came in
The DNIS of the source of the call/order
Fiscal Week
The fiscal week the call/order came in
The hour the call/order came in
The media type of the source of the call/order
The script of the source of the call/order
The name of the source of the call/order

 Column Definitions

Column
Definition
# 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







Copyright 2019
Revised 2.13.2026


Attachments

 
 
 clientperformancereport.xlsx (12.67 KB)

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