Performance Report Definitions

Performance Report Definitions

This report is based on calls that are created when an agent enters the new order screen (not call collector calls).

Column definitions:

# AnsThe number of calls in the date range
# ValidThe number of calls with dispositions that are set to count against an agent's close rate as determined by the script
# OrdsThe numbers of orders in the date range (does not include auto generated orders)
% Close# Ords / # Ans
% Adj Close# Ords / # Valid
# XSLBased on system preference will either be number of XSL items on each order or number of orders that had at least one XSL item
% XSL# XSL / # Ords
# USLBased on system preference will either be number of USL items on each order or number of orders that had at least one USL item
% USL# USL / # Ords
# ADDBased on system preference will either be number of ADD items on each order or number of orders that had at least one ADD item
% ADDBased on system preference will either be # ADD / # Ords or # ADD / # CC Orders (Net Orders)
# RSHThe number of orders that had at least one RSH item or item that was rushed (isRush bit set to true)
% RSHBased on system preference will either be # RSH / # Ords or # RSH / # CC Orders (Net Orders)
# Auto/CTYThe number of orders that had at least one CTY item or item that spawned an autoship sequence
% Auto/CTYBased on system preference will either be # CTY / # Ords or # CTY / # CC Orders (Net Orders)
# LeadThe 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)
# EmailThe number of calls that had a valid email address
% Email# Email / # Ans
$ Prd RevQuantity * UnitPrice of the orders when Use Profit in $ Rev Cols is unchecked, otherwise Quantity * (UnitPrice - Product Unit Cost)
$ Avg Tkt$ Prd Rev / # Ords
$ Total Rev(Quantity * UnitPrice) + Shipping of the orders when Use Profit in $ Rev Cols is unchecked, otherwise (Quantity * (UnitPrice - Product Unit Cost)) + Shipping
$ Total Avg Tkt$ Total Rev / # Ords
$ Rev Per Call$ Total Rev / # Ans

 

FILTERS: 
Date RangeThe date the call/order came in
Hiding Adjusted ColumnsIf checked will show a report with a larger font and fewer columns.
Showing Cancelled ItemsWhether or not to include items in 'Item Cancelled' status
Showing Add onsWhether or not to include add on items
Showing Ship Cancelled ItemsWhether or not to include items in 'Item Shipment Cancelled'
Showing Batch Entered OrdersWhether or not to include items from orders that were batch entered
Showing Imported CallsWhether or not to include calls that were imported
One Decimal PlaceWhen checked the percentages will only have one decimal place (100.0%). Unchecked they will have three decimal places (100.000%)
Use Profit in $ Rev ColsWhen checked the Total Rev will be (Quantity * (UnitPrice - Product Unit Cost)) + Shipping and Prod Rev will be Quantity * (UnitPrice - Product Unit Cost)
ClientThe client of the source of the call/order
ScriptThe script of the source of the call/order
CampaignThe campaign of the source of the call/order
Media TypeThe media type of the source of the call/order
Product GroupThe product group of the items on the order
TeamThe team of the employee who took the call/order
EmployeeThe employee who took the call/order
LocationThe location of the call/order

 

GROUPING: 
CampaignThe campaign of the source of the call/order
ClientThe client of the source of the call/order
DateThe date the call/order came in
DNISThe DNIS of the source of the call/order
EmployeeThe employee who took the call/order
Fiscal WeekThe fiscal week the call/order came in
HourThe hour the call/order came in
Media TypeThe media type of the source of the call/order
Media ScheduleThe media schedule of the call/order
Promo CodeThe promo code of the call/order
ScriptThe script of the source of the call/order
TeamThe team of the employee who took the call/order
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