Sales Performance

Overview

The Sales Performance dashboard tracks the number of sales closed in chat by each admin, providing key insights into conversion rates and total revenue. Monitor individual and team performance to identify top-performing agents, optimize sales strategies, and maximize revenue from chat interactions.

In order for data to appear on this dashboard, agents must close chats to track conversions

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Sales performance metrics

General rules:

• The dashboard will only display data that the agents have manually recorded in the chat conversion modal here

• All chats that are closed by an automation or manually closed without logging, are not included in this dashboard

• The revenue displayed is only revenue that has been manually entered by each agent when marking the chat as converted

Number of converted chats

• The number of chats that were marked as converted

Chat conversion rate

• The percentage of chats that were marked as converted

Total sales revenue

• The total reported revenue generated from converted chats

Converted chats

• The number of chats that were marked as converted by each agent

Unconverted chats

• The number of chats that were marked as unconverted by each agent

Chat conversion rate

• The percentage of chats that were marked as converted by each agent

Sales revenue

• The total reported revenue generated by each agent