The statistics never lie. Dive deep into your data by running reports on the Dashboard! Reports can give you enlightening information regarding your associate's performance and activity.
Conversation reports allow you to see how many conversations are being initiated by the automation you've configured in the Dashboard. Each time a conversation is initiated, that counts as 1 in the report.
Conversations can be initiated by the following automation:
- Sales Triggers
- Life Events
- Client Activities
How to run a Conversations report:
Click on the Conversations button located on the left side of the screen.
Choose a reporting location. Select which store you want to extract the report from. You can also select All Stores if you want the statistics to be from each store you operate.
Establish the time frame you want the report to measure. The system will extract all statistics found within the two dates that you choose. Click Run Report.
A linear graph will automatically generate and show your conversations on a monthly basis. Hover your mouse over each of the circles in the line to get an exact number for each month.
A chart displaying the same data will generate directly below the graph. Click Download to save this chart to your computer.
And you're done! If you have any questions or concerns regarding Reports, contact our Customer Support Team at email@example.com or (385) 352-3518.