Overview
The Automations Report offers a comprehensive overview of automated activities generated by Clientbook, including Smart Assistant tasks, Auto Messages, and Auto Reminders. This report provides insights into how automation supports your team and contributes to sales performance.
To customize the report to your needs, you can filter it by date range, associate, and automation type (Smart Assistant Activity, Auto Message, or Auto Reminder). These filters allow you to focus on the data most relevant to your goals.
The tiles at the top of the report break down each automation type. Related sales are calculated by applying a 14 day attribution window to transaction information :
Smart Assistant Activity
- Tracks the number of activities completed and skipped by the Smart Assistant.
- Reports total sales attributed to these activities, helping you gauge the Smart Assistant’s efficiency and revenue impact.
Auto Messages
- Displays the total number of sales attributed to automated messages.
- Reports the dollar value of those sales, offering insight into the effectiveness of automated outreach.
Auto Reminders
- Summarizes the total number of reminders created, completed, and skipped.
- Reports the total sales generated from completed reminders, showing how reminders drive customer engagement and conversions.
Additional Features
Timeline Graph
- Visualizes the frequency and type of automations over a selected time period.
- Helps you identify patterns and trends in automation usage and its correlation with sales performance.
Attribution Spreadsheet
- Provides a detailed breakdown of all sales attributed to automations.
- Identifiers include:
- Date: When the related transaction occurred.
- Performed By: The associate responsible for the completed action.
- Client: The customer involved in the transaction.
- Activity Type: The automation type that influenced the sale.
- Related Sales: The revenue generated from the sale
Why It Matters
By regularly reviewing the Automations Report, you gain a deeper understanding of how automated tools drive engagement and revenue. Use the insights from this report to refine your automation strategies, optimize associate workflows, and maximize the impact of automated outreach on your business success.