Sales Report

Index:

1. Context
2. Prerequisites 
3. How to set up the Sales Report
4. How to filter data in the Sales Report
5. Data available in Overview
6. Coming Soon!

Context

Through the Sales Report, it's possible to track the key sales metrics achieved in Blip Desk, enabling optimization and management of the entire process, using data analysis to highlight the effectiveness of commercial strategies.

 

Prerequisites

The Sales Report consists of indicators that present the behavior and progress of sales. It considers factors such as time, conversion, and loss, from the prospecting phase to the closing of the sale. The indicators are built from tags or service queues that identify sales operations. If you don't have tags or queues registered, you can create new ones in the chatbot's service settings.

 

How to set up the Sales Report

Log in to the Blip Portal and access the "Service" page of your chatbot. In the sidebar menu, click on "Sales Report". On the page that appears, in the center of the screen, click on the "Configure Report" button.

 

 

Even after this initial setup, it will be possible to change the information at any time by clicking on the "Configure Report" button, located at the top right of the screen. On the next page, fill in the information:

 

1. Sales Identification (Recommended)

Search Configuration

To generate more accurate sales reports, the search for sales tickets can be done via specific tags or queues of your chatbot. 

 

To do this, enable one of the options and fill in the field below, as shown in the image below:

 

 

2. Indicators Configuration (Mandatory)

Conversion Metrics

For the Sales Report to be able to calculate certain metrics, such as average conversion time and conversion rate, it is necessary to indicate one or more tags that represent closed sales. This tagging is done by the seller as soon as they finalize a ticket in Blip Desk. Add this information in the "Closed Sales Tags" field, as shown in the image below:

 

 

Similarly, for the Sales Report to be able to calculate metrics such as loss rate, it is necessary to indicate one or more tags that represent lost sales in Blip Desk. Add this information in the "Lost Sales Tags" field, as shown in the image below:

 

 

How to filter data in the Sales Report

In addition to the configuration, essential for displaying the data, it is also possible to define some filters. This step is not mandatory but facilitates analysis.

 

Tabs

The data in the Sales Report has been grouped into tabs to facilitate analysis and will always correspond to the settings made in the previous step.

 

Select queue

This filtering corresponds to the queues defined in the settings of the Sales Report. If more than one queue is configured, it will be possible to view the data individually for each queue.

 

 

Select seller

This filtering corresponds to the attendants added in the queues defined in the settings of the Sales Report. If more than one attendant is added, it will be possible to view the data individually.

 

 

Filter by

By default, the Sales Report will display data from the first day of the current month until the current day. It is possible to change the start date, however, the period filter allows selecting sales made only in the last 90 days.

 

 

If there is no data recorded in the selected period, the fields will be empty or will indicate that no data was found, as shown in the image below:

 

 

Update

Allows you to update the data while maintaining the defined filters and settings.

 

 

Data available in Overview

 

1. Conversion metric

Get to know the main sales metrics available in the Sales Report.

 

Average conversion time

Indicates the average time it takes for a ticket with a tag of "closed sale" to be finalized.

 

 

Conversion rate

It is the percentage of tickets finalized with a tag of "closed sale".

 

 

Loss rate

It is the percentage of tickets finalized with a tag of "lost sale".

 

 

Total sales

Represents the quantity of tickets finalized with tags of "closed sale" and "lost sale". Unclassified tickets are all those finalized without a sale tag.

 

 

Sales in the period

Represents the variation of tickets finalized with tags of "closed sale" and "lost sale" throughout the selected period. Unclassified tickets are all those finalized without a sale tag.

 

2. Sales Funnel

Through the Sales Funnel, it will be possible to visualize the quantity of tickets per stage of the sales process, identified through tagging in the Blip Desk. The funnel is configured through specific tags corresponding to each stage of the sale.

 

Coming Soon!

 

Data available in Team Metrics

Through the "Team Metrics" tab, it will be possible to monitor the key performance indicators of your team in the period. This solution is available in beta.

 

Sales Queues

Indicates the quantity of queues where the tags "closed sale" and "lost sale" were used.

 

 

Sellers

Indicates the quantity of attendants who used the tags "closed sale" and "lost sale".

 

 

Total sales by sellers

Brings the total of "closed sale" or "lost sale" tags assigned by each salesperson to the tickets. "Unclassified" are tickets finished without a sales tag.

 

 

Total sales by queues

Shows the total of "closed sale" or "lost sale" tags distributed by queue. "Unclassified" are those tickets finished without a sales tag.

 

 

Important! It's possible to change the order of the information. To do this, click on "Sort data" and then choose one of the options: closed sales, lost sales, unclassified and alphabetical A-Z order. The data will be displayed in ascending order.

 

 

 

For more information, visit the discussion on the subject at our community or videos on our channel. 😃