Introduction

Understanding the direct impact of customer support on revenue is crucial for any business. Richpanel's Revenue From Agents Report helps you measure this by detailing the revenue generated through customer service interactions. This guide will walk you through the process of accessing and utilizing this report.

Prerequisites

Reports breakdown

Step 1: Accessing the Revenue From Agents Report

1. Log into your Richpanel account.
2. Navigate to the 'Reports' section from the main dashboard.
3. Click on 'Revenue From Agents' to open the report.

Step 2: Understanding the Revenue Summary

1. The top section of the report presents a summary of the total revenue generated from support, the number of converted conversations, the conversion rate, and the median time to convert a query into a sale.
2. This summary provides a quick overview of the overall performance and efficiency of your customer support in driving sales.

Step 3: Analyzing the Revenue Graph

1. Below the summary, you will find a graph displaying the daily conversion trends.
2. This visual representation helps in identifying patterns or spikes in revenue related to specific periods.

Step 4: Evaluating Agent Performance

1. Scroll down to view the leaderboard which ranks agents based on the number of conversations they've handled and the revenue they've converted.
2. The report also provides the median time taken by each agent to convert conversations into sales.
3. Use this data to identify top-performing agents and to derive best practices that can be shared with the entire team.

Step 5: Reviewing Orders from Customer Support

1. Further down, a section titled 'Orders from customer support' lists all the individual orders influenced by customer support interactions.
2. This list can be filtered and reviewed to understand the specifics of each transaction and to attribute sales to particular agents or interactions.

Step 6: Utilizing Filters for Customized Reporting

1. Utilize the filters available to segment the data by brands, agents, stores, and channels to understand specific contributions.
2. The 'Exclude $0 orders' filter can be toggled to focus on the revenue-generating interactions only.

Conclusion

The Revenue From Agents report is an invaluable resource for quantifying the contribution of your customer support team to the company's bottom line. Regularly reviewing and acting on insights from this report can drive strategies to enhance the revenue-generating potential of your customer support.

On this page

• Introduction
• Prerequisites
• Reports breakdown
• Step 1: Accessing the Revenue From Agents Report
• Step 2: Understanding the Revenue Summary
• Step 3: Analyzing the Revenue Graph
• Step 4: Evaluating Agent Performance
• Step 5: Reviewing Orders from Customer Support
• Step 6: Utilizing Filters for Customized Reporting
• Conclusion