Understanding Your Sales Analytics Dashboard Track AI Driven Revenue and Conversions

Understanding Your Sales Analytics Dashboard: Track AI-Driven Revenue and

Conversions Introduction The Sales Analytics dashboard provides detailed insights into how your Rep AI chatbot drives revenue, conversion, and product engagement. This powerful tool helps you measure the ROI of your AI assistant and identify opportunities to optimize your customer journey. Accessing Sales Analytics

Log in to your Rep Console

1. Click on Analytics in the left navigation menu
2. Select the Sales tab
3. Sales Dashboard Metrics

Your Sales Analytics dashboard displays key performance indicators that update based on your

selected date range

Conversion Rate Shows the percentage of AI conversations that led to purchases Displays "Lift" to compare AI-assisted conversion against your baseline store traffic Example: 14.00% conversion rate with 4.3X lift compared to non-AI traffic AI-Generated Sales Displays total revenue attributed to chatbot-assisted conversations

Shows what percentage this represents of your total store revenue Example: $239,002.63 (6.0% of total revenue) AI-Generated Orders Shows the number of orders resulting from AI-assisted shopping journeys Indicates what percentage this represents of your total orders Example: 2,406 orders (6% of total orders)

Average Order Value (AOV) Shows the average purchase amount from chatbot-assisted conversations Example: $99.34 (5% lift compared to non-AI traffic) Redirects to PDP Tracks when visitors are guided to specific product pages by the AI Includes conversion rate for these redirected sessions Example: 2,460 visitors (19% conversion rate)

Add to Cart Measures when shoppers add products to their cart with AI assistance Includes conversion rate for these interactions Example: 1,231 add-to-carts (16% conversion rate) Rep Funnel Visualization

The Rep Funnel section at the bottom of the dashboard maps your AI-driven customer journey

Shoppers Visited Website: Total site traffic (100%)

1. Disengaged Shoppers Approached: Sessions where AI initiated proactive outreach
2. Conversations Started: AI chats successfully initiated with shoppers
3. Product Views: Sessions where shoppers viewed products via AI
4. Added to Cart: AI-led sessions resulting in cart additions
5. Converted: Purchases resulting from AI conversations
6. This funnel visualization helps you identify where shoppers may be dropping off and which

stages need optimization. Sales Skills Performance The Sales Skills Performance section shows how individual AI capabilities are contributing to

your overall results

Different scenarios: Shows specific situations where the AI detected disengaged customers and proactively offered assistance Performance metrics: For each scenario, you'll see approaches, conversations, engagement rate, orders, CVR (Conversion Rate), and sales revenue Scenario breakdown: Detailed insights on how different AI interactions (product pages,

collection pages, abandoned carts, etc.) perform Working with Sales Analytics Comparing Performance Toggle the "Compare to previous period" switch to see how your current metrics compare to the previous time period of equal length. Filtering Data

Click the Filters button to refine your data by

Customer type (all, new, returning) Traffic source (direct, referral, search, social) Platform (web, mobile, desktop) Viewing Detailed Conversations Each metric card includes a "See conversations" link that allows you to review the actual chat transcripts that contributed to that metric. Tips for Maximizing Sales Analytics

Regular Review: Check your Sales Analytics weekly to track performance trends

1. Optimize Low-Converting Stages: If you notice drop-offs at specific funnel stages, focus on
2. improving those interactions

Test and Iterate: Use the insights to refine your AI sales skills and product recommendations

1. Seasonal Comparison: Compare performance across similar seasons or promotional periods
2. Set Goals: Establish benchmarks for your AI chatbot's performance metrics
3. By leveraging the data in your Sales Analytics dashboard, you can continually improve your AI

assistant's ability to drive revenue and enhance the shopping experience for your customers. Troubleshooting If data appears inaccurate or missing, try refreshing the page or selecting a different date range Ensure all your Sales Skills are properly configured under AI Training > Sales Skills For metrics that seem unusually low or high, review the associated conversations for context