Business performance reports help you quickly understand the effectiveness of conversation-driven sales. With clear metrics, funnels, and leaderboards, sales and support teams can clearly see the revenue and conversions they generate, while management can more effectively track overall team performance.
👉 Further reading: Before viewing the reports, please first learn how to create and use tracking links, because the data in these reports comes from clicks and orders generated via tracking links. See: Tutorial｜Tracking Links and Product Performance Attribution
# Data Breakdown
You can use filters for time, channel, and team to view the following metrics:
I. Revenue
- Orders: Number of orders placed by contacts via tracking links
- Revenue: Total revenue in the selected period
- Average Order Value (AOV): Total revenue ÷ number of orders
- Conversion Rate: The percentage of tracking-link clicks that resulted in a completed order
II. Engagement
- Links Created: Number of tracking links created by CAAC agents
- Link Clicks: Number of times contacts clicked tracking links (including repeat clicks)
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Click-Through Rate (CTR): Link clicks ÷ links created (percentage)
III. Purchase Journey
This chart shows the customer’s path to purchase, presenting the following metrics and conversion rates in sequence:
- Link Clicks: Number of times contacts clicked tracking links (including repeat clicks)
- Checkout Started: When a contact begins the checkout process, for example, by entering shipping details or choosing a payment method
- Purchase Completed: The contact completes the ordering or payment process, indicating the transaction is finished
# FAQs
Q: Why can’t I see the “Business Performance” report?
If the screen shows a demo report, it means your current CAAC plan doesn’t support this feature. Please contact the Crescendo Lab Customer Success team to learn about upgrade options.
Q: Why do my numbers not match expectations?
Please check the following in order:
- Are you using CAAC auto-generated short links (do not modify the original URL)?
- Is the SDK installed and correctly sending purchase events?
- In the Web channel settings, is the “Website Footprint Tracking Module” enabled?
- Is the dashboard’s time range set correctly?
Report data comes from SDK callbacks and may slightly differ from your backend order numbers due to browser blocking or event configuration differences. For exact settlement, please refer to your e-commerce backend.