Introduction
Purpose: This article explains how to navigate and utilize the Conversion Dashboard to analyze ambassador-driven sales.
Context: The Conversion Dashboard is a powerful tool for monitoring ambassador performance. It offers customizable filters, export options, and charts for a clear and comprehensive overview of your sales data.
Key Features of the Conversion Dashboard
Date Filter
Customize the date range to view sales data for specific periods.
Use this filter to focus on relevant sales metrics during campaigns or specific intervals.
Refine Search with Filters
Narrow down results using filters such as:
Ambassador Segment
Order ID
Promo Code
And more.
Filters allow for targeted analysis and granular insights into ambassador performance.
Toggle View Charts
Show or hide specific data visualization boxes for a clean and focused display.
Toggle charts to simplify analysis on your needs.
Export Options
Export the filtered data in CSV or PDF format for further analysis or reporting.
Useful for sharing insights with stakeholders or archiving sales data.
Data Display Area
The main dashboard displays all filtered information, including sales figures, performance metrics, and ambassador data.
Key metrics include:
Total Sales
Compensation Earned
Ambassador Contributions
Best Practices/Tips
Use ambassador segment filters to analyze performance trends for specific groups.
Regularly export filtered data to maintain historical records and identify long-term trends.
Monitor key metrics, such as Total Sales and Compensation Earned, to recognize top-performing ambassadors and reward their contributions.