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Navigating the Conversion Dashboard

How to use the Conversion Dashboard for tracking ambassador sales and performance.

Marshall avatar
Written by Marshall
Updated over 10 months ago

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

  1. 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.

  2. 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.

  3. Toggle View Charts

    • Show or hide specific data visualization boxes for a clean and focused display.

    • Toggle charts to simplify analysis on your needs.

  4. 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.

  5. 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.

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