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With the purchase events your store or your system sends, the dashboard answers business questions: how much you sold, who bought again, who stopped and, above all, how much of it came after a campaign or a call with an AI agent.

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Before you start

  • You need the events add-on and your system sending purchases to the API. The reports look for a purchase event or, if there is none, the first one whose name looks like a sale, such as order_completed or compra.
  • Send the amount in value and the currency in currency. Amounts in different currencies are never added together.

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Add a sales report

1

Open the gallery

In Reports, click Customize → Add widget.
2

Pick a report in the Sales category

Sales reports open in the builder already set up. You can adjust them before saving, or save them as they are with Add to dashboard.
If your organization sells in more than one currency, Sales per day and Sales credited are set up with the currency you used most in the last 90 days, and their description says so. To see another one, edit the report and change the currency condition. Customers who stopped buying is a picture of today: it does not depend on the dashboard’s range.

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How a sale is credited

Each purchase is credited to the last ContactShip touch with that person in the days before the purchase:
  • a campaign they received, or
  • a call with an AI agent that someone answered.
If there was none in that time, the purchase is Not credited.
  • The window is 7 days, and it can be changed to 1, 3, 14 or 30 days in Options → Attribution window. The saved report says which window it uses.
  • Each purchase counts once: what is credited plus what is not credited adds up to total sales.
  • A call counts from when it begins: if the purchase is closed while the call is still going, it is credited to that call.
  • Calls nobody answered, that went to voicemail or failed, and calls handled only by people do not count.
  • A purchase made before the visitor identified is credited too, with its real date.
Example: Ana receives the “Payment reminder” campaign on Monday and buys on Wednesday. With the 7-day window, that purchase counts for “Payment reminder”. Had she bought 10 days later, it would be Not credited.

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Build your own report with events

The custom report also answers questions about events:
  1. In Customize → Add widget → Custom report, choose Events at the top.
  2. In Events, pick the events the report reads, such as purchase. This is required.
  3. In Show, pick the measures:
    • Number of events, Distinct contacts and Repeat rate;
    • Total amount and Average amount, which is the average ticket when the event is a purchase;
    • the sum, average or maximum of any numeric field of the event, such as quantity.
  4. In Only the events that and in Split by you can use:
    • the currency, the contact’s country and their company;
    • whether the contact had done it before, or whether it happened before they identified;
    • the attribution: campaign or agent, or whether it is credited to ContactShip;
    • any data the event carries, such as the product or the category.
Example questions:

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Not available yet

  • Opening the events behind a number of the report, as View calls does in calls reports.

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FAQ

Because those purchases had no campaign or AI call within the chosen window. Try a longer window to see how much it changes.
No. Each amount is added up in its own currency. Split or filter by Currency if you sell in several.
They only count the events of the contacts they can see, as in the contacts list.

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See also

Contact events (API)

How to send your system’s purchases.

Contact events

Filter contacts by what they did and send them a campaign.

Custom reports

The report builder.

Dashboard

Customize the reports dashboard.