The Sales Agent dashboard provides AI Hub clients with a clear summary and details of conversations facilitated by the Sales Agent. The dashboard helps monitor the volume of conversations made with the assistance of the Sales Agent. It displays the product types included in those conversations. There are filters for date range, location, product type, current status, current stage, and the lead's email, which help the user to focus their search
Before you start
Dashboard overview
The Growth Hub Revenue dashboard features multiple widgets that display data on your Growth Hub's performance.
Right-click any value in a dashboard widget to drill down and view its transaction-level details.
The seven widgets at the top of the dashboard provide summary insights into your organization's revenue for the selected timeframe.
You can see:
Conversations – The total number of conversations for the selected period.
Messages – Total number of messages (emails) which were exchanged during the conversations, for the selected timeframe.
Leads – The total number of leads (the potential clients who started a conversation) for the selected period.
Won Conversations – The total number of conversations that passed through the ‘won’ stage, for the selected timeframe.
Recovered Conversations – The total number of conversations that passed through the ‘recovered’ stage, for the selected timeframe.
Won Conversations – The total number of conversations that passed through the ‘won’ stage, for the selected timeframe.
Recovered Leads – The total number of recovered leads (the potential clients who started a conversation) for the selected period, whose conversations passed through the 'recovered' stage.
Conversations and Messages by Month
Shows total number of conversations and messages for the selected timeframe, broken down by month.
Monthly Leads by Product Type
Shows the total number of leads (the potential clients who started a conversation) for the selected time period, broken down by product type and month. 'Product Type N/A' - indicates a missing product type in the conversation thread.
Conversations and Messages by Product Type
Displays the distribution of conversations and messages across the product types found in the conversation threads for the selected timeframe.
Notes about the product type labels:
The 'Product Type N/A' label indicates that a product type is missing in the conversation thread.
A product type without a label indicates that the product under discussion has not yet been created within the organization's resources.
Leads by Product Type
Shows the total number of leads (the potential clients who started a conversation) for the selected time period, broken down by location and month.
Conversation Metrics by Product Type
This matrix provides all key metrics from the dashboard combined on the product type level:
The total number of conversations (Conversations).
Conversations that passed through the 'Won' stage (Won Conversations).
Conversations that passed through the 'Lost' stage (Lost Conversations).
Conversations that passed through the 'Recovered' stage (Recovered Conversations).
Average conversation duration in minutes (from the date and time they are created until the date and time of the last message in the conversation thread)
Recovery Rate (conversations that passed through both 'recovered' and 'following up' stages divided by all conversations.
Conversion Rate (conversations that passed through 'tour booked', 'form submitted', or 'won' stages divided by all conversations).
Recovery to Conversion Rate (conversations that passed through 'recovered' and 'won' stages divided by all conversations).
All metrics are distributed by product type for the selected time period.
Notes about the product type labels:
'Product Type N/A' indicates a missing product type in the conversation thread.
A product type without a label indicates that the product under discussion has not yet been created within the organization's resources.