Introduction
Whenever an agent shares a product link or checkout link with a customer through Helpdesk, and the customer makes a purchase using that link, the revenue is tracked under Analytics → Helpdesk → Revenue.
This document explains each section of the Helpdesk Revenue Tracking dashboard in detail.
Overall Section
This section provides a summary of total sales activity generated through agent conversations.
Metric | Description |
Total Revenue | The total revenue generated through product or checkout links shared by agents. |
No. of Customers Purchased | Number of unique customers who completed a purchase after interacting with an agent and receiving a product/checkout link. |
Customer Conversion | The ratio of customers who purchased vs. customers who showed an intent to purchase (e.g., clicked the shared link). |
Intent to purchase means the customer clicked or engaged with the link but may not have completed the purchase yet.
Analytics Section
This section shows agent-level performance metrics, detailing how much each agent contributed to the total revenue.
Agent | Revenue Generated | Customers Reached (unique) | Customers Purchased (unique) | Customer Conversion % |
Deku | ₹6.6K | 0 | 3 | 300% |
Bik Testing Team | ₹12.35K | 0 | 4 | 400% |
Agent-wise Revenue Split
Displayed via a Pie Chart, showing what percentage of the overall revenue each agent or team has contributed.
Bik Testing Team: 65.1% (₹12.35K)
Deku: 34.9% (₹6.6K)
This visual split quickly identifies the top-performing teams or agents.
Revenue Attribution Section
This section provides trends over time showing how the revenue has been generated day-by-day, week-by-week, or month-by-month.
Filters available:
Day on Day (DoD)
Week on Week (WoW)
Month on Month (MoM)
Display types:
Bar Graph or Pie Chart showing how revenue is distributed over time.
Examples (Day-on-Day view):
Date | Revenue % |
Mar 30 | 0% |
Mar 31 | 0% |
Apr 1 | 0% |
Apr 2 | 0.4% |
Apr 3 | 41.6% |
Apr 4 | 46.2% |
Apr 5 | 0% |
This helps identify peak days, weeks, or months where agents contributed most to revenue.
Filters at Global Level
You can filter the entire dashboard using:
Date Range: Choose any custom date range.
Channels: Filter data based on communication channels (e.g., WhatsApp, Instagram, etc.).
Agent/Team: View revenue for specific agents or teams.
📢 Note:
Only products and checkout carts shared within the selected date range are considered in these analytics.
FAQs
1. How is total revenue calculated?
→ It is the sum of purchases made via product or checkout links shared by Helpdesk agents.
2. What is Customer Conversion?
→ It is the ratio of customers who purchased vs. those who showed an intent to purchase (clicked/shared interest).
3. How is agent revenue attribution calculated?
→ All purchases made through an agent's shared links are attributed back to that agent automatically.
4. Can I filter by specific channels or agents?
→ Yes, you can apply filters for Date, Channel, and Agent/Team to customize your view.
For further assistance or to raise feature requests related to Helpdesk revenue analytics, please contact [email protected]