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]