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Concierge Flows Reports

Jorge Ferreira Filho
  • Updated

Who can use this feature?

Available on All Products or Routing & Scheduling
Available to Admins or Workspace Managers
Billing Center Get a Demo

Track your form submissions with ease! Concierge Flows Reports offers basic analytics, including a funnel view of submissions, meetings offered, and meetings booked.

Table of Contents

How to access the Concierge Flows Report?

In the left-hand menu, expand the Reporting section, then Flows Report:

You should find Concierge in the header:

Filters

In the top-right, you can filter by which Flow(s) you want to analyze the data, or if you want to analyze for All Flows (default). Click the dropdown and mark the checkbox next to the Routers you want to select.

Right next to the Router filter is the time filter, where you can specify the timeframe you want to isolate. Chili Piper offers some pre-defined, commonly used timeframes, but you can use the Custom option to build one not covered in the options.

Click the dropdown and select the desired timeframe. The default is Last 30 days.

Funnel

Below, you will see the data for how many form submissions the selected Router(s) had, how many of them had a calendar displayed, and how many meetings were scheduled.

Note that the data oscillates and follows your Filter choices. 

You can enable the Break down by flow toggle to see funnel numbers specific to the selected Flow. To do that, first, select more than one Flow in the Filter.

Now, let's cover the data displayed there:

  • Form Interactions: Number of prospects who saw the form. Click the % of abandoned ones below the bar to see how many abandoned the form and how many submitted it.
  • Forms Submitted: Number of form submissions. Below, you can find how many qualified after it.
  • Calendars Displayed: Number of times that a calendar was displayed to a prospect. More details on whether a meeting was scheduled can be found below.
  • Meetings Scheduled: Self-explanatory. More details below on how many were held, no-shows, upcoming, or canceled.
  • Opportunities Created: The number of separate CRM opportunities linked to a meeting booked through a Concierge router. Each opportunity is counted once. Below, you can find how many were Lost or Won.
    • Revenue: the total Amount of the created opportunities.
  • Opportunities Won: those same linked opportunities that are now Closed Won.
    • Revenue: the total Amount of the won opportunities.

Funnel over time

Here, you can display a bar or line chart to compare your numbers over the last 3 or 5 months. You can also filter by stage (Form Interactions, Forms Submitted, Calendars Displayed, Meetings Scheduled, and other) and specific Flow(s) or all.

You can enable the Break down by flow toggle to see funnel numbers specific to the selected Flow. To do that, first select more than one Flow in the Filter.

Here's one example of a Line Chart:

And one from a Bar Chart:

 


 

Reference file: concierge-analytics.md (https://help.chilipiper.com/hc/article_attachments/53433028996883)

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