With the Sales report, it easy to measure how each of your teammates are performing. You can quickly check how much revenue they have in the pipeline, the value of the deals they’ve closed, the time it takes to close a deal, and more. The sales report gives you a detailed insight into how Intercom helps generate revenue for your business.
To access this report, go to All reports > Sales.
You can easily filter the report by date & by teammate:
Measure your revenue influenced by Intercom
If you use our Salesforce app, you can track how much sales revenue was influenced by Intercom. You can see the how many opportunities, pipeline and closed deals Intercom impacted:
Here’s how this report works:
Influenced by Intercom - means the lead had a conversation in Intercom less than 30 days before an opportunity was created and closed in Salesforce.
Pipeline - refers to the dollar value of those opportunities.
Closed won - shows the number of opportunities who have been assigned the ‘Closed won’ state in Salesforce.
You can also see how many meetings each teammate has booked, and how long it usually takes to close a deal:
The next chart offers a closer look at specific deals influenced by Intercom. To see the details of any other deal, just choose it with the 'Show deals' dropdown:
It’s easy to check which pages on your site are generating the most lead conversions:
See how each teammate is doing
The final chart makes it simple to identify your best performers:
If you’d like to see any teammate’s individual performance, just click ‘Report’ on the right-hand side.
View different aggregations of your data
On certain Intercom plans you can adjust the way your data is aggregated, to view the average, maximum, median or minimum.
The default aggregation shown is median, but if you choose a different aggregation, your choice will be saved for the next time you view the reports.
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