ELChat for management

The view Intelligence gathers the indicators of leads, opportunities, appointments, sales and revenues attributed to ELChat interactions.

##Recommended review

1. Choose a period of 7, 30 or 90 days.
2. Control the funnel and identify the step that loses the most volume.
3. Separate direct, assisted and unknown attribution.
4. Examine trends and anomalies.
5. Prioritise some measurable recommendations.
6. Compare the amounts and status with the CRM or sales system.

Decide with caution

The indicators are used for piloting and improvement. They do not constitute an invoice, an accounting register or a contractual proof. The reviewed copy does not present planned PDF reports or individual reports per agent in the interface.

See the Executive Guide for a detailed reading.