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The Sales and Appointments dashboards in Legacy Reporting show the revenue and bookings sitting in your CRM, and separate out the portion Hatch communication is responsible for.

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Sales

Use this dashboard to analyze the count and total value of sales within your organization’s CRM.
  • A sale is attributed to Hatch communication if it meets specific criteria for campaign timing (see Attributed vs. total below).
  • A sale is included in overall sale totals if it is reflected as a sale in the CRM within the given filter parameters.
You can examine sale patterns by campaign, workspace, and data source, and download a full list of attributed sales in a variety of formats for further analysis. Common questions answered by sales reports:
  • What campaigns are providing the best ROI?
  • What lead sources are resulting in sales?
  • Which sales reps are emerging as top performers?

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Appointments

Use this dashboard to analyze the count of appointments within your organization’s CRM.
  • A booked appointment is attributed to Hatch communication if it meets specific criteria for campaign timing.
  • An appointment is included in overall appointment totals if it is reflected in the CRM within the given filter parameters.
You can examine scheduled appointments by campaign, workspace, and data source, and download a full list of attributed appointments for further analysis. Common questions answered by appointment reports:
  • What campaigns are resulting in the most scheduled appointments?
  • What lead sources result in customers booking an appointment?

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Attributed vs. total

Total sale and appointment figures reflect all sales or appointments in your CRM within the given filter parameters. The attributed figures are narrower — they’re the ones Hatch can demonstrate it drove.
  • The contact was launched into the particular campaign
  • The contact has one or more sales
  • One of the sales on the contact was created:
    • After a message was sent from the particular campaign
    • Before a message was sent from any other campaign
    • Within 365 days of the message from the particular campaign
  • The contact was launched into the particular campaign
  • The contact has one or more appointments
  • One of the appointments on the contact was created:
    • After a message was sent from the particular campaign
    • Before a message was sent from any other campaign
    • Within 365 days of the message from the particular campaign

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Before these reports will populate

Sales and appointments are recorded based on fields and values inside your CRM, so Hatch needs to know which fields to read. If these dashboards are blank, that configuration is usually the reason. See Attribution Settings to set the fields, and work with your Account Manager to confirm:
  • The field names and values that indicate the date a sale is made, and the statuses that indicate a sale
  • The field names and values that indicate the date an appointment is set, and the statuses that indicate a scheduled appointment
Changes are processed nightly and populate at the start of the following day.