> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usehatchapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales and Appointments Reports

> Analyze the sales and appointments in your CRM, and see which were driven by Hatch.

The Sales and Appointments dashboards in [Legacy Reporting](/getting-started/reporting/legacy-reporting) show the revenue and bookings sitting in your CRM, and separate out the portion Hatch communication is responsible for.

## 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](#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?

## 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?

## 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.

<AccordionGroup>
  <Accordion title="A sale is attributed to Hatch communication if:">
    <ul>
      <li>The contact was launched into the particular campaign</li>
      <li>The contact has one or more sales</li>

      <li>
        One of the sales on the contact was created:

        <ul>
          <li>After a message was sent from the particular campaign</li>
          <li>Before a message was sent from any other campaign</li>
          <li>Within 365 days of the message from the particular campaign</li>
        </ul>
      </li>
    </ul>
  </Accordion>

  <Accordion title="An appointment is attributed to Hatch communication if:">
    <ul>
      <li>The contact was launched into the particular campaign</li>
      <li>The contact has one or more appointments</li>

      <li>
        One of the appointments on the contact was created:

        <ul>
          <li>After a message was sent from the particular campaign</li>
          <li>Before a message was sent from any other campaign</li>
          <li>Within 365 days of the message from the particular campaign</li>
        </ul>
      </li>
    </ul>
  </Accordion>
</AccordionGroup>

## 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](/how-to-use-hatch/reporting-settings/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.

## Related Articles

* [Messaging and Campaign Reports](/how-to-use-hatch/legacy-reporting/messaging-and-campaign-reports): message volume, response rates, and opt-outs.
* [User and Trend Reports](/how-to-use-hatch/legacy-reporting/user-and-trend-reports): response times, month-over-month trends, and the funnel.
* [Attribution Settings](/how-to-use-hatch/reporting-settings/attribution-settings): map your CRM fields so these reports populate.
* [Legacy Reporting FAQ](/how-to-use-hatch/legacy-reporting/legacy-reporting-faq): permissions, blank reports, and common questions.