Board path
Live Commerce > Appointments
Why use this board
Use this board to track live shopping appointments; monitor booking volume, show rates, and outcomes by advisor or store.
Board controls
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Data source: Select a value from the toolbar.
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Clerks: Select a value from the toolbar.
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Aggregation: Day, Week, Month, Quarter, Year.
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Date range: Defaults to the last 30 days. The board subtitle shows the active range when available.
Metrics on this board
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Average CSAT — Average CSAT
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Confirmed appointments — Confirmed appointments
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Created appointments — Created appointments
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Shows evolution — Shows evolution
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No shows — No shows
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Total orders — Total orders
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No shows — No shows
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Total orders — Total orders
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Conversion rate — Conversion rate
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Confirmed appointments — Confirmed appointments
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Conversion rate — Conversion rate
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Successful appointments — Successful appointments
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Advisor no shows — Advisor no shows
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Both no shows — Both no shows
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Total attributed revenue — Total attributed revenue
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Average CSAT — Average CSAT
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Number of appointments — Appointments evolution
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Shows evolution — Shows evolution
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Successful appointments — Successful appointments
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Cancelled appointments — Cancelled appointments
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User no shows — User no shows
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Advisor no shows — Advisor no shows
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Both no shows — Both no shows
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Total attributed revenue — Total attributed revenue
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Average order value — Average order value
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Created appointments — Created appointments
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Cancelled appointments — Cancelled appointments
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User no shows — User no shows
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Number of appointments — Appointments evolution
Widgets
Average CSAT
What it measures: The average of all csats (customer satisfaction scores) across all successful appointments within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Average CSAT
Visualization: Value
Confirmed appointments
What it measures: The total number of bookings that were not cancelled (i.e. they are either still scheduled to happen or have happened). Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Confirmed appointments
Visualization: Value with change
Created appointments
What it measures: The total number of bookings that were made, regardless of whether the booking has already happened, have been cancelled or are yet to happen. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Created appointments
Visualization: Value
Shows evolution
What it measures: The number of confirmed bookings where neither the advisor nor the user showed up, along with those where only the user or only the advisor did not show up. Shown as vertical bars — compare categories side by side to see which drives the most volume.
Metrics: Shows evolution
Visualization: Bar chart
No shows
What it measures: The total number of confirmed bookings for which either the advisor or the user (or both) did not join the scheduled call. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: No shows
Visualization: Value
Total orders
What it measures: The total number of appointment sales attributed to the selected retailer within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Total orders
Visualization: Value
No shows
What it measures: The total number of confirmed bookings for which either the advisor or the user (or both) did not join the scheduled call. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: No shows
Visualization: Value with change
Total orders
What it measures: The total number of appointment sales attributed to the selected retailer within the selected date range. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Total orders
Visualization: Value with change
Conversion rate
What it measures: The total number of appointments sales attributed to the retailer within the selected date range, divided by the total number of unique bookings which have lasted 30+ seconds. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Conversion rate
Visualization: Value with change
Confirmed appointments
What it measures: The total number of bookings that were not cancelled (i.e. they are either still scheduled to happen or have happened). Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Confirmed appointments
Visualization: Value
Conversion rate
What it measures: The total number of appointments sales attributed to the retailer within the selected date range, divided by the total number of unique bookings which have lasted 30+ seconds. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Conversion rate
Visualization: Value
Successful appointments
What it measures: The total number of confirmed bookings for which both the advisor and customer joined. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Successful appointments
Visualization: Value with change
Advisor no shows
What it measures: The total number of confirmed bookings for which the advisor did not join the scheduled call. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Advisor no shows
Visualization: Value with change
Both no shows
What it measures: The total number of confirmed bookings for which both the advisor and the user did not join the scheduled call. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Both no shows
Visualization: Value with change
Total attributed revenue
What it measures: The total amount of revenue generated from sales that can be attributed to appointments (e.g. 30 days attribution window which is configurable). Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Total attributed revenue
Visualization: Value with change
Average CSAT
What it measures: The average of all csats (customer satisfaction scores) across all successful appointments within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Average CSAT
Visualization: Value
Appointments evolution
What it measures: The total number of bookings that were made, cancelled or confirmed between both advisor and customer. Shown as vertical bars — compare categories side by side to see which drives the most volume.
Metrics: Number of appointments
Visualization: Bar chart
Shows evolution
What it measures: The number of confirmed bookings where neither the advisor nor the user showed up, along with those where only the user or only the advisor did not show up. Shown as stacked bars — each segment shows a category's share of the total; use it to see composition, not just the headline number.
Metrics: Shows evolution
Visualization: Stacked bar chart
Successful appointments
What it measures: The total number of confirmed bookings for which both the advisor and customer joined. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Successful appointments
Visualization: Value
Cancelled appointments
What it measures: The total number of bookings that have been cancelled by the user. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Cancelled appointments
Visualization: Value
User no shows
What it measures: The total number of confirmed bookings for which the user did not join the scheduled call. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: User no shows
Visualization: Value
Advisor no shows
What it measures: The total number of confirmed bookings for which the advisor did not join the scheduled call. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Advisor no shows
Visualization: Value
Both no shows
What it measures: The total number of confirmed bookings for which both the advisor and the user did not join the scheduled call. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Both no shows
Visualization: Value
Total attributed revenue
What it measures: The total amount of revenue generated from sales that can be attributed to appointments (e.g. 30 days attribution window which is configurable). Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Total attributed revenue
Visualization: Value
Average order value
What it measures: The average amount spent by users per transaction attributed to an appointment, average order value is calcualted by divding total attributed revenue by the total number of orders over the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Average order value
Visualization: Value
Created appointments
What it measures: The total number of bookings that were made, regardless of whether the booking has already happened, have been cancelled or are yet to happen. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Created appointments
Visualization: Value
Cancelled appointments
What it measures: The total number of bookings that have been cancelled by the user. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: Cancelled appointments
Visualization: Value with change
User no shows
What it measures: The total number of confirmed bookings for which the user did not join the scheduled call. Shown as a KPI with period-over-period change — use it to see whether the metric is rising or falling.
Metrics: User no shows
Visualization: Value with change
Appointments evolution
What it measures: The total number of bookings that were made, cancelled or confirmed between both advisor and customer. Shown as stacked bars — each segment shows a category's share of the total; use it to see composition, not just the headline number.
Metrics: Number of appointments
Visualization: Stacked bar chart