Board path
Live Commerce > Executive summary
Why use this board
Use this board for an executive snapshot of live commerce performance; review sales, sessions, and operational KPIs for leadership updates.
Board controls
-
Data source: Select a value from the toolbar.
-
Date range: Defaults to the last 30 days. The board subtitle shows the active range when available.
-
Export: Export the table to XLSX, including the selected date range when available.
Metrics on this board
-
Total Attributed Revenue — Total Attributed Revenue
-
currency — Total Attributed Revenue
-
Number of appointments — Unique users trend
-
Unique users trend — Unique users trend by Hour
-
Unique valuable users — Unique valuable users percentage
-
Orders — Total orders
-
Unique accepted users — Total unique accepted users
-
Unique declined users — Total unique declined users
-
Unique missed user — Unique missed user percentage
-
Unique declined user — Unique declined user percentage
-
Percentage — Unique Users Accepted %
-
[Top Customer's Comments] — Top comments
-
Unique Users by Page URL (Top 5) — Unique Users by Page URL (Top 5)
-
Average order value — Average order value
-
Unique valuable users — Total unique valuable users
-
Unique users — Total unique users
-
CSAT score — Average CSAT
-
Unique missed users — Total unique missed users
-
Total unique users — Executive summary overview
-
Unique valuable users — Executive summary overview
-
Valuable users percentage — Executive summary overview
-
Total orders — Executive summary overview
-
Conversion rate — Executive summary overview
-
Total attributed revenue — Executive summary overview
-
Average order value — Executive summary overview
-
CSAT — Executive summary overview
-
Conversion Rate % — Conversion Rate %
Widgets
Total Attributed Revenue
What it measures: The total amount of revenue generated from orders attributed to advisors within the selected date range, this metric also includes external sales made within a designated time window following a live advisor interaction. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Total Attributed Revenue, currency
Visualization: Value
Unique users trend
What it measures: An overview of unqiue users who have attempted to interact with an advisor (accepted, declined,missed) between the selected date range for the given retailer. Shown as vertical bars — compare categories side by side to see which drives the most volume.
Metrics: Number of appointments
Visualization: Bar chart
Unique users trend by Hour
What it measures: The distribution of unique users who have attempted to interact with an advisor (accepted, declined, missed) between the selected date range, aggregated by hour for the given retailer. Shown as vertical bars — compare categories side by side to see which drives the most volume.
Metrics: Unique users trend
Visualization: Bar chart
Unique valuable users percentage
What it measures: The percentage of unique users who interacted with an advisor for at least 30 seconds within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique valuable users
Visualization: Value
Total orders
What it measures: The total number of 1:1 sales attributed to advisors within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Orders
Visualization: Value
Total unique accepted users
What it measures: The total number of unique users who interacted with an advisor within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique accepted users
Visualization: Value
Total unique declined users
What it measures: The total number of unique users who started an interaction with an advisor within the selected date range but the advisor declined the interaction. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique declined users
Visualization: Value
Unique missed user percentage
What it measures: The percentage of unique users who started an interaction with an advisor within the selected date range but the advisor missed the interaction. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique missed user
Visualization: Value
Unique declined user percentage
What it measures: The percentage of unique users who started an interaction with an advisor within the selected date range but the advisor declined the interaction. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique declined user
Visualization: Value
Unique Users Accepted %
What it measures: The percentage of unique users who interacted with an advisor within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Percentage
Visualization: Value
Top comments
What it measures: The top comments submitted in surveys at the end of the interaction by the user within the selected date range. Shown as vertical bars — compare categories side by side to see which drives the most volume.
Metrics: [Top Customer's Comments]
Visualization: Bar chart
Unique Users by Page URL (Top 5)
What it measures: An overview of the top 5 page urls where unique users have started an interaction with an advisor between the selected date range for the given retailer. Shown as a breakdown by category — use it when share of the total matters more than exact values.
Metrics: Unique Users by Page URL (Top 5)
Visualization: Pie / breakdown
Average order value
What it measures: The average amount spent by users per transaction attributed to an advisor, average order value is calcualted by divding total attributed revenue by the total number of orders over the selected date range, this metric includes external sales made within a designated time window following a live advisor interaction. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Average order value
Visualization: Value
Total unique valuable users
What it measures: The total number of unique users who interacted with an advisor for at least 30 seconds within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique valuable users
Visualization: Value
Total unique users
What it measures: The total number of unique users who started interaction with an advisor that was accepted, declined, or missed within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique users
Visualization: Value
Average CSAT
What it measures: The average of all csats (customer satisfaction scores) across all live advisor surveys within the selected date range. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: CSAT score
Visualization: Value
Total unique missed users
What it measures: The total number of unique users who started an interaction with an advisor within the selected date range but the advisor missed the interaction. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Unique missed users
Visualization: Value
Executive summary overview
What it measures: A weekly overview of all metrics from the last five weeks, leading up to the end date specified in the selected date range. Shown in a sortable table — use it for exact values per row and to compare individual items (for example agents, profiles, or authors).
Metrics: Total unique users, Unique valuable users, Valuable users percentage, Total orders, Conversion rate, Total attributed revenue, Average order value, CSAT
Visualization: Table
Conversion Rate %
What it measures: The total number of 1:1 orders attrbuted to live advisors within the selected date range, divided by the total number of daily unique users whose interaction lasted 30+ seconds. Shown as a single KPI — use it as the headline number for the selected period.
Metrics: Conversion Rate %
Visualization: Value