The Account Overview Report (Multi-Location Report) in Patch provides a wealth of statistical metrics to help you analyze the performance of your multi-unit business. Use this guide to interpret and analyze the data provided in the Account Overview Report to make informed decisions and optimize your business strategies.
Here's a breakdown of each metric and its calculation for the account stats:
Total Contacts:
- Sum of contacts that have not been deleted for the account.
New Contacts:
- Sum of contacts created for the account within the selected date range.
Opt-ins (SMS/Email):
- Total number of contacts with SMS/Email enabled within the selected date range.
New Opt-ins (SMS/Email):
- Total number of contacts updated to enable SMS/Email within the selected date range.
Messages Sent (SMS/Email):
- Total number of SMS/Email messages sent for the account within the selected date range.
Conversions:
- Total number of conversions for the account within the selected date range.
Check-in Finished:
- Total number of check-in finished events for the account within the selected date range.
Waivers Signed:
- Total number of waivers signed for the account within the selected date range.
Forms Completed:
- Total number of forms completed for the account within the selected date range.
Keyword Text-ins:
- Total number of incoming messages containing a keyword for the account within the selected date range.
Chats Completed:
- Total number of chats completed for the account within the selected date range.
SmartLinks Clicked:
- Total number of SmartLinks clicked for the account within the selected date range.
Redemptions:
- Total number of SmartOffer redemptions for the account within the selected date range.
Visits (New/Returning):
- Total number of new and returning visits for the account within the selected date range.
Avg Days Between Visits:
- Average days between visits for contacts within the selected date range.
New Contacts (Visits):
- Total number of new visits for the account within the selected date range.
Returning Contacts (Visits):
- Total number of unique returning contacts for the account within the selected date range.
Interpreting Location Statistics
Location-specific statistics in the Account Overview Report offer valuable insights into the performance of individual branches or units within your multi-unit business. Here's how to interpret these statistics effectively:
Total Locations:
- Indicates the number of locations (child accounts) included in the report.
Average Contacts:
- Provides an average of contacts across all locations, helping you understand customer engagement levels.
Average Conversions:
- Shows the average number of conversions per location, highlighting the effectiveness of each branch in driving conversions.
Average New Opt-ins (SMS/Email):
- Indicates the average number of new SMS/Email opt-ins per location, reflecting customer acquisition efforts.
Average Check-ins:
- Provides insights into customer visit frequency, helping assess location popularity and engagement.
Average Redemptions:
- Shows the average number of SmartOffers redeemed per location, indicating promotional effectiveness.
By analyzing these location-specific statistics, you can identify top-performing locations, areas for improvement, and trends across your multi-unit business.