Welcome to the ResponseCRM Help Center!

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How to Navigate the Dashboard

*Update (12/2020): The CRM Dashboard has been updated with widget moving capabilities for a customized dashboard layout. . To the top right of each section/widget, you can click/hold on the square icon to drag it to another location for a customized layout. 

The Dashboard is the default page you will see after logging in.

 

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The filters at the top can be used to filter between campaigns, affiliates, and specific date ranges. 

Sales Summary - Displays the number of partials, orders, upsells, and declines

Partials - the amount of inquiries or leads
Orders - total amount of initial orders or signups
Upsells - total amount of upsells 
Declines - the total amount of declines


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Rebill Summary - displays the number of recurring charges that have been attempted, approved, saved, and declined

Attempted - the amount of recurring charges that were attempted to process
Approved - the amount of recurring charges that were successfully processed
Saved - the amount of recurring charges that were successfully processed after retry attempts
Declined - the amount of recurring charges that were declined

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Conversion/Sales

This graph displays the daily breakdown of total sales or conversions. Hovering the mouse over each point will display the number of sales for that day

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Inquiries/Partials

This graph displays the daily breakdown of inquiries. Hovering the mouse over each point will display the number of inquiries for that day

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Customer Service - displays the number of call center driven agent sales, as well as overall cancellations, refunds/voids, and chargebacks

Agent Sales - the amount of sales that have occurred through customer service calls
Cancellations - the amount of cancellations 
Voids/Refunds - the amount of voids or refunds
Chargebacks - the amount of chargebacks 

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Customer Summary - displays the number of call center driven agent sales, as well as overall cancellations, refunds/voids, and chargebacks

Active Subscriptions - the amount of subscriptions that have already processed their first cycle
Trial Subscriptions - the amount of subscriptions that haven't processed their first cycle yet
In Recycle - the amount of subscriptions that have processed after retry attempts

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Campaign, Product, and Affiliate performance

Campaign Performance - The monetary performance of your campaign/Site ID

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Product Performance - The sales performance of individual products

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Affiliate Performance - The monetary performance of your affiliates

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Total Estimated Campaign Revenue

All Sales Revenue - Total revenue processed
Voids/Refunds - Total monetary amount of voids and refunds processed
Chargebacks - Total monetary amount of chargebacks
Product Cost - Total product cost of all sold goods
Fulfillment Cost - Total shipping/fulfillment cost of all sold goods
Total Revenue - Total amount after subtracting all costs from All Sales Revenue

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Recurring Approved, Recurring Declined, and Active Signups displayed as charts

 

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Rebill Calendar - Calendar display of your daily subscription charge activity and results

Approved - the amount of successfully subscription charges
Declined - the amount of declined subscription charges
Scheduled - the amount of subscription charges scheduled to run
Retry - the amount of subscription charges that are in recycle/retry status

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Processing Viewer - Chart view of total sales and refunds

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Projection Viewer - Chart view of upcoming rebill or recurring charges, with a project approved number that is based on an algorithm of your last 3 months recurring processing history. 

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