Sales attribution report
The Sales Attribution Report in Roster provides valuable insights into your ambassadors' links and referrals performance. This report rolls up key metrics such as link clicks, new customer referrals, total referrals, referral revenue, and personal orders by ambassadors over a specified date range. It serves as a powerful tool for brands to track ambassador engagement, measure the effectiveness of their campaigns, and explore potential incentives like bonuses for newly acquired customers.
Step-by-step instructions
Access the sales attribution report
- Click on Reports > Sales Attribution in the left-hand navigation menu.
- If the date range is not pre-selected, use the date range filter to choose a preset range or specify a custom date range.
Understand the report metrics
- The report lists ambassadors who have engaged in any of the following activities:
- Link clicks on ambassadors' referral links.
- Referrals resulting in new customers.
- Total referrals and corresponding referred revenue.
- Personal orders made by ambassadors or with ambassadors' reward codes.
- Roster aggregates these events for each ambassador within the reporting period.
In Roster, a referral's referred revenue is the order total after discounts have been applied, but before taxes and shipping have been added.
Utilize filtering options
- Use the Ambassador filter to limit rows to specific ambassadors.
- Filter the report by program (e.g., ambassador program, influencer program) to view specific program data.
- Access additional filters through More Filters to filter by:
- Attribution Method: Separate personal orders from referred orders.
- Contact Owner: Filter by ambassadors managed by one or more team members.
- Tags: Filter ambassadors based on specific customer tags.
Sort and export the report
- Choose sorting options by clicking the sort dropdown and selecting a metric (e.g., link clicks) to sort data in ascending or descending order.
- Export options include:
- Current page.
- All records.
- Filtered records only.
- Exported data is available in CSV format for further analysis in tools like Excel, Google Sheets, or business intelligence platforms.
If you need any additional assistance with with your Roster account, feel free to contact our support team at [email protected]. We're here to help!