What is Activations by Sales Agent metric in RevenueStory?

Modified on: Mon, 30 Aug, 2021 at 9:09 AM

Number of Subscriptions Activated during the period, including IN TRIAL to ACTIVE conversions segmented by Sales Agent.
Explanation of metric
  • A bar chart representing the total Subscriptions Activated during the period. Each vertical bar subcategorizes Subscriptions based on the Sales Agent such that subscriptions activated by the same Sales Agent are grouped and stacked over one another.
  • This is available with RS premium only and to use this metric more efficiently, you need to configure a custom field at the Customer resource level in Chargebee and map it to the Sales Agent field to a Customer resource in RevenueStory. However, you can configure and select your own values in this custom field, it is recommended to configure meaningful values that are relevant to your business. Please connect with your Customer Success Manager or contact support

How it's measured

Activations by Sales Agent = [(Total No. of Subscription Activations during the period per Customer Sales Agent)]

Note: Only the first Activation date is considered. Subsequent reactivations are not considered.
  • This metric provides more insights on the efficiency of the Sales Agents to convert a potential lead into an ACTIVE Customer.
  • Example: Roll-up of Subscriptions by Sales Agent: 25 Subscriptions Activated by Agent 1, 35 Subscriptions Activated by Agent 2, and so on.

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