The Client Adoption Report gives insight on new company and community information for Community Archives. The report gives information on user adoption, financials and subscriptions as well as FreshDesk ticket information.
- If you have any feedback or suggestions about the reporting please submit them to Client support ([email protected]).
User Adoption
The User Adoption page shows insights on companies and communities created as well as how many communities managed per company and how many units managed per community.
On the left of the page is a list of metrics that includes companies created, communities created, subscription conversion rate, documents uploaded, users created, company products and community products customized.
In the middle of the page, there is a pie chart that shows companies created by type. It shows the distribution of self-managed communities and management companies created.
Below that, there is a donut chart that displays communities managed and units managed. This is a two-piece visual, and the user can drill down to view communities managed by hovering over the visual and clicking on the two arrows pointing down.
On the right of the page are two line charts. The top chart displays companies and communities created over time and the bottom chart shows subscription conversion rate over time. Subscription conversion rate is the rate at which companies are subscribing to Community Archives.
Financials
The Financials page shows different visuals on subscription revenues, active subscriptions, and information on subscription tiers.
On the left of the page, there is a pie chart that shows communities by subscription tiers. It shows the distribution of basic, standard, enterprise, and premium subscription tiers. Below that is a bar chart that shows subscription dollar amount distribution over time.
On the right of the page, there are metric cards that show MRR, orders placed, subscription dollar amount total, and total active subscriptions. Below that is a line chart that shows MRR over time. MRR stands for Monthly Recurring Revenue, and it calculates monthly active subscription totals.
FreshDesk Tickets
The FreshDesk Tickets page shows an overview on FreshDesk tickets. The page includes resolution rate, first response rate, as well as support reason.
On the left of the page, there is a pie chart that displays the distribution of tickets by support reason. This pie chart is a two-piece visual and can drill down from shopper support to client support. The user can drill down by hovering over the visual and clicking on the two arrows pointing down.
Below that is a stacked bar chart that shows a distribution of customer satisfaction. Users can see how many tickets that clients are satisfied or unsatisfied with.
On the right of the page, there are metrics that show total tickets, average resolution rate, and average first response rate. Below that is a line chart that displays the average resolution rate and average first response rate over time.
Drill Through Pages
Company Detail
The Company Detail page is a drill through page that shows a list of the companies created. This can be used to show a detail of the companies from the visuals on the User Adoption page. For example, looking at company type pie chart on the User Adoption page, the user can right click on the visual à click on Drill through à click on CompanyDetail, and it will show a detail of the companies filtered.
Moreover, the user can filter the companies and region by using the slicer on the top of the CompanyDetail page.
Community Detail
The Community Detail page is a drill through page that shows a detail of communities.
The user can drill through to this page using the pie chart visual from the Financials page. Just like the User Adoption drill through, right click on the visual à click on Drill through à click on CommunityDetail. This will take you to the CommunityDetail page and show a detail on what is filtered.
On the CommunityDetail page, there are metrics that show active, inactive and ready communities. Moreover, there is also a slicer in which the user can filter out communities, companies, and region.