Sales and order reports

Under Reports there are two reports about selling: Sales reports for the deals your team follows, and Order actions for what the team does to your store's orders from inside Hadir Chat.

Sales reports

This report is available if your plan includes deals. Administrators, and anyone whose role has "See and edit every task and deal, not only their own" or Manage reports, see the whole workspace's deals. Other agents see figures from the deals open to them, and only their own row in the agents table.

1. In the sidebar, open Reports, then Sales reports.
2. Choose the period at the top (1). It starts at Last 30 days; you can also choose Custom date range.
3. If you have more than one deal pipeline, pick the pipeline from the list next to the period.

The page shows:

• Open value by stage (2): for each stage in the pipeline, how many deals it holds and their total value right now, such as "3 deals — EGP 300". This part shows the present and does not change with the period.
• Won and Lost (3): the count and value in the selected period.
• Win rate: won deals divided by won plus lost. For example, 6 won and 4 lost is 60%.
• By agent (4): for each agent, the deals Won and Lost, the Win rate and the Value won. Deals without an owner appear as No owner.

Note: the report never converts between currencies. If you have deals in another currency, each currency gets its own line, or a hint such as "(+2 in another currency)".

Order actions

If your plan includes store integrations, this report gathers what your agents did to store orders from inside Hadir Chat, such as confirming, shipping or cancelling them. Administrators and anyone with Manage reports can see it. For the actions themselves, see Order actions.

1. Open Reports, then Order actions.
2. Choose the period (1): Last 7 days, Last 30 days or Last 90 days.

The page shows:

• Order counts (2): Confirmed, Shipped, Delivered, Cancelled and Returned.
• Orders per agent (3): the same counts for each agent, with a Total. Actions by a deleted agent appear under A removed agent.
• Average time to delivery, per store (4): Delivered orders and the Average from order to delivery in hours. When there is too little to go on, it says "Not enough data".

Note: the report counts only what was done from Hadir Chat. Orders whose status was changed directly in your store's own dashboard do not appear here.

For the other reports, see Reports.