Partner A Analysis Summary 2020
Sales Funnel Analysis
242
Customer Journey - Partner A
Performance Analysis
Note: The current period of analysis is 2020 YTD
Application Conversion
(15.8% Feb'20 vs 35.1% Jan'20)
4.4%
Approval Rate
4.7%
(
20
% Feb'20 vs 100.0% Jan'20)
2
9
8
2
8
5
9
2
9
Applications
Product Views
Approvals
6
6
4
4
Leads
Visitors
34.1%
View Rate
(26.0% Feb'20 vs 40.9% Jan'20)
Partner A
has Application
Conversion of 4.4% over
time. It has decreased
significantly to 15.8% in
Feb'20 vs. 35.1% in
Jan'20. Focus on
arresting the decline in
Application Conversion
Partner
has View Rate of
34.1% over time. It has
not varied much and is
26.0% in Feb'20 vs.
40.9% in Jan'20. Focus
on improving View Rate
242
Executive Summary - Partner A Analysis
Performance
Analysis
Customer Journey
Key Insights
3
Focus on maintaining
Product Purchase
Rate for Product A
1
2
Focus on arresting
the decline in Add to
Cart Rate
Focus on arresting the
decline in Purchase
Rate
Approvals
Application Conversions
•
Add to Cart Rate = Add to Cart/ Visitors
•
Application Conversion = Applications/ Add to Cart
•
Purchase Rate = Purchases/Applications
•
Approval Rate = Approved/Purchases
•
Closed Rate = Approved/Total Leads
Add to Cart
7
.
8
%
Purchases
5
3
.
9
%
7
4
.
7
%
5
2
.
4
%
Product Purchases
Leads
Rep Assisted Leads
5
6
.
0
%
Self Service
8
1
.
0
%
Qualified Leads
3
9
.
8
%
Closed Rate
2
6
.
6
%
7
0
0
2
7
0
2
4
4
1
6
6
6
1
0
4
5
5
3
3
1
2
4
4
Product A
Product B
Product C
Product D
4
2
.
7
%
3
0
.
7
%
1
5
.
3
%
1
1
.
3
%
6
4
4
6
2
3
1
7
Note: The current period of analysis is 2019 YTD
Add to cart
Views
3
.
7
%
(1751)
8
.
2
%
(33)
3
1
.
6
%
(54)
4
.
3
%
(7097)
1
8
.
3
%
(15)
1
.
2
%
(36)
1
5
.
2
%
(507)
2
7
.
5
%
(110)
2
5
.
3
%
(42)
1
4
.
8
%
(3767)
1
4
.
9
%
(10)
1
.
8
%
(37)
Product Distribution - Partner A
Flex has a Purchase
share of 25.3% and it is
ranked 2 among all
products. With Add to
Cart share of 17.5% and
a rank of 3, Flex has
highest Product Purchase
Rate of 39.1%. Focus on
maintaining Product
Purchase Rate for Flex.
Performance Analysis
Purchases
Executive Summary - Partner Universe Analysis
Partner Universe Analysis
Key Insights
3
Focus on maintaining
Product Purchase Rate
for Product B
4
Top contributions to
Visitors were from
Source - A (25.3%),
Mediums - VC
(27.6%), Campaigns
- RT (25.2%)
1
Focus on arresting
the decline in Add to
Cart rate
2
Focus on arresting the
decline in Application
Conversion
Add to Cart Rate
Purchase Rate
Approval Rate
Application Conversion Rate
Product Purchases
Campaigns
4
9
.
0
%
5
1
.
0
%
Campaigns Unmapped
Campaigns Mapped
Top Source
A with 25.3% Visits
Top Medium
VC with 27.6% Visits
Top Campaign
RT with 25.2% Visits
•
Add to Cart Rate = Add to Cart/ Visitors
•
Application Conversion = Applications/Add to Cart
•
Purchase Rate = Purchases/Applications
•
Approval Rate = Approved/Purchases
•
Closed Rate = Approved/Total Leads
Product A
Product B
Product C
Product D
4
0
.
7
%
2
8
.
8
%
1
2
.
3
%
1
8
.
2
%
4
.
2
%
3
6
.
5
%
5
7
.
1
%
3
6
.
9
%
Note: The current period of analysis is 2019 YTD
Customer journey analysis of Partner A shows significant declines in application conversion and view rates in Feb '20 compared to Jan '20. The focus is on improving application conversion and arresting declines in add to cart and purchase rates for Partner A products. Performance metrics such as leads, conversions, approvals, and product distribution are analyzed to provide insights for strategic improvements in sales funnel and customer journey.
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Presentation Transcript
Customer Journey - Partner A Partner A has Application Conversion of 4.4% over time. It has decreased significantly to 15.8% in Feb'20 vs. 35.1% in Jan'20. Focus on arresting the decline in Application Conversion Visitors 929 34.1% View Rate (26.0% Feb'20 vs 40.9% Jan'20) Product Views 2982 Partner has View Rate of 34.1% over time. It has not varied much and is 26.0% in Feb'20 vs. 40.9% in Jan'20. Focus on improving View Rate Leads 242 85 4.4% Application Conversion (15.8% Feb'20 vs 35.1% Jan'20) Applications 66 Approval Rate 4.7% (20% Feb'20 vs 100.0% Jan'20) Approvals 44 View Rate = Views/Visitors Application Conversion = Applications/Add to Cart Approval Rate = Approved/Purchases View Rate = Views/Visitors Application Conversion = Applications/Add to Cart Approval Rate = Approved/Purchases Note: The current period of analysis is 2020 YTD Performance Analysis
Executive Summary - Partner A Analysis Customer Journey Key Insights Add to Cart 700 Purchases 270 Approvals 244 Application Conversions 166 Focus on arresting the decline in Add to Cart Rate 1 7.8% 74.7% 52.4% 53.9% Leads Rep Assisted Leads 610 Self Service 455 Qualified Leads 331 Closed Rate 244 Focus on arresting the decline in Purchase Rate 2 242 39.8% 26.6% 81.0% 56.0% Product Purchases Focus on maintaining Product Purchase Rate for Product A 3 Product A 64 Product B 46 Product C 23 Product D 17 Add to Cart Rate = Add to Cart/ Visitors Application Conversion = Applications/ Add to Cart Purchase Rate = Purchases/Applications Approval Rate = Approved/Purchases Closed Rate = Approved/Total Leads 42.7% 30.7% 15.3% 11.3% Note: The current period of analysis is 2019 YTD Performance Analysis
Product Distribution - Partner A Flex has a Purchase share of 25.3% and it is ranked 2 among all products. With Add to Cart share of 17.5% and a rank of 3, Flex has highest Product Purchase Rate of 39.1%. Focus on maintaining Product Purchase Rate for Flex. Views Add to cart Purchases 3.7% (1751) 31.6% (54) 8.2% (33) Product A 1.2% (36) 4.3% (7097) 18.3% (15) Product B 27.5% (110) 15.2% (507) 25.3% (42) Product C 14.8% (3767) 14.9% (10) 1.8% (37) Product D Performance Analysis
Executive Summary - Partner Universe Analysis Self Service Applications Assisted Applications index Visits Add to Carts Applications Purchases Approvals Key Insights No. of Channel Partners 98 50 41 23 22 20 21 Focus on arresting the decline in Add to Cart rate 1 Totals 6922 222 104 48 37 72 31 Top Channel Partner (%) Partner A 36.1% Partner B 38.3% Partner B 45.5% Partner B 30.8% Partner A 28.5% Partner B 33.0% Partner C 65.4% Group X 49.6% Group Y 35.7% Group X 49.0% Group X 66.1% Group X 48.2% Group Z 36.8% Group Y 71.6% Focus on arresting the decline in Application Conversion 2 Top Group (%) Campaigns Add to Cart Rate 4.2% Purchase Rate 36.5% Approval Rate 57.1% Focus on maintaining Product Purchase Rate for Product B 3 51.0% 49.0% Application Conversion Rate 36.9% Product Purchases Campaigns Mapped Campaigns Unmapped Top contributions to Visitors were from Source - A (25.3%), Mediums - VC (27.6%), Campaigns - RT (25.2%) 4 Top Source A with 25.3% Visits Top Medium VC with 27.6% Visits 40.7% 28.8% 12.3% 18.2% Top Campaign RT with 25.2% Visits Product A Product B Product C Product D Add to Cart Rate = Add to Cart/ Visitors Application Conversion = Applications/Add to Cart Purchase Rate = Purchases/Applications Approval Rate = Approved/Purchases Closed Rate = Approved/Total Leads Note: The current period of analysis is 2019 YTD Partner Universe Analysis
