Introduction
The Sales Analytics dashboard provides detailed insights into how your Rep AI chatbot drives revenue, conversion, and product engagement. This powerful tool helps you measure the ROI of your AI assistant and identify opportunities to optimize your customer journey.
Accessing Sales Analytics
Log in to your Rep Console
In the left navigation menu, open AI Sales
Select Sales Analytics
Sales Dashboard Metrics
Your Sales Analytics dashboard displays key performance indicators that update based on your selected date range:
Conversion Rate
Shows the percentage of AI conversations that led to purchases
Displays "Lift" to compare AI-assisted conversion against your baseline store traffic
Example: 14.00% conversion rate with 4.3X lift compared to non-AI traffic
AI-Generated Sales
Displays total revenue attributed to chatbot-assisted conversations
Shows what percentage this represents of your total store revenue
Example: $239,002.63 (6.0% of total revenue)
AI-Generated Orders
Shows the number of orders resulting from AI-assisted shopping journeys
Indicates what percentage this represents of your total orders
Example: 2,406 orders (6% of total orders)
Average Order Value (AOV)
Shows the average purchase amount from chatbot-assisted conversations
Example: $99.34 (5% lift compared to non-AI traffic)
Redirects to PDP
Tracks when visitors are guided to specific product pages by the AI
Includes conversion rate for these redirected sessions
Example: 2,460 visitors (19% conversion rate)
Add to Cart
Measures when shoppers add products to their cart with AI assistance
Includes conversion rate for these interactions
Example: 1,231 add-to-carts (16% conversion rate)
In-line PDP Chips
If you display AI question chips on your product pages with the In-line PDP widget, this card shows how shoppers are responding to them — so you can judge whether the widget is earning its place on your product pages.
Click-through rate — the share of chip-viewing shoppers who went on to click a chip. It appears at the top right of the card.
Shoppers who saw chips — how many shoppers had the question chips displayed to them on a product page.
Shoppers who clicked chips — how many shoppers clicked one of those chips and opened a conversation.
The trend chart — both figures plotted day by day across your selected range, so you can see the effect of a promotion, a theme change, or a seasonal shift in traffic.
How these numbers are counted. Both figures count shoppers, not clicks. A shopper who browses five product pages in one day and sees chips on all five is counted once for that day. The same applies to clicks: someone who clicks three different chips in a day counts as one shopper who clicked. Each day is counted on its own, and the days are then added together across your selected range, so a shopper who returns on three separate days is counted on each of those days. Click-through rate is the clicked figure divided by the seen figure for the same range.
Filters. The card follows the same date range and Channel filters as the rest of the page. The Compare to previous period toggle applies to other cards but not this one — the chart's two lines are always "saw" and "clicked".
If the widget is switched off. A Widget turned off notice appears on the card with a Manage button that takes you to the widget's settings. Your historical figures stay visible underneath — switching the widget off stops new data being collected, but doesn't hide what you have already measured.
Messages you may see:
"In-line PDP is enabled, but there is no chip activity to show for this period yet." — Your widget is on and collecting. Analytics are compiled daily, so figures from your first shopper sessions appear within 24 hours.
"No In-line PDP chip activity in the selected date range." — Nothing was recorded in that window. Widen the date range, or check whether a Channel filter is narrowing the view.
"We couldn't load In-line PDP chip performance." — A temporary loading problem. Reload the page or change the date range to try again.
Getting more from the card. Low views usually points to placement rather than interest — if very few shoppers are seeing the chips, check where the widget renders on your product page template, since below the fold or inside a collapsed section will suppress views. Low clicks with healthy views is a relevance signal: the chips are generated from your product information, so richer descriptions, specifications and variant details give the AI more to work with. Quiet days do not appear on the chart, so a sparse line means no activity that day rather than missing data.
For setup and placement, see Inline Product Page Widget.
Rep Funnel Visualization
The Rep Funnel section at the bottom of the dashboard maps your AI-driven customer journey:
Shoppers Visited Website: Total site traffic (100%)
Disengaged Shoppers Approached: Sessions where AI initiated proactive outreach
Conversations Started: AI chats successfully initiated with shoppers
Product Views: Sessions where shoppers viewed products via AI
Added to Cart: AI-led sessions resulting in cart additions
Converted: Purchases resulting from AI conversations
This funnel visualization helps you identify where shoppers may be dropping off and which stages need optimization.
Sales Skills Performance
The Sales Skills Performance section shows how individual AI capabilities are contributing to your overall results:
Different scenarios: Shows specific situations where the AI detected disengaged customers and proactively offered assistance
Performance metrics: For each scenario, you'll see approaches, conversations, engagement rate, orders, CVR (Conversion Rate), and sales revenue
Scenario breakdown: Detailed insights on how different AI interactions (product pages, collection pages, abandoned carts, etc.) perform
Working with Sales Analytics
Comparing Performance
Toggle the "Compare to previous period" switch to see how your current metrics compare to the previous time period of equal length.
Filtering Data
Use the filter bar at the top of the page to refine your data:
Conversation source — how the conversation began
Channel — where the shopper reached you, such as Desktop, Mobile Web, Instagram or WhatsApp
Other filters — additional refinements such as customer type
Select Clear filters to return to the full view.
Viewing Detailed Conversations
Each metric card includes a "See conversations" link that allows you to review the actual chat transcripts that contributed to that metric.
Tips for Maximizing Sales Analytics
Regular Review: Check your Sales Analytics weekly to track performance trends
Optimize Low-Converting Stages: If you notice drop-offs at specific funnel stages, focus on improving those interactions
Test and Iterate: Use the insights to refine your AI sales skills and product recommendations
Seasonal Comparison: Compare performance across similar seasons or promotional periods
Set Goals: Establish benchmarks for your AI chatbot's performance metrics
By leveraging the data in your Sales Analytics dashboard, you can continually improve your AI assistant's ability to drive revenue and enhance the shopping experience for your customers.
Troubleshooting
If data appears inaccurate or missing, try refreshing the page or selecting a different date range
Ensure all your Sales Skills are properly configured under AI Training > Sales Skills
For metrics that seem unusually low or high, review the associated conversations for context