Understanding Account Statistics within the Account Overview Report

The Account Overview Report (Multi-Location Report) in Patch provides a wealth of statistical metrics to help you analyze the performance of your multi-unit business. Use this guide to interpret and analyze the data provided in the Account Overview Report to make informed decisions and optimize your business strategies.

Here's a breakdown of each metric and its calculation for the account stats:

Total Contacts:

• Sum of contacts that have not been deleted for the account.

New Contacts:

• Sum of contacts created for the account within the selected date range.

Opt-ins (SMS/Email):

• Total number of contacts with SMS/Email enabled within the selected date range.

New Opt-ins (SMS/Email):

• Total number of contacts updated to enable SMS/Email within the selected date range.

Messages Sent (SMS/Email):

• Total number of SMS/Email messages sent for the account within the selected date range.

Conversions:

• Total number of conversions for the account within the selected date range.

Check-in Finished:

• Total number of check-in finished events for the account within the selected date range.

Waivers Signed:

• Total number of waivers signed for the account within the selected date range.

Forms Completed:

• Total number of forms completed for the account within the selected date range.

Keyword Text-ins:

• Total number of incoming messages containing a keyword for the account within the selected date range.

Chats Completed:

• Total number of chats completed for the account within the selected date range.

SmartLinks Clicked:

• Total number of SmartLinks clicked for the account within the selected date range.

Redemptions:

• Total number of SmartOffer redemptions for the account within the selected date range.

Visits (New/Returning):

• Total number of new and returning visits for the account within the selected date range.

Avg Days Between Visits:

• Average days between visits for contacts within the selected date range.

New Contacts (Visits):

• Total number of new visits for the account within the selected date range.

Returning Contacts (Visits):

• Total number of unique returning contacts for the account within the selected date range.

Interpreting Location Statistics

Location-specific statistics in the Account Overview Report offer valuable insights into the performance of individual branches or units within your multi-unit business. Here's how to interpret these statistics effectively:

Total Locations:

• Indicates the number of locations (child accounts) included in the report.

Average Contacts:

• Provides an average of contacts across all locations, helping you understand customer engagement levels.

Average Conversions:

• Shows the average number of conversions per location, highlighting the effectiveness of each branch in driving conversions.

Average New Opt-ins (SMS/Email):

• Indicates the average number of new SMS/Email opt-ins per location, reflecting customer acquisition efforts.

Average Check-ins:

• Provides insights into customer visit frequency, helping assess location popularity and engagement.

Average Redemptions:

• Shows the average number of SmartOffers redeemed per location, indicating promotional effectiveness.

By analyzing these location-specific statistics, you can identify top-performing locations, areas for improvement, and trends across your multi-unit business.