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Feature Request: Upsell Reporting

Carl Appen 2 months ago in BLOX CMS 0

There should be reporting options for Upsell Manager. 


Right now, BLOX has stock reports for 

-Orders by category through Ad-Owl

-Transactions and Revenue through Forms 

-Subscription revenue by service 

-CPM reports from Ad Manager


Yet there is not a way to set up or see a report of Upsells. 


Background:

We have a number of upsell packages that users can buy. Some are standard on BLOX, like highlighted "news" releases and "Enhanced" business listings. Others are custom for our audience, like a Calendar option to buy a spot on a daily briefing podcast. Upsells are great for us. They're user-friendly and drive passive, engaging revenue. 

Problem:

There is not an efficient way to appropriately allocate revenue. 

Example: 

A pr firm contributes a press release and buys a $60 upsell to feature it for a day. Our Accounting Manager gets an email notification from BLOX and sees $60 deposited in PayPal. A similar process would happen for every other Upsell. At the end of the week, they have to use some combination of PayPal, Outlook and Upsell Manager in order to allocate the revenue appropriately. 

With reporting options similar to, say, Forms' Top Products, our Accounting Manager could receive a weekly report of Upsell Revenue by Type. Then they could consolidate bookkeeping based on which packages were purchased. 

Problem: 

There is not an efficient way for leads to be identified. 

Example: 

a local physical therapist buys a listing on the daily Health newsletter every Friday for a month. Our Sales Manager would have to recognize the pattern based on the newsletters or irregular email notifications.  

With reporting options similar to, say, Editorial's Published, our Sales Manager could receive a monthly report of (newsletter) Upsells by Business. Then they could assign a rep to call that physical therapist and pitch them a contract that includes the daily Health newsletter. 


Reporting options would also make it much easier to identify and react to trends. Example: We could see that venues have begun opening up if music-related upsells become more frequent. That would tell us to promote the Arts section more or test additional Calendar upsell options. 

Would upsell reporting help anyone else?