Real-time interaction history and reporting

Last update: 2023-10-10
  • Created for:
  • Beginner
    User
    Admin
NOTE

These functionalities are only visible online and only to the Delivery managers.

Offer proposition history

Once your offer propositions have been made, you can view the presentation history.

  • At the offer level, in the Edit tab, click Propositions.

  • From a recipient’s profile, click the Propositions tab.

  • At the offer space level, click the Propositions tab.

Offer analysis report

The Offer analysis report provides you with an overview of the number of accepted or rejected propositions.

Statistics are sorted based on three criteria:

  • By date:

  • By space:

  • By deliveries:

Data can be filtered based on the various criteria available in the upper section of the report. Once you have selected the desired criteria, click the Refresh link to apply them to the report.

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