This section includes a product tour of SalesView for those new to the application. Note that you may not have all these options available in SalesView. The capabilities of SalesView will vary based on your IdeaRoom subscription.
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The Pricing tab allows users with Admin permissions to make pricing changes. Users can choose one of three options: No Change, Apply a surcharge or discount, and Change prices of line items. For a description of these options, see Sites: Branding Updates using SalesView.
Pricing changes made in this tab will not change or overwrite the original prices that your IdeaRoom agent has entered in the system. If you make a pricing change in this tab and later decide you want to remove those pricing changes, you can simply select No Change and your original prices will be restored.
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The Sites tab allows users with Admin permissions to make branding and logo edits. Users can change a phone number,an email, the color scheme of their web site, site logo, and/or the watermark image. For more details and training on how to update the branding of a site, view the how to video: How to Update Contact Info, Logo, Branding Colors, and Watermarks.
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Analyze
The Analyze tab provides users with Admin permissions reports showing your configurator’s performance and industry insights.
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The analyze tab will provide a running log of all submissions the configurator has captured within the last year, monitor the average cost of IdeaRoom leads, and compare your performance against others in your industry and within your tier group.
Monthly performance will also be displayed allowing you to analyze how your configurator is tracking across current month, previous months, and compared to the industry standard.
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As you scroll down, you’ll have access to product usage information; styles, sizes, and more. This is a great way to understand your most popular offers and create data driven marketing campaigns.
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The social sharing chart allows you to analyze how many shares have been submitted across; facebook, twitter, pinterest, or email/phone.
The “View in Your Space” chart shows how many users have opened the augmented reality feature and how many have actually viewed their design in their yard or in their space.
To learn more about the Analyze tab, you can access this video