See the orders and revenue an automation brings, and where buyers came from

So that you know what each automation sells, what it costs, and which ads bring the people who buy.

1Mark the step that means a sale

Click Settings in the top bar. Under The sale, pick The step that means a sale (1) — every run that reaches it counts as an order. The money comes from the SkedX CRM deal the automation creates after it (2).

The step that means a sale (1) and where the money comes from (2)

2See it on the card

In Activity › Numbers, that step wears Goal (1) and says its orders and money (2).

The Goal tag (1) and the step’s orders and money (2)

3Read the sale line

The bar under the top bar reads how many started (1), ordered (2), the revenue (3) and what WhatsApp cost, per order (4), each against the previous period of the same length.

Started (1), ordered (2), revenue (3) and spent per order (4)

4See where the buyers came from

With no step open, the panel shows Where they came from, from SkedX Signal (1): each channel with how many started, ordered and the value, and its top campaigns (2).

Where they came from: the columns (1) and a channel with its campaigns (2)

Common questions

Why is the revenue empty?

Revenue is the value of the SkedX CRM deals the automation creates. Add Create a deal in CRM after the sale step; until then the bar counts orders only.