Getting started
Understand your progress
Use Analytics to see what is working and where a merchant needs help.
Choose a useful time period
A short period shows recent activity. A longer period shows the wider pattern. Use the same length of time when you discuss improvement.
Open Analytics and choose the period you want to review. Look at businesses onboarded, activation, catalogue activity, first orders or bookings, incentives, and sales value.
Find the next milestone
The progress view shows whether a business has been created, completed its profile, published a catalogue, received a first order or booking, enabled payments where available, connected POS where useful, and stayed active for 30 days.
Focus on the first unfinished milestone. A merchant with no catalogue needs help with products or services. A merchant with a live catalogue may need help practising their first order or booking.
Use the figures carefully
Analytics helps you coach and plan. Sales value and activity figures are not a promise of commission or payout.
Use what is shown on screen, ask the merchant what is happening in practice, and agree one useful next step.