# Usage metrics: your rep agency's numbers

> For the Partner and Administrative staff of a rep agency: Usage metrics shows the team's actions, the path from service to the ERP and who acted, by supplier.

Source: https://vendria.com/en/ajuda/painel-da-equipe-de-representacao

## Where to find it

In the top bar, under **Usage metrics** (formerly the **Team Dashboard**), and also
in your account menu, with the same name. On a phone, tap **Menu** in the bottom bar: the entry is in the
drawer that opens.

The entry only appears for people who are a **Partner** or **Administrative** at a rep agency
company. The rep agency's Seller does not have the item in the menu. Whoever opens
the address without one of those two roles sees **Dashboard unavailable**, with the notice
that the page is exclusive to partners and administrative staff of rep agency
companies.

## What Usage metrics is for

The page shows *how much your rep agency's team is
working in Vendria* with a supplier: how many actions, how many conversations,
how many quotes, how many confirmed orders, who on the team did each thing and
what Dri carried out at each person's request.

It measures *use of the tool*, not revenue. A quote created counts even
if it never becomes a sale. The real amounts in the funnel and in the **Funnel volume
(R$)** chart are the total of the documents at each stage, not closed sales. To follow
how a sale is going, the place is the **Quotes** list.

## Choose the supplier and the rep agency company

The Usage metrics numbers are always *for one supplier at a time*. At the top
of the screen there is a picker with the suppliers that have an active mandate with your
rep agency; it opens on the first in the list, in alphabetical order. Changing the
supplier redoes the whole screen.

There is no "all suppliers" option. Adding up different brands would give a
number that is useless for comparing anything, so the screen does not offer the sum.

If you are a Partner or Administrative at **more than one** rep agency company,
a second picker appears first, to choose the company. Changing the company
sets the supplier back to the first on its list. Only the
rep agencies where your role is Partner or Administrative go into this picker; the one where you
are a Seller does not appear.

## What goes into the team's numbers

The page counts what *the people on your team did*, and only
within what the mandate covers:

- *who counts:* all active members of the rep agency, Partners and
  Administrative staff included. Whoever left the team stops counting, and that also applies
  to past periods;
- *where it counts:* only the supplier's stores that the rep agency's mandate
  covers. Team activity in another store of the same supplier is left out;
- *what counts:* the act of a person on the team. A quote counts for whoever
  created it, the confirmation for whoever confirmed it and the ERP submission for whoever sent it. An
  order the supplier's internal team
  typed on behalf of the rep agency does not count as a team
  quote; and an order the customer confirmed through the link does not count as a
  team confirmation.

⚠️ That is why the dashboard may show fewer orders than the rep agency sold
in the period. It answers "how much the team used Vendria", and a sale that
came in through other hands is not team usage.

## The period filter

The period picker is at the top, next to the supplier. The options are **Today**,
**Yesterday**, the last 7, 28 or 90 days, and the six most recent months, one at a
time. A period stands alone: you cannot combine a month with a window
of days.

Each tab keeps its own period. The **Dashboard** tab opens on the last 28 days; the
**Trend** tab opens on the last 90 days, grouped by month. Changing the period on one
tab does not affect the other.

## The Dashboard tab: three numbers, and the funnel at the end

On the **Dashboard** tab, the **In the period** block opens with three cards. **Actions** is the
main number. It counts, for the team, everything the Actions screen lists: what
Dri did in conversations, ERP submissions from the screen, imports made from the
import screen (one that came through a conversation counts within the conversation),
estimate sends and order notices that went out on WhatsApp. The card shows
the change and **in N conversations with an action**; the breakdown by type is in the table just
below. **Active people** says how many team members
acted, **out of M members**. **Volume in orders confirmed in the ERP**, highlighted, is the value of the orders
the team sent that got into the supplier's ERP.

The last item on the tab is the **Funnel · from first contact to the ERP** funnel, from top to
bottom, in four stages:

- **Conversations**: WhatsApp conversations with Dri on behalf of someone on the team,
  including those the customer started;
- **Quotes**: quotes someone on the team created, drafts included;
- **Confirmed orders**: documents someone on the team confirmed. The same
  order confirmed twice counts once;
- **Orders in the ERP**: orders someone on the team sent that got into the
  supplier's ERP. The stage says **no ERP connected** when the mandate's stores are
  not connected to an ERP: in that case the zero is not a lack of work.

Each stage shows how many people acted and, on the document ones, the amount in reais.
Between stages comes the ratio to the previous one (*"58% relative to
conversations"*), which can go over 100%: each stage counts what happened in the
period; it does not follow the same orders.

Below each number comes the change against the previous period of the same
length: a month against the previous month, and **Today** against yesterday up to the same
time. "new" means it was zero before; "—" means zero in both.

## The Dashboard tab: what was done and who on the team acted

Below the block, the **Actions · by type** table lists each type of action that
happened in the period, one per row, with **Times** (how many times it happened) and
**Conversations** (in how many different conversations; **—** for actions that do not
happen in a conversation). Its total is the number on the **Actions** card. Dri's actions
without a short name on the dashboard (such as **Search**, **Order** and **List**) appear with the
name from the **Guide** tab of the **Plans and usage** page, and a Dri action the Guide does not know
goes into **Other**. The **Guide** tab is for whoever administers the organization or belongs to
a rep agency; an organization seller who is not an administrator sees only the summary.

In the **Top members** section there is a single table, with the actions and usage of each team **Person**
on the same row, sorted by actions:

- the **Actions** group: **Total**, **Search**, **Order**, **List**,
  **Import**, **Sending**, **ERP** and **Other**. The ERP column adds up ERP
  submissions from the screen and through Dri;
- the **Usage** group: **Conversations**, **Quotes** and **Confirmed**. The
  **Conversations** column here counts only the conversations the seller opened themselves, which is why
  it does not match the funnel: the note below the table explains this.

Whoever only imported a spreadsheet or only sent an estimate also appears in the
table. When the team is large, it shows the first rows and says how many
people were left off the list.

## The Trend tab

The **Trend** tab plots the same numbers over time: first
**Actions**, then active users, conversations, quotes created, confirmed
orders and ERP submissions, then the **Volume in orders confirmed in the ERP (R$)**, with its own
scale, and finally the **Funnel volume (R$)**. The **i** next to each chart's title
explains what a point counts. The granularity is chosen inside the tab, in **Day**, **Week** or **Month**.

- With a window of days at **Month** granularity, the screen warns *The first and last
  month of the window are incomplete.*: the drop at the ends comes from the calendar, not
  from the team.
- With **Today** or **Yesterday**, the curve becomes a single point, and the granularity picker gives
  way to the notice *One-day period — the trend has a single point.*

## The team habit block

Below the charts on the **Trend** tab, the habit block answers what kind of
usage the team has in the period chosen on that tab (the block's title says which).
It follows the **Trend** period, which is chosen separately from the **Dashboard** tab's.

- MAU and WAU: how many people on the team did something in the last 28 and
  the last 7 days of the period, with the curve of both across it. WAU close to
  MAU means weekly use.
- **Intensity: actions per week**: one line per band, with how many
  people on the team did 10 or more, 3 to 9, or 1 to 2 actions in the 7 days
  up to each point.
- **Retention by cohort**: one curve per arrival group (those who had their first
  action in that month). The bottom axis counts the months since arrival, and the point is
  how many in the group acted in that month. The thickest line is the average of the groups,
  weighted by the size of each, only with months already closed. A curve that flattens is people
  who stayed; a curve that drops to zero is people who passed through. Groups with fewer than 3
  people come out lighter, and hovering shows the **N of M**.
- **Cohorts by month**: the same groups in a table, one row per month of each
  person's first action, in the six months ending at the end of the period, and one column
  per month after arrival. The cell says how many in that group acted in the month (**2
  of 5**, with the percentage next to it). A month only appears once closed, except
  the arrival month, which gets **\*** while it is in progress; the dash is a month that has not
  arrived yet.
- Intensity compares weeks: with a single day, the screen warns that the period has a single
  point. Cohorts do not depend on this and appear in any period.

The actions here are those of the **Actions** card on the Dashboard tab, credited to each person
on the team. The order notice is automatic and does not count for anyone.

## The rep agency's plan

The plan and plan usage in the billing period are not here: they are on the
**Plans and usage** page, in the top bar, on the **Plan usage** tab. See [AI credits: how much each action costs and how much was used](/en/ajuda/creditos-de-ia-da-sua-conta).

## When the page appears empty or with an error

- **No supplier**: your rep agency has no active mandate with
  any organization. There is nothing to measure until a supplier activates the mandate.
- **Could not load the numbers**: the server did not respond. The screen
  puts this notice in place of the numbers instead of zeros, which would read as an
  idle team. Reload before concluding anything.
- *Nobody on the team acted in this period.* or **No actions in this period.**:
  the period is empty. Widen the period before assuming it is an
  error.
- ⚠️ *The Trend tab keeps loading and never finishes*: go back to the
  **Dashboard** tab. When the rep agency has no supplier with a mandate, or the list
  of suppliers did not load, the notice only appears on the **Dashboard** tab; the
  **Trend** tab stays loading.

## Common questions

- *I'm a Seller at the rep agency and I don't see Usage metrics.* That is
  expected: the page is for the Partner and Administrative. Roles are set by the
  Partner (or the Administrative, with **Team management** turned on), in **My
  Team**. See [My Team: who is on your rep agency's team](/en/ajuda/minha-equipe-da-representacao).
- *A colleague made a sale and it does not show up.* Check whether the order is from a store the
  mandate covers and whether they were the one who created or confirmed the document in Vendria.
- *The number changed for a month that had already passed.* Someone left the team:
  that person's activity stops counting in every period.