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Sales & Analytics

With Clyde’s dashboard you can review customers who have purchased contracts, as well as better understand the numbers behind your protection plan program. This is helpful for tracking your program’s performance and outfitting your customer success team with information needed to help customers.

Sales Tax

You must collect sales tax on the cost of the contract, just like you would collect sales tax on the sale of a product. Follow your state’s sales tax rules for the appropriate percentage. On applicable integrations, Clyde will automatically default contracts to being subject to sales tax.

Contract Sales

Tracking contract sales is extremely easy with Clyde. This is a useful tool for your customer success teams if, or when, they need to access specific information about a customer's contract.

To review contract sales, head over to the Sales page. Here, you can search for customers by various identifiers, including:

  • Name
  • Phone
  • Email
  • Clyde ID

Click on a row to view more information about that sale. The additional information includes details about:

  • The customer
  • The contract they purchased
  • The product they purchased coverage for
  • The status of the contract sale

Clyde ID

The Clyde ID is a useful tool for tracking contract sales in your ERP, especially if you're doing a manual integration with Clyde.

Location of a sale's Clyde ID
Clyde ID

Each sale’s “Clyde ID” is unique to that customer and contract.

Analytics

Clyde provides analytics on your product protection program, so you can see information about contracts you’ve sold and money you’ve made. Open the Analytics page to see for yourself. Your account manager can also relay information to you including, but not limited to, your highest performing items, attachment rate, and increase in AOV.

Timeframe

Adjust the timeframe of your analytics using the calendar in the top right corner of the page. You can choose from predetermined intervals or select custom start and end dates by clicking dates within the calendar.

Predetermined intervals include:

  • Today’s sales
  • Past seven days
  • Past 14 days
  • Past month 
  • Past six months 
  • Past year
Location of timeframe adjustor

Data

Dashboard tiles along the top of the page contain the sum of each respective value and will adjust as you change the timeframe.

Adjust how you visualize your data by selecting a method in the top left corner of the page. “Day over day” provides you with daily values, which may vary over time. “Running total” provides you with daily values as a cumulative sum, which will increase over time. 

Location of data visualization method

Hovering your cursor over distinct data points will reveal date, daily value and running total through that date. The daily value will be labeled as “Contracts Bought”, “Revenue Earned”, or “Amount Covered”, depending on which tile is selected from the top of the dashboard. Running total will be labeled as “Total”.

View of Analytics hover feature

Contracts Sold

View the total number of contracts you have sold within a specified timeframe on the analytics graph. To access this view click anywhere in the box containing “Contracts Sold” and its quantity value.

Note: this is the default graph when you open your analytics page.

Contract Revenue

View the total revenue generated from contracts sold within a specified timeframe on the analytics graph. To access this view click anywhere in the box containing “Contract Revenue” and its dollar value.

Note: this metric will not reflect any discounts you may have applied to your contracts at the time of sale.

Product Value Covered

View the total value of products you have sold with coverage within a specified timeframe on the analytics graph. To access this view click anywhere in the box containing “Product Value Covered” and its dollar value. 

Note: this metric will not reflect any discounts you may have applied to your products at the time of sale.

Your Profit

View your total margin generated from contracts sold within a specified timeframe on the analytics graph. To access this view click anywhere in the box containing “Your Profit” and its dollar value.

Note: this metric will reflect any discounts you may have applied to your contracts at the time of sale.