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05. Scheduled visits Analysis
1 min
Created by Karine Moreira on 4/29/2024 11:38 AM
Updated by Karine Moreira on 5/28/2024 10:46 AM

Scheduled Visits is a feature of the Analytics module of Zenvia Customer Cloud that provides reports on the quantity of scheduled and received physical visits in your company. 

The metrics are derived from conversations held in the Sales module. 

You can filter the data by groups and time period to thoroughly review your team's operations.

⚠️ Attention: This feature is available for users with Viewer, Operator, and Admin profiles. Additionally, you need to have the Visits application installed in your account.

How to Analyze Scheduled Visit Data

To access this feature, simply go to Analytics > Visits

Check what each column in the graph represents:

  • Branch: relates to existing service groups.
  • Total Visits: total number of registered visits.
  • Visits Made: contacts attended your company.
  • Cancelled Visits: scheduled but not realized visits.
  • Pending Visits: scheduled for the future.

💡Tip: You can download the entire graph in a CSV file.