Impact Bookings Report

Report Overview 📜

This report lists all revenue-generating jobs that originated from a partner managed on the Impact.com platform. Its primary purpose is to help you reconcile your internal sales data with the data in your Impact account, ensuring that all partner-driven revenue is tracked accurately.

The report includes all non-cancelled bookings within a specified date range that have an Impact Click ID, which directly links a job in your CRM to a specific affiliate or influencer click in Impact.

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Key Metrics & Columns Explained 📊

This report contains a unique set of fields for tracking bookings from the Impact platform. Here is an explanation of each column:

Booking & Client Details

• Base Name: The business location or franchise where the job is scheduled.
• Created By: The user who created the booking in the system.
• Service Contact: The name of the customer receiving the service.
• Appointment Date: The date the service is scheduled to be performed.
• Created Date: The date the booking was first created in the CRM.

Impact & Attribution Details

• Impact Click ID: A unique code generated by Impact that identifies the specific partner link the customer clicked. This is the key for matching data between systems.
• Source: The marketing source attributed to the booking, which should correspond with the Impact channel.

Financial & Status Details

• Booking Status: The current status of the job (e.g., Booked, Completed).
• Booked Revenue: The initial revenue value when the job was booked.
• Invoice Number: The unique identifier for the customer's invoice.
• Total Revenue: The final revenue for the completed job, including any add-ons or adjustments.
• Invoice Date: The date the final invoice was created.

Data Sync Status

• Booked Event Sent: A confirmation flag or timestamp indicating if the initial "booking" event was successfully sent to Impact.
• Conversion Event Sent: A confirmation flag or timestamp indicating if the final "conversion" or "sale" event was successfully sent to Impact. This is critical for partner credit.

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Ideas on How to Use This Report 💡

This report is essential for managing your partnership program and ensuring data integrity between your CRM and Impact.

• Reconcile Revenue with Impact This is the report's primary function. Export this data and compare it against your Impact dashboard to ensure that the Total Revenue for each Impact Click ID matches. This process is crucial for verifying accurate partner payouts and calculating the true ROI of your partnership channel.
• Troubleshoot Data Sync Errors Regularly check the Booked Event Sent and Conversion Event Sent columns. If these fields are blank or show an error for a completed job, it signals a sync issue. This means a partner may not have received credit for a sale, requiring you to investigate the integration.
• Analyze Partnership Channel Performance Get a quick, high-level view of your partnership channel's performance directly within your CRM. You can sum the Total Revenue column to see the overall financial contribution or count the rows to see the total number of jobs driven by Impact within a given period.
• Audit Specific Conversions When you have a question about a specific conversion in your Impact account, use the Impact Click ID to find the corresponding transaction in this report. This allows you to quickly see all the details of the job, including its Booking Status, Total Revenue, and Invoice Number, for a complete audit trail.