Sales attribution & performance

Keep the person behind the sale connected.

When outreach interest becomes a customer and pending order, OrdexisOne records the selling representative with the sale. Keep that sale with the campaign, property and location where it began.

The business can review documented campaign activity and the operational result of customer work. Give managers evidence for contribution and performance discussions, with the original sales details still available.

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From the conversation into commerce

Retain the representative when the opportunity becomes an order.

An interested homeowner can select displayed services and, where enabled, packages or contracts through the outreach sales flow. The representative reviews the displayed totals and captures the customer's name and email, with optional phone details.

The system creates the customer at the campaign's location and a pending order for the office to follow up and invoice. The selling representative stays recorded with that sale, and the representative can return to the campaign map.

The office continues with the appropriate invoice, schedule and fulfillment work. A pending order with its selling representative records the handoff to the office; payment and service delivery have their own operating records.

Explore direct outreach sales 
An outreach conversion retains the selling representative, campaign, customer and pending orderIllustrative Maple West campaign C-24 covers 2,416 properties. The detailed flat neighborhood excerpt preserves the accepted two-geobox selection geometry and distinguishes not-visited, visited, interested and order records. At 48 Cedar Avenue, the conversion retains created customer Maya Chen, C-052, and pending invoice-later order O-249. Alex Rivera, U-037, remains identified as the selling representative on that order. The office still needs to continue the invoice, schedule and fulfillment workflow. The small map is an excerpt, not a count of all campaign properties. No collected payment, completed service or representative commission is claimed.Attribution stays with the sale.Campaign C-24 · Maple West · 2,416 propertiesGEOBOX 01GEOBOX 02MAPLE CRESCENTCEDAR AVENUEOAK STREET48Order createdCUSTOMER CREATEDMaya ChenC-05248 Cedar AvenueORDER O-249PendingInvoice laterOffice follow-upNot visitedVisitedInterestedOrderSELLING REPRESENTATIVEAlex Rivera · U-037Attribution retained with O-249 An outreach conversion retains the selling representative, campaign, customer and pending orderIllustrative Maple West campaign C-24 covers 2,416 properties. The detailed flat neighborhood excerpt preserves the accepted two-geobox selection geometry and distinguishes not-visited, visited, interested and order records. At 48 Cedar Avenue, the conversion retains created customer Maya Chen, C-052, and pending invoice-later order O-249. Alex Rivera, U-037, remains identified as the selling representative on that order. The office still needs to continue the invoice, schedule and fulfillment workflow. The small map is an excerpt, not a count of all campaign properties. No collected payment, completed service or representative commission is claimed.C-24 · Maple West2,416 campaign propertiesTwo geographic selections48Neighborhood excerpt · door outcomesNot visitedVisitedInterestedOrder48 Cedar AvenueCustomer createdMaya Chen · C-052O-249 · pendingInvoice later · office follow-upSeller: Alex RiveraU-037 · campaign C-24Attribution retained with the order.No payment or completed service.No representative payout.
Review the work behind the result

See more than a conversion total.

Campaign runs preserve property-level activity, including supported entry and exit, time at the door, notes and standardized outcomes. Managers can review the effort and the response across the territory.

Visits and engagement
Review the properties worked, time at the door and campaign counts for total, visited, converted and pending properties.
The outcome at the door
Retain distinctions such as not home, no answer, refused, a door hanger left, a callback requested or converted interest.
The next action
Use the recorded outcome and notes when reviewing what should happen next, with the campaign and property details still available.

Location-dependent outreach actions require a supported browser and the relevant device permissions.

Sales attribution, field delivery, customer payment and recorded costs remain distinct evidenceA later illustrative operating checkpoint for Maya Chen at 48 Cedar Avenue after the pending outreach handoff. Alex Rivera, U-037, remains the selling representative for campaign C-24 and order O-249. The office separately arranged field assignment W-249 for Crew B on September 30, 2026. The shown stop segment records driving from 09:54 to 10:02, four minutes hold and thirty-eight minutes on site, ending at 10:44: fifty minutes total, forty-two at the property. FR-249 records the completed grounds-service visit with a 64 Canadian dollar service amount. Invoice I-249 separately records 64 dollars charged and customer payment P-249 separately records 64 dollars paid. Recorded input costs are 9.60 dollars and asset costs 4.40 dollars, totalling 14; cost coverage is incomplete, so a complete profit figure is unavailable. Customer payment is not a payout to the representative.Who sold it. What delivery recorded.Maya Chen · 48 Cedar Avenue · later operating checkpointSELLING REPRESENTATIVEAlex RiveraU-037 · campaign C-24 · O-249LATER FIELD ASSIGNMENTCrew BW-249 · 30 September09:5410:0210:0610:44Drive 8mHold 4m38 minutes on siteCOMPLETED SERVICE$64FR-249 · completedINVOICE CHARGES$64I-249 · issuedCUSTOMER PAYMENT$64P-249 · paid · CADRecorded costs · $14Inputs $9.60 · assets $4.40Cost coverage incomplete · a complete profit figure is unavailable Sales attribution, field delivery, customer payment and recorded costs remain distinct evidenceA later illustrative operating checkpoint for Maya Chen at 48 Cedar Avenue after the pending outreach handoff. Alex Rivera, U-037, remains the selling representative for campaign C-24 and order O-249. The office separately arranged field assignment W-249 for Crew B on September 30, 2026. The shown stop segment records driving from 09:54 to 10:02, four minutes hold and thirty-eight minutes on site, ending at 10:44: fifty minutes total, forty-two at the property. FR-249 records the completed grounds-service visit with a 64 Canadian dollar service amount. Invoice I-249 separately records 64 dollars charged and customer payment P-249 separately records 64 dollars paid. Recorded input costs are 9.60 dollars and asset costs 4.40 dollars, totalling 14; cost coverage is incomplete, so a complete profit figure is unavailable. Customer payment is not a payout to the representative.Who sold it. What followed.Maya Chen · 48 Cedar AvenueSeller: Alex Rivera · U-037C-24 · O-249Crew B · W-249 · 30 Sep 202609:54–10:02 · 8 min driving10:02–10:06 · 4 min hold10:06–10:44 · 38 min on site42 min at property · 50 min totalCompleted service$64FR-249 · grounds visitInvoice charges$64I-249 · issuedCustomer payment$64P-249 · paid · CADRecorded costs · $14Inputs $9.60 · assets $4.40Cost coverage incompleteComplete profit is unavailable.Customer payment is nota representative payout.
Review the operating result

Put the sale alongside the business performance.

Financial Tracking provides employee, customer and service performance views, with filters for reporting period, input, invoice status and payment status. Review revenue and costs with the operational records that produced them.

Routing Metrics adds the field perspective: route and stop activity, travel and property time, completion, input usage and actual cost. Record-completeness indicators help the business recognize where timing or cost information is incomplete.

The recorded representative shows who brought the customer into the business. Operating reports help explain the work delivered afterward. Keep both kinds of evidence available when reviewing contribution.

Explore operating analysis Explore financial tracking 
Evidence for your business decisions

Keep the sales record within the operation.

Follow campaign activity into the customer and pending order, then review the supported service and financial records as work progresses. Your company retains responsibility for its incentive policies and payroll processes.

Available records and reporting depend on your roles, locations, plan and enabled tools.

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