Supply Yield Management Report

The Yield management report helps suppliers review survey-level performance to diagnose conversion issues. Use it to decide when to disable underperforming surveys or prioritize the ones that are doing well.

You can access this report from the left-hand navigation under Reports > Yield management.

Filters

A row of filter controls sits below the tabs, letting you scope the report to a specific slice of your data. Each filter appears as a button; click it to open a dropdown and make a selection.

If there is only a single selection (i.e. one option) available the drop down is locked on that option.  I.e. if they only deliver sample to the United States, they can't select other countries.

An active filter displays its current value as a pill next to the filter name:

• Account: Filters the report to a specific supplier account.

• Supplier: Filters the report to a specific supplier entity.

• Country: Filters the report to activity within a specific country.

• Exchange type: Filters by exchange type (e.g., Open Exchange vs. other exchange types available on the platform).

• Date: Filters the report to activity within a specific date range.

Filters can be combined to narrow the report down.

Shared chart elements

The following options are available for each chart:

• Info icon (ⓘ) next to each chart title: Explains how that metric is calculated.

• Show table toggle: Displays a data table view beneath the chart.

• Three dot menu (⋮): Select to download the raw data in a csv format.

• Year legend: Each year in the legend has a checkbox. Select or clear a checkbox to show or hide that year in the chart, making it easier to compare specific years.

• Data updated: A timestamp at the bottom of the chart shows when the data was last refreshed.

Summary metrics

Below the filters, a summary row displays five headline metrics for the selected filters and date range. The date range the metrics cover is displayed beneath them.

• Total surveys: The total number of surveys.

• System entrants: The total number of respondents who entered the system.

• Completes: The total number of completed interviews.

• System conversion: The percentage of system entrants who go on to complete.

• Revenue per click: Your average revenue earned per click.

Survey table

Beneath the summary metrics, a table lists the performance of each individual survey, so you can compare surveys side by side and identify which ones to disable or prioritize.

Each row represents a survey. The table includes the following columns:

• Survey ID: The unique ID of the survey. Each row has a checkbox, and a checkbox in the column header lets you select all rows.

• Country: The country the survey is running in.

• System entrants: The number of respondents who entered the system for the survey.

• Survey entrants: The number of respondents who entered the survey itself.

• Completes: The number of completed interviews for the survey.

• System conversion: The percentage of system entrants who completed the survey.

• Survey conversion: The percentage of survey entrants who completed the survey.

• RPC: Revenue per click. The average revenue earned per click for the survey.

• ARPI: Average revenue per interview. The average revenue earned per completed interview for the survey.

• A Total row at the bottom of the table summarizes the totals across all surveys listed.

Select a column header to sort the table by that column. An arrow next to the column name indicates the current sort.