How to Use ETO Metrics Information in Xvantage for Associates

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Overview:

This document includes steps on how to read the data in ETO metrics in X4A.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for Xvantage for Associates (X4A) and open it.

  3. Within X4A, hover over the left navigation menu and click Administration, then click on Email Order Configurator. Email to order configuration page opens.

  4. On the top right corner of the page, click on Metrics. When you have entered Metrics, you have the visibility data of all the orders that are onboarded in ETO. You can filter by Country, Date, Account Number, Reseller name and others. All the data is grouped in 3 categories:

    • KPIs at glance – This will show you order number amounts in different groups based on your filters.

      • Total orders parsed Successfully (the total amount of the orders)

      • Zero touches Success (all orders that were entered in Impulse without any touch)

      • Rejected / Cancelled (by the users)

      • Total Parsing errors

      • Open in Exception (still not submitted or cancelled by the users)

      • Exceptions Success (exception orders submitted by the users)

    • Rates – This will show you the percentage of the orders in different groups based on your filters.

      • Total success rate

      • Zero touch success rate

      • Rejected / Cancelled rate

      • Open exception rate

      • Exception success rate

    • Exception details – In this section you will see a line graphic bar with the exception/rejection reason by ETO and the amount of each.

  5. You also have the possibility to download an Excel file with the data that you have chosen by clicking on the 3 dots next to the filter option and clicking on Download.