Overview

The RCS Value Report (Monetary Benefits from Using CaterZen) provides a clear summary of how your marketing and lead generation tools are contributing to your overall sales. This report tracks orders, quotes, and total revenue generated from marketing campaigns, referral programs, coupons, and loyalty promotions tied to CaterZen’s features. Use this report to measure the return on investment (ROI) from your RCS marketing tools — including tracking links, forms, loyalty campaigns, and coupon usage.

Accessing the Report

  • Go to the More tab in your CaterZen account.
  • Select Reports → Sales Reports.


  • Click RCS Value Report.
  • Choose your Filter Parameters (see below).
  • Click Generate Report.


Filter Parameters

Use these filters to control which results appear in your report:

  • Date Range – Select the time frame you want to analyze.

Exporting or Sharing

At the top of the page, you can:

  • Print, Download, or View in Excel for further review.

  • Email the Report to yourself or another team member.


Understanding the Report

The report is divided into two main sections:

1. Summary Table

At the top of the report, you’ll see a summary of all tracked marketing activities and their results.

Columns Include:

  • Customer Count – The number of customers from each source.

  • Order Count – The number of completed orders from those customers.

  • Order Total – The total dollar value of those orders.

  • Quote Count – The number of quotes submitted.

  • Quote Total – The combined value of those quotes.

This section gives a high-level view of where your business is coming from — for example:

  • New customers from a tracking link

  • Repeat sales from customers who filled out a form

  • Orders placed using a coupon

  • New or repeat customers referred by a loyalty campaign

Totals at the bottom summarize all tracked activities for the period, showing the overall marketing value your RCS tools generated.

2. Report Details for Lead Generation Campaigns

The second section provides a detailed breakdown by campaign type, including results from:

  • Tracking Links

  • Coupons

  • Referral or Loyalty Campaigns

  • Online Forms or Quote Requests

For each campaign or promotion, the report lists:

  • Link or Form Name

  • Number of Customers Generated

  • Order Count and Total Value

  • Quote Count and Value (if applicable)

This level of detail helps you evaluate which marketing tools drive the most engagement and revenue — and where you may want to focus future promotions.


Common Use Cases

  • Marketing ROI: Measure which campaigns or referral sources generate the most new and repeat customers.

  • Coupon Tracking: See how coupon use impacts total order volume and revenue.

  • Lead Generation Analysis: Review performance of online forms and quote requests over time.

  • Loyalty Program Evaluation: Track repeat purchases from loyalty members.

  • Campaign Performance: Compare multiple campaigns or tracking links to determine which marketing channels deliver the best results.

Best Practices

  • Run this report monthly or quarterly to assess marketing effectiveness.

  • Compare new versus repeat sales to gauge customer retention.

  • Use results to adjust your campaign strategy or discontinue underperforming promotions.

  • Export the Excel version to share with marketing or executive teams for performance reviews.

  • Track total ROI by comparing Order Totals from this report to your overall Sales Activity Report.

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Support

For additional help, refer to the CaterZen Support Center or contact our CaterZen Support Team.


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