The Protection Plan Report

Track protection plan sales, performance, and revenue

Welcome to Appliance.io! Protection plans are an important part of your business — they add value for customers and drive additional revenue. The Protection Plan Report helps you understand how protection plans are performing across your sales team, locations, and products, all in one easy-to-read report.

This guide gives you a simple overview so you can start using the report right away.

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📍 Accessing the Protection Plan Report

To get started:

1. Open the sidebar and go to Reports

2. Select Performance & Optimization

3. Click Protection Plan Report

You’ll now see a detailed breakdown of all protection plan activity.

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📊 What the Protection Plan Report Shows

The Protection Plan Report is designed to help you answer key questions like who is selling protection plans, what’s selling best, and how much revenue they generate.

Key data includes:

• Number of protection plans sold

• Protection plan revenue

• Attachment rate (how often plans are sold with products)

• Profit and profit margin

• Sales performance by salesperson, location, and brand

This makes it easy to identify top performers and sales opportunities.

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🔍 Using Filters to Find What You Need

You can narrow down the report using filters such as:

• Date range

• Salesperson

• Location

• Brand

• Protection plan type

These filters help you focus on specific time periods, teams, or products for deeper insights.

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📈 Why This Report Matters

The Protection Plan Report helps you:

• Monitor how consistently protection plans are being offered

• Identify sales staff who may need coaching

• Spot high-performing products or brands

• Track protection plan profitability over time

It’s a powerful tool for improving sales strategy and increasing overall revenue.

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📌 Tip for New Users

If you’re just getting started, begin by filtering the report by date range and salesperson. This gives you a quick snapshot of who is actively selling protection plans and where there’s room to improve.

Once you’re comfortable, explore additional filters to uncover deeper trends and insights.

👉 For more details, advanced tips, and visuals, visit the full article in the Appliance.io Help Center: Protection Plan Report