IP Library Patent Application 14304742
Patent Application
App. No. 14/304,742

PERFORMANCE SALES TRACKING FOR A BUSINESS

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Quick Facts
Patent No.
US None
App. No.
14/304,742
Abstract

A computer-implemented method to automate sales performance analysis for a business is described. Voice over internet protocol (VoIP) data related to the business is observed. The observed VoIP data may be compared with at least one metric associated with the business. The metric may be based at least in part on one or more point of sale metrics, personnel metrics, or profit metrics of the business. The method may determine if the observed VoIP data satisfies the one or more metrics associated with the business. At least one personnel associated with the business may be alerted based at least in part on the determining.

Claims (74)

1 . A computer-implemented method to automate sales performance analysis for a business, comprising:

observing voice over internet protocol (VoIP) data related to the business, the VoIP data comprising at least one of a call-length time, a calling number, a call origination, a call destination, a call volume, or a call metadata;

comparing the observed VoIP data with at least one metric associated with the business, the metric based at least in part on one or more point of sale metrics, personnel metrics, or profit metrics of the business; and

determining if the observed VoIP data satisfies the one or more metrics associated with the business; and

alerting at least one personnel associated with the business based at least in part on the determining.

2 . The computer-implemented method of claim 1 , further comprising:

capturing point of sale data, wherein point of sale comprises at least one of items or services purchased, an amount of the purchase, a time of the purchase, and a discount or sale associated with purchase;

comparing the point of sale data to the observed VoIP data;

correlating the VoIP data to the point of sale data based on the comparing; and

generating a report outlining correlations.

3 . The computer-implemented method of claim 1 , further comprising:

comparing the VoIP data to a work schedule, the work schedule comprising at least scheduling information for one personnel associated with the business, and

developing a performance report based on the comparing.

4 . The computer-implemented method of claim 4 , further comprising:

updating a profile associated with at the least one personnel based on the developing; and

determining a score associated with the updating; and

updating the profile associated with the at least one personnel based on the determined score.

5 . The computer-implemented method of claim 1 , further comprising:

recording the VoIP data based on the observing;

generating at least one report based on the recording; and

distributing the at least one report to the at least one personnel associated with the business.

6 . The computer-implemented method of claim 1 , further comprising:

determining if the observed VoIP data exceeds the one or more metrics associated with the business; and

alerting the at least one personnel associated with the business based at least in part on the determining.

7 . The computer-implemented method of claim 1 , further comprising:

identifying an unpredicted change in point of sale data, wherein the change comprises one of a fluctuation in an aggregate monetary value of sales or a total number of sales;

correlating the unpredicted change in point of sale data with the VoIP data; and

recording the unpredicted change in a database with the correlating VoIP data.

8 . The computer-implemented method of claim 8 , further comprising:

adjusting business metric goals based at least in part on the correlating.

9 . The computer-implemented method of claim 8 , furthering including reviewing the database for historical information;

generating a report to send to the at least one personnel associated with the business, wherein the report contains the historical information for an upcoming time period.

10 . The computer-implemented method of claim 1 , further comprising

capturing point of sale data, wherein the point of sale data includes items purchased, cost of items purchased, and relationship of items purchased to each other;

comparing the point of sale data to a work schedule;

determining one or more trends between the point of sale data and the work schedule, wherein the one or more trends captures profits or losses of the business.

11 . The computer-implemented method of claim 1 , wherein alerting the at least one personnel further comprises:

alerting a supervisor of the business based on the determining, wherein alerting the supervisor comprises displaying an alert on a dashboard associated with the business.

12 . The computer-implemented method of claim 1 , wherein the business metrics further comprise at least one of a number of sales, a change in sales, a profit, or a volume of calls based on daily, weekly, or monthly totals.

13 . An apparatus to automate sales performance analysis for a business, comprising:

a processor;

a memory in electronic communication with the processor; and

instructions stored in the memory, the instructions being executable by the processor to:

observe voice over internet protocol (VoIP) data related to the business, the VoIP data comprising at least one of call-length time, calling number, call origination, call destination, call volume, or call metadata;

compare the observed VoIP data with at least one metric associated with the business, the at least one metric based at least in part on one or more point of sale metrics, personnel metrics, or profit metrics of the business; and

determine if the observed VoIP data satisfies the one or more metrics of the business; and

alert at least one personnel associated with the business based at least in part on the determine step.

14 . The apparatus of claim 13 , wherein the instructions are executable by the processor to:

capture point of sale data, wherein point of sale comprises at least one of items or services purchase, amount of purchase, time of purchase, and discounts or sales associated with purchase;

compare the point of sale data to the observed VoIP data;

correlate the VoIP data to the point of sale data based on the comparison; and

generate a report outlining correlations.

15 . The apparatus of claim 13 , wherein the instructions are executable by the processor to:

compare the VoIP data to a work schedule, the work schedule comprising at least scheduling information for one personnel associated with the business, and

develop a performance report comprising the comparison.

16 . The apparatus of claim 13 , wherein the instructions are executable by the processor to:

identify an unpredicted change in the point of sale data, wherein the change comprises one of a fluctuation in the amount of purchases or the total number of purchases;

correlate the unpredicted change in point of sale data with the VoIP data; and

record the unpredicted change in a database with the correlating VoIP data.

17 . The apparatus of claim 13 , wherein the instructions are executable by the processor to:

alerting a supervisor of the business based on the determining step when the VoIP data exceeds the one or more business metrics, wherein alerting the supervisor comprises displaying an alert on a dashboard associated with the business.

18 . A computer-program product to automate sales performance analysis for a business, the computer-program product comprising a non-transitory computer-readable medium storing instructions executable by a processor to:

observe voice over internet protocol (VoIP) data related to the business, the VoIP data comprising at least one of call-length time, calling number, call origination, call destination, call volume, or call metadata;

compare the observed VoIP data with at least one metric associated with the business, the metric based at least in part on one or more point of sale metrics, personnel metrics, or profit metrics of the business; and

determine if the observed VoIP data satisfies the one or more metrics of the business; and

alert at least one personnel associated with the business based at least in part on the determine step.

19 . The computer-program product of claim 18 , wherein the instructions are executable by the processor to:

capture point of sale data, wherein point of sale comprises at least one of items or services purchase, amount of purchase, time of purchase, and discounts or sales associated with purchase;

compare the point of sale data to the observed VoIP data;

correlate the VoIP data to the point of sale data based on the comparison; and

generate a report outlining correlations.

20 . The computer-program product of claim 18 , wherein the instructions are executable by the processor to:

compare the VoIP data to a work schedule, the work schedule comprising at least scheduling information for one personnel associated with the business, and

develop a performance report comprising the comparison.

Assignments (5)
TERMINATION AND RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT REEL 038275, FRAME 0377 Recorded Nov 11, 2024
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: VIVINT, INC.
Reel/Frame 069334/0010 →
RELEASE OF SECURITY INTEREST Recorded Jul 12, 2021
From: BANK OF AMERICA, N.A.
To: VIVINT, INC.
Reel/Frame 056832/0725 →
SECURITY AGREEMENT Recorded Apr 11, 2016
From: VIVINT, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 038402/0356 →
SECURITY INTEREST Recorded Mar 28, 2016
From: VIVINT, INC.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 038275/0377 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 13, 2014
From: FAIRBANKS, GREG
To: VIVINT, INC.
Reel/Frame 033103/0506 →