Starting with version v4.1.32, “Collection Conversion Analysis” in Trainee will be upgraded to “Performance”.
I.Trainee - What is Performance?
Performance is the official private domain payment collection analysis capability provided by WeCom. It aims to help businesses better quantify and understand their revenue collections from provision of services to students on the WeCom platform.
Companies can log into WeCom and select the WeChat Pay merchant account to be included in the receipt conversion analysis. Transactions made by students served by members under the merchant account, whether online or offline, will be counted in the “Receipt Conversion Analysis”.
●Online channels include: Receive Money from External, Mini Programs, web pages, apps, red packets, and others.
●Offline channels include: physical stores (such as POS transactions, payments via facial recognition, payments via palm scan, etc.).
II. Statistical Method
After authorizing the WeChat Pay merchant account in “Receipt Conversion Analysis”, companies can configure the statistical rules suitable for their business scenarios and select transactions within 1 day or 7 days after students are served to be included in the statistics:
●Transactions made by students through online and offline channels under the merchant account within 1 day or 7 days after being served will be counted and attributed to the member who provided the service.
●Only transactions that occur after the service time will be counted.
●If multiple members have provided services to the same student, the transaction will be attributed to the member whose service time is closest to the transaction time.
III. Statistical Period
The daily receipt data is compiled at 24:00 each day and updated for display by 9:00 the following morning.
If there are delays in data display due to network issues, you can check back later.
IV. Data Definition
Students: Students added as contacts by company members and students who join student groups.
Total number of students: The total number of students after deduplication.
Paying students: Only payments from students are counted; payments from others are not included.
Percentage of paying students: Number of paying students/total number of students, rounded to 2 decimal places.
Payment amount per student: Total payments received/number of paying students, rounded to 2 decimal places.
V. Notes
1. If the member-student relationship changes (due to reasons such as inheritance from existing employees and student deletion) after the payment is made and before 24:00 that day, the payment will be attributed to the member prior to the payment time.
2. If a member is removed from their service position or is offboarded after the payment is made and before 24:00 that day, their data will not be included in the daily statistics.
3. If there are changes to members under the management rules, the total number of students and paying students under historical management rules will remain unchanged.
4. The number of paying students is based on this rule and is for reference only. In case of any discrepancies, the actual situation shall prevail.
VI. How to track the performance of merchant ID in WeCom
After authorizing and associating through [Client-side -> Workspace -> Trainee -> Company Performance This Week -> Include in Performance -> Authorize/Invite Merchant ID Administrator to Authorize Now], you can view the merchant account’s payment status.
Administrators can authorize merchant ID through WeCom or WeChat QR code scanning in [Admin Console -> Contact Trainees and Partner Space -> Contact Trainees -> Trainee ->Include In Performance], and include in the performance.
VII. How members can view performance
Starting with version 4.1.32, members are now able to view their own performance in [Client-side -> Workspace -> Trainee -> My Performance This Week].
At the same time, it supports applying to the administrator for the performance to be included in the merchant ID. If a member is the admin of a merchant ID, they can authorize the merchant ID to be included in performance tracking.