Why this matters

An abandoned cart is not one thing -- it's two different paths back to a completed sale. One is fully automated: the buyer gets a follow-up email or text and finishes checking out on their own. The other is assisted: someone on your team spots the draft, reaches out, and closes it personally. Both are real, recovered revenue, and both show up in the same report.

The short version: the Sales Conversions report tells you how much revenue abandoned carts are recovering, broken into Automated Conversions and Assisted Conversions. Your Sales tab shows you, live, which abandoned carts are sitting there right now -- grey text, clock icon -- so you can decide whether to make that call yourself.

What you'll learn

• How to read the Sales Conversions report: the Date Converted picker, grouping by day, and the Automated vs. Assisted breakout
• Why every number in the report traces back to a real, individual trip
• How to spot an abandoned cart directly on your Sales tab
• How to open a draft trip and find the guest's name, email, and phone number in Passenger Info
• The real difference between an Automated conversion and an Assisted conversion, and what the "Opened" badge on the Messages tab tells you

The Sales Conversions report

Open the Sales Conversions report and pick a date range with the Date Converted picker, then group the results by day (or however you want to slice it). The table breaks every conversion into two real categories: Automated Conversions, where the buyer came back on their own after an abandoned-cart email or text, and Assisted Conversions, where the buyer paid in person or over the phone. On one real account, over one stretch, that's 45 automated conversions and 8 assisted ones -- 53 total, with $36,920.32 recovered automatically and another $4,352.14 recovered by an actual person on the team, for $41,272.46 net. That's real revenue that would otherwise have just disappeared.

Every one of those numbers traces back to a real trip. Expand a grouped day and you can drill down to the individual booking behind it -- the report is never just a summary, it's a receipt.

Spotting a draft cart on your Sales tab

The report tells you what already happened. Your Sales tab shows you what's happening right now. Abandoned carts sit in the same list as your confirmed bookings -- just in grey text, with a small clock icon next to them, instead of the green checkmark a completed sale gets. That grey row is a live shopper who didn't finish checking out, showing up the moment it happened.

Reaching out yourself

Open a draft trip and you get everything you need to reach out: the guest's name, email, and phone number, right there in Passenger Info, with a call button one click away. The Messages tab already shows the automated Cart Abandon Flow queuing up its own follow-ups behind the scenes -- but you don't have to wait on it. If it's a booking worth closing personally, call, email, or do whatever fits. You're not competing with the automation, you're backing it up.

Automated vs. Assisted, explained

That's the whole distinction. The automated Cart Abandon Flow produces an Automated conversion on its own. The moment you pick up the phone and close that same sale yourself, it becomes an Assisted conversion instead -- same report, same recovered revenue, different reason it came back.

The "Opened" signal

One more thing worth knowing before you decide whether to make that call: the automated flow doesn't just send its follow-ups silently. Right on the Messages tab, a sent email that the guest actually opened gets a real "Opened" badge with a timestamp. That's a genuine signal, not a guess -- if the guest already opened the email and still hasn't come back, that's exactly the kind of draft worth picking up the phone for.

Common mistakes and limitations

• Don't treat the Sales Conversions report as the only place to look -- it shows what already converted, not what's sitting in your Sales tab right now waiting on a decision.
• Don't wait on the automated flow if a booking is clearly worth closing personally -- the automation and a personal follow-up aren't in competition with each other.
• Don't assume an "Opened" badge means the guest clicked anything -- it only confirms the email was opened, not that a link inside it was clicked.

Expected result

A report that shows exactly what's being recovered, and a Sales tab that shows exactly who's still sitting in a draft cart right now -- together, that's the full picture of abandoned cart recovery: automation working in the background, and you deciding when a personal touch closes the sale faster.

FAQ

What's the difference between an Automated and an Assisted conversion?

An Automated conversion happens when a buyer returns on their own after receiving and clicking an abandoned-cart email or text. An Assisted conversion happens when someone on your team closes that same sale by phone, email, or in person.

How do I find abandoned carts that haven't converted yet?

Open your Sales tab -- abandoned carts render inline with confirmed bookings in grey text with a clock icon instead of a green checkmark.

What information do I get when I open a draft trip?

The guest's captured name, email, and phone number in Passenger Info, plus a one-click call action and the Messages tab showing any automated follow-ups already sent.

Does the report show individual bookings or just totals?

Both -- the totals row gives you the aggregate, but every number traces back to a real trip, and you can expand a grouped day to drill down to the individual booking behind it.

How do I know if a guest already saw the automated follow-up email?

The Messages tab shows a real "Opened" badge with a timestamp on any sent email the guest actually opened -- a genuine signal for deciding whether a personal follow-up is worth it.

Transcript

The Sales Conversions report tells you exactly how much revenue abandoned carts are recovering for your business. But there are two very different ways a cart actually comes back: one is fully automated, and the other happens because someone on your team picked up the phone.

This lesson covers the real Sales Conversions report -- the date range, the grouping, and the automated-versus-assisted breakout -- and then the manual side: spotting a draft cart right on your Sales tab, seeing exactly who it is, and making the call yourself.

Here's a real account's Sales Conversions report. Pick your date range with the Date Converted picker, and group the results by day, or however you want to slice it. The table breaks every conversion into two real categories: Automated Conversions, where the buyer came back on their own after an abandoned-cart email or text, and Assisted Conversions, where the buyer paid in person or over the phone. On this real account, over this stretch, that's 45 automated conversions and 8 assisted ones -- 53 total, thirty-six thousand, nine hundred twenty dollars recovered automatically, and another four thousand, three hundred fifty-two dollars recovered by an actual person on the team. Forty-one thousand, two hundred seventy-two dollars total, net -- real revenue that would have just disappeared.

Every one of those numbers traces back to a real trip. Expand any grouped day and you can drill straight down to the individual booking behind it -- so this report is never just a summary, it's a receipt.

Now here's the part that's easy to miss if you only ever look at the report. Open your Sales tab, and abandoned carts are sitting right there in the same list as your confirmed bookings -- just in grey text, with a small clock icon next to them, instead of the green checkmark a completed sale gets. That grey row is a live shopper who didn't finish checking out, showing up on your dashboard the moment it happened.

Open one, and you get everything you need to reach out yourself: their name, their email, their phone number, right there in Passenger Info, with a call button one click away. The Messages tab already shows the automated Cart Abandon Flow queuing up its own follow-ups behind the scenes -- but you don't have to wait on it. If it's a booking worth closing personally, call them, email them, whatever fits -- you're not competing with the automation, you're backing it up.

That's the whole distinction. The automated flow you already have running earlier in this course produces an Automated conversion on its own. The moment you pick up the phone and close that same sale yourself, it becomes an Assisted conversion instead -- same report, same recovered revenue, different reason it came back.

One more thing worth knowing before you decide whether to make that call: the automated flow doesn't just send its follow-ups silently. Right on the Messages tab, a sent email that the guest actually opened gets a real "Opened" badge with a timestamp. That's a genuine signal, not a guess -- if the guest already opened the email and still hasn't come back, that's exactly the kind of draft worth picking up the phone for.

A report that shows exactly what's being recovered, and a Sales tab that shows exactly who's still sitting in a draft cart right now -- together, that's the full picture of abandoned cart recovery: automation working in the background, and you deciding when a personal touch closes the sale faster.

Open your own Sales Conversions report and see your real automated-versus-assisted split, then check your Sales tab for any grey, clock-icon rows waiting on you right now.

Related lessons

Introduction to Abandoned Carts (/university/introduction-to-abandoned-carts)

Learn more

Recover Abandoned Carts (help.tripworks.com)

Next step

Open your own Sales Conversions report and see your real automated-versus-assisted split, then check your Sales tab for any grey, clock-icon rows waiting on you right now.