Where upsells are configured, where they are performing, and whether the current configuration is intentional.
All data extracted from production MongoDB using aggregation pipelines run in MongoDB Compass. All source data is reproducible.
| Pipeline | Collection | Purpose | Rows |
|---|---|---|---|
| 01 | upsells | Full upsell config snapshot with resolved names, flags, dates | 319 |
| 02 | orders | All upsell sales (status=paid, isUpsell=true) | 3,154 |
| 03 | orders | Per-parent per-month attachment rates and revenue | 4,237 |
| 04 | orders | Bundle vs direct purchase split per package | 474 |
| 05 | bundles | Bundle composition with component packages and pooled upsell configs | 1,563 |
| Channel | Revenue/yr | Attachment Rate |
|---|---|---|
| Dashboard | $66,958 | N/A (post-purchase) |
| Cart | $26,709 | 0.59% |
| Suggestion | $15,973 | 0.39% (0.67x cart) |
| Thank You | $10,168 | 0.13% (0.22x cart) |
Cart converts at 1.5x suggestion and 4.5x thank-you. Dashboard is post-purchase and not directly comparable.
| Price | Cart Rate | Rev / 1,000 Orders |
|---|---|---|
| $29 | 3–9% (4.5% agg.) | $130 |
| $49 | ~1.8% | ~$88 |
| $125 | 5.3–6.2% | ~$688 |
| $179+ | 0–0.1% | ~$2 |
$125 exam preps produce ~5x more revenue per 1,000 orders. Products above $150 are essentially non-converting.
| Bundle | Orders/yr | Cart Offer | Price | Status |
|---|---|---|---|---|
| NY Course + Study Guide | 6,993 | USI Drone Pilot Course | $99 | To be assessed |
| FL Course + Study Guide | 4,410 | NOTHING | — | Disabled |
| CA Course | 2,347 | NOTHING | — | Disabled |
| PA Course | 1,490 | NOTHING | — | Disabled |
| NJ Course + Prep | 1,336 | NOTHING | — | Disabled |
| NY 22.5 CE | 1,261 | Blueprint ($245K book) | $199 | Near-zero |
| GA Course | 1,098 | Pass the GA RE Exam | $125 | 5.3% |
| MI Course + SG + Book | 1,088 | NOTHING | — | Disabled |
| TX Course + Prep | 1,021 | NOTHING | — | Disabled |
| NC Course + Study Guide | 805 | NOTHING | — | Disabled |
| WA Course + Prep + Book | 588 | Pass the WA RE Exam | $125 | 5.6% |
| VA Course + Prep + Book | 556 | NOTHING | — | Disabled |
| TN Course | 548 | NOTHING | — | Disabled |
| SC Course + Prep | 537 | Pass the SC State Exam | $125 | 6.2% |
| AZ Course + Study Guide | 446 | NOTHING | — | Disabled |
14,446 orders/yr across 11 states see nothing in the cart slot.
| Package | Orders/yr | Cart Offer | Price | Cart Rate |
|---|---|---|---|---|
| Groupon MI | 381 | MI Textbook | $29 | 8.7% |
| Groupon NC | 520 | NC Book | $29 | 7.5% |
| Groupon FL | 499 | FL Textbook | $29 | 7.2% |
| Groupon MO | 164 | MO e-Book | $29 | 6.7% |
| Groupon PA | 600 | PA Books | $29 | 5.0% |
| Groupon TN | 230 | TN e-Book | $29 | 5.2% |
| Groupon GA | 525 | GA Book | $29 | 4.0% |
| Groupon VA | 381 | VA Book | $29 | 3.2% |
| Groupon TX | 717 | TX Book | $49 | 1.8% |
| Groupon NY | 1,989 | Blueprint | $199 | 0.1% |
| Groupon CA | 441 | Agent Success Path | $179 | 0.0% |
$29 textbooks: 4.5% aggregate cart rate. Products $179+: 0–0.1%.
6,606 orders/yr · Cart revenue: $6,600/yr (GA only)
3,354 orders/yr · Cart revenue: $5,655/yr
Establish a uniform default: enable cart, thankYou, and dashboard for every mapping. Sort by price ascending.
| Action | Rank $29 textbooks as the #1 cart offer across all retail packages |
|---|---|
| Hypothesis | At least 3% cart attachment. Basis: Groupon textbooks 4.5%; GA/SC/WA exam preps 5.3–6.2%. |
| Success | Cart attachment exceeds 3% within 60 days |
| Action | Re-rank to place $125 exam preps above textbooks in cart slot |
|---|---|
| Hypothesis | Cart revenue per order increases 2x+ without attachment dropping below 3% |
| Success | Revenue per order 2x+; attachment stays above 3%. Minimum 60 days per phase. |
| Action | Enable displayLocations.cart = true on at least one upsell per core retail package: FL, CA, PA, NJ, TX, NC, MI, VA, TN, AZ, WI, MO |
|---|---|
| Hypothesis | Conservative 3% with $29 textbooks: ~$1,044/month ($12,530/year) from 14,446 orders showing nothing |
| Success | At least 5 of 11 states show cart attachment above 1% within 90 days |
| Measurement | Monthly cart revenue per bundle. If 0% after 90 days, escalate to frontend investigation. |
| Action | Test FL or CA checkout after re-enabling; compare with GA Course (known working) |
|---|---|
| Hypothesis | Re-enabling config will produce conversions comparable to GA/SC/WA |
| Success | Visual confirmation of rendering + at least one conversion within 30 days |
| Measurement | Manual checkout test (immediate) + monitoring order data |
| Action | Audit cart winner for every bundle with 1,000+ orders/yr. Replace products $179+ with $29–$125 alternatives. |
|---|---|
| Issues | NY 22.5 CE (1,261 orders/yr) shows "Blueprint" at $199 — near-zero. MLO NY + Prep shows product already in bundle. |
| Hypothesis | Replacing $199 product with $29–$79 alternative will achieve at least 2% cart rate |
| Success | NY 22.5 CE cart attachment above 1% within 60 days |
| Action | Run upsell analysis pipelines quarterly |
|---|---|
| Metrics | Cart attachment per bundle. Revenue by channel. Configuration drift. |
| Purpose | Prevent config from drifting back into inconsistency; measure impact of recommendations 1–4 |