What the Sale flag on a status does to your reports

If your VICIdial sales numbers ever look wrong, the first place to check is the Sale flag on your statuses. It is the one setting that decides whether a given Disposition is counted when VICIdial adds up total sales. Get it wrong and a real close goes uncounted, or a non-sale inflates the board.

What the Sale flag does

Each system Status (lead status) has a Sale flag. When it is set to Y, that status is included when VICIdial calculates total sales across reports. When it is N, the status simply does not contribute to the sales tally, no matter how the agent dispositioned the call. The default SALE status ships with this flag on, which is why an agent picking SALE registers as a close. The flag is independent of everything else on the status: a status can be agent-selectable and still not count as a sale, and a status can be flagged as a sale without touching your drop math.

In short, Sale is a reporting flag, not a screen flag. It changes the math behind your numbers, not what the rep sees. For how this fits alongside the other status fields, the agent screen configuration guide lays out the whole status panel.

Because a system status is shared across campaigns and in-groups, the Sale flag is set once at the status level and then applies wherever that status is used. That is convenient, but it also means a single edit ripples through every team relying on that code. If two campaigns share a status and only one of them should treat it as a sale, you generally want two distinct statuses rather than one flag stretched across both. Remember too that the status code itself is short, 1 to 6 characters, with a 2 to 30 character description, so give each sale-type status a clear, self-explanatory description to make the reporting unambiguous later.

How it reaches your reports

flowchart TD
  A[Agent dispositions call] --> B[Call gets a status]
  B --> C{Sale flag}
  C -->|Y| D[Added to total sales]
  C -->|N| E[Skipped in total sales]
  D --> F[Shows in sales reports and close rate]
  E --> F

The flow is simple: the agent picks a status, the status carries a Sale flag, and that flag alone decides whether the call lands in your total-sales figure, which in turn drives your Close rate reporting.

When to flag it, and the gotcha

Flag Sale only on statuses that represent a genuine close. If you run several sale-type dispositions, say one for a full sale and one for a partial or upsell, decide deliberately which ones should roll into total sales and set the flag to match. The common gotcha is creating a custom positive-outcome status and forgetting to set Sale to Y, so those wins silently never appear in the KPI dashboard. The opposite mistake is flagging a soft outcome like a callback as a sale, which quietly pads the numbers. Both come down to one checkbox. If you also handle the human-answered side of reporting, see how to modify a VICIdial script for the same careful approach to editing agent-screen settings.

Audit your Sale flags whenever you add a new disposition, and your sales reports will stay honest for every Agent and manager reading them. If you want a hosted VICIdial that arrives with sane status defaults already in place, take a look at VICIfast pricing.