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Using the individual sales performance report

  • Available on Pro, Advanced, Enterprise
  • Available on Core, Plus

Utilize the individual performance report to effectively measure and enhance your sales staff's performance. This tool is invaluable for training purposes, tracking individual achievements for commissions or bonuses, and allows for a detailed view of various performance metrics for each staff member.

The individual performance report can be found under Reporting > Sales reports > Individual performance.

Benefits of the individual performance report

  • Monitor individual and team performance.
  • Improve staff and store profitability.
  • Determine sales targets and goals.

Understanding the report columns

The report presents detailed sales metrics by user for a specified date range. The columns in this report are:

  • User: Identifies the sales staff member.
  • Date range: Displays the total sales value for the specified date range.
  • Measurement: Click on the 'Measure' dropdown to choose from a variety of metrics. This selection tailors the report to focus on specific aspects of sales performance.
  • Comparison: Enables comparison of the selected date range with a secondary time period for analysis.
  • Revenue: Total revenue generated by the user.
  • Cost of Goods Sold: The total cost of goods that were sold by the user.
  • Gross Profit: Profit made after subtracting the cost of goods sold from revenue.
  • Margin (%): Profit margin expressed as a percentage.
  • Tax: Total tax amount associated with the user's sales.
Measure drop down list with various sales metrics options such as customer count and items sold.

You can also use the 'Format results' button to organize report data by time or product categories, focusing on areas such as yearly trends or individual SKU performance.
Dropdown menu for 'Format results' with options to arrange columns by year, weekday, hour, and rows by totals, product, or SKU name.

Using the individual performance report

Setting and evaluating sales targets

Establish clear sales targets for each staff member and use the report to monitor progress. This approach is key to maintaining motivation and aligning team goals with business objectives.

  1. Navigate to the individual performance report.
  2. Select the desired date range (e.g., last quarter, last month).
  3. Select relevant metrics like 'Revenue', 'Items Sold', or 'Average Sale Value' from the 'Measure' dropdown.
  4. Assess each staff member's performance against the set targets.
  5. Utilize the 'Comparison' feature to contrast current performance with previous periods or targets.
  6. Modify targets as necessary, based on report insights and business goals.
    Individual performance report showing 'Items Sold' with totals and November 2023 data.

Tracking and Improving Individual Sales Performance

Use the report to evaluate each staff member's sales effectiveness, pinpoint areas for growth, and customize training programs. These insights are crucial for optimizing individual performance and establishing fair commission or bonus structures.

  1. Navigate to the individual performance report.
  2. Select the desired date range (e.g., current month, year-to-date).
  3. Choose metrics such as 'Average Items per Sale', 'Revenue', or 'Margin (%)' from the dropdown for performance evaluation.
  4. Analyze the data to discern patterns, strengths, and improvement areas for each staff member.
  5. Based on these insights, consider developing targeted training or coaching programs.
  6. Consider using this performance data to inform decisions about commission or bonus structures.
    Sales report with 'Avg. sale value (incl. tax)' for individual SKUs and associated revenue.

Monitoring the impact of sales training and initiatives

Evaluate the effectiveness of sales training and new initiatives by comparing performance metrics before and after their implementation. This analysis provides valuable feedback on the success of these strategies.

  1. Navigate to the individual performance report.
  2. Select the timeframe before the training or initiative's implementation.
  3. Choose key metrics for assessment, such as 'Revenue', 'Items Sold', or 'Customer Count'.
  4. Note these metrics for later comparison.
  5. Adjust the date range to the period post-implementation.
  6. Compare the new data with the earlier metrics to gauge the impact.
  7. Consider using this analysis to assess the effectiveness of the training or initiative and decide on any necessary adjustments.
    Performance report filtered by 'Margin (%)' for Q4 2023 showing revenue and cost details.

What's next?

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