The individual performance report can help you monitor individual and team performance, improve staff and store profitability, and determine sales targets and goals. This tool can also be used for training purposes, tracking individual achievements for commissions or bonuses, and providing a detailed view of various performance metrics for each staff member.

Accessing the individual performance report

To access the individual performance report:

1. Navigate to Reporting > Sales reports.
2. Click the Individual performance tab.

Filtering the report

You can use the available filters to customize your report.

• Measure: The Measure dropdown allows you to choose from a variety of metrics. This selection tailors the report to focus on specific aspects of sales performance.
• Date range: Customize the date range the report will cover.
• Comparison: Enables comparison of the selected date range with a secondary time period for analysis.
• More filters: Filter the report by a brand, channel, customer, or using another keyword.

You can also toggle on and off whether the report will include gift card sales.

Understanding the report columns

The report presents detailed sales metrics by user for a specified date range.

• User: Sales staff member.
• Date range: Displays the total sales value for the specified date range.
• Avg. items per sale: The average number of items sold in an individual sale by the user.
• 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.

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.

Using the individual performance report

Setting and evaluating sales targets and performance

Use the report to evaluate each staff member's sales effectiveness, pinpoint growth areas, and customize training programs. Establish clear sales targets for each staff member and use the report to monitor progress.

1. Navigate to the individual performance report.
2. Use the Date range dropdown to select the desired date range.
3. Use the Measure dropdown to select your metric.
4. Use the Comparison dropdown to select the time period to contrast current performance with previous periods or targets.

By analyzing this data, you can modify sales targets if necessary. Use this data to identify patterns, strengths, and areas for improvement for each staff member. This data can also inform decisions about commission or bonus structures.

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. Use the Date range dropdown to select the timeframe before the training or initiative's implementation.
3. Use the Measure dropdown to select your metric.
4. Use the Date range dropdown to select the post-implementation period.
5. Compare the new data with the earlier metrics to gauge the impact.

Consider using this analysis to assess the effectiveness of the training or initiative and decide on any necessary adjustments.

Measuring staff performance

You can use the sales report to measure the performance of your sales staff. For each of your staff members (users), you can view the number of products sold, the type of product sold, and the total revenue earned.

To view items sold per user:

1. From the Measure dropdown, select Items sold.
2. (Optional) Select the date range and comparison.
3. From the Format results menu, choose to arrange your rows to Show totals only, or arrange By product or By SKU name.
4. Select Apply.

Depending on how you decided to arrange your rows, you can now analyze the performance of your sales staff.

The Show totals only view allows you to view your total sales at a glance.

The By product view shows a breakdown of items sold by product name and total revenue.

Products with variants are displayed as a single item.

The By SKU name view organizes user sales by SKUs instead of product names. This view breaks products with variants into individual lines.

In the By product and By SKU name views, you can click the + to add columns with additional information. Check the boxes for relevant filters, then click Apply. You can add Supplier code, Brand, Supplier, Category, and/or Tag columns.

Saving the report

You can save the report in Retail POS or export it to save it to your computer.

To save to Retail POS:

1. Click Save report.

   

2. Enter a Report name.

   

3. Click Save report.

The report will be saved as a tab in your Sales report page.

Exporting the report

To export the report:

1. Click Export report.

   

2. Choose XLSX format or CSV format.

Your report will download to your computer automatically.

What's next?