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Insights | Employee Sales

This section provides a detailed breakdown of sales data per employee. It displays details categorized by transaction stage (assigned, created, packed, sold), making it a highly useful tool when running internal sales campaigns and tracking performance across staff.

Navigation
To access this report, follow this path in your dashboard:

Insights > Dashboard > Sales > Employee Sales

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Filtering Report Data

You can customize the data displayed on your dashboard by selecting the following filter options.

Controls:

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  • Shop(s): Select the specific location(s) you want to view.

  • Date: Define the specific timeframe for the report.

  • Transaction Stage: Select which stage of the transaction you wish to assess.

    Filter options by:

    • Assigned

    • Created
    • Packed
    • Sold

       

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  • Net Sales includes fees: Toggle between Yes or No to include or exclude fees from the net sales calculation.

 

Available Reports

  • Employee Sales

    The Employee Sales dashboard includes a comprehensive breakdown of orders by employee.

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    You can analyze performance utilizing the following metrics:

      • # of transactions: Total number of transactions processed.

      • Net Sales: Total revenue after refunds (and optionally fees, based on your filter).
      • Total Units Sold: The absolute number of items sold by the employee.
      • Total Discounts: The monetary value of discounts applied by the employee.
      • Total Due: The final amount owed/collected for the transactions.
      • Average Order Value: The average amount spent per transaction.
      • Transaction Time: The average time taken to complete a transaction.

       

    💡 Pro Tip: You can export this or any KPI held in Insights to a CSV or Excel file. Simply click the More Options (three-dot icon) in the upper right-hand corner of the metric.