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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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Budtender Performance Metrics

  • Below the shop-level KPIs, you will find the detailed budtender table. You can analyze individual employee performance utilizing the following metrics:

Metric Description
# of Transactions Total number of transactions processed by the employee.
Net Sales Total revenue after refunds (and optionally fees, based on your filter).
Total Units Sold The absolute number of individual 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 by the employee to complete a transaction.

Shop-Level KPI Overview

  • Located just above the main budtender table is a 9-tile shop-level KPI row. This section gives you an immediate snapshot of the shop's overall performance based on your selected filters:

KPI Tile Description
Total Sales (Net) The total net revenue generated by the shop.
Total Orders The total count of completed orders.
Avg AOV (Net) The average net order value across all transactions.
Avg Order Time The average duration it takes to process and complete an order.
Avg Wait Time The average time a customer spends waiting before being served.
Avg Items / Order The average number of individual products sold per transaction.
Avg Discount % The average percentage of discounts applied across all orders.
Avg Discounts / Order The average monetary value of discounts applied per order.
Total BLAZEPAY Tips The total amount of tips collected via BLAZEPAY transactions.

 

  • *Note:  Redshift Migration - This dashboard has been successfully migrated to our new Redshift data platform with near-perfect data parity, while the user experience remains unchanged.

💡 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.