Sales Reports
Team Member Performance
Key sales figures for each team member, with the products they sold in each transaction.
Can't find what you need? Contact Cinchio:
About
The Team Member Performance report gives an overview of key sales figures for each team member. Drill down to see the products they sold in each transaction.
Open it from Reports & Analysis > Sales > Team Member Performance. What it shows depends on the filters you choose.
Get it by email
Save this report as a saved report and schedule it to be emailed to you regularly.
Filters
Choose these before you run the report.
The sites or site groups to include.
The dates to include sales for.
The team members to include.
Include Sales, Refunds or both.
The platforms to include sales from.
Tick to open the report with product detail already expanded. Otherwise, the summary is shown and you can expand rows as you need.
Report Output
The report has two levels. Select a team member to drill down.
Level 1: Team member statistics
Key figures for each team member.
Level 2: Product sales
Each product the team member sold, by transaction.
Which reporting profile does your company use?
Tax Inclusive (UK style)
Level 1: Team Member Statistics
A summary for each team member. Select a team member to see their product sales.
The team member who closed the transactions.
The team member's transaction count.
Total gross sales, after discount.
Total net sales.
Total tax.
Total discount.
The number of refund transactions.
The gross value of refunds.
The value of tips declared against the team member.
Based on payments using media in media types set for Tip Allocation.
The team member's average gross transaction value.
The team member's share of sales across the report.
Level 2: Product Sales
Each product sold by the selected team member, transaction by transaction.
The product's sale type in the transaction.
The transaction the product was sold in.
When the transaction took place.
The reporting sales date, based on the transaction time.
The product the team member entered.
Total gross sales, after discount.
Total net sales.
Total tax.
Tax Exclusive (US style)
Level 1: Team Member Statistics
A summary for each team member. Select a team member to see their product sales.
The team member who closed the transactions.
The team member's transaction count.
Total net sales, before discount.
Total sales paid by customers.
Total net sales.
Total tax.
Total discount.
The number of refund transactions.
The gross value of refunds.
The value of tips declared against the team member.
Based on payments using media in media types set for Tip Allocation.
The team member's average gross transaction value.
The team member's share of sales across the report.
Level 2: Product Sales
Each product sold by the selected team member, transaction by transaction.
The product's sale type in the transaction.
The transaction the product was sold in.
When the transaction took place.
The reporting sales date, based on the transaction time.
The product the team member entered.
Total sales, after discount.
Total net sales.
Total tax.
Not sure which?
See reporting profiles.
Sales Reports
Team Member Performance
Key sales figures for each team member, with the products they sold in each transaction.
Can't find what you need? Contact Cinchio:
About
The Team Member Performance report gives an overview of key sales figures for each team member. Drill down to see the products they sold in each transaction.
Open it from Reports & Analysis > Sales > Team Member Performance. What it shows depends on the filters you choose.
Get it by email
Save this report as a saved report and schedule it to be emailed to you regularly.
Filters
Choose these before you run the report.
The sites or site groups to include.
The dates to include sales for.
The team members to include.
Include Sales, Refunds or both.
The platforms to include sales from.
Tick to open the report with product detail already expanded. Otherwise, the summary is shown and you can expand rows as you need.
Report Output
The report has two levels. Select a team member to drill down.
Level 1: Team member statistics
Key figures for each team member.
Level 2: Product sales
Each product the team member sold, by transaction.
Which reporting profile does your company use?
Tax Inclusive (UK style)
Level 1: Team Member Statistics
A summary for each team member. Select a team member to see their product sales.
The team member who closed the transactions.
The team member's transaction count.
Total gross sales, after discount.
Total net sales.
Total tax.
Total discount.
The number of refund transactions.
The gross value of refunds.
The value of tips declared against the team member.
Based on payments using media in media types set for Tip Allocation.
The team member's average gross transaction value.
The team member's share of sales across the report.
Level 2: Product Sales
Each product sold by the selected team member, transaction by transaction.
The product's sale type in the transaction.
The transaction the product was sold in.
When the transaction took place.
The reporting sales date, based on the transaction time.
The product the team member entered.
Total gross sales, after discount.
Total net sales.
Total tax.
Tax Exclusive (US style)
Level 1: Team Member Statistics
A summary for each team member. Select a team member to see their product sales.
The team member who closed the transactions.
The team member's transaction count.
Total net sales, before discount.
Total sales paid by customers.
Total net sales.
Total tax.
Total discount.
The number of refund transactions.
The gross value of refunds.
The value of tips declared against the team member.
Based on payments using media in media types set for Tip Allocation.
The team member's average gross transaction value.
The team member's share of sales across the report.
Level 2: Product Sales
Each product sold by the selected team member, transaction by transaction.
The product's sale type in the transaction.
The transaction the product was sold in.
When the transaction took place.
The reporting sales date, based on the transaction time.
The product the team member entered.
Total sales, after discount.
Total net sales.
Total tax.
Not sure which?
See reporting profiles.