Skip to content
  • There are no suggestions because the search field is empty.

Employee Sales Summary Report

The Employee Sales Summary report provides a graphical overview of employee sales performance in four key areas: product sales, service sales, sundry sales (including series and memberships), and total sales.

This report enables businesses to analyze employee performance by tracking their sales trends over a selected time period.

Report Features

  • Individual Employee Pages: Each employee has a separate report page displaying their sales performance.

  • Customizable Data Frequency: Choose from daily, weekly, monthly, or annual data aggregation to view sales trends at your preferred interval.

  • Graphical Representation: Four bar graphs display product sales, service sales, sundry sales, and total sales.

  • Chronological Data Display: Data points are arranged from left to right in the selected frequency.

  • Revenue Indicators: The revenue scale on the left side of each graph visually represents the sales value.

Sales Categories

1. Product Sales

  • Displays revenue generated from product sales within the selected date range.

2. Service Sales

  • Displays revenue generated from service sales within the selected date range.

3. Sundries, Series & Memberships Sales

  • Displays revenue generated from miscellaneous sales, including series and memberships.

4. Total Sales

  • Displays the overall revenue generated by the employee, combining all sales categories.

Accessing the Report

Navigation Path: Tools > Reports > Employees > Employee Sales Summary

Usage Benefits

  • Monitor Employee Performance: Easily track how each employee’s sales progress over time.

  • Identify Sales Trends: Spot fluctuations in product, service, and membership sales to make informed business decisions.

  • Optimize Sales Strategies: Utilize data insights to recognize top performers and identify areas for improvement.

This report serves as a powerful tool for businesses to evaluate and enhance their sales strategies while providing transparency into individual employee contributions.