The Sales Associate Sales Performance report provides important information that will help gauge the production of sales people. This report can provide data across all sales people to see the overall sales effectiveness for the company OR on a individua l SA level. The report runs differently for shops that also have the Appointment Management Module installed. The differences are pointed out in the column descriptions below.
Report Criteria Sold between date range…The date range of created sales to include.
Grouping Week Ending Sunday…Will group the totals by week. Each week will end Sunday. Sales Associate…Groups all report information by Sales Associate.
Department…The report can be limited by sales within a defined department, limiting to sales on registers in that department OR sales associates in that department. Select the correct interpretation of the department selected using the radio buttons below. See the Department topic for more information. Limit to Store(s)… Available in the optional multi-store software. Limits the totals to specific store(s) within the chain.
Include detail?...Add extra lines to the report to show exactly what data was analyzed to create the report.
For example, it will show a number a lines similar to this under each summary line on the report: Ticket: 01136509, ticket linked to prospect 0161927, prospect outside date range 05/10/2014, not linked to appt via ticket cust->appt or ticket cust->prospect->appt, customer num: 01117761
This detail line means ticket 01136509 fell in the date range specified. This ticket was linked to a prospect, but the prospect was not created in the data range for the report. Also the prospect was not linked to an appointment. So, this is a Non Re gistered Ticket. Finally, the ticket was linked to customer 01117761
Report Columns
$ sales…Net sales of all sale transaction on tickets $ Markdowns…Gross $ markdowns used to generate the net sales number
Tickets…Total tickets created. A ticket is defined as a transaction set, i.e. one or more sale transactions that have the same date and same sales person in the SA1 slot.
The ticket is counted based on the grouping option. It will be counted if it falls in the week OR where the SA is in SA#1 position.
Non Registered Tickets…Tickets that were linked to customers not registered as prospects within the report date range OR customers without an appointment within the report date range (for shops with the BBL Appointment module). Quick Sale tickets are
included in count.
Items…This is the number of sale transactions across all tickets counted.
Prospects…Number of prospects registered whether they have purchased or not.
Hours Worked…Total hours worked in timeframe. (Available when the optional WinTime Timecard software is installed).
$ Sales Hour…Net Sales / Hours worked (Available with optional WinTime)
Assists …The number of times the SA shows up in SA2 or SA3 fields on a ticket or for group by week the number of tickets with entries in SA2.
First…Number of tickets that were to customers registered as prospects where the date registered as a prospect matched the ticket transaction date.
% Sales…Percentage of this grouping’s sales as compared to the total sales Avg. $ Ticket…Net sales divided by # tickets. Avg. # Ticket…# Sales Transactions divided by # Tickets Close Ratio…Calculated as follows: With appointment module: # Tickets divided by (Total ‘Sale Type’ Appointments plus # Non-Appointment Tickets) Without appointment module: # Tickets divided by (# prospects plus # Non-Prospect Tickets)
Formula definitions Total Sale Type appointment = All ‘Sale Type’ (see Appointment Type topic for more info) appointments registered in date range for Sales Associate (SA).
tickets = Tickets created in date range by Sales Associate (SA).
Non-Appointment Tickets = Tickets created w/o appointment association within the date range for the Sales Associate (SA). A ticket is associated with an appointment if the customer for the ticket is linked to an appointment, or the customer on the tick
et is linked to a prospect, and the prospect is linked to an appointment. If a ticket is not linked at all, it is a Non-Appointment ticket.