Retail Stores: Staff Performance | Shoplytics

6.All_EN_Shoplytics-Pro.pngWho are the super sales in your retail stores? Who are the sales that are not performing well? Merchants can observe the rank of your staff by their sales amount, no. of orders, and AOV. According to the data, you can reward your staff or schedule staff training programs to boost their sales.

*Only merchants with the POS plan have this feature. E-commerce merchants will not see this page in Shoplytics.


1. Staff Performance

On the Shoplytics page, go to [Retail Stores] > [Staff Performance] to view the table showing the performance of each current retail store staff.


Index Index Description
Sales Amount The total sales amount of the staff during the selected period. The number is subject to the actual amount received (Not including the unsettled balance of the preorder) (*Remark 1)
No. of Orders The number of orders created by the staff in the selected period. (*Remark 1)

The higher the average order value (AOV), the more the staff earns with the same number of orders. (*Remark 2)
Formula: Sales Amount ÷ No. of Orders

Remark 1.

  • The sales amount and number of orders will deduct cancelled orders.
  • Please refer to this list for the calculation of sales amount upon different order types:Screen_Shot_2022-03-15_at_11.01.13_PM.png
    • The sales amount calculation is recognized based on when the order status changes. When staff A created a $100 preorder on 1 Jan, the system would add $100 to staff A's sales amount on 1 Jan.
      When staff A settled the preorder by receiving the $900 deposit on 10 Jan, the system would add $900 to staff A's sales amount on 10 Jan.
    • Regardless of the positive or negative value, the sales amount of exchange orders will be on the sales staff. For example, on 1 Jan,  staff A checked out a coat ($600) and a pair of trousers ($1200) for a customer ($1800 in total), and the system would add $1800 to staff A's sales amount on 1 Jan.
      However, the customer returned the pair of trousers on 10 Jan and exchanged them for a $500 skirt. Staff A created an exchange order on the POS APP. $700 would be deducted (-1200+500 = $-700) from staff A's sales amount on 10 Jan. 
    • If different persons create the exchange order, the sales amount will be on the staff who made the exchange order.
    • The return order is divided into "return order linked to the original order" and "return order not linked to the original order." If it is a "return order linked to the original order," the sales number will be deducted from the original salesperson's performance. If it is a "return order not linked to the original order," the sales number will not be deducted from the performance of any sales staff. 
    • Please refer to Return & Exchanges | POS APP for more details.

Remark 2.
If the order quantity is 0 or a negative number (Order cancelled > Order created), the AOV will not be shown.

Note: If the staff is removed, their record will not be shown in the table. 


*Note: [Coming Soon] The staff performance data also captures transactions on Smart OMO; please refer to this article for details.


Export staff transaction details

Click Export Transaction Details by Staff at the top right of the page to export transaction details in various date ranges according to merchants' needs.




2. Performance analysis

If you want to observe the change in staff sales between different periods, you can do it by selecting a time range to compare.








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