Retail Stores: Staff Performance | Shoplytics

*Please be aware that "Staff Performance" displays staff information of all stores. If you cannot view Staff Performance, it indicates a possible lack of permission to all stores in Shoplytics. To gain access, kindly request assistance from the Store Owner or a staff with permission. Go to SHOPLINE admin > [Settings] > [Permission & Security], edit your staff account, and proceed to [Shoplytics Access Rights] to check "Retail Store".

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

Who 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.

• Staff Performance
• Performance analysis

 

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. *Note: Employees whose employment status is "Resigned" or deleted employees will not be included in the report of staff performance.

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)
AOV	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 order quantity will be deducted by cancelled orders, returned orders, and total returned amount (including [Coming Soon] Online store returned orders).
• Please refer to this list for the calculation of sales amount upon different order types:
  • 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. 

 

*Remark: The staff performance data captures orders from "Enter spending amount" on Smart OMO, while it does not capture orders derived from "recommended product" links. For more details, please refer to this article.

 

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.