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Team Performance

This report helps you track and compare the sales performance of your staff.

Filtering Your Report​

You can filter the performance data by:

  • Start and End Dates
  • Sales Representative
  • Branch

Note on Permissions:

An Admin can compare users from across different branches.

Report Summary​

The page is broken down into several parts:

  • Overall Summary Cards: Two cards at the top showing Total Sales and Total Sales Reps for the filtered period.
  • Sales Performance Chart: A bar chart visualizing the sales performance by staff member.
  • Individual User Cards: Below the chart, each staff member has their own summary card displaying:
    • Total Sales
    • Total Transactions
    • Avg. Sale Value

Exporting Your Data​

At the bottom of the page, you will find Export to PDF and Export to Excel buttons. These will export the report data as you have filtered it.