Access Associate 360 Report on the POS App

Track assocate's individual productivity. Use snapshots of key metrics to better benchmark and course-corret relative to targets that determine performance and compensation.

Prerequisites

Modern POS App Build: 10.0.1 or greater
Platform Support: iPad & iPhone
Offline Support: no

Configure a Deep Link to Acces Associate 360 Report

Configure a deep link to access the report on the POS app.

Edit a layout, hamburger menu, or tab.
Using the deep link picker, go to Store Associate > Associate 360.
Optionally, check Show Quotes to include quote-related information in the associate's 360 profile. If enabled, a widget will show the associate’s created and converted quotes.
Set the deep link and save your changes.

Associates 360 Report POS App Flow

See an associate's basic information, attributed sales, returns, client activities, and quotes in the Point of Sale (POS) app.

On the POS app, tap the Associate 360 deep link to access the associate's 360 page. Here, you can view the associate's basic information, including name, ID, email, role, store ID (current store), and register ID (current register). Additionally, you can see the associate's attributed sales and returns, clienteling activities, and quotes (if Show Quotes is enabled). This page also includes a date filter to set the date range for the metrics shown.

Note: The update interval for the refresh frequency of this report is approximately 15 minutes.

The associate's profile image can be set directly in CMS if creating or editing an associate, or through the Store Associates Feed.

Attributed Sales & Returns

Under this section, the associate's sales and returns metrics are displayed. Refer to the table to learn how each metric is calculated and their descriptions.

Note Note: All the metrics shown on this page are rounded and abbreviated. Values under a thousand are rounded to the nearest one (for example $123.45 → $123); and values over a thousand are rounded to the nearest hundred (for example $1,234.56 → $1.2K).

Field	Description
Sales After Discounts	Gross Sales - Discounts
Order Count	Number of orders attributed in whole or in part to this associate
Net Sales	Gross Sales - Discounts - Refunds Excl. Tax
Average Order Value (AOV)	Sales After Discounts / Order Count
Refunds Excl. Tax	Amount refunded excluding tax
Refund Count	Number of total refunded orders (includes return leg of an exchange)

Clienteling

Under this section, the associate's clienteling metrics are displayed. Refer to the table to learn how each metric is calculated and their descriptions.

Field	Description
Profiles Created	Number of customer profiles created by this associate
Collections Sent	Collections created and shared by this associate

Quotes

Under this section, the associate's quotes metrics are displayed. Refer to the table to learn how each metric is calculated and their descriptions.

Note Note: All the metrics shown on this page are rounded and abbreviated. Values under a thousand are rounded to the nearest one (for example $123.45 → $123. Values over a thousand are rounded to the nearest hundred (for example $1,234.56 → $1.2K)

Field	Description
Created Quotes	Number of quotes created by this associate using the POS app. When a merchant system is configured as the master of record, quotes created via external systems are not included. Point of Sale only retrieves and displays data for the logged-in associate.
Created Amount	Potential GMV from quotes created
Converted Quotes	Number of quotes created by this associate (at any point) for which payment is completed (in the specified date range)
Converted Amount	GMV of quotes converted