---
schema_version: "1"
id: 777a4bcd1399286a4c5e955e2b1d5965cd8b837416042a3f42c8fc216ce5e151
title: Access Associate 360 Report on the POS App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_cms_reports_associate_360_pos.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_cms_reports_associate_360_pos.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7cc06d4fbc64f5c06acd564fed6602802816326a558240b3336db0153a80b616
description: Track assocate's individual productivity. Use snapshots of key metrics to better benchmark and course-corret relative to targets that determine performance and compensation.
products:
  - Commerce
release: "264"
---
# 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.

1. Edit a layout, hamburger menu, or tab.
2. Using the deep link picker, go to **Store Associate > Associate 360**.
3. 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.
4. 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](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_manually_create_associates.htm&release=264.0.0&type=5 "Create store associate user profiles in Point of Sale CMS so that you can manage them."), or through the [Store Associates Feed](https://help.salesforce.com/s/articleView?id=commerce.rt_cms_create_store_associates.htm&release=264.0.0&type=5 "Add users to Point of Sale CMS who can access store functions and operate a point of sale (POS) system.").

### 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png)

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).

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Description</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Sales After Discounts</td><td class="slds-cell-wrap" style="vertical-align:top;">Gross Sales - Discounts</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Order Count</td><td class="slds-cell-wrap" style="vertical-align:top;">Number of orders attributed in whole or in part to this associate</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Net Sales</td><td class="slds-cell-wrap" style="vertical-align:top;">Gross Sales - Discounts - Refunds Excl. Tax</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Average Order Value (AOV)</td><td class="slds-cell-wrap" style="vertical-align:top;">Sales After Discounts / Order Count</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Refunds Excl. Tax</td><td class="slds-cell-wrap" style="vertical-align:top;">Amount refunded excluding tax</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Refund Count</td><td class="slds-cell-wrap" style="vertical-align:top;">Number of total refunded orders (includes return leg of an exchange)</td></tr></tbody></table>

### 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Description</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Profiles Created</td><td class="slds-cell-wrap" style="vertical-align:top;">Number of customer profiles created by this associate</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Collections Sent</td><td class="slds-cell-wrap" style="vertical-align:top;">Collections created and shared by this associate</td></tr></tbody></table>

### 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png)

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)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Field</td><td class="slds-cell-wrap" style="vertical-align:top;">Description</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Created Quotes</td><td class="slds-cell-wrap" style="vertical-align:top;">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.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Created Amount</td><td class="slds-cell-wrap" style="vertical-align:top;">Potential GMV from quotes created</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Converted Quotes</td><td class="slds-cell-wrap" style="vertical-align:top;">Number of quotes created by this associate (at any point) for which payment is completed (in the specified date range)</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Converted Amount</td><td class="slds-cell-wrap" style="vertical-align:top;">GMV of quotes converted</td></tr></tbody></table>