Measure sales associate performance, predict commissions, and get a summary of sales and returns attributed to each associate in Point of Sale CMS.
Point of Sale's Associate Sales Attribution report allows merchants to predict commissions and measure performance. This comprehensive report is accessible on both the POS app and CMS. It presents a concise summary of sales and returns attributed to each sales associate, allowing merchants to view insights into their performance. The attributed sales vary from the sales where the associate completed the transaction.
Configure Sales Attribution Access in Point of Sale
Set up Point of Sale CMS to view sales attribution reports and analyze associate performance.
Viewing Report in CMS
- Go to .
- Customize the report by specifying the store, sale associate, associate role, and date/time.
- To see additional details of an associate, select on the right side.
Configuring Access in POS App
- Edit a layout or a hamburger menu.
- Using the deep link picker, go to .
- Set and save the changes.
Field Descriptions
The table lists the fields and their descriptions as seen in the report. For a comprehensive list of all sales-related terminology, see Sales Reporting Glossary of Terms.
| Field | Descriptions |
|---|---|
| Net Sales | Gross Sales - Discounts - Refunds Excl. Tax |
| Sales After Discounts |
Gross Sales - Discounts If Value Added Tax (VAT) is enabled for a merchant (), VAT taxes are automatically excluded from sales |
| Refunds Excl. Tax | Amount refunded excluding tax |
| Order Count | Number of Sales or Exchange orders completed |
| Refund | Number of total refunded orders (includes return leg of an exchange. Refund count is only for the attributed associate of the original order and not for the associate who completes the refund |
| Average Order Value (AOV) | Sales After Discounts or Order Count |
View Sales Attribution in the POS App
See how to view sales attribution reports in the point of sale (POS) app.
Accessing Report
To access the report on the POS app, tap the deep link. The user is directed to a screen showing a list of all associates of the store with their data.
Customizing Report by Date
The report allows date range filtering through the calendar at the bottom. Users can customize the filter by day, week, month, year, or a specific range. There's a maximum limit of 31 days for a specific range.
View More Details
Tapping on an associate will display a detailed breakdown of their stats. If the selected associate has data for multiple stores, the report categorizes their data by store.
However, if there's data for only one store, the total summary section won't be displayed. Instead, it only shows the associate's tallies for that specific store.
Sales Attribution Known Issues and Restrictions
Understand performance data discrepancies that can show in Point of Sale CMS.
The data (Net Sales, Order Count, Refund, and so on) displayed for an associate on the screen listing all associates sometimes differs from the data shown on the individual associate's screen. This difference happens because the screen listing all associates shows the Net Sales for the store the user is currently signed in to. The detailed screen for a specific associate shows the Net Sales based on their total performance across all stores they have worked in.