NEED a simple retail report
K
Kim Mcmurphy
With over 60 + service providers, there is currently no way to run a simple report to show me staff name, date range, total retail units sold, total retail dollars sold, by retail brand or all brands. I don't want to run a 200 page report, just 2 or 3 pages listing service providers giving an easy way to track retail and run some incentives
D
Denise Dinyon
Try the Insights dashboard. Product Trends dashboard. Choose the date range, then the technician you need stats for. (You can also click a brand name)
Next Go to Staff Leaderboard at the bottom of the screen once it brings up that person's results.
Then click the number that says Total # Retails. That will bring up a a list of every items they've sold, plus the date of the sale, and the client that purchased it.
I think that will get you closer to what you need. We use this report when we're doing Retail contests.