Ascend HQ Sales Team Analysis metrics

The Sales Team Analysis report allows managers to assess employees’ sales performance.

Sherpa tip: Sales with no sales items (e.g. gift card/gift certificate sales) are excluded from calculations.

Sales Person

The user selected in the Sales Person dropdown on the transaction.

Customer Data Capture

Sherpa tip: Metrics on this report may not use the same calculations as the Customer Data Capture report on Ascend Online Reports (AOR).

Customer

#: Total number of transactions with a customer associated which were finished (closed) in the selected date range.

%: Percent of total transactions for the store with a customer associated which were finished (closed) in the selected date range.

Email

#: Total number of transactions with a customer associated who has an email address entered which were finished (closed) in the selected date range.

%: Percent of total transactions for the store with a customer associated who has an email address entered which were finished (closed) in the selected date range.

Mobile

#: Total number of transactions with a customer associated who has a telephone number entered and selected as Mobile which were finished (closed) in the selected date range.

%: Percent of total transactions for the store with a customer associated who has a telephone number entered and selected as Mobile which were finished (closed) in the selected date range.

Address

#: Total number of transactions with a customer associated who has a billing address entered which were finished (closed) in the selected date range.

%: Percent of total transactions for the store with a customer associated who has a billing address entered which were finished (closed) in the selected date range.

Gender

#: Total number of transactions with a customer associated who has a Gender selected (Female, Male, or Other) which were finished (closed) in the selected date range.

%: Percent of total transactions for the store with a customer associated who has a Gender selected (Female, Male, or Other) which were finished (closed) in the selected date range.

Birthday

#: Total number of transactions with a customer associated who has a birthdate entered which were finished (closed) in the selected date range.

%: Percent of total transactions for the store with a customer associated who has a birthdate entered which were finished (closed) in the selected date range.

Communications

#: Total number of transactions with a customer associated who have Include in Communications checked which were finished (closed) in the selected date range.

%: Percent of total transactions for the store with a customer associated who have Include in Communications checked which were finished (closed) in the selected date range.

Quotes

Sherpa tip: This data is only included when all of your locations have updated to the July 2019 version of Ascend.

#: Total number of Quotes which were created in the selected date range and which have not been converted to a sale.

$: Total value (sales dollars, excluding tax) of Quotes which were created in the selected date range and which have not been converted to a sale.

Layaways

Sherpa tip: This data is only included when all of your locations have updated to the July 2019 version of Ascend.

#: Total number of incomplete transactions (excluding Work Orders) which were created in the selected date range and which have not been converted to a sale.

$: Total value (sales dollars, excluding tax) of incomplete transactions (excluding Work Orders) which were created in the selected date range and which have not been converted to a sale.

Completed Sales

#: Total number of transactions which were finished (closed) in the selected date range.

Total $: Total value (sales dollars, excluding tax) of transactions which were finished (closed) in the selected date range.

Avg $: Total $ divided by #.

Profit: Total $ minus COGS (cost of goods).

Margin: Profit divided by #.

UPT: Units per transaction; total quantity of sales items on transactions which were finished (closed) in the selected date range divided by #.

Sales/Hour: Total $ divided by total hours worked (as recorded in Ascend’s Time Clock).
Sherpa tip: This data is only included when all of your location have updated to the January 2020 version of Ascend.

Sales Breakdown

Primary category (Bikes)

Bikes: Total value (sales dollars, excluding tax) of sales items which were finished (closed) in the selected date range and which are assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles).

#: Total quantity of sales items which were finished (closed) in the selected date range and which are assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles).

Avg $: Bikes divided by #.

Add-on $: Total value (sales dollars, excluding tax) of sales items which were finished (closed) in the selected date range, which are not assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles), which are not assigned to a serialized category, and which are not assigned to a Labor category (i.e. top parent category contains Labor or Labour).

Add-on #: Total quantity of sales items which were finished (closed) in the selected date range, which are not assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles), which are not assigned to a serialized category, and which are not assigned to a Labor category (i.e. top parent category contains Labor or Labour).

% of Total: Percent of total transactions for the store which were finished (closed) in the selected date range and which are assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles).

Additional Resources

Video: Sales Team Analysis report on Ascend HQ

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