{"id":1488,"date":"2024-11-23T04:58:40","date_gmt":"2024-11-23T04:58:40","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4904115300253-by-staff-report\/"},"modified":"2026-05-27T14:51:47","modified_gmt":"2026-05-27T14:51:47","password":"","slug":"4904115300253","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904115300253\/","title":{"rendered":"Sales by Team Members Report"},"content":{"rendered":"\n

What is it and what is it for?<\/h2>\n\n\n\n

The Analytical Reports > All reports > Sales > By Team Members<\/strong> section displays how much team members earn for a certain period of time and by what metrics.<\/p>\n\n\n\n

\"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
\n

Important<\/strong>

Statistics is generated only for appointments with the Arrived<\/strong> status.<\/p>\n<\/blockquote>\n\n\n\n

The report contains the following information:<\/p>\n\n\n\n

    \n
  • Team member<\/li>\n\n\n\n
  • Earnings<\/li>\n\n\n\n
  • Provided services \/ amount <\/li>\n\n\n\n
  • Provided services \/ quantity<\/li>\n\n\n\n
  • Sold products \/ amount<\/li>\n\n\n\n
  • Sold products \/ quantity<\/li>\n\n\n\n
  • Loyalty payment amounts (discounts, client accounts, memberships, gift cards)<\/li>\n\n\n\n
  • Upcoming appointments<\/li>\n\n\n\n
  • Actual worked hours<\/li>\n\n\n\n
  • Hourly earnings (revenue divided by hours of work)<\/li>\n\n\n\n
  • Revenue contribution<\/li>\n<\/ul>\n\n\n\n

    How to read the report?<\/h1>\n\n\n\n

    To generate a report, go to the Analytics > Analytical Reports > Sales by Team <\/strong>section. Filter the list by the required items and click the Show <\/strong>button.<\/p>\n\n\n\n

    Filters that can be used in the report:<\/p>\n\n\n\n

      \n
    • Period<\/li>\n\n\n\n
    • Services and service categories<\/li>\n\n\n\n
    • Products and product categories<\/li>\n\n\n\n
    • Positions<\/li>\n<\/ul>\n\n\n\n

      Thus you can check, for example, a revenue report for a specific service.<\/p>\n\n\n\n

      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

       In the % of total revenue<\/strong> column, you can open a chart showing on which days the team member generated more or less revenue. To do this, click the arrow button<\/strong> next to the numeric value.<\/p>\n\n\n\n

      If needed, you can export the report to Excel<\/strong> using the button in the upper-right corner.<\/p>\n","protected":false},"excerpt":{"rendered":"

      What is it and what is it for? The Analytical Reports > All reports > Sales > By Team Members section displays how much team members earn for a certain period of time and by what metrics. Important Statistics is generated only for appointments with the Arrived status. The report contains the following information: How […]<\/p>\n","protected":false},"author":35,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[3235],"doc_tag":[1819,1462,1417,1579,1297,1312,1342,1357],"class_list":["post-1488","docs","type-docs","status-publish","hentry","doc_category-sales-analytics","doc_tag-analytical-reports-en","doc_tag-appointment-en","doc_tag-position-en","doc_tag-products-en","doc_tag-service-en","doc_tag-service-category-en","doc_tag-team-en","doc_tag-team-member-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t