{"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":"2026-04-02T11:58:34","modified_gmt":"2026-04-02T11:58:34","password":"","slug":"4904115300253-by-staff-report","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904115300253-by-staff-report\/","title":{"rendered":"Sales by Team Report"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What is it and what is it for?<\/h2>\n\n\n\n<p>The <strong>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<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b5ff10&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b5ff10\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"726\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.45.39.avif\" alt=\"\" class=\"wp-image-317140\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.45.39.avif 800w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.45.39-300x272.avif 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.45.39-768x697.avif 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-15.45.39-360x327.avif 360w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<\/strong><br><br>Statistics is generated only for appointments with the <strong>Arrived<\/strong> status.<\/p>\n<\/blockquote>\n\n\n\n<p>The report contains the following information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Team member<\/li>\n\n\n\n<li>Earnings<\/li>\n\n\n\n<li>Provided services \/ amount&nbsp;<\/li>\n\n\n\n<li>Provided services \/ quantity<\/li>\n\n\n\n<li>Sold products \/ amount<\/li>\n\n\n\n<li>Sold products \/ quantity<\/li>\n\n\n\n<li>Loyalty payment amounts (discounts, client accounts, memberships, gift cards)<\/li>\n\n\n\n<li>Upcoming appointments<\/li>\n\n\n\n<li>Actual worked hours<\/li>\n\n\n\n<li>Hourly earnings (revenue divided by hours of work)<\/li>\n\n\n\n<li>Revenue contribution<\/li>\n<\/ul>\n\n\n\n<h1 class=\"wp-block-heading\">How to read the report?<\/h1>\n\n\n\n<p>To generate a report, go to the <strong>Analytics &gt; Analytical Reports &gt; Sales by Team <\/strong>section. Filter the list by the required items and click the <strong>Show <\/strong>button.<\/p>\n\n\n\n<p>Filters that can be used in the report:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Period<\/li>\n\n\n\n<li>Services and service categories<\/li>\n\n\n\n<li>Products and product categories<\/li>\n\n\n\n<li>Positions<\/li>\n<\/ul>\n\n\n\n<p>Thus you can check, for example, a revenue report for a specific service.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d0908b61401&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d0908b61401\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"411\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-1024x411.png\" alt=\"\" class=\"wp-image-247600\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-1024x411.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-300x120.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-768x308.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-1536x617.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-2048x822.png 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-360x145.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-01-12-at-17.51.31-1-1568x629.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>&nbsp;In the <strong>% 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 <strong>arrow button<\/strong> next to the numeric value.<\/p>\n\n\n\n<p>If needed, you can export the report to <strong>Excel<\/strong> using the button in the upper-right corner.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904115300253-by-staff-report\/\">Continue reading <span class=\"screen-reader-text\">Sales by Team Report<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[90],"doc_tag":[1819,1462,1417,1579,1297,1312,1342,1357],"class_list":["post-1488","docs","type-docs","status-publish","hentry","doc_category-analytics-reports","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","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":206,"total_views":"462","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Analytics reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/analytics-reports\/"}],"doc_tag_info":[{"term_name":"Analytical Reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/analytical-reports-en\/"},{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Position","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/position-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Service Category","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-category-en\/"},{"term_name":"Team","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-en\/"},{"term_name":"Team Member","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/team-member-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1488","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1488"}],"version-history":[{"count":4,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1488\/revisions"}],"predecessor-version":[{"id":317158,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1488\/revisions\/317158"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1488"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1488"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1488"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}