Sales Reports: Team Member Performance – Centegra

Report Information

The Team Member Performance report provides a clear overview of key sales data for each team member. For a deeper analysis, explore detailed breakdowns of product-specific sales per transaction. This report helps you assess individual contributions and optimise team performance.

Access the Team Member Performance report via: Reports & Analysis > Sales > Team Member Performance.

The output of the report can very depending on the selected report filter options.

If required, this report can be created as a Saved Report and set up to send out periodically.

Information on report filter options

The table below summarises report filter options available for this report.

Select Sites	Select which sites and/or site groups to include in the report.
Date Range	Select which date range to include sales for.
Team Members	Select which team members to include within the report.
Sales Types	Select whether to include Sales and/or Refunds in the report.
Transaction Sources	Select which sales to see based on the platform where they took place.
Show Detailed	Select this if you wish to run the report in expanded format, displaying the product level data. If not selected, summary level data is shown, but you can expand into detail where required.

Report Output

Level 1 - Team Member Statistics

The first level of the Team Member Performance report is a summary of information per team member.

Additional information on this view

The table below summarises the data shown in each column of this report view.

Team Member	Displays the name of the team member that closed the transaction.
Sale Count	Displays the Transaction Count for the team member.
Gross	Displays the total gross sale value. (Excludes discount.)
Net	Displays the total net sale value. (Excludes discount and tax.)
Tax	Displays the total tax value.
Refund Quantity	Displays the quantity of refund transactions for the team member.
Refund Amount	Displays the gross refund value. (Excludes discount.)
Tips	Displays the value of tips declared against the team member.
Average Sales	Displays the team members average gross transaction value.
Percent Sales	Displays the proportion of sales, per team member, across the report.

Level 2 - Product Sales

The second level of the Team Member performance report is a list of products sold in each transaction by the selected team member.