Employee Sales report (v2)
Disclaimer
This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
The Employee Sales report in Zenoti provides insights into the sales performance of individual staff members within your business. This report typically includes data such as the total sales generated by each employee, the number and types of services or products sold, any discounts or promotions applied, and commissions earned, if applicable.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Employee Sales report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Employee Sales report functionality
Accountants can use the Employee Sales report to calculate payroll at the end of each month.
Employees can use this report to check their daily sales.
Front-desk staff can use this report to provide bonuses and commissions.
Owners can determine employee service or product revenue for a month.
To identify the total service sales for each employee
Select the Service option from the Item type filter.
Click Employee Name column and select the Group by employee name option.
Each employee's total sales for services is now consolidated.
To identify the total product sales for each employee
Select the Products option from the Item type filter.
Click Employee Name column and select the Group by employee name option.
Each employee's total sales for products is now consolidated.
Column descriptions
In this report, split sales factor indicates how sales are divided among employees based on their specific contributions to a sale. For example, the sale price of Service S1 is $80. Employees E1 and E2 performed that service. The organization has split commission enabled, so if the commission is split 40% to E1 and 60% to E2 on the invoice, the sales for E1 will show as $32 and the sales for E2 will show as $48.
This is set using the Allow multiple employee commission setting.
The table below describes the columns you see in the Employee sales (v2) report with a description for each column.
Column | Description |
|---|---|
Sale Center | Center in which the item was sold |
Sale Date | Date on which the transaction was performed |
Employee Name | Employee who sold the item |
Job | Job associated with the employee |
Invoice No | Invoice generated for the appointment or POS entry |
Item Code | Unique code that identifies the item |
Item Type | Type of the item |
Item Name | Item that was sold on the invoice |
Sale Type | Type of transaction that was performed: Sale or Refund |
Sales | Total amount payable by the guest While generating the report if you’ve selected a redemption as the payment type, this column will also show the redemption as a sale. Sales = Sales x Split Sales Factor |
Sales(Inc. Tax) | Total amount payable by the guest including tax If the item was paid using liability and the liability was purchased at a taxed price, the guest will not be charged with another tax to purchase the item; the tax will be zero. Sales (Inc. Tax) = Sales (Inc. Tax) x Split Sales Factor |
Split Commission | Percentage of the commission this employee received for the sale |
Employee Sale Value | Value of sales generated by this employee including sales split between multiple employees Employee Sale Value = Sales x Split Sales Factor |
Commissionable Discount | Amount of discount that is provided to the guest, but considered for payroll Note that this amount is calculated only if Free Service Revenue is enabled for the sale. |
Payment Type | Payment option that was used to pay for the item |
Status | Status of the invoice |