Sales and Incentive Reports
How much each staff member sold — and how much incentive (commission) they've earned. Handy at salary time.
How to open it: Employees › Sales & Incentive Reports
Where do incentives come from? You set them on each item — an Incentive % and/or an Incentive Amount Per Qty — in Item Master, Package Master, Membership Master and Membership Wallet Master. These reports do the maths for you.
Employee Sales Summary
Choose the Store, Date From and Date To, then click Show sales. You'll get one row per staff member, with their Service, Product, Package, Package Services, Membership, Membership Wallet sales (without tax), membership wallet services, how many of each they sold or did, their service minutes, and a Total Amount. Returned bills are left out.
Total Amount includes both Package Sales (when a package is sold) and Package Services (when its services are used), so a package can count twice. This page shows sales only; for what each person earned, use the incentive reports below.
Employee Wise Average Customers
Choose Date From and Date To and click Show customers. This page always covers all your stores. It's a deeper look at each staff member's customers — use it to compare staff, not to pay them:
- how many customers they served, split by what they bought (services, products, packages, memberships, wallets, gift vouchers),
- the average spend per customer and per bill,
- how many were new and how many were existing customers,
- male and female customers, and the amounts from new and repeat customers.
Incentive reports
Each incentive report lists every relevant sale line by line, with the staff member, bill date, item and prices, then works out the incentive. Returned bills are left out. Most reports have a Date From and Date To and a Show incentive button; Membership Incentive, Package Incentive and Package Services Incentive have no date box and open with all your sales, so use the filter under the date column instead.
| Column | Meaning |
|---|---|
| Incentive Percentage | The % set on the item |
| Incentive Amount Per Quantity | The fixed amount set on the item (the wallet and package services reports don't use one, so it shows 0) |
| Total Incentive Amount Per Quantity | Products and Services Incentive: the fixed amount times the quantity |
| Incentive Without GST / Incentive With GST | Products and Services Incentive: the percentage worked out on the amount after discount and without tax, or on the final amount with tax. There's no single total column — choose which to pay, and if you use both a percentage and a fixed amount, add Incentive Without GST and Total Incentive Amount Per Quantity yourself |
| Incentive / Calculated Incentive | The other reports: the incentive earned on that line |
Most reports use the rate set now, so changing a rate also changes what they show for past sales — note your figures before you change one. The wallet service reports are the exception: their rate is saved on the receipt.
| Report | Incentives on… |
|---|---|
| Products Incentive | Products sold |
| Services Incentive | Services done. If staff shared a service, each person's Work Percentage is taken into account |
| Membership Incentive | Memberships sold. The percentage is taken of the price in Membership Master, so a discount on the bill doesn't change it. This list has no total row |
| Multi Center Membership Wallet Sales Incentive | Multi-center wallets sold |
| Multi Center Membership Wallet Service Incentive | Services paid for from multi-center wallets, with the Redeem Store (where the wallet was used) and Purchase Store. The total row adds up the money columns but not Incentive |
| Offline Membership Wallet Sales / Service Incentive 🔑 | In-store wallets sold, and services paid for from them. Shown if Offline Membership Wallet Report is on for your account, or if Multi Center Membership Wallet is off |
| Package Incentive | Packages sold |
| Package Services Incentive | Services done from packages. The rate comes from the package, and Calculated Incentive already uses each person's work percentage |
💡 To see one person's total, pick them in the filter box under the staff column — the last row then adds up only their lines. Then export it to Excel for payroll. For Membership Incentive and Multi Center Membership Wallet Service Incentive, export and add up the Incentive column in Excel.
Employee Referral Bills
How to open it: Employees › Employee Referral Bills
When a staff member refers a customer to a colleague (for example, a stylist recommends a facial with the therapist), this report shows the Refer By Employee, the bill date, the Item By Employee (who did it), the item, and its net cost, tax and total price — so you can reward good teamwork.
Choose a store in the box above the list and it loads straight away (click Show referrals to load it again). The list covers all dates, so use the filter on the bill date column to narrow it. Each item on a bill gets its own row.