Uplift Sales Report

Uplift Sales Report

Uplift Sales Report Overview

Uplift Sales Report will display the list of employees who won or lost a spiff commission. The spiff is set up from the Commission Campaign (Pricebook -> Commissions) and the employee will earn the commission selling the items that are selected for that Commission Campaign. The employees get multiple commissions, during a specifically entered date range.
Uplifts can be used in conjunction with system discounts and loyalty to create a powerful sales tool that keeps both the employees and customers notified of special offerings and increases add-on and impulse sales.
Multiple types of filters can also be configured. Depending on your requirements and selected filter option, the system will display the uplift sales records with names of employees, names of store locations, spiff commission status, spiff commission amount, the receipt number of the transaction, and the win/loss result for each spiff commission.

1. Reaching the Uplift Sales Report
To reach the "Uplift Sales Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Uplift Sales Report
See Figure A.  You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.


                                                                                          Figure A

By clicking "Uplift Sales Report," you will be redirected to the "Uplift Sales Report" page with relevant filtering and sorting options.


                                                                                           Figure B

2. Generating the Uplift Sales Report

When you navigate to the page, you will see the options pre-selected by default. You can generate the Uplift Sales Report for the selected date range.

                                                                                         Figure C
Field:
  1. Name: This column will display the name of the uplifts that have been previously created in the system. 
  2. Usage: This column will display the number of times the particular uplift is triggered during any purchase.
  3. Won: This column will display the number of times when the uplift is triggered and the sales are successfully generated.
  4. Lost: This column will display the number of times when the uplift is triggered and no sales are generated.
  5. Win Rate: The win rate is calculated by dividing won (column value) by usage (Column value) x 100.
  6. Spiffs Earned: The value of spiffs describes the commissions earned by the cashier (employee) for selling the items that are selected for that Commission Campaign. 

3. Report Type:


                                                                                    Figure D

1) Uplift Results Summary: This option is by default selected and displays the summary of the Uplift Sales.
See Figure D above. 

2) Uplift Results Detailed: If this option is chosen, the Uplift Sales Report is detailed and displays more information.
See Figure E below.

                                                                                      Figure E
3) Uplift Results Grouped by Store: If this option is chosen, the Uplift Sales Report is detailed and displays more information grouped by store location. See Figure F below.


                                                                                              Figure F

4) Uplift Results Grouped by Employee: If this option is chosen, the Uplift Sales Report is detailed and displays more information grouped by employee name. See Figure G.


                                                                                             Figure G

5) Uplift Results Grouped by Employee & Store: If this option is chosen, the Uplift Sales Report is detailed and displays more information as per the employee. See Figure H below.


                                                                                             Figure H

4. Date Range:

You can filter your crosstab sales data for the crosstab sales report by selecting a date in the Date field.
  1. Start Date: This field lets you choose the start date to select the time range.

                                                                                      Figure I
  1. End Date: This field lets you choose the end date to select the time range. See Figure J. 

                                                                                          Figure J
  1. Presets: The Presets label is provided to select the specific duration/interval to generate the report with that. See Figure K.

                                                                                          Figure K

5. Checkbox Filters

  1. Exclude Empty Spiffs: Applying this filter will exclude empty spiffs from the report. See Figure L.

                                                                                                     Figure L
  1. Show Unique Uplifts Per Receipt Only: Applying this filter will display the uplifts per receipt only. See Figure M.

                                                                                                     Figure M

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