Uplift Sales Report

Uplift Sales Report

Uplift Sales Report Overview

The "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.
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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

                                                                                               Figure 1.0                                                                                           

See Figure 1.1. 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 1.1

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


                                                                                           Figure 1.2

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 2.1
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 3.0                                                                                 

1) Uplift Results Summary: This option is by default selected and displays the summary of the Uplift Sales.
See Figure 2.1 above. 

2) Uplift Results Detailed: If this option is chosen, the "Uplift Sales Report" is detailed and displays more information.
See Figure 3.1 below.


                                                                                     Figure 3.1

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 3.2 below.

                                                                                         Figure 3.2
                                                                                                                                                                                

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 3.3.


                                                                                             Figure 3.3

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 3.4 below.


                                                                                             Figure 3.4

4. Filter By:

This label lets you filter the report with respect to the selected filters.
                                                                                               Figure 4.0
  1. Show All: This option displays all the records of the uplift sales in the selected date range as per the selected report type.
  1. Filter by Broadcount Definition: This option allows you to choose specific uplift from the existing uplift lists to be displayed in the selected date range.
By clicking the "Manage" button, the "Manage Filters" window will pop up. You will see the following details: (See Figure 3.1).


                                                                                               Figure 4.1
  1. You will see different customers' names to select the items for the Upift Sales Report. 
  2. You will find the checkbox along with all the records. You need to select the items from the list and move them to the Selected List area on the right side.
  3. Once you select the records from the list, click on the green right-sided arrow ("Move/Next" button) to move the records to the Selected List area.
  4. By clicking the Move button, the selected records will be moved to the Selected List. So, the "Uplift Sales Report" will be generated with the selected records only.

                                                                                      Figure 4.2

Selected List: You will have one flag to decide whether you want to "Include" or "Exclude" the selected records when Figure 4.2 is generated.
  1. Include: If the flag is selected as "Include," it means the "Uplift Sales Report" will be generated by applying the selected records. See Figure 4.2 above.
  2. Exclude: If the flag is selected to "Exclude," it means the "Uplift Sales Report" will be generated without including the selected records. See Figure 4.2 above.
  1. Once done, click on "Apply," and generate the report with selected uplift(s). See Figure 4.3 below.
  2. "Clear Selection" and the Remove icon are there for clearing the whole selection or only one selection, respectively.


                                                                                       Figure 4.3

5. 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 5.1
  1. End Date: This field lets you choose the end date to select the time range. See Figure 5.2. 

                                                                                          Figure 5.2
  1. Presets: The Presets label is provided to select the specific duration/interval to generate the report with that. See Figure 5.3.

                                                                                          Figure 5.3

6. Checkbox Filters

  1. Exclude Empty Spiffs: Applying this filter will exclude empty spiffs from the report. See Figure 6.0.

                                                                                                     Figure 6.0
  1. Show Unique Uplifts Per Receipt Only: Applying this filter will display the uplifts per receipt only. See Figure 6.1.

                                                                                                     Figure 6.1

7. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

8. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

9. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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