Staff Performance Review

As a business owner, you are interested in:

• knowing your employees’ strengths and weaknesses.
• identifying the best candidates for promotion.
• offering feedback for improvements.
• areas for training programs.

Seller & Visit Performance report provides a summary of each staff member’s sales over a specified period. Sales can be broken down between:

• Retail Sales excl. Rx
• Retail Sales incl. Rx (link to teller)
• Retail Sales incl. Rx (show Rx fees separately)

From the Main Menu:

• 6 Reports
  2 Sales reports
  2 Seller & Visit performance
• Press <spacebar> to see a list of existing reports and / or F3 [Add] to create a new one
• Name: Give the report a name that is easily recalled (obvious to you) e.g. Staff Performance Review
• Choose the Start and End date/time (this will default to today’s date)

Options	Selection Criteria	Example screenshot
Retail Sales excl. Rx	Under the Rx Fees heading tick Exclude Under the List By heading tick Seller Optional: Press the spacebar in the Ranking field and select your preferred ranking (eg Top Sell Days, Top Total Value, Top Average Day Value)
Retail Sales incl. Rx (direct charges from Dispensary showing separately)	Under the Rx Fees heading tick Link to teller Under the List By heading tick Seller
Retail Sales incl. Rx (all Prescription fees activity showing separately)	Under the Rx Fees heading tick Separate Under the List By heading tick Seller

• F12 [Accept Details]
• F9 [View Scrns] or F10 [View Pages] or F12 [Print]

Retail Sales excl. RX

Retail Sales incl. RX (direct charges from Dispensary showing separately)

 

Retail Sales incl. RX (all Prescription fees activity showing separately)