Analytics Custom Building: Top Employees Last Year

josephmckeownjosephmckeown Moderator, Lightspeed Staff Posts: 87 moderator
edited February 2020 in Reporting & Analytics

This report is one in a series that discusses some best practices at the end of the calendar year. To see other ideas, check out: 7 Useful Annual Reports in Lightspeed Retail

We can use Analytics to measure who your star-employees are, and who your soon-to-be-star-employees are. Helping your employees improve their performance depends very much on what you define as your employee's goals., and identifying what their patterns are.

At Lightspeed, we have seen many varied ways of improving employee performance. This is a simple one that you could think about, to start looking at key performance indicators for your staff.

Performance by Sales Totals, last year.

We could start by running a Recent Sales Report, but then adding a few customizations to it.

Change Date Filter

First, let's switch out the filter for Sale Completed Date from the past 1 week...

...To Sale Completed Date is in the past 1 Complete Years...

Change Dimension

Secondly we'll remove the Dimension of "Completed Date"

and we can add the Dimension of "Sale Line Employee"

Run Report

So our data frame should look like:

Let's run the report!

and there it is!

Additional Measures:

Of course, we are not limited to "Totals" as a way of measuring employee performance. We could also look at measures such as the number of sales, the profit, the margin, the number of unique customers, and the average basket value.

See Next Article: Comparing Holiday Season year over year

See Blog Post: 7 Useful Annual Reports in Lightspeed Retail

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Post edited by josephmckeown on
Joseph McKeown
Lightspeed Analytics and reporting consultant
Lightspeed HQ
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