Learn to use: Salesfloor Reporting

What are we talking about today? Introduction to Reporting for Associates What is my Global Rank? How to use performance reporting in the Backoffice How to use performance reporting in the Mobile App What do my key performance indicators (KPI) mean? What is included in my weekly performance email report? Where can I find help in Support Center?

Introduction to Reporting for Associates

Introduction to Reporting for Associates You can stay up to date on your sales and performance at any time via the Reports tab in the Backoffice & Mobile App Side Menu. Note: Reporting for Managers will follow all of the same component and steps, though

Introduction to Reporting for Associates How often are my reports updated? Global Rank: Your global ranks is updated daily via Salesfloor overnight Sales: Your sales are tracked & updated in Salesfloor within 30min on average KPIS: Your KPIs are updated in Salesfloor on an hourly basis

What is my Global Rank?

Global Rank is calculated What is my Global Rank? Salesfloor’s Global Rank is calculated based on a scoring system that combines associate performance in sales, requests, and online traffic. 30 4 Global Rank is calculated Month to date

How to use reporting in the Backoffice

How to use reporting in the Backoffice: Dashboard A summary of the top 5 performance KPIs. This is where you will find all information on the total sales, your Live Chat Answer Rate, your First Reply Time, your number of unique Storefront Visits, and your total number of customer requests received The Dashboard Tab is calculated Month to date

How to use reporting in the Backoffice: Sales The Sales Tab is where associates can review transactions made with and tracked by Salesfloor. Sales Summary: Indicates your total sales per time period: Yesterday, Week to Date, Month to Date, and Year to Date. Sales Details: Using the range filter, associates can view all of their sales made with Salesfloor by for different time periods.

How to use reporting in the Backoffice: KPIs The Key Performance Indicator (KPI) tab serves as a summary of all your KPIs. Similar to the sales tab, the KPI tab can be filtered to display KPI metrics relevant to various time periods.

Reporting in the App

Reporting in the App From the homepage, open your side menu In the side menu, select reporting On your reporting page, you can toggle between KPIs  and transactions To change the time period of your reporting page, select the  slider Icon in the top right corner Once you've selected the time period that you would like, select apply Review your report

What do my performance KPIs mean?

What do my performance KPIs mean? Accessing the KPI Glossary Support Center On Desktop Go to salesfloor.net/support in your browser In the Search Bar, search “KPI” or “KPI Glossary” Accessing the KPI Glossary Support Center On Mobile From the App’s Homepage, open the side menu Select “Support Center” in the side menu In the Search Bar, search “KPI” or ”KPI Glossary” Dual-Screen: Will enter Support Center in second screen, open to KPI Glossary, and review definitions.

What do my performance KPIs mean? Customer Service KPIs KPI Definition Request Reply Time The average amount time elapsed between the receipt of a customer request, and the first response by an associate to the request. Live Chat Answer Rate The proportion of answered incoming chat requests vs. the total number of incoming chats. For example: If 8 out of 10 incoming chats are answered, the live chat answer rate is 80%. Customer Engagement KPIs KPI Definition Total Requests The total cumulative number of requests received. In other words, this number represents the total combined number of Chat Requests, Appointment Requests, and all other requests received through Salesfloor. 

What do my performance KPIs mean? Definition Appointment Requests The total number of appointment requests received during the specified time period. Email Requests: The total number of email requests (e.g. Ask & Answer, Email me) received during the specified time period. Personal Shopper Requests The total number of personal shopper requests received during the specified time period. Live Chat Requests The total number of live chat requests received during the specified time period.   Unique Visitors: The number of unique customers (new) that have visited the associate's Storefront for the first time. during the specified time period. Storefront Visits: The total number of Storefront visits during the specified time period.

What do my performance KPIs mean? Definition Retail Referred Shoppers The total number of customers that reached an associate's storefront by searching through the Salesfloor Connect Widget during the specified time period. Contacts Added The total number of contacts added during the specified time period. (Does not include CCA contact uploads) Content Updates The total combined number of edits made to content on storefronts (bios, specialties, product changes, and product comments) during the specified time period. Product Updates The total number of products selection edits made on the Associates Storefronts during the specified time period. Emails Sent The total number of unique customers that received a shared update, or message from the associates during the specified time period. Open Rate The percentage of emails opened divided by the total number of emails sent during the specified time period.

What do my performance KPIs mean? Definition Click Rate The percentage of opened emails in which the client clicked through to the associate's Storefront, product page, or the retailer's website during the specified time-period. Social Posts The combined number of updates made to social media accounts during the specified time period. Clicks: The total clicks from social media updates during the specified time period. Average Order Value: The total online sales divided by total transaction count during the specified time period. Number of Transactions: The total number of transactions (aka orders) that were tracked by Salesfloor during the specified time period.

What do my performance KPIs mean? Definition Number of Recommendations The total number of products recommended through user Storefronts, Live Chat, Customer Requests, composed emails, and Share Updates during the specified time period. Recommendations CTR The percentage of Storefront visits in which the shopper clicked a products in the Trending Recommendations category during the specified time period. Top Picks CTR The percentage of Storefront visits in which the shopper clicked a product selection in the Top Picks category during the specified time period. New Arrivals CTR The percentage of Storefront visits in which the shopper clicked a product selection in the New Arrivals category during the specified time period. Selected Top Picks The percentage of available Top Picks product selections which are manually selected during the specified time period. Selected New Arrivals The percentage of available New Arrivals product selections which are manually selected during the specified time period.

What is included in my weekly performance email report?

What is included in my weekly performance email report? Every Monday a 30 day performance dashboard is sent to all users: Associates, Store Managers, and Administrators Associate Summary: Includes the individual’s personal rank, sales, and KPIs Store Manager Summary: Includes your store’s performance ranked against other store locations, and a summary of the top 5 KPIs for all associates at your location. Corporate Admin Summary: Includes a rank and overview of all stores in the program, as well as aggregate KPI performance for the preceding 30 days.

What we just covered: An introduction to your reporting How to define your Global Rank How to use performance reporting in the Backoffice How to use performance reporting in the Mobile App How to define your key performance indicators (KPIs) What is included in your weekly performance email report

Where can I find help in Support Center Visit our Support Center anytime at Salesfloor.net/support Associates: Reporting in the Backoffice Managers: Reporting in the Backoffice Mobile Reporting with Salesfloor Store Level Reporting KPI Glossary See all Reporting articles

Where can I find Support? Online: Salesfloor.net/support Email: support@salesfloor.net Phone: 1 844 900 0830