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Analytics: Sales Performance Analysis

Dig into why sales happen (or don’t), what your salespeople are saying, and how your team spends the day.

The Sales Performance Analysis section helps you look past the numbers. You can see returning customers, read salesperson comments, find out why customers didn’t buy, and track when your team is on or off the floor.

In this article

 

Be Backs

Shows every opportunity marked as a Be Back. A Be Back is a customer who came back to the store after an earlier visit.

Pick your dates with From and To. You can search, filter, sort, and download the table.

👉 Working with tables

Column What it shows
Date When the opportunity happened
Type How the opportunity ended: Sale, Potential, No Sale, or Exclude
First Name / Last Name The customer’s name
Sales Order No. The order number, if there was a sale
Sale Amount The sale total, if there was a sale
Store The store where the customer came in
Department The department, if your account uses them
Salesperson Who helped the customer
Phone1 / Phone2 / Email The customer’s contact info
Comment Any comment the salesperson added

The Total row at the bottom adds up the table.

 

Comments

Shows every opportunity where a salesperson left a comment. This includes Sales, Potential Sales, No Sales, and Excludes.

Pick your dates with From and To. You can search, filter, sort, and download the table.

Column What it shows
Date / Time When the opportunity happened
Store The store where it happened
Type Sale, Potential, No Sale, or Exclude
Sales Person Who left the comment
Comment What the salesperson wrote
Reason The reason picked, like a No Sale reason
Send Email Click to email the customer (only shows when there’s an email address)
Podium Whether a review request went out: Not sent or Sent, awaiting review
First Name / Last Name The customer’s name
Sales Order No / Document No. The order number, if there was a sale
Amount ($) The sale total, if there was a sale
Product Category What the customer was shopping for
Phone1 / Phone2 / Email The customer’s contact info

The Total row at the bottom adds up the table.

Send an email to a customer

  1. Find the row you want and click the Send Email icon.
  2. Check the Customer Email and From Salesperson fields.
  3. Pick a Topic, like Thank You (Sale).
  4. Pick an Email Template. The Subject and message fill in for you.
  5. Click Edit message if you want to change anything.
  6. Click Attach Files to add a file (optional).
  7. Click Preview to check it, then click Send.

📝 Note: Email templates are managed by your company admin in the Admin tab.

 

No Sale Reason

Shows why customers didn’t buy, based on the No Sale reason the salesperson picked.

  • Locations panel: Shows the No Sale count for each location. Click a location to drill down.
  • No Sales card: The total number of No Sales for what you picked.
  • Bar and pie charts: Break down No Sales by reason. If the pie has a lot of reasons, use the arrows on the legend to page through them.

💡 Tip: The bars don’t open more detail. Use the Locations panel to drill down to a store or salesperson.

You can Print and Subscribe to this report.

👉 Print a report
👉 Subscribe to a report

📝 Note: No Sale reasons are set by your company admin in the Admin tab, so yours may look different.

 

No Sale Stage

Shows how far a customer got before they left without buying, based on the No Sale stage the salesperson picked.

  • Locations panel: Shows the No Sale count for each location. Click a location to drill down.
  • No Sales card: The total number of No Sales for what you picked.
  • Stacked bar charts: Break down No Sales by stage, shown as a Percentage and as a Count.

The bars don’t open more detail. Use the Locations panel to drill down.

You can Print and Subscribe to this report.

📝 Note: No Sale stages are set by your company admin in the Admin tab.

 

Podium Charts

This report only shows for accounts that use Podium. Podium sends customers an email or text asking them to leave a review. It goes to customers who bought something or are potential sales.

The report has six tabs.

Tab What it shows
Details A full table of Podium activity for each salesperson
Average Stars The average star rating
Podium Opportunities as % of Total Opportunities How many opportunities could get a review request
Podium Requests Sent as % of Podium Opportunities How many of those actually got a request
Responses Received as % of Requests Sent How many customers left a review
Podium Requests Sent A donut chart of requests sent by store

Details tab

The table is grouped by location (you’ll see the Break: Location chip at the top). Each location has a Sum row. You can search, filter, sort, and download the table.

Column What it shows
Employee The salesperson
Opportunities Total opportunities
Sales / No Sales / Potential Sales Opportunities by result
Inprocess Opportunities still being worked
Assigned Opportunities assigned but not finished
Podium Sent Review requests sent
Podium Responses Reviews received
Podium Comments Reviews that included a comment
5 Stars to 1 Star How many reviews got each rating
Total Stars Total number of star ratings
Total Star Value All the stars added together
Average Stars The average rating
Count 123 stars How many 1, 2, and 3 star ratings
Podium Opportunities Opportunities that could get a review request

Chart tabs

The other five tabs all work the same way:

  • Locations panel: Pick a level, store, or salesperson.
  • Chart: Shows a bar for each location in the level you picked. The Selected: line under the chart shows what you picked.

The bars don’t open more detail. Use the Locations panel to drill down.

You can Print these tabs.

 

Product Category

Shows what customers were shopping for, based on the product category the salesperson picked.

Use the filter at the top to show All, Sales, Potential Sales, or No Sales.

  • Locations panel: Shows the opportunity count for each location. Click a location to drill down.
  • Opportunities card: The total number of opportunities for what you picked.
  • Bar and pie charts: Break down opportunities by product category.

You can Print and Subscribe to this report.

📝 Note: Product categories are set by your company admin in the Admin tab.

 

Reassign Reason

Shows why opportunities were moved from one salesperson to another.

  • Locations panel: Shows the reassign count for each location. Click a location to drill down.
  • Reassigns card: The total number of reassigns for what you picked.
  • Bar and pie charts: Break down reassigns by reason, like Assign To Other Sales Person or Be Back.

You can Print and Subscribe to this report.

📝 Note: The Be Back reassign reason is used when a returning customer is handed back to their salesperson. It doesn’t mark the opportunity as a Be Back. That still has to be done separately.

 

Reject Reason

Shows why salespeople rejected an opportunity. It works just like 👉 Reassign Reason, with a Rejects card and charts broken down by reject reason.

You can Print and Subscribe to this report.

📝 Note: Reassign and reject reasons are set by your company admin in the Admin tab.

 

Sales Person Status

Shows a log of every status change your salespeople made on the Floorboard. Use it to see when people logged in, took breaks, and went home.

Pick your dates with From and To. Click Force Refresh to pull in any new status changes. You can search, filter, sort, and download both tables.

Status changes table

Column What it shows
Date The day of the change
Store The store
Salesperson Who changed their status
Status The status they changed to
From The time of the change
Status What it means
Logged In Signed in to the Floorboard
Available In the rotation and ready for customers
Temporarily off Board (in building) Off the rotation but still in the store
Temporarily off Board (out of building) Off the rotation and out of the store
Available for upboard Back in the rotation
Going home for the day Done for the day
Logged Out Signed out of the Floorboard

📝 Note: Your company admin can rename or add statuses in the Admin tab (like “Lunch”), so yours may look different.

Daily minutes table

The bottom table shows how each salesperson spent their day.

Column What it shows
Dt The date
Company Name / Store Name / Department Name Where they worked
User Name The salesperson
Min With Cust Minutes spent with customers
Workday Minutes Total minutes logged in that day

 

Still have questions? Call or text us at 833-503-9934, email support@trakwell.ai, or submit a ticket.