Staff Performance Report
The Staff Performance report breaks down your sales activity by the staff member who rang up each order. Use it to identify your top performers, spot training opportunities, and make sure no one is leaning on discounts or refunds in a way that hurts margin.
What you'll see
For each staff member who served an order in the date range:
- Total sales — gross revenue rung up by that staff member.
- Order count — how many orders they processed.
- Average Order Value (AOV) — total sales ÷ order count.
- Refund rate — refunded value as a % of their sales.
- Discount usage — total discounted amount and discount rate as a % of their sales.
- Voids — count of orders they cancelled.
How to use it
Open the report
- Open the sidebar and tap Reports.
- Tap Staff Performance in the Report Hub.
Pick a date range
Use the date picker at the top to choose a period — today, this week, this month, or a custom range. The default is last 7 days.
Compare against another period
Toggle the comparison range (previous period, last week, last month) to see who improved and who slipped vs the prior cycle.
Drill into a single staff member
Tap any row to see their orders, refunds, and discount activity for the period.
What to look for
- High discount rate without higher sales — staff giving away margin to close orders. Consider re-training on closing techniques.
- High refund rate — could indicate quality issues on items they sell, mis-rings, or pressure to refund-then-redo.
- AOV gap between staff — top performers usually upsell modifiers, recommend add-ons, or work the higher-margin sections of your menu. Pair newer staff with them.
- Order count vs sales — high count + low AOV is a fast cashier; low count + high AOV is a closer. Both have a place.
Permissions and plan
This report needs the Reports (Basic) plan feature plus the Reports permission for the staff member viewing it. Owner / org owner+admin always have access.