How do I view my team's performance with Expert Recommendations?

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Paul K
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This article will show you how you and your staff can report on purchases that were made through an Expert Recommendation.

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Reporting on PhorestGo 2.0

Staff members can see how many sales they've made through Expert Recommendations in the My Numbers section of My Performance.

Staff members can see:

  • Their sales total from Expert Recommendations under Retail Sales.
  • An Expert Recommendations section, where they can see their Recommendations broken down into the number of Expert Recommendations sent, the number of sales made, the conversion rate (the % of clients that made a purchase using the Expert Recommendation link), and the commission they have earned from Expert Recommendations (provided you use Commission in Phorest).

 

This will help staff members monitor the effectiveness of their recommendations and make improvements to their approach as needed.

Reporting on Phorest Desktop

Your total Expert Recommendations sales will be shown in your Finance report under Sales.

If you are using the legacy Financial Totals report, the Expert Recommendations total will be included in your total Product sales. Expert Recommendations will not appear if no sales have been made in the date range you are filtered to.

You can view your entire team's individual performance with Expert Recommendations by going to Manager > Reports > Staff.

Expand on the Commission section to find the commission earned by each staff member through Expert Recommendations (provided you use Commission in Phorest).

If you do not see Expert Recommendations here, click the cog wheel to open the report settings, and then enable Show Performance for Expert Recommendations.

Under Performance (Rev), you'll find:

  • The total revenue earned by each staff member through Expert Recommendations
  • A breakdown of that revenue by product brand

 

Under Performance (Stats), you'll find:

  • The total number of Expert Recommendations sent by each staff member
  • The number of sales generated
  • The sales conversion rate (the % of clients that made a purchase using the Expert Recommendation link)

 

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