Summarized Production Report
The summarized production report is a useful tool for analyzing sales data based on the provider assigned to each product or service charged. This report provides a comprehensive overview of sales performance and can help identify top performers and areas for improvement.
You can locate this report by navigating to the Reports menu >> Financial Reports and selecting Production reports.
The Production Summarized report is a subtab on this page.
Understanding the Report
The report is organized by provider, with each row displaying summarized data on the number of transactions, gross sales, discounts, taxes, and total sales. Additionally, an average transaction value is calculated for each provider by dividing the total sales by the number of transactions. This allows for a more accurate comparison of performance between providers.
Filtering Options
The report can be filtered by sale date and type, as well as provider type. This allows for a more targeted analysis of sales data and can help identify trends or patterns in performance. User type is particularly useful as it is assigned to each user and can provide insight into the behavior of different types of providers such a veterinarian, veterinary technicians, etc.
Identifying Top Performers
The summarized production report is a valuable tool for recognizing top performers. By sorting the report by total sales, you can easily see which providers are generating the most revenue. Additionally, by sorting by average transaction value, you can identify providers who may not have the highest total sales but are consistently generating higher sales per transaction.
Using the Report
The report can be used in a variety of ways. It can be used to monitor provider behavior over time, allowing for the identification of trends or changes in performance. It can also be used as a basis for introducing and formulating incentive programs. By identifying top performers and areas for improvement, the report can help inform the development of effective incentive programs to drive sales and improve overall performance.
📌 You can also export this table to CSV.
What is a CSV file?
CSV is a widely compatible data file format which can be opened directly in Excel
📌 Larger reports will be sent via email and will not download directly
Conclusion
The summarized production report is a powerful tool for analyzing sales data and identifying top performers. By utilizing the filtering options and understanding the data presented, you can gain valuable insights into your sales performance and make informed decisions to drive growth and success.
Business Application
Evaluate performance
compare performance of individual
identify top performs
identify staff that require additional training or support
Design or evaluate incentive programs
clear data helps understanding how and where to provide incentives
motivate team members with transparency
Improve Resource / Staff allocation
support high performers in excelling
informed staff scheduling based on performance
Identify trends in staff performance
monitor changes in performance over time to improve hiring and training strategies
Promote staff accountability
data transparency helps staff understand their impact on business
Enhance strategic planning and decision making
ability to set realistic targets and evaluate
informs growth strategy and forecasting