Visit Advanced Insights' Staff reports to gather further insight into the performance of your staff members. These reports will highlight your top performers, underperformers, most frequent discounters, and opportunities to improve efficiency.

There are three reports available under Staff reports: Sales, Turn time, and Discounts.

Accessing the Staff reports

Access the Staff reports from the Advanced Insights dashboard in the Back Office.

1. Log in to the Back Office with your Lightspeed Restaurant credentials.
2. From the navigation menu, select Analytics > Advanced Insights.
3. Under the Staff header, click Sales, Turn Time, or Discounts.
4. Use the third dropdown on the Sales report and choose a date range either manually or by clicking a preset option, like YTD or Last month.

To enter a manual date range:

1. Click the first date and enter your starting date.
2. Click the second date and enter your ending date.
3. Click Apply.

To filter by a preset date range:

1. Click a preset option.
2. Click Apply.

Understanding the Staff reports

The Staff sales report displays a summary of staff sales over time. By default, the Staff sales report displays total gross sales for each staff member over the previous 7 days. Use the dropdowns to filter data to your specifications.

The Turn time report gives you a summary of how long your servers are spending with each customer on average. The time measured is how long it takes from ordering to paying the bill. By default, the Turn time report displays the average turn time for each staff member over the previous 7 days. Use the dropdowns to filter data to your specifications.

The Discounts report shows the discounts given out by your staff. This bar chart displays the discount as a percentage of each server's total sales over the period selected. This will allow you to track the discounts that are being applied and spot any patterns or outliers.

By default, the Discounts report displays the discounts percentage for each staff member over the previous 7 days. Use the dropdowns to filter data to your specifications.

Staff Scorecard

Clicking on a server's name in any report will bring up the Staff Scorecard with details about their performance and sales.

• Strengths: The product groups the server is great at selling, based on the previous month of sales.
• Opportunities: The product groups the server can improve on selling, based on the previous month of sales.
• Average sales per cover: The average amount sold per guest, based on the previous month of sales and in comparison to other servers in the same POS user group and business location.
• Turn time: The average time between opening and closing an order, based on the previous month of sales and in comparison to other servers in the same POS user group and business location. Only orders open for longer than five minutes are included.
• Tips: The average amount the server makes in tips displayed as a percentage of the total receipt, based on the previous month of sales and in comparison to other servers in the same POS user group and business location.
• Discounts: The percentage of discounts as a proportion of the server's gross sales for the previous month, compared to their peers.
• Voids: The percentage of voids as a proportion of the server's gross sales for the previous month, compared to their peers.
• Turn time graph: A visual representation of an individual server's turn time. The blue line shows the server's turn times for each day they work. The black line shows the turn time average for every server working on those days. The grey shaded area shows the range between staff average and the individual server's turn times.

Filtering Staff reports

The Staff reports are generated using the default settings. For the Sales report, you can filter by gross or net sales, the sort ranking, staff position, and accounting group. For the Turn time and Discounts reports, you can filter by position.

Each filter also includes the average for that metric so you can compare your top- and bottom-ranking staff.

Gross or Net sales

Use the first dropdown on the Sales report to sort your data by Gross or Net sales. Click the button for the filter you want to use and then click OK.

• Gross sales: The total of all sales and services, including discounts and taxes. Voids and refunds are excluded.
• Net sales: The total of all sales and services. Voids, refunds, discounts, and taxes are excluded.

Sort ranking

Use the second dropdown on the Sales report to change the sales metric by which your staff are ranked. Click the button for the filter you want to use and then click OK.

• Total sales: Sort your staff by their total amount in sales.
• Average amount per receipt: Sort your staff by the average amount in sales they make per receipt.
• Average amount per cover: Sort your staff by the average amount in sales they make per cover.
• Average tip percent: Sort your staff by their average percent made in tips.

Position

Check or uncheck the Position checkboxes to view data from all staff or specific user groups like Manager, Servers, or Bartender.

Accounting groups

Check or uncheck the boxes to view data from all or specific accounting groups.

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