Staff Retail Sales Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Staff Retail Sales Report	https://dashboard.boulevard.io/reports/staff_retail_sales

Overview

The Staff Retail Sales report helps you see how each team member is contributing to retail sales. It breaks down units sold, gross and net sales, discounts, and refunds by staff member, so you can identify top performers, monitor discount behavior, and support retail coaching.

Use this report to track individual retail performance across categories, brands, and locations, identify staff with high refund rates that may signal quality or fit issues, and evaluate each staff member's retail-to-service ratio to understand upsell effectiveness. It's especially useful for benchmarking teams across locations and roles, since you can compare retail client counts against service client counts to spot cross-sell opportunities and training needs.

Note: Only sales with a staff member attributed appear in this report — retail sales rung up without staff attribution aren't included anywhere here, so totals will run lower than overall retail sales in other reports.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Individual Retail Sales Tracking	Measure each staff member’s retail product sales performance across categories, brands, and locations.	Which staff member sold the most retail products this month? How do sales vary by role or branch?
Refunds and Quality Insights	Identify staff with high refund rates or product return patterns indicating quality or sales-fit issues.	Which staff processed the most refunds? What items are frequently returned under a specific staff member?
Retail-to-Service Ratio Monitoring	Compare staff product sales versus service performance to understand upsell effectiveness and retail penetration.	What percentage of each staff’s total sales come from retail? Who drives the highest retail-to-service ratio?
Client Engagement Through Retail	Evaluate distinct client counts and purchasing patterns to understand cross-sell and follow-up potential.	How many unique clients buy retail from each staff? Are top service clients also purchasing retail?
Team and Location Benchmarking	Compare staff retail outcomes across locations and roles to identify best performers and training needs.	Which location has the highest retail sales per staff? How do junior stylists perform versus senior stylists?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Staff operations reporting > Performance - Self or Everyone
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, at least one completed retail product sale must be assigned to a staff member.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	The name of the business location where the sale occurred.	Downtown Salon	Yes
Staff Name	The full name of the staff member.	Jane Doe	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Appointment Count	The total number of appointments associated with the staff member.	12	No
Retail Product Quantity Sold	The number of product units sold by the staff member.	7	No
Retail Sale Amount	Retail product sales in dollars before discounts, refunds and tax.	$196	No
Retail Discount	Discount amount on retail product sales in dollars.	$10	No
Retail refund amount	Total refunded retail product sales in dollars, excluding tax.	$28	No
Retail net amount	Retail product sales in dollars, excluding tax, after discounts and refunds.	$158	No
Retail To Service %	The percentage of net retail product sales compared to net service sales.	0.18%	No
Retail Product Client Count	The number of distinct clients who purchased the product.	9	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Location Name	The name of the business location where the sale occurred.	Downtown Salon	Yes
Staff Name	The full name of the staff member.	Jane Doe	Yes
Appointment Count	The total number of appointments associated with the staff member.	12	No
Retail Product Quantity Sold	The number of product units sold by the staff member.	7	No
Retail Sale Amount	Retail product sales in dollars before discounts, refunds and tax.	$196	No
Retail Discount	Discount amount on retail product sales in dollars.	$10	No
Retail refund amount	Total refunded retail product sales in dollars, excluding tax.	$28	No
Retail net amount	Retail product sales in dollars, excluding tax, after discounts and refunds.	$158	No
Retail To Service %	The percentage of net retail product sales compared to net service sales.	0.18%	No
Retail Product Client Count	The number of distinct clients who purchased the product.	9	No
Location ID	Unique identifier of the business location.	loc_123	No
Location External ID	Identifier for the location from an external system, if provided by the business.	EXT-001	Yes
Location Group	The location group the business location is associated with, if applicable.	West Region	Yes
Staff External ID	The identifier for the staff from an external system, if provided by the business.	EMP-1001	No
Staff Alternate ID	Alternate Identifier for the staff member if provided by the business.	ALT-1001	No
Staff Role Name	The name of the role held by the staff member.	Stylist	Yes
Staff ID	Unique identifier of the staff member.	stf_123	No
Staff First Name	The first name of the staff member.	Jane	No
Staff Last Name	The last name of the staff member.	Doe	No
Staff Nickname	Informal name used by the staff member in the system.	Janie	No
Is Staff Active	Flag indicating whether the staff member is active (true = active).	TRUE	Yes
Staff Mobile Number	The mobile phone number of the staff member.	2125550001	No
Staff Email	The email address of the staff member.	email@email.com	No
Retail Product Category Name	The name of the category the product belongs to.	Hair Care	Yes
Retail Product Brand Name	The name of the brand associated with the product.	Oribe	Yes
Retail Product ID	Unique identifier of the product.	item_123	No
Retail Product Name	The display name of the product as shown to users.	Dry Shampoo	Yes
Current Unit Price	The current retail price of the product in dollars.	$28	No
Current Unit Cost	The current cost to the business per unit of the product in dollars.	$12.50	No
At-Sale Unit Price	The retail price of the product in dollars when the order line item was closed.	$28	No
At-Sale Unit Cost	The cost to the business per unit of the product in dollars when the order line item was closed.	$12.50	No
At Sale Total Cost	The total cost to the business in dollars when the order line item was closed. Calculated as At-sale unit cost x Product quantity sold.	$25	No
Service Count	The total number of services associated with the staff member	18	No
Order Count	The total number of orders associated with the staff member	15	No
Retail Sales Tax	Total tax amount collected on retail product sales in dollars.	$12.64	No
Retail Collected Amount	The total amount collected from the client for retail product purchases in dollars. Calculated as retail net amount plus retail tax amount.	$170.64	No
Retail net amount Per Order	Average retail product sales per order in dollars.	$10.53	No
Service Client Count	The number of distinct clients who have at least one service associated with the staff.	11	No
Retail Refunds Count	The number of refund line items for retail products.	2	No
Was Product Discounted	Flag indicating whether a discount was applied to the product (true = discounted).	TRUE	Yes
Order Date	The calendar date on which the sale occurred (local time).	2026-06-08	Yes
Location Tags	Location tags associated with the business location, if available.	Flagship, West	Yes
Order tag	Tags on orders associated with the staff if applicable	Promo, VIP	Yes
Appointment tag	Tags on appointments associated with the staff, if applicable.	New Client	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Only staff-attributed sales appear	This report counts retail sales with a staff member assigned. Product sales rung up without staff attribution do not appear anywhere in this report, so its total will be lower than overall retail sales in other reports.
Retail means true retail products only	The previous version of this report counted packages and memberships under product sales. This new version counts only Item Type = Product. Expect lower figures for the same period; the difference is packages and memberships now reported in their own reports.
Refunded items are not counted toward quantity sold	Retail Product Quantity Sold excludes refunded items; it reflects units sold, including amendment adjustments, with refunds removed. Previous versions of this report included refunds in product counts, so this figure will read lower than for the same period. Refund activity is shown separately in Retail refund amount and Retail Refunds Count.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Individual Retail Sales Tracking	Measure each staff member’s retail product sales performance across categories, brands, and locations.	Use default configuration. Filters: set Order Date to the month. Sort by: Retail net amount descending. (For role or location comparison: Group by: Staff Role Name, Location Name. Columns: Retail net amount, Retail Product Quantity Sold.)
Refunds and Quality Insights	Identify staff with high refund rates or product return patterns indicating quality or sales-fit issues.	Use default configuration. Columns: add Retail Refunds Count. Filters: set Order Date to the review period. Sort by: Retail refund amount descending. (For returned items: Filters: Staff Name = the staff member. Group by: Staff Name, Retail Product Name. Columns: Retail Refunds Count, Retail refund amount.)
Retail-to-Service Ratio Monitoring	Compare staff product sales versus service performance to understand upsell effectiveness and retail penetration.	Use default configuration. Filters: set Order Date to the period. Retail To Service % is already included; sort it descending. Columns: add Service Count and Service Client Count for the service side of the ratio.
Client Engagement Through Retail	Evaluate distinct client counts and purchasing patterns to understand cross-sell and follow-up potential.	Use default configuration. Columns: add Service Client Count. Filters: set Order Date to the period. Compare Retail Product Client Count against Service Client Count per staff; a large gap is the cross-sell opportunity.
Team and Location Benchmarking	Compare staff retail outcomes across locations and roles to identify best performers and training needs.	Filters: set Order Date to the period. Group by: Location Name, Staff Role Name. Columns: Retail net amount, Retail Product Quantity Sold, Retail To Service %. (Per-staff averages within a location need the default view exported; no per-staff average measure exists.)