Read the Sales performance report

Two associates each bring in $84,000. One created 41 quotes and converted 12 of them; the other created 15 and converted 13. These illustrative figures lead to different questions, even though the revenue column looks identical.

Read Sales performance as a set of clues about the work. Quote volume, conversion, order count, and credited sales help you choose which records to discuss. They become useful when the manager understands the dates and denominators behind them.

Begin with the report’s period and definitions

Sales performance sits in Analytics › Sales, beneath the value tiles. The 7D, 30D, and 90D range changes the period being reviewed. Keep that selection visible when sharing a screenshot or export. Quotes and orders use different event dates. Quotes enter the selected group when the record first becomes a quote; records still in Draft are not counted as offered quotes. Orders are included by their placement date.

Figure	What it tells you	What to keep beside it
Quotes created	Quotes that first became quotes in the period	The age and type of those opportunities
Converted so far	How many of that quote group have been placed and are not canceled	Time allowed for the group to develop
Orders placed	Orders placed in the period and not canceled	The placement period, not the original quote period
Revenue	Net merchandise after discounts, without tax or shipping, less refunds to date	The report’s operational definition
Average order	Reported revenue divided by orders	Product mix and the same reporting scope

A quote revised several times is still the same quote. Revising the fabric or updating the document does not create a fresh quote count each time. That keeps a careful associate from appearing more active merely because the customer considered several finishes.

Give conversion time to develop

Converted so far follows the selected quote group beyond its original creation period. A quote first offered near the end of a month may become an order later, and the earlier group’s conversion can improve when that happens.

Use 7D to inspect recent activity and a longer available range, such as 90D, to review a more developed conversion picture. Even the longer group contains recent quotes, so examine age and project type before setting a performance judgment.

The opening example gives the first associate 12 conversions from 41 quotes, about 29.3%, and the second 13 from 15, about 86.7%. That difference calls for a conversation. It does not establish that the second associate is better: the first may be serving early-stage projects, while the second has appointments closer to a decision.

Keep the placed-order revenue period separate from the quote group. Some of the $84,000 could come from quotes created before the selected window. Do not divide that revenue by only this period’s converted quotes and call the result the report’s average order.

The quote-to-order conversion guide explains how to investigate the customer’s outstanding decision. Start there when older quotes stop progressing.

Read sales credit without turning it into commission

The salesperson table assigns each line’s net merchandise sales according to the credited share. Per-item splits are respected, so a colleague helping with the dining room can receive a different share from the person handling the sofa. For a simple example, a $6,000 net merchandise sale split equally gives each associate $3,000 of credited sales. That is sales attribution, not a commission payment. A commission calculation can use a different earning event, rate, and basis.

Rounding stays with the sale. An equal three-way split of $100 is allocated as $33.34, $33.33, and $33.33, rather than losing a cent. The sales figures are divided into currency amounts that add back to the total.

A quote counts for every salesperson credited on it. Adding salesperson quote counts can therefore exceed the store’s unique quote count. Read those rows as participation in quoted work, not mutually exclusive piles of customers.

The sales-credit splitting guide covers how the team records that contribution. The report then gives the manager a way to discuss it.

Use Unassigned to find missing attribution

Unassigned carries the sales value that has not been credited to a person. It keeps the salesperson sales rows reconcilable to the report’s revenue instead of silently dropping unattributed work. An Unassigned amount needs investigation before it is treated as an error. It may represent an order whose credit still needs review or business the store deliberately leaves without an individual salesperson.

Resolve attribution on the source record through an authorized person. Assigning every unexplained amount to the nearest available associate would make the table tidy while making the credit wrong.

Order participation also needs care when comparing rows. A shared order can appear in more than one person’s work. Do not add all salesperson order counts and assume they equal the unique shop order count, even though allocated sales values reconcile.

Reconcile differences with Shopify’s sales report

Different reports can legitimately produce different totals when they use different definitions. Sales performance uses placed-order net merchandise, excludes tax and shipping, excludes canceled orders, and reflects refunds to date.

Compare those rules with the particular Shopify report you are reading. Establish the date event, selected period, included orders, treatment of refunds, and components included in sales. Also check the viewer’s record scope before looking for a missing transaction.

A later refund can change the value associated with an earlier placed order. A report organized around the date of financial activity may show that adjustment in a different period. Document the reason for the difference rather than changing order data to force two unlike totals together.

Keep this operational revenue separate from recognized revenue in accounting. The owner’s dashboard guide gives those measures different places so the same word does not carry two meanings in one meeting.

Give staff access that matches their role

Sales performance needs analytics-total and order-viewing rights. It reads only the records the viewer’s role can reach. A salesperson can see other people’s figures only to the extent their permissions and record scope allow those records.

This section shows sales figures without exposing item costs, commission rates, or commission amounts. A manager can use it for selling conversations without granting the separate rights required for profit and commission review. Commission belongs in its own review. Use commission on written, delivered, or paid sales when the discussion concerns when earnings are triggered. Keeping the two conversations distinct prevents a credited sale from being mistaken for money already payable to the associate.

Export the CSV and add the context the report cannot supply

Download CSV carries the salesperson rows, quote and conversion figures, currency, placed-order counts, and sales. Keep the range and export date with your working file so the next review uses the same basis.

Add appointment or consistently counted floor-opportunity data from the store’s own source. Sales-training vendor RetailDoc uses traffic, close rate, and average sale to explain selling outcomes. Quote conversion covers only people who reached the quote stage; it does not measure every visitor.

The floor close-rate guide helps define that larger denominator. Keep visits, shopping parties, and appointments distinct rather than combining whatever counts happen to be available.

The report shows headline average order. Its salesperson table and CSV supply order and credited-sales figures rather than a separate average-order column. If you calculate a per-person average in your worksheet, label the formula and explain how shared orders affect it. It is a coaching calculation, not an additional native report field.

Use three focused coaching conversations

Choose a question supported by the records and let the associate explain the context. The figures should narrow the discussion, not become a substitute for it.

When quote activity is low: “Let’s look at the appointments you handled. Which customers were ready for a quote, and where did the conversation stop?” Compare opportunity allocation and the associate’s discovery process before prescribing more quotes.

When older quotes are not converting: “Which decision is still open on these quotes, and what did we agree to do next?” Read the latest messages together. The useful action might be confirming a fabric, resolving delivery access, or giving the customer space until an agreed date.

When order value changes: “Did these customers need a single piece or a room, and did the quote include what we discussed?” Suitable whole-room selling begins with the customer’s needs. Nobody requires a console table merely to improve a spreadsheet.

Bring a few actual records into the meeting, agree on one practice or follow-up action, and review its effect later. Avoid judging a whole month from the most memorable appointment.

Finish with the next customer action

Pair the report with the quote’s communication history. Open tracking can help locate a conversation, but an open does not establish that the customer has agreed or is ready to buy.

Where enabled, OrderPilot’s automatic reminder sends once for a quiet quote still in Draft. For offered quotes in another status, use the store’s planned follow-up and the record’s actual communication rather than expecting a reminder sequence.

End the review with the associate able to name the next action on their outstanding work. Then bring the wider patterns into the Monday review, where sales activity meets purchasing and customer promises.

Sources

How to Increase Your Furniture Store’s Closing Rate — Bob Phibbs, RetailDoc; sales-training vendor.

The Sales performance report: quotes, orders, and each salesperson