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WinePulse - Overview of Tasting Room Staff Sales by Date Range

Analyze total sales, conversion rate & wine club signups per staff member

Reporting sales, conversion rates, club signups and more based on specific staff member

  1. Choose 03- Tasting Room
    Screen Shot 2025-09-02 at 12.16.44 PM
  2. Choose Sales Associate Performance
    Screen Shot 2025-09-02 at 12.16.59 PM
  3. Choose 03- Sales Associate Comparison by Order Type
    Screen Shot 2025-09-02 at 12.26.42 PM
  4. Choose a Date Range.
  5. Choose POS as Order Type.
  6. Click View Report button.
    Screen Shot 2025-09-02 at 12.23.58 PM
  7. View the results.
    Screen Shot 2025-09-02 at 12.24.13 PM
  8. Export to desired format if-needed.
    Screen Shot 2025-09-02 at 12.24.27 PM