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POS Upselling Points Report
Updated over 8 months ago

The POS Upselling Points Report is a detailed look at Total Upsell Points by menu item and Staff member.

Requirements:

You will need to be a staff member with Back Office app permissions.

You will need to assign Upselling Points to items on your menu.

Instructions:

Step 1 - Log into your Point of Sale Back Office with your email address and password.

Step 2 - Select the Store Name in the upper right corner drop down.

NOTE: You will not see the Upselling Points Report if you are filtered on the Business Name level.

Step 3 - Click “Reports" in the left panel.

Step 4 - Click “Payroll"

Step 5 - Click "Upselling Points”

Step 6 - Add your date period.

Upselling Points are a program you can set up to incentivize your staff to upsell and promote certain items on your product. Our systems tracks and prompts your staff to upsell certain products when speaking to your customers. It will then awards points to your staff members if they upsell a product you have selected to have upsell points.

Upselling Points Report

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Filters and Grouping

You can further drill into staff upsell performance by clicking the carat ">" This report defaults to grouping data based on Franchisor > Property > Operator > Year.

You can set your own row groups by removing the grouping filters ("X"), then drag and drop the data groups you want to filter data by. Hover over the data column header until three horizontal lines appear. Drag this column header to the grey space labeled "Drag here to set row groups."

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