Sales Leaderboard

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Sales Leaderboards report

You can find the Sales Leaderboards option under the “Employees” section located on the sidebar menu. After you open it, click on the “Create Sales Leaderboard” button on the right side to get started.

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Create new Sales Leaderboard

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Name:

Set the name of the new Sales Leaderboard, this will appear on the display view.

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Car Washes:

If you have multiple sites, select the locations that you want to include on the new Leaderboard. If you have a single site, it will already appear selected by default.

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Start Date/ End Date:

Select the desired date range the sales will be considered from.

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Start Member Count:

This number will autopopulate with the exact amount of active members you currently have at the moment of creating a Leaderboard.

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Target Member Count:

Set a goal. How many new members are you aiming to get by the end of the selected date range?

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URL

Once the new Leaderboard is created, you will find it on the list with a URL address on the right side. Click on the link to get the Display view.

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Display

This is how the Display view appears. You can see a breakdown by Employee name of their performance. You can have the link open on a browser and display it on a TV screen or monitor for your employees to check their progress whenever they want. This can be of great motivation and increase your membership sales.

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Sales Leaderboard and CSA performance Conversions and Opportunities

Leaderboard CSA Performance

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1. Eligibility for the Leaderboard: Single Wash Sales

• Requirement for Single Wash Sales: If an employee does not record any single wash sales within a given week, they will not appear on the Leaderboard. This rule applies even if the employee has successfully completed membership sales during the same period.

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2.  Discrepancies on the Leaderboard    

• Discrepancies in Total Sales Data: Even if an employee is removed from the employee list on the admin application, the Leaderboard will retain their sales records up to the point of their removal. This ensures a complete historical overview of sales performance. Due to record retention, Leaderboard sales figures may differ from “wash analytics” and “sales summary” reports, which reflect current employee rosters, causing data variations.
• Accurate Single Wash Calculation:.To accurately reconcile sales, count single wash sales after subtracting total sales from opportunities. This isolates direct single wash transactions.

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3. Specific Exclusions from Leaderboard Sales Counts   

• Same-Day Membership Sign-up and Cancellation: If a customer signs up for a membership and subsequently cancels it on the very same day, that specific sale will not be counted towards the employee’s performance on the Sales Leaderboard. 
• Membership Reactivations: Similarly, the reactivation of an existing or previously cancelled membership will not count as a new sale on the Sales Leaderboard. The Leaderboard records new customer acquisitions and direct single wash sales, not the re-engagement of prior members.

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4. Best Practices for Accurate Sales Attribution    

• Employee Login during Member Sign-up: When signing up a new member, it is highly recommended that the employee facilitating the transaction is properly logged in with their unique employee code.
• Default Attribution without Login: Failure to log in with the correct employee code will result in the sale being automatically attributed to whichever employee is currently logged into the system during that specific transaction. This can lead to misattribution and inaccuracies in individual sales performance records.

Refer to this article for membership  reassignation. https://docs.flexwash.com/memberships/sales-reassign-employee