How to Use Sales Attributions to Drive and Track Sales (Beta)

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This article will take you through;

  1. What are Sales Attributions?
  2. The benefits of Sales Attributions
  3. How to use Sales Attributions
  4. Using the Transaction Report to analyze Sales Attributions
  5. Next steps and additional support

What are Sales Attributions?

'Sales Attribution' gives you the ability to assign a sale to a member of staff from the cart. This information, as well as the item and time of purchase, is then stored and can be viewed from the 'Transaction Report'.  

The 'Sales Attribution' feature is currently in Beta, if you would like early access, please email your Glofox Onboarding Manager or email customersuccess@glofox.com

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The benefits of Sales Attributions

The key benefits of the 'Sales Attribution' feature are as follows; 

  • To drive sales by having your staff participate in selling competitions or by giving congratulations the top-performing staff members
  • To get a general sense of which staff members are taking in the most revenue
  • Keep track of who sold what so you can revert back to that staff member if any issues arise

How to use Sales Attributions

  1. From the dashboard, search for your client's name using 'Global Search
  2. Select the Book/Buy button on the client you want to purchase for
  3. Search the class, course, appointment, memberships or product they want 
  4. Select 'Buy for/Book for'
  5. Select the 'Sale by' dropdown and select a staff member to attribute the sale to
  6. Choose the payment method
  7. Select 'Proceed with Transaction'How to drive sales with 'Sales Attribution' 

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Using the Transaction Report to analyze Sales Attributions

The 'Transactions Report' includes all of the transactions for your studio plus a breakdown of 'Sales Attribution' which can be exported into a CSV-formatted report for use in spreadsheet apps. Transaction activity includes charges, refunds, and failed payments. If you have Glofox Payments then the CSV download will include payout report data as well as fees and net amount to help with reconciling transactions against what’s in your bank account. The time frame of the report can be customized so you can view any time period. 

Read more about the 'Transaction Report' here; 

Next steps and additional support

Once you have 'Sales Attribution' and the 'Transaction Report' figured out, you might want to take a look at the 'Failed Payment Report'; 

The 'Sales Attribution' feature is currently in Beta, if you would like early access, please email your Glofox Onboarding Manager or email customersuccess@glofox.com. For additional support reach out to support@glofox.com and we will be happy to assist you. 

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