The Budtender Performance Dashboard allows dispensaries to track and analyze sales performance at the employee level, focusing on product sales, discount usage, and customer interactions. This dashboard helps managers evaluate individual employee performance across various areas such as sales volume, product category sales, and discount usage.
Key Metrics Tracked
Average Transaction Time: The average time taken by the budtender to complete a sale transaction.
Average Basket Size: The average number of units sold per transaction.
Discount Percentage: The average discount rate applied to transactions handled by the budtender. This is calculated as Discounts divided by Gross Sales
Average Order Value (AOV): The average gross receipt value per transaction processed by the budtender.
Average Order Profit: The average gross profit per transaction.
Selecting an Employee Type
Retailers have different models for budtender sales, leading to different methods of capturing attribution for sales. The two models that are most commonly used are:
Budtender as Cashier: In this model, budtenders are building out the basket and completing the sale on the same device.
If your retail location uses this model, select the Completed the Sale in Treez option in the Employee Type dropdown found in the Control Panel.
Floating Budtender: In this case, budtenders are building out the basket typically on a mobile device before handing the customer off to a separate cashier who completes the sale.
If your retail location uses this model, select the Created the Sale in Treez option in the Employee Type dropdown found in the Control Panel.
Employee Sales Matrix
This matrix displays the performance of all employees, including metrics like gross sales, units sold, average transaction time, and discounts. Each employee is listed along with their key performance metrics to enable comparisons and identify top or underperforming budtenders.
Employee Performance Overview
The Employee Performance Overview provides several visuals to help analyze performance over time, compare performance to store average for a similar employee, or analyze period-over-period trends to see how an employee is progressing toward their KPIs.
To start, ensure an employee is selected from the dropdown or by clicking on an employee from the Sales Matrix.
Then, select a View Metric for analysis. The rest of the visuals in the Employee Performance Overview section will now feature this metric.
Selected Employee compared to Store Average
This trend graph shows the selected employee's performance over time compared to the store average for the selected view metric.
Managers can easily spot whether an employee exceeded the store average on the days in which they worked for the metric chosen for analysis.
💡 Store average calculations are based on store totals on sales attributable to employees. Gross Sales and Net Sales calculations are calculated with the store totals divided by the number of employees who registered a sale based on the Employee Type chosen above.
Period over Period Analysis
This table allows managers to see how an employee's performance for the most recent period compares to the previous period. Managers can select the previous 7, 14, 30, 60, or 90 days for comparison. The selected employee shows up in the first row, highlighted in purple, while the rest of the employees are also returned below for easy comparison.
Employee Sale Days and Ticket Count are provided to ensure that the sample size of data is enough for proper comparison.
Note: The Period over Period Analysis in Budtender Performance functions separately from the Date filter above. Users just need to select a desired Period over Period lookback window.
The rest of the dashboard bases the date range of data according to the parameter set in the Date Range filter at the top of the dashboard.
Weekday and Hourly Breakdown
These are views of how the performance of each budtender varies by time of day and day of the week. This can help identify when employees are most or least productive, informing scheduling decisions.
Tip: To easily isolate specific weekdays in the Hourly Breakdown chart, simply click the bar representing the desired weekday in the Weekday Breakdown
Employee Product Sales Breakdown
For the selected employee, the Product Sales Breakdown provides an easy way to visualize Category or Brand biases that an employee may have.
Managers are able to see sales by Product Type, top Sub Types and Brands, and view Employee Sales by category compared to the store average.
Employee Product Sales Matrix
First select a Product View option to see how an employee compares to the store average. By default, Product Type is selected. Based on this selection, the sales matrix will then show the selected employee's sales performance for each Product Type compared to the store average for the same period.
Analyzing the proportion of sales by product type for an employee compared to the store provides an easy way to see if an employee needs additional enablement or training on how to sell or recommend things they may not be familiar with.
💡Use case: Employee Sales Contests
To see all employee sales of a particular product or brand, ensure that all employees are selected from the Select an Employee dropdown. Then, filter by the Product Brand(s) or Product Name(s) that correspond to the sales contest. Lastly, change the Product View to Product Brand or Product Name. Now the Employee Product Sales Matrix contains a leaderboard of units sold and net sales for the specified brand or product.
Employee Discount Breakdown
This section details the discounts applied by each budtender. It highlights trends in discount usage, including the percentage of discounts applied, discount type (e.g., automatic, custom), and also provides managers with a way to see which specific discounts are being applied the most for a given budtender.
Employee Discount Totals
The Discount Totals Table shows aggregated discount metrics for the date range selected from the top. The selected employee will show up in the first row for easy comparison. Here, managers can evaluate the types of discounts most commonly used, the volume of discounts applied compared to other employees, the number of samples being offered to customers (calculated based on common product naming conventions), and more.
Employee Individual Discount Usage
Here, managers can see exactly which discounts the employee is applying the most. It is a good way to see if the Employee Discount is being overused, or if employees are aware of current promotions and actively recommending them to customers.
Dashboard Controls
Managers can use the controls in the Control Panel at the top of the dashboard to manage the behavior of the entire dashboard. Managers can specify a selection of Stores, specify Adult Use or Medical customers from the Customer Type filter, and determining whether employee sales attribution should be based on a Cashier model or a Floating Budtender model by selecting an option from the Employee Type control.
For detailed metric definitions, visit the Retail Analytics Glossary.