Upsells Percentage

This report lets you see how well your employees are adding additional products onto a sale. Most typically used to evaluate the upsells of lower price items onto a high priced item.

  • Role

    Owner / Manager

  • Job

    Employee Training

  • Recommended Use


Benefits to You:

Increase profitability
  • Increasing your average number of sale lines is one of the fastest ways to improve the profitability of your store. Increasing the upsell percentage across all your employees will dramatically increase your profits.
Improve Employee Performance
  • Increasing upsell percentage offers a clear goal for your employees, with clear results. This report helps you see who is the top performer and who could use additional training.
Keep inventory lean
  • Increasing your basket size also increases your inventory turns.

How it's calculated:

  • This report is intended to be customized by you at the start. Filter by the Primary sale to a customer (a bike, if you’re a bike shop, for example) and by what types of items would qualify as an Upsell (like bike accessories).
  • This report then looks at how many times an employee sold the primary item, and how many of these sales included a qualifying upsell.
  • This report is based on the employee attached to the sale line, not to the sale.
  • In its default setting, this report shows you how many times items of $100 or more in price (principal sale) had additional items under $100 in price (upsell) sold with them on the same transaction.
  • Upsell rate = number of sales with the primary item and at least one upsell item / number sales with the primary item
  • The date range is set to 1 month by default.

Additional Variations:

With Category, Manufacturer, and Vendor
  • The default report with added filters for category, manufacturer, and vendor. With these, you can refine the report to see the upsell percentage for specific segments of your inventory.

Next Steps:

  • Use this report to upsell goals for your team over the next time period.
  • Filter by a specific employee and schedule a meeting to talk about improving their performance.
  • Filter by another specific employee and schedule a meeting to tell them they’re awesome.