Overview
Otter POS users can now view an employee performance report on the Otter App homepage.
Gives employees the ability to see an overview of their sales and tip earnings for their daily shift— allowing users to access information to stay accountable for their transactions.
Under Your Performance, you can track the following Otter POS metrics:
- Total orders
- Gross sales
- Net sales
- Total tips
This performance report only shows data for Otter POS orders. This does not include orders from delivery partner platforms (like DoorDash or Uber Eats).
The Performance report shows daily data for the current user signed into that POS terminal. The data collected for this report will reset daily at 12 AM corresponding with the local time zone where the POS is located.
Viewing Employee Performance
Follow the steps below to view your Otter POS performance and learn more about your daily transactions.
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Step 1
On the Otter POS terminal, enter your employee pin to sign in.
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Step 2
Once signed in, the employee performance for that user will show on the right-hand side of the homepage under Your Performance. -
Step 3
Click the [Refresh] button to manually refresh the report— to ensure you’re viewing the most current data. -
Step 4
If you sign out of the POS terminal, when you pin back into that terminal— Your Performance report will resume. If another user pins into that POS terminal, the Your Performance report will reflect their daily performance on that device.
Performance Insights
Check out what information is being highlighted in the Your Performance report and how it helps understand your overall daily performance.
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Orders data:
The number of orders processed on that specific POS terminal by the employee currently signed in. -
Gross sales data:
The sum of the order subtotal and restaurant service charges (excluding gift card sales) before taxes and tip for all paid orders on that given day processed by the employee currently signed in. -
Net sales data:
Estimated sales after discounts and adjustments (based on the day the order was placed) for daily orders processed on that device by the employee currently signed in. -
Total tips data:
Keeps cashiers informed about their personal daily tip earnings. This data is user specific and will display the tips earned for the user that is currently pinned into that device.
If an order is initiated by Cashier A, but then Cashier B takes payment to complete the order— the order data will be reflected on Your Performance for Cashier A.
FAQs
- No— Your Performance will only show data based on orders processed on that Otter POS device for the user currently pinned in.
- No— Your Performance report will show for all Otter POS subscriptions.
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No— Your Performance report will only show real-time data for users signed into that device for that day. Currently, you can’t look at a historical view of Your Performance.
Check here to see what current or historical analytics and reports you can view for your business’ performance.
Still need help? Reach out to our team:
| Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard. |
+1 (888) 681-8837 Send us a text to the number above for assistance over text message. |
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