Consultants: the team table and each consultant's year

See every consultant side by side for any dates, sort by any column, and open one consultant's year by month next to the store. Staff see their own numbers, never money.

It works like the consultant dashboard in the BridalIQ app, using the sales and appointments in your POS.

The team table

1. Open Reports and pick Consultants.
2. Pick the dates: This month, Last month, Year to date or Custom dates….
3. Tap any column name to sort by it. Tap it again to flip the order. The best number in each column is in bold.
4. Press Download CSV to open the table in Excel or Google Sheets.
5. If you own more than one store, pick All my stores under Store to add them together. A consultant who works in both stores is one row. Each store counts on its own setting and its own departments. Goals are left out there, because each store sets its own.

Each consultant has a row, and the store's total is at the bottom. These columns show to start with, in this order. Tap the i next to a name for what it means, or read What the numbers mean.

• Close rate: of the brides who came in, the share who purchased a gown or a veil. With fewer than 5 brides it says not enough data instead of a percent.
• Average ticket, Came in, Show rate, Gowns sold and Written sales (the dollar columns are for owners and managers).
• Goal progress: how far along she is on this month's goal. It shows when the dates are one month. Set goals in Reports, Goals.

Press More columns to add the bridal, mothers and prom split, accessory-only sales, average gown price, stock ratio, discounts and time to sale. The store remembers your choice on that computer. Her name stays in place and the page never scrolls sideways, even on a phone.

What the numbers mean

One set of rules is used everywhere: the consultants table, her page, My numbers, Home, Goals, My times, the daily tracker and the download. The same dates always give the same number, for old dates and new ones alike. The one difference is written down below: visits that happened in BridalLive, before you switched, use BridalLive's own outcome.

Came in

Brides who came to an appointment: checked in, finished, or marked with how it went. No-shows, canceled appointments and visits nobody has marked yet are not counted. Walk-ins count like any other visit (see Walk-ins below).

Show rate

Came in ÷ (came in + no-shows). Appointments whose time has passed that nobody has marked are shown as not marked yet and are in neither number. Canceled appointments are left out.

Close rate

Of the brides who came in, the share who purchased a gown or a veil at that visit.

• Money has to change hands. She has purchased once there is at least one payment on her gown or veil ticket: cash, check, card, card on another machine, gift card or store credit. An open ticket with no payment yet is not a close. It becomes one when the first payment is recorded, and it counts for the visit it belongs to, not the day she paid.
• Once she has purchased, it stays. A later cancel, forfeit, return or refund does not take the close away, because she did buy and a bride changing her mind should not hurt the consultant's close rate. Only a voided ticket, or a line taken off the ticket because it was written in error, means there was no sale. Sales dollars and commission are not changed by this: they still come off when the item comes back, as before.
• One visit counts once. Two dresses on one ticket, two gowns in one visit, or a gown and a veil together are one closed sale. Her purchase belongs to a visit when a gown or veil was written for her on the day of the visit, or on a ticket started from that appointment.
• Pick the item. A line typed in at the register without picking an item is not a gown or a veil, so it does not count. The register reminds you: Pick the item so it counts as a gown sale.
• A visit only marked Purchased with no gown or veil ticket is not a closed sale. A quote, a return ticket and a gift card never close a visit.

Walk-ins

A walk-in gets an appointment when she arrives, and it counts in came in and close rate like any visit, whether or not she buys. If a walk-in was never checked in and the register asks How did she come in? at her sale, a Walk-in appointment is made then. She still counts (she did come in), but adding her only at the sale makes close rate look higher, so she is marked added at the register in the consultant's recent appointments, the table shows how many (N walk-ins added only at the sale) and managers get a To do reminder: Check walk-ins in when they arrive so close rate stays fair.

From BridalLive's outcome

Visits that came over from BridalLive and happened there (already past when you moved them, or before your switch day) were rung up in BridalLive, so the POS has no ticket for them. Those visits count as closed when BridalLive marked them Purchased. The table says how many of the closed sales came from BridalLive's outcome, and the download has a closed_from_bridallive column. Visits made in the POS always need a gown or veil ticket.

Accessory-only sales

Brides who came in and paid for something but no gown and no veil. Counted by themselves, not in close rate. A bride whose gown or veil ticket has no payment yet is shown as open ticket, no payment yet instead.

Average ticket

Written sales ÷ number of tickets, before tax and after discounts. A return is not a ticket.

Written sales

Everything sold, before tax and after discounts, on the day your store counts consultant stats (Settings, When things count).

Gowns sold

Pieces sold in the departments that count as a dress (Settings, Dresses and walk-aways). Veils, accessories, bridesmaids and tuxes are not gowns. A dress that came back comes off.

Gown dollars and Average gown price

What the gowns sold for, and gown dollars ÷ gowns sold.

Stock ratio

Of the gowns sold, the share that came off the floor rather than being special ordered.

Veils

The owner picks which departments are veils in Settings, Dresses and walk-aways. Until then, any department with "veil" in its name is one.

Dresses per bride (BridalIQ)

BridalIQ's own reports divide dresses sold, plus walk-aways, by brides who came. That is a different number from close rate, so it is called Dresses per bride and never close rate.

One consultant's year

Tap a name in the table. Her page opens:

• Her year so far at the top: came in, close rate, stock ratio, gown units, gown dollars, average gown price and average ticket, each next to the store's with the difference in points or dollars.
• Tabs: Overview, Appointments, Sales, Commissions and Open orders.
• The year by month, like BridalIQ's dashboard: the store's year, her year, then each month. A month in bold beat the store on conversion, stock ratio or the averages.
• Her goal this month, with how she's pacing.
• Her commission this month (people who can see commissions). Press Add up the year to see the whole year too. It takes a moment on a busy store.
• Her open orders and what's still owed on them.
• Her last 15 appointments and how each one went.

Use Consultant and Year at the top to switch to someone else or an earlier year.

My numbers (for consultants)

Consultants press My numbers on the My times card, on Home or in Settings, You. It opens her own page: counts, percents and times, never a dollar figure. Her open orders show as counts only. The store's row shows rates only.

Who sees what

• Owners and managers see everyone, with money.
• Staff see only their own page, with no money, and never another consultant's numbers.
• Showing staff the team table: the owner can tick Let staff see this table, without any dollar figures under the table. Staff then see everyone's appointments, purchases, close rate, gowns and times from their own page. It's off to start with, and it never shows money. The change is kept in the History.
• The download is for owners and managers. All my stores is for owners of more than one store.