Designer Performance Summary (1208 onwards)

Originally written by John Hardwick, last updated Feb 02, 2026, on the Swan Retail knowledge base (FRS).

Part of: Up Board Reports

This report shows outstanding customer actions as a result of the Up Board system.

A separate sheet is generated for each designer

Selection Criteria

Run time choices, user selectable.

• Restricted Trading Location

• Date & Time Range

Print Sequence

As indicated by blue numbered squares in the report example.

1 Trading Location

2 Manager

3 Month

4 Designer

Report Totals

As indicated by yellow numbered squares in the report example.

1 Designer

Printed Fields

Fields printed on the report.

• Trading Location

• Store Manager

• Month / Year

• Designer / Salesperson

• Salesperson’s Monthly Budget

• Date

• Number of Written (New) Sales

• Value of Case Goods

• Value of Upholstered Items Sold

• Value of Accents

• Value of Discounts

• Number of prospects seen

• Number of sales generated

• Number of be-backs

• CDC information obtained

• Number of sketches

• Number of home visits

• Number of home visits closed

• Value of home visits closed

• Total sales

• percentage breakouts and statistics.

Attachments (1)

image-20230906-064343.png
331 KB