One of the most powerful tools in Appliance.io for tracking performance is the Sales KPI Report. It gives you a complete picture of your team’s performance with all the key metrics you need for smart decision-making and growth.
📍 Accessing the Report
Go to the sidebar and click Reports
Under Management Tools, select Sales KPI Report
You’ll now see your full sales dashboard with all active salespeople and their records
🔍 Filters
Make reporting easier with filters:
Salesperson
Date
Location
💡 Tip: If you filter by Salesperson, the view changes from month-by-month to a yearly KPI summary for that salesperson.
👉 Need a clean slate? Just hit Reset Filter.
📤 Exporting Reports
Need to share or analyze the data?
Click Export
Choose between PDF, Excel, or CSV
⚠️ Note: The export reflects whatever filters are applied.
📑 Understanding the Columns
Here’s what each column means:
Number of Quotes → Total issued quotes (including ones converted to orders)
Number of Orders → Total orders placed
Items Reserved in Inventory → Reserved item count
Sales Closing Ratio → Quotes vs. orders ratio
Average Closing Time → Avg. time from quote → order
Protection Plan Attachment Rate (%) → Warranties ÷ products × 100
Models Returned → Number of models returned
Install Returns → Number of installations returned
Protection Plan Returns → Number of protection plans returned
Total Returns → All returns combined
Protection Plan Revenue → Revenue from protection plan sales
Install Revenue → Revenue from installation services
Average Order Value → Total order value ÷ number of orders
Total Revenue → Overall revenue generated
Profit Margin → Price minus cost
👥 Compare Salespeople
Easily compare team performance:
Check the box next to a salesperson
Select up to five in total
Click Compare
A pop-up shows all KPIs side by side — from quotes to profit margin.
✅ You can also export comparisons as PDF, Excel, or CSV.
🎉 You’re Ready!
With filters, exports, column breakdowns, and comparisons, the Sales KPI Report gives you everything you need to measure performance and boost sales.