Welcome to Appliance.io! As you grow more familiar with daily workflows, the Performance & Optimization Reports help you analyze what’s working, identify gaps, and make smarter operational decisions. These reports focus on sales performance, product movement, incentives, damage recovery, and delivery execution — giving you clear, actionable insights across your business.
This guide provides a quick overview of each report and how they fit into your optimization toolkit.
📊 Sales KPI Report
Track sales performance and profitability
The Sales KPI Report gives you a high-level view of how your sales team is performing across quotes, orders, and closed deals.
What You’ll See
Quotes created vs orders closed
Closing ratios and conversion rates
Protection plan sales
Profit margins and total revenue
Why It Matters
Measure salesperson productivity and effectiveness
Identify strengths and gaps in the sales process
Support performance reviews and data-driven coaching
Monitor profitability without unnecessary clutter (only shows when data exists)
👉 Learn more in the full guide: Sales KPI Report
📦 Sell Throughs
Understand product performance by brand and channel
The Sell Throughs Report helps you analyze how products are performing once they’re sold through specific brands or sales channels.
What You’ll See
Sell-through volume by product and brand
Date-based performance trends
Brand-level filtering for focused analysis
Why It Matters
Identify fast- and slow-moving products
Improve demand forecasting and inventory planning
Make smarter purchasing and stocking decisions
👉 Learn more in the full guide: Sell Throughs
💰 Spiffs
Track and manage sales incentives
The Spiffs Report tracks bonuses earned by salespeople, helping you manage incentives and reward performance accurately.
What You’ll See
Claimed spiffs (already submitted)
Unclaimed spiffs (earned but not yet submitted)
Brand-based spiff tracking
Key Features
Export bulk spiff files with brand filters applied
Clearly separate earned vs pending bonuses
Why It Matters
Motivate sales teams with transparent incentives
Reduce missed or delayed spiff claims
Simplify bonus reporting and reconciliation
👉 Learn more in the full guide: Spiffs
🛠️ Damage Allowances
Manage and resolve damaged product claims
The Damage Allowances Report helps you track damage claims from start to resolution, keeping recovery efforts organized and visible.
What You’ll See
Open (pending) damage claims
Resolved damage claims for reference and audits
Claim details including:
Amount offered and credit amount
Driver information
Date and description of damage
Resolution notes
Why It Matters
Centralize damage claim management
Improve visibility into recurring damage issues
Speed up resolution and credit recovery
👉 Learn more in the full guide: Damage Allowances
🚚 Driver Report
Analyze delivery performance and logistics
The Driver Report provides detailed insights into delivery operations, helping you optimize routes, driver performance, and fulfillment outcomes.
What You’ll See
Driver performance and efficiency metrics
Delivery schedules and fulfillment issues
Damage reports, missing parts, and reschedules
Detailed stop information by type and status
Key Features
Filters for truck number, driver name, and delivery method
Tracking of fulfillment types and replacement requests
Summary data per truck, including mileage and completed stops
Why It Matters
Improve delivery efficiency and accountability
Identify recurring delivery issues
Support better logistics planning and customer satisfaction
👉 Learn more in the full guide: Driver Report
📌 Tip for New Users
You don’t need to review every report daily. Start with:
Sales KPI to understand sales performance
Sell Throughs to track product movement
Driver Report to monitor delivery execution
Together, these reports help you turn operational data into actionable insights — empowering smarter decisions as your business scales.