Prerequisites
Before getting started, ensure you have:
Required Permissions:
Data Analytics can be accessed by users with the following permissions:
Analyst
Marketing
Marketing + Analyst
Operator
Owner
Other Requirements
Retail Analytics Pro required to access staff insights
A connected POS
How to Access Staff Insights
Navigate to Analytics > My Analytics > Staff Insights.
Select your desired date range.
Review the staff performance table.
Data shown reflects transactions and review responses received during the selected timeframe.
Understanding Staff Metrics
The Staff Insights table includes:
Staff Name and ID
Pulled directly from your POS system.
Note: This is not connected to team members added under Team Member Settings.
Average Rating (1–5)
The average rating received from customers.
Only populated when a customer replies with a number between 1–5
Ratings are collected via Post-purchase Survey or Review campaigns
If no valid numeric responses are received, this field will remain blank
Average Sale
The average dollar amount per ticket across all sales processed by the staff member.
Average Quantity Sold
The average number of items sold per ticket across all sales processed by the staff member.
Total Reviews
The total number of survey or review responses collected for that staff member.
Total Orders
The total number of orders processed by the staff member during the selected date range.
Total Sales
The total dollar amount of all sales processed by the staff member.
Total Items
The total quantity of items sold by the staff member.
Total Signups
The total number of loyalty signups attributed to that staff member.
How to Collect Staff Reviews
Staff ratings are collected through a Post-purchase Survey or Review campaign.
Step 1: Create the Campaign
Navigate to Marketing > Campaigns.
Click Create Campaign.
Select Post-purchase survey or review as the campaign type.
Step 2: Configure the Campaign
Build your message content.
Use your landing page or message copy to clearly instruct customers to reply with a number between 1–5.
Complete the remaining campaign setup (audience, timing, triggers).
⚠️ Warning: Customers must reply with a number between 1–5 for ratings to populate in Staff Insights.
Step 3: Launch the Campaign
Review campaign settings.
Click Launch to begin collecting responses.
Best Practices for Collecting Staff Ratings
Clearly ask customers to reply with a number (e.g., “Reply 1–5 to rate your experience.”)
Avoid leaving campaigns running indefinitely
Consider limiting frequency for repeat customers
⚠️ Warning: If left active without limits, frequent buyers may receive this message after every purchase, which can increase unsubscribe rates.
Need Help?
If you need assistance, reach out to AIQ Support anytime via the chat widget within your AIQ Dashboard.