Square Multi-Location Performance Agent
Managing multiple stores? This agent aggregates sales, customer, and custom attribute data from every location, highlights top performers, updates location profiles, and segments customers by location. Perfect for Square merchants who want actionable insights and operational excellence across their footprint.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
You spend hours each week manually compiling sales reports from each store
Instead of downloading CSVs and building pivot tables, hire the agent to aggregate and compare all your location sales data automatically.
You’re not sure which locations are driving your best customers
The agent segments your customer base by store, showing you which locations attract repeat business and where you’re losing out.
You need to update store attributes (like manager or region) across dozens of locations
Let the agent handle bulk updates to location profiles, ensuring every store’s information is current and accurate in Square.
You want to launch a new program and tag eligible stores quickly
The agent creates and applies custom attributes to the right locations, so you can segment stores for promotions or internal reporting instantly.
You’re preparing for a quarterly review and need actionable, location-level insights
The agent highlights top and underperforming stores, saving you hours of manual analysis and helping you make data-driven decisions.
How to hire your agent
Connect
Securely connect your Square account and select the locations you want the agent to monitor.
Tell the agent what to do
Specify which sales metrics, customer segments, and custom attributes you want tracked and compared.
Agent goes to work
The agent automatically aggregates data, updates location profiles, segments customers, and highlights performance insights—keeping you informed and in control.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Aggregates Sales Data Across All Locations
Pulls payment and order data from every Square location you operate, giving you a unified view of sales performance without manual downloads or spreadsheet wrangling.
Compares Location Performance
Highlights top and underperforming locations by analyzing sales, customer counts, and custom attributes, so you know exactly where to focus your attention.
Segments Customers by Store
Organizes your customer profiles by the locations they visit, making it easy to understand local loyalty and tailor your marketing efforts.
Updates and Enriches Location Profiles
Keeps each location’s profile up-to-date with the latest custom attributes—like manager name, store type, or region—so your data always reflects reality.
Tracks Custom Store Metrics
Creates and manages custom attributes for locations, letting you track metrics unique to your business, such as store tier or special events.
Bulk Updates for Multi-Store Changes
Applies changes or new attributes to multiple locations at once, eliminating repetitive data entry when you roll out new programs or initiatives.
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