Staff Performance Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Report	https://dashboard.boulevard.io/reports/staff_performance

Overview

The Staff Performance report helps you get a comprehensive view of how each team member is performing across appointments, sales, and client behavior. It brings together utilization, service and retail sales, booking behavior, gratuity, refunds, and discounting in one place, so you can see the full picture for each staff member side by side.

Use this report to support performance reviews, inform compensation decisions, and guide staffing strategy. It's especially useful for spotting utilization gaps, comparing sales performance and retail attachment across your team, and identifying coaching opportunities around discounting, refunds, or client retention — since you can filter by role, location, or time period to focus the comparison you need.

Note: Utilization % only deducts Business Blocked Hours from the denominator — personal blocked hours aren't subtracted, so staff with heavy personal blocks will show lower utilization, and utilization can exceed 100% if appointments are booked outside scheduled shift hours. Hours-related columns are staff-level metrics and won't distribute meaningfully if you group by sale-level fields like Item Type or Discount Name — remove them from those views. See the Report Caveats section below for more, including how Gratuity is shown net of refunds by default.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Staff productivity & utilization	Track hours scheduled, hours booked, personal/business blocks, and utilization %. Compare by role and location.	Who is under 70% utilization this week? Which role is overbooked at Location A?
Service sales performance	Measure service count, net/gross service sales, sales per appointment, and discretionary discounts.	Which staff lead in net service sales? Where did discounts spike last week?
Retail attachment & upsell	Track retail units, net/gross retail sales, sales-per-order, and product/brand/category mix driven by each staff.	Who has the highest retail attachment? Which brands sell with top stylists?
Client Booking behavior	Monitor self-booked vs requested appointments, prebook rates, and appointment volume.	What is each staff member’s prebook %? Who gets the most requested bookings?
Gratuity insights	Review net/gross gratuity to understand client satisfaction with staff member.	Which staff have falling gratuity trends?
Refunds & quality signals	Identify refunded service/retail/membership/package dollars and counts to target coaching or product fixes.	Which staff generated the most refunded dollars this month?
Promo/discount control	Evaluate discount name, amount, rate, and promo lift by staff and role.	Did the promotion lift sales or just discount existing demand? Who over-discounts?
Revenue mix & voucher impact	Track net vs gross, voucher-less measures, and retail-to-service %.	What is retail-to-service % by role? How do vouchers change sales per order?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Staff Operations Reporting > Performance - Self or Everyone
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, you must have Staff profiles created with completed appointment and checkout activity per individual user.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group by (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	Name of the business location where the activity occurred.	AZ Goodyear \| Canyon Trails 097	Yes
Staff Name	Full name of the staff member.	Abby Hatch	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Staff Role Name	Name of the role assigned to the staff member	Aesthetician	Yes
Hours Scheduled	Total hours the staff member was scheduled to work in the selected period.	25.25	No
Hours Booked	Total hours booked for appointments during the period.	12.25	No
Utilization %	The staff member's utilization, calculated as hours booked over scheduled hours minus business block hours, expressed as a 0-1 percentage.	35.33%	Yes
Appointment Count	Distinct count of appointments associated with the staff member.	2	No
Staff Requested %	Percentage of appointments where the client requested the staff member relative to all appointments associated with the staff member.	28.57%	No
Prebooked %	Percentage of appointments that were pre-booked are relative to all appointments associated with the staff member.	77.65%	No
Self-booked %	Percentage of appointments that were self-booked are related to all appointments associated with the staff member.	83.33%	No
Add on Appointment %	The percentage of appointments associated with the staff member that include at least one add-on service, expressed as a 0–1 percentage.	6.66%	No
Order Client Count	Unique count of clients associated with the staff member’s orders.	55	No
New Membership Sales Count	Count of new membership sales associated with the staff member.	7	No
Retail Conversion %	The percentage of clients who had an appointment with a staff member and also purchased a retail product.	13.45%	No
Gratuity	Net gratuity amount in dollars after refunds, aggregated by the current grouping.	$12.94	No
Service Net Amount	Net amount in dollars from services after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$60.75	No
Retail Net Amount	Net amount in dollars from retail products after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$35.50	No
New Membership Net Amount	Net amount in dollars from new membership purchases after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$50.55	No
Recurring Membership Net Amount	Net amount in dollars from recurring membership renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$35	No
Total Membership Net Amount	Net amount in dollars from all membership purchases and renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$22.25	No
Package Net Amount	Net amount in dollars from packages after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$12.25	No

Customizable fields

All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.

Field name	Definition	Example	Filter?
Location Name	Name of the business location where the activity occurred.	AZ Goodyear \| Canyon Trails 097	Yes
Staff Name	Full name of the staff member.	Abby Hatch	Yes
Staff Role Name	Name of the role assigned to the staff member	Aesthetician	Yes
Hours Scheduled	Total hours the staff member was scheduled to work in the selected period.	25.25	No
Hours Booked	Total hours booked for appointments during the period.	12.25	No
Utilization %	The staff member's utilization, calculated as hours booked over scheduled hours minus business block hours, expressed as a 0-1 percentage.	35.33%	Yes
Appointment Count	Distinct count of appointments associated with the staff member.	2	No
Staff Requested %	Percentage of appointments where the client requested the staff member relative to all appointments associated with the staff member.	28.57%	No
Prebooked %	Percentage of appointments that were pre-booked are relative to all appointments associated with the staff member.	77.65%	No
Self-booked %	Percentage of appointments that were self-booked are related to all appointments associated with the staff member.	83.33%	No
Add on Appointment %	The percentage of appointments associated with the staff member that include at least one add-on service, expressed as a 0–1 percentage.	6.66%	No
Order Client Count	Unique count of clients associated with the staff member’s orders.	55	No
New Membership Sales Count	Count of new membership sales associated with the staff member.	7	No
Retail Conversion %	The percentage of clients who had an appointment with a staff member and also purchased a retail product.	13.45%	No
Gratuity	Net gratuity amount in dollars after refunds, aggregated by the current grouping.	$12.94	No
Service Net Amount	Net amount in dollars from services after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$60.75	No
Retail Net Amount	Net amount in dollars from retail products after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$35.50	No
New Membership Net Amount	Net amount in dollars from new membership purchases after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$50.55	No
Recurring Membership Net Amount	Net amount in dollars from recurring membership renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$35	No
Total Membership Net Amount	Net amount in dollars from all membership purchases and renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$22.25	No
Package Net Amount	Net amount in dollars from packages after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$12.25	No
Date	Calendar date on which the sale, service or schedule occurred (local time).	Apr 18, 2026	Yes
Staff ID	Unique identifier for the staff member.	d4097cce-828a-4dcd-a7a7-22a768489802	No
Location Group	The location group the business location is associated with, if applicable.	West	Yes
Item type	The high-level classification of the sale line item based on what was sold. Possible values include Service, Retail Product, Membership (New), Membership (Recurring), Package, Prepaid Product, Gift Card, Account Credit, Fee, and Gratuity.	Membership (New)	No
Item name	Display name of the item associated with this sale line item, consolidated from service name, retail product name, membership name, package name, and prepaid product name. Null for gratuity and fee rows.	Facial Maven	No
Item category	Category of the item associated with this sale line item, consolidated from service category, retail product category name, membership category name, and package category.Null for gratuity and fee rows.	Memberships	No
Client ID	Identifier for the client tied to the sale line item, based on the client who received the service or made the purchase.	18293551-4aaa-4815-9230-fff3d10ff5eb	No
Client name	Name of the client tied to the sale line item, based on the client who received the service or made the purchase.	Kelly Steck	No
Client first name	first name of the client tied to the sale line item, based on the client who received the service or made the purchase.	Kelly	No
Discount Name	Name of the discount applied to the line item	Members Additional Service or Product	No
Location ID	Unique identifier for the business location.	a04610c3-7640-46b6-ac66-b868598ce466	No
Location External ID	Identifier for the location from an external system, if provided by the business.	Click here for directions	No
Staff First Name	First name of the staff member.	Abby	No
Staff Last Name	Last name of the staff member.	Hatch	No
Staff Nickname	Informal name used by the staff member in the system.	Abie	Yes
Is Staff Active	Flag indicating if the staff member is active (true = active).	TRUE	Yes
Staff External ID	Identifier for the staff member from an external system if provided by the business.	1003	No
Staff Alternate ID	Alternate Identifier for the staff member if provided by the business.	2/20/2023	No
Staff Mobile Number	Mobile phone number of the staff member.	3147043786	No
Staff Email	Email address of the staff member.	email@email.com	No
Booked to scheduled %	The staff member’s booked-to-scheduled ratio, calculated as booked hours divided by scheduled hours.	6.78%	No
Returning Client %	Percentage of served clients who had at least one appointment with the business before the selected date range.	7.77%	No
Service Count	Count of services performed by the staff member.	45	Yes
Service Sale Amount	Total sale amount in dollars from services aggregated by the current grouping before discounts and refunds, excluding sales tax. For voucher-redeemed services, the sale amount uses the service list price per policy.	$12.33	No
Retail Product Sales Count	Count of retail products sales associated with the staff member.	32	No
Retail Product Sale Amount	Total sale amount in dollars from retail products aggregated by the current grouping before discounts and refunds, excluding sales tax.	$18.75	No
Retail To Service %	Ratio of net retail product sales to net service sales, expressed as a percentage between 0–1.	12.25%	No
New Membership Sale Amount	Total sale amount in dollars from new membership purchases aggregated by the current grouping before discounts and refunds, excluding sales tax.	$19.50	No
Package Sales Count	Count of package sales line items linked to the staff member.	9	No
Package Sale Amount	Total sale amount in dollars from packages aggregated by the current grouping before discounts and refunds, excluding sales tax.	$56.50	No
Sale Amount	Total sale amount in dollars for all line items aggregated by the current grouping before discounts and refunds, excluding sales tax. For voucher-redeemed services, the sale amount uses the service list price per policy.	$225.35	No
Discount Amount	Total discount amount in dollars, excluding sales tax, aggregated by the current grouping.	$32.25	No
Net Amount	Total net amount in dollars after discounts and refunds, excluding sales tax and gratuity, aggregated by the current grouping.	$1,033.50	No
Hours Clocked	Total hours clocked by the staff member in the selected period	30.75	Yes
Business Blocked Hours	Total hours blocked for business-related non-service activities.	20.25	No
Personal Blocked Hours	Total hours blocked as personal (non-work) time.	35.75	No
Requested Appointment Count	Number of appointments where the client specifically requested this staff member.	10	No
Prebooked Appointment Count	Number of appointments booked by clients on the same day as their service.	12	No
Self-booked Appointment Count	Count of appointments associated with the staff member that were directly booked by clients through self-booking.	22	No
New Client Count	Total number of clients whose first appointment with the business occurred within the selected date range, aggregated by the current grouping.	15	No
New Client Count %	Percentage of served clients whose first appointment with the business occurred within the selected date range.	12.22%	No
New Client Count - Requested	Total number of new clients who specifically requested the staff member, aggregated by the current grouping.	13	No
New Client Count - Non Requested	Total number of new clients who did not specifically request the staff member, aggregated by the current grouping.	14	No
Returning Client Count	Total number of clients served who had at least one appointment with the business before the selected date range, aggregated by the current grouping.	15	No
Returning Client Count - Requested	Total number of returning clients who specifically requested the staff member, aggregated by the current grouping.	22	No
Returning Client Count - Non Requested	Total number of returning clients who did not specifically request the staff member, aggregated by the current grouping.	11	No
Prebooked Service Client Count	Count of clients who booked their next appointment on the same day as service completion.	33	No
Self-booked Service Client Count	Count of clients who booked self-booked their appointment using online booking.	6	No
Service Client Count	Unique count of clients who received a service from the staff member.	77	No
Retail Product Client Count	Count of clients who purchased a retail product through the staff member.	22	No
New Membership Client Count	Count of clients associated with membership sales handled by the staff member.	13	No
Package Client Count	Count of clients who purchased a package from the staff member.	4	No
Order Count	Count of orders associated with the staff member.	13	No
Add-on Count	The count of services performed by the staff member where the service is categorized as an add-on.	12	No
Gift Card Sales Count	Count of gift card sales associated with the staff member.	19	No
Retail quantity sold	Total number of retail product units sold, aggregated by the current grouping.	90	No
Prepaid Product Quantity Used	Total number of prepaid product units redeemed, aggregated by the current grouping.	12	No
Prepaid Product quantity sold	Total number of prepaid product units sold, aggregated by the current grouping.	7	No
Retail Refund Count	Total number of refunded retail product sales, aggregated by the current grouping.	2	No
New Memberships Refund Count	Total number of refunded new membership sales, aggregated by the current grouping.	1	No
Recurring Membership Refund Count	Total number of refunded recurring membership renewals, aggregated by the current grouping.	1	No
Total Membership Refund Count	Total number of refunded memberships sales, including new memberships and recurring renewals, aggregated by the current grouping.	3	No
Package Refund Count	Total number of refunded package sales, aggregated by the current grouping.	1	No
Gift Card Refund Count	Total number of refunded gift card sales, aggregated by the current grouping.	1	No
Account Credit Refund Count	Total number of refunded account credit transactions, aggregated by the current grouping.	1	No
Repaid product Refund Count	Total number of refunded prepaid product sales, aggregated by the current grouping.	1	No
Recurring Membership Sale Amount	Total sale amount in dollars from recurring membership renewals aggregated by the current grouping before discounts and refunds, excluding sales tax.	$26.50	No
Total Membership Sale Amount	Total sale amount in dollars from all membership purchases and renewals aggregated by the current grouping before discounts and refunds, excluding sales tax.	$20.50	No
Gift Card Sale Amount	Total sale amount in dollars from gift cards aggregated by the current grouping before discounts and refunds.	$30.50	No
Account Credit Sale Amount	Total sale amount in dollars from account credit purchases aggregated by the current grouping before discounts and refunds.	$65.75	No
Prepaid product sale amount	Total sale amount in dollars from prepaid product purchases aggregated by the current grouping before discounts and refunds.	$18.75	No
Refunds	Total dollar amount of refunds aggregated by the current grouping.	-$54.55	No
Refunded Service Sales	Total dollar amount of refunded service sales aggregated by the current grouping.	-$22.25	No
Refunded Retail Sales	Total dollar amount of refunded retail product sales aggregated by the current grouping.	-$22.25	No
Refunded New Membership Sales	Total dollar amount of refunded new membership sales aggregated by the current grouping.	-$32.25	No
Refunded Recurring Membership Sales	Total dollar amount of refunded recurring membership sales aggregated by the current grouping.	-$42.25	No
Refunded Total Membership Sales	Total dollar amount of refunded membership sales, including new memberships and recurring renewals, aggregated by the current grouping.	-$52.25	No
Refunded Package Sales	Total dollar amount of refunded package sales aggregated by the current grouping.	-$62.25	No
Refunded Gift Card Sales	Total dollar amount of refunded gift card sales aggregated by the current grouping.	-$72.25	No
Refunded Account Balance Sales	Total dollar amount of refunded account balance transactions aggregated by the current grouping.	-$82.25	No
Refunded Prepaid Product Sales	Total dollar amount of refunded prepaid product sales aggregated by the current grouping.	-$92.25	No
Refunded Gratuity	Total dollar amount of refunded gratuity aggregated by the current grouping.	-$22.25	No
Discretionary Discounts	Total dollar amount of manually applied discounts, excluding promotional offers, aggregated by the current grouping.	$42.25	No
Promotional Offers	Dollar value of promotional offers applied aggregated by the current grouping.	$17.10	No
Service Discretionary Discounts	Total dollar amount of discretionary discounts applied to services aggregated by the current grouping.	$12.25	No
Net Amount (Less Vouchers)	Total net amount in dollars after discounts and refunds, excluding sales tax and voucher redemptions, aggregated by the current grouping.	$10.75	No
Service Net Amount (Less Vouchers)	Net amount in dollars from services after discounts and refunds, excluding sales tax and voucher redemptions, aggregated by the current grouping.	$65.75	No
Service Net Amount Per Appointment	Average net service amount in dollars per appointment, aggregated by the current grouping.	$30.50	No
Service Net Amount Per Appointment (Less Vouchers)	Average net service amount in dollars per appointment, excluding voucher redemptions, aggregated by the current grouping.	$90.75	No
Retail to Service Amount %	Percentage of retail product net amount relative to service net amount, calculated as Net Retail Product Amount divided by Net Service Amount.	12%	No
Net Service & Retail per Order	Average net sales from services and retail products per order in dollars. Calculated as (service net amount + retail product net amount) divided by total order count.	$35.50	No
Gift Card Net Amount	Net amount in dollars from gift cards after discounts and refunds, aggregated by the current grouping.	$75.25	No
Account Balance Net Amount	Net amount in dollars from account balance purchases after discounts and refunds, aggregated by the current grouping.	$86.55	No
Prepaid Product Net Amount	Net amount in dollars from prepaid product purchases after discounts and refunds, aggregated by the current grouping.	$23.99	No
Net Amount Per Order	Average net amount in dollars per order, calculated as Net Amount divided by Order Count, aggregated by the current grouping.	$99.33	No
Net Amount Per Order (Less Vouchers)	Average net amount in dollars per order, calculated as Net Amount (Less Vouchers) divided by Order Count, aggregated by the current grouping.	$12.84	No
Fee Amount	Dollar amount of the fee applied, if any.	$78.11	No
Sales Tax	Total sales tax in dollars across all taxable sales, aggregated by the current grouping.	$77.22	No
Service Sales Tax	Total sales tax in dollars from services, aggregated by the current grouping.	$23.34	No
Retail Sales Tax	Total sales tax in dollars from retail products, aggregated by the current grouping.	$49.33	No
New Membership Sales Tax	Total sales tax in dollars from new membership purchases, aggregated by the current grouping.	$23.99	No
Recurring Membership Sales Tax	Total sales tax in dollars from recurring membership renewals, aggregated by the current grouping.	$8.99	No
Total Membership Sales Tax	Total sales tax in dollars from all membership purchases (new and recurring), aggregated by the current grouping.	$239.33	No
Package Sales Tax	Total sales tax in dollars from package purchases, aggregated by the current grouping.	$39.33	No
Total Collected	The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount plus tips, aggregated by the current grouping.	$23.33	No
Service Collected Amount	The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount, aggregated by the current grouping.	$309.33	No
Retail Collected Amount	The total amount collected from clients for retail products in dollars. Calculated as retail net amount plus retail tax amount, aggregated by the current grouping.	$39.00	No
New Membership Collected Amount	The total amount collected from clients for new membership purchases in dollars. Calculated as new membership net amount plus tax amount, aggregated by the current grouping.	$29.33	No
Recurring Membership Collected Amount	The total amount collected from clients for recurring membership renewals in dollars. Calculated as recurring membership net amount plus tax amount, aggregated by the current grouping.	$239.33	No
Total Membership Collected Amount	The total amount collected from clients for all membership purchases (new and recurring) in dollars. Calculated as total membership net amount plus tax amount, aggregated by the current grouping.	$32.33	No
Package Collected Amount	The total amount collected from clients for package purchases in dollars. Calculated as package net amount plus package tax amount, aggregated by the current grouping.	$94.20	No
Refund Business Covered Amount	Total dollar amount of refunds designated as business-covered aggregated by the current grouping.	$28.35	No
Refund Clawback Amount	Total dollar amount of refunds designated as clawback aggregated by the current grouping.	$39.00	No
Amendments	Total dollar amount of amendments aggregated by the current grouping.	$61.99	No
Redeemed Voucher Value	Dollar value of vouchers redeemed aggregated by the current grouping.	$82.99	No
Voucher Adjustment	Dollar value of voucher-related adjustments aggregated by the current grouping.	$27.99	No
Business Charges	Dollar amount of per-service, per-location recoverable costs set by the business and subtracted before commission, aggregated by the current grouping.	$28.77	No
Capped Business Charges	Dollar amount equal to the lesser of Net Sales and Business Charges, or 0 if negative, aggregated by the current grouping.	$67.99	No
Order tag	Tags on orders associated with the staff if applicable	First Vist	Yes
Appointment tag	Tags on appointments associated with the staff, if applicable.	First Visit	Yes
Client tag	Tags on order clients associated with the staff if applicable.	New Client	Yes
Location Tags	Location tags associated with the business location, if available.	Charlotte	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Utilization only deducts business blocks	Utilization % is Hours Booked divided by Hours Scheduled minus Business Blocked Hours. Personal blocked hours are not deducted from the denominator, so staff with heavy personal blocks will show lower utilization.
Utilization can exceed 100%	Appointments booked outside scheduled shift hours count toward Hours Booked but not Hours Scheduled, so utilization above 100% indicates booking beyond the posted schedule.
Hours metrics do not split across sale-level groupings	Hours Scheduled, Hours Booked, and Utilization % are staff-level metrics. Grouping by sale-level fields like Item type, Item name, Client name, or Discount Name will not distribute hours meaningfully; remove hours columns from those views.
Gratuity is shown net of refunds	The default Gratuity column is after refunds. Add Refunded Gratuity to see refund impact separately.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Staff productivity & utilization	Track hours scheduled, hours booked, personal/business blocks, and utilization %. Compare by role and location.	Use default configuration. Columns: add Business Blocked Hours and Personal Blocked Hours. Filters: set Date to the week; Location Name = Location A as needed. Sort by: Utilization % ascending. (For role comparison: Group by: Staff Role Name, Location Name. Columns: Hours Scheduled, Hours Booked, Utilization %.)
Service sales performance	Measure service count, net/gross service sales, sales per appointment, and discretionary discounts.	Use default configuration. Columns: add Service Count, Service Sale Amount, Service Net Amount Per Appointment, and Service Discretionary Discounts Filters: set Date to last week. Sort Service Net Amount descending.
Retail attachment & upsell	Track retail units, net/gross retail sales, sales-per-order, and product/brand/category mix driven by each staff.	Use default configuration. Columns: add Retail quantity sold, Retail to Service Amount %, and Net Service & Retail per Order. Filters: set Date to the period. Sort by: Retail Conversion % descending. (For category mix: Group by: Staff Name, Item category. Columns: Retail Net Amount, Retail quantity sold; remove hours columns.)
Client Booking behavior	Monitor self-booked vs requested appointments, prebook rates, and appointment volume.	Use default configuration. Columns: add Requested Appointment Count to Columns for raw volume; Staff Requested %, Prebooked %, Self-booked %, and Appointment Count are already included. Filters: set Date to the period.
Gratuity insights	Review net/gross gratuity to understand client satisfaction with staff member.	Use default configuration. Columns: add Refunded Gratuity. Filters: set Date to the last 3 to 6 months. (For trends: Group by: Staff Name, Date (month). Columns: Gratuity, Appointment Count; remove hours columns.)
Refunds & quality signals	Identify refunded service/retail/membership/package dollars and counts to target coaching or product fixes.	Use default configuration. Columns: add Refunds, Refunded Service Sales, Refunded Retail Sales, and Retail Refund Count. Filters: set Date to the month. Sort by: Refunds descending.
Promo/discount control	Evaluate discount name, amount, rate, and promo lift by staff and role.	Filters: set Date to the promo period. Group by: Staff Name, Discount Name. Columns: Discount Amount, Discretionary Discounts, Promotional Offers, Net Amount. (Remove hours columns in this view; compare Net Amount against a pre-promo period for lift.)
Revenue mix & voucher impact	Track net vs gross, voucher-less measures, and retail-to-service %.	Use default configuration. Columns: add Net Amount, Net Amount (Less Vouchers), Net Amount Per Order, Net Amount Per Order (Less Vouchers), and Redeemed Voucher Value. Filters: set Date to the period. (For role view: Group by: Staff Role Name, Location Name. Columns: Retail to Service Amount %, Net Amount.)

Staff Performance Report