Resource Performance Report | Boulevard Support Center

Resource	Link
Resource Performance Report	https://dashboard.boulevard.io/reports/resource_performance

Overview

The Resource Performance report helps you track how efficiently your rooms, chairs, and equipment are being used across the business. It shows available hours, booked hours, and utilization for every resource, alongside the service revenue and retail sales tied to appointments that used it.

Use this report to monitor resource utilization, compare how the same resource types perform across locations, and evaluate whether a high-value device like a laser is generating the revenue to justify it. It’s especially useful for understanding a resource’s retail halo and capacity planning, since you can break usage down by service category and staff member to see booking patterns and plan around demand.

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
Monitor resource utilization	Track available hours, booked hours, and utilization for every room, chair, and device across the business.	How utilized are my treatment rooms this week? Which resources sit idle?
Compare utilization across locations	Compare how efficiently the same resource types are used at different locations.	Is Uptown using its laser more than Midtown? Which location has spare room capacity?
Evaluate revenue performance of a device	Measure the service revenue generated by appointments performed with a specific resource, such as a laser or other high-value equipment.	How much service revenue is my laser generating? Is the device paying for itself?
Measure retail attach tied to a resource	Track retail product sales on orders connected to appointments that used the resource, to understand the retail halo of a device.	Do clients who get a laser treatment buy more retail? What is the average retail value per device appointment?
Analyze which services and staff use each resource	Break down resource usage by service category and staff member to understand booking patterns and plan capacity.	Which service categories consume my rooms? Which staff rely on a device most?

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:
- 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 at least one active resource with assigned services and a configured schedule.

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 resource is available.	Joshua Tree	Yes
Resource Category	Category the resource belongs to (e.g., Room, Chair, Equipment).	Rooms	Yes
Resource Name	Name of the individual resource being utilized.	Massage Room 1	Yes
Date	Calendar date of the resource availability or booking.	2026-01-01	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Hours Available	Total number of hours the resource is available for booking in the period.	10.00	Yes
Hours Booked	Total number of available hours that currently have appointments booked against the resource.	5.00	Yes
Utilization %	Percentage of available hours that are booked (Hours Booked / Hours Available).	50%	No
Appointment Count	Total number of appointments booked against the resource in the period.	5	Yes

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Location Name	Name of the business location where the resource is available.	Joshua Tree	Yes
Resource Category	Category the resource belongs to (e.g., Room, Chair, Equipment).	Rooms	Yes
Resource Name	Name of the individual resource being utilized.	Massage Room 1	Yes
Date	Calendar date of the resource availability or booking.	2026-01-01	Yes
Hours Available	Total number of hours the resource is available for booking in the period.	10.00	Yes
Hours Booked	Total number of available hours that currently have appointments booked against the resource.	5.00	Yes
Utilization %	Percentage of available hours that are booked (Hours Booked / Hours Available).	50%	No
Appointment Count	Total number of appointments booked against the resource in the period.	5	Yes
Appointment Service Count	Total number of appointment services associated with the resource in the period.	5	No
Location Group	The location group the business location is assigned to.	West Coast	Yes
Service Category	Category of the service performed using the resource.	Massages	Yes
Staff Name	Full name of the staff member performing the service using the resource.	Jackie Smith	Yes
Location Tags	Tags associated with the business location, in a comma-separated list.	SoCal	Yes
Service Name	Comma-separated list of service names performed using the resource.	60-min Deep Tissue Massage	Yes
Resource ID	Unique identifier for the resource.	2c91d997-4184-4e06-a534-ac96a27dceff	No
Location ID	Unique identifier for the business location.	8f0c19c1-30a6-4788-980c-c571bb60763f	No
Location External ID	Unique identifier for the business location from an external system.	loc-1	No
Client Count	Total number of distinct clients with at least one appointment using the resource in the period. A client is counted once within each grouping; the same client may appear under multiple resources if the appointment uses more than one resource	8	No
Average Service Net Amount	Associated Service Net Amount divided by Appointment Count for the grouping. Represents the average net service value per appointment using the resource.	$175	No
Average Product Net Amount	Associated Product Net Amount divided by Appointment Count for the grouping. Represents the average net retail value per appointment using the resource.	$58	No
Associated service sale amount	Total sale amount, in dollars, of service lines performed using the resource, before discounts and refunds, excluding sales tax and gratuity. If a service uses more than one resource, the full amount is attributed to each resource;	$290	No
Associated service net amount	Total sale amount, in dollars, of service lines performed using the resource, after discounts and refunds, excluding sales tax and gratuity. If a service uses more than one resource, the full amount is attributed to each resource;	$250	No
Associated product sale amount	Total sale amount, in dollars, of retail product lines on the same order as an appointment that used the resource, before discounts and refunds, excluding sales tax. If the order's appointments use more than one resource, the full amount is attributed to each resource	$80	No
Associated product net amount	Total sale amount, in dollars, of retail product lines on the same order as an appointment that used the resource, after discounts and refunds, excluding sales tax. If the order's appointments use more than one resource, the full amount is attributed to each resource;	$68	No

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
Revenue attributed to multiple resources will not sum to report totals	When a service is performed using more than one resource, its full amount is attributed to each resource. The rows for each resource are individually correct, but adding rows together will exceed the true total. Report totals and any grouping that does not include Resource Name or Resource Category count each service line only once, so totals remain accurate. Do not sum resource rows manually to compute a business total; use the report total or the Order Line Items report instead.
Associated Product amounts reflect order association, not resource usage	Retail products are not performed with a resource. Associated Product Sale Amount and Associated Product Net Amount include retail lines on the same order as an appointment that used the resource. This is an attach metric intended to show the retail halo of a device. If an order's appointments used more than one resource, the same retail line is attributed to each resource, with the same total-level deduplication described above.
Client Count is distinct within each grouping and is not additive across rows	A client is counted once within each row of the result. The same client appears in multiple rows if they had appointments with multiple resources or at multiple locations, while report totals count each client once. Adding Client Count across rows will overstate unique clients.
Utilization % depends on tracked availability	Utilization % is Hours Booked divided by Hours Available. Resources without availability schedules configured will show no available hours, making Utilization % blank or misleading. Confirm resource schedules are set up before relying on utilization figures.

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
Monitor resource utilization	Track available hours, booked hours, and utilization for every room, chair, and device across the business.	Use the default configuration. Filters: set Date to the period you want to review; filter by Location Name or Location Tags as required.
Compare utilization across locations	Compare how efficiently the same resource types are used at different locations.	Filters: Resource Category = the category you want to compare; set Date to the period. Group by: Location Name, Resource Category. Columns: Hours Available, Hours Booked, Utilization %, Appointment Count.
Evaluate revenue performance of a device	Measure the service revenue generated by appointments performed with a specific resource, such as a laser or other high-value equipment.	Filters: Resource Name = the device in question; set Date to the period you want to review. Group by: Resource Name, Date (month). Columns: Appointment Count, Associated Service Sale Amount, Associated Service Net Amount, Average Service Net Amount.
Measure retail attach tied to a resource	Track retail product sales on orders connected to appointments that used the resource, to understand the retail halo of a device.	Filters: Resource Name = the device in question; set Date to the period. Group by: Resource Name. Columns: Appointment Count, Associated Product Sale Amount, Associated Product Net Amount, Average Product Net Amount.
Analyze which services and staff use each resource	Break down resource usage by service category and staff member to understand booking patterns and plan capacity.	Filters: Resource Name = the resource in question; set Date to the period. Group by: Resource Name, Service Category, Staff Name. Columns: Appointment Service Count, Hours Booked, Associated Service Net Amount.