Overview
The Staff Performance Summary lists by service provider advanced details for appointments during the selected date range. This particular summary is also expandable by individual service providers. This is the primary summary that is emailed to staff to inform them of their sales.
The summary includes:
Name - service provider's name
Role - service provider's staff role
Hours Scheduled - total number of work hours published on the Schedule
Hours Booked - total time occupied by booked appointments
Utilization % - Hours Booked divided by Hours Scheduled
Appointment Count - total number of finalized appointments
Service Count - total number of services performed
Service Revenue - revenue processed from service sales
Avg. Service per Apt. - average service revenue calculated after any applied discounts
Tip Revenue - income from gratuity
Client Count - number of unique clients
New Client Count - number of new/first-time clients
Product Count - total number of individual products sold
Product Revenue - revenue processed from product sales
Product Clients - number of unique clients who bought one or more products
Example Staff Performance Summary
Clicking on a Service Provider's name will open a specific Detailed Staff Summary report. In addition to all the information above this report also includes:
Order Number - original order number
Client - name of client
Date - original appointment date
Type - either service or product
Staff - service provider's name
Description - name of service or product
Unit Price - price per unit
Quantity - number of services or products in the order
Total - total order price
Example Staff Performance Report (Detailed Staff Summary)
