What is Mobile Staff Performance?
Mobile Staff Performance gives professionals a snapshot of how they’re performing. Professionals have the option to view the performance from yesterday, this week, this month, or this year.
Mobile Staff Performance currently refreshes on the same timeframe as in-dashboard beta reports.
Who can access this report?
Admins can apply privilege settings to give professionals access to their performance stats. Within the Manage Business tab, navigate to Privilege Group, and under Staff, toggle on Mobile App Reports for the appropriate privilege group.
Glossary of Metrics
Metric | Definition |
Prebooked | Future appointment that is scheduled during the same calendar day of a client's service. The prebook % metric is updated in 15-minute increments or less |
Total Appointments | Number of completed appointments |
Products | Total transactions across products sold |
Total Sales | Combined transactions across services and products |
Total Clients | Total number of clients serviced |
Utilization | Hours Booked / (Hours Scheduled - Business Blocked Hours)
Utilization % is calculated with the following rules:
Time increments are converted to decimal values when calculated. For example:
15 minutes = .25 30 minutes = .50 45 minutes = .75 60 minutes = 1.00
Hours Booked / (Hours Scheduled - Business Blocked Hours)
7.25 / 8 = 0.90625 = 90.63%
The system then converts this into a % value by moving the decimal in front of the 10th position and will round up to the nearest hundredth if the value of the thousands is 5 or above. |
Prebook calculates the number of completed appointments where clients booked their next appointment on the same day.
For example, if you had 10 appointments today and 5 clients booked their next appointment on the spot, your prebook count is 5, even if they scheduled a total of 7 future appointments.
The Prebooking percentage is calculated as Prebooked Appointments divided by Total Completed Appointments within the selected date range.
A client is considered prebooked if they have a future appointment, which has not been canceled, and it was scheduled on or before the end of the day of their completed appointment.
Ex. If a client visits on 10/22 and does not book their next appointment same day, but already has an existing appointment on 11/22 they will still be considered prebooked.