Overview
The Staff Performance beta report provides detailed performance metrics by staff. This report includes a breakdown of staff services performed, product and service sales, and client counts.
General Reporting Terms
Utilization |
Utilization | Utilization is Hours Booked divided by [Hours Scheduled minus Business Blocked Hours].
In Beta Reports, this is represented by a %.
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Appointments |
Pre-booked Appointment | An appointment is considered a pre-booked appointment when it is booked the same day of service including appointments booked online, using the ‘pre-book’ button during checkout, or booked manually through the dashboard.
We represent this metric as a Count or % in Beta Reports.
Note: This does not include appointments that have been booked prior to completing the scheduled appointment. |
Self-Booked Appointment | An appointment is considered self-booked when it is booked online by the client rather than the staff.
We represent this as a Count or % in Beta Reports. |
Appointment vs. Service | An appointment is the block of time on the schedule for a scheduled service(s), and a service is the offerings completed by staff members.
In Beta Reports, these are represented in columns such as Appointment Count and Service Count.
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Requested vs Non-Requested | An appointment is considered requested when a client asks to have a specific staff member for their appointment service. If no staff member is requested, this is considered a non-requested service.
In Beta Reports, this is shown in columns such as Returning Client Count - Requested and Non-Requested.
Note: Within an appointment, multiple services can contain Non-Requested and Requested services. This can affect how your data is displayed. |
Clients |
Client Count | When we use Client Counts in reporting, this is seen in a Unique sense. Examples of this include:
Order Client Count: Number of individual clients with at least one order.
Service Client Count: Number of unique clients with at least one scheduled service.
New Client Count: Total count of clients who have completed a single appointment with the location.
Returning Client Count: Total count of clients who have completed more than a single appointment with the location.
Note: Depending on the date range selected, a client can be both counted in the New Client Count or Returning Client Count.
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Sales |
Net vs. Gross | Within Beta Reports, we consider the listed price of the service prior to any discounts to be displayed as a Gross Sale.
The amount that the client pays at the end of the checkout process is what Boulevard considers to be the Net Sale.
This is shown in multiple columns such as Net Retail Product Sales or Gross Service Sales.
Note: Voucher Redemptions are considered a discount, and are removed from the Net Sales amount. To manually track revenue with Voucher Redemptions in your Net Sales totals, include the Redeemed Voucher Value column and manually add the two together.
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Customization Options
Staff Performance by Service
If you need an understanding of staff performance by service, you can use the below template as a guide. This provides a detailed breakdown of services performed by staff and stats tied to each service.
Click Add Report+.
Search for the Staff Performance report and click Add +.
Click Customize Report.
Change Report Data from Sale Id to Staff Name.
In Rows Grouped By, change Staff Role to Service Name.
Staff Performance by Day of Week
If you need an understanding of staff performance by the day of the week, you can use the below template as a guide. This provides a detailed breakdown of staff performance by day.
Click Add Report+.
Search for the Staff Performance report and click Add +.
Click Customize Report.
Change Report Data from Sale Id to Staff Name.
In Rows Grouped By, change Staff Role to Day of Week.
Staff Performance by Product
If you need an understanding of staff performance by product, you can use the below template as a guide. This provides a detailed breakdown of products sold by staff and stats tied to each product sale.
Click Add Report+.
Search for the Staff Performance report and click Add +.
Click Customize Report.
Change Report Data from Sale Id to Staff Name.
In Rows Grouped By, change Staff Role to Product Category or Product Name.
Product Category
Product Name