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Staff Performance Report
Staff Performance Report

Overview of metrics included in the Staff Performance report and how to customize by service and product.

Will Patterson avatar
Written by Will Patterson
Updated over 2 weeks ago

Overview

The Staff Performance report provides detailed performance metrics by staff member. This report provides a clear overview of individual and team performance, helping identify top performers and those needing improvement.

Default Metrics

Metric

Definition

Hours Booked

The sum of hours booked for services

Hours Scheduled

The sum of hours scheduled

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.

Prebooked %

Percentage of appointments prebooked on the day of service before midnight

Note: This does not include appointments that have been booked before completing the scheduled appointment

Self-Booked %

Percentage of appointments where the client booked the appointment themselves

Appointment Count

Distinct count of appointments

Service Count

Net sales amount for service line items

Service Sales per Appointment

Service sales divided by appointment count

Tip Sales

Net sales value for gratuity line items

Order Client Count

Number of unique clients who received a service

Service Client Count

Number of unique clients who received a service

New Client Count

Number of clients who had their first appointment with a business

Note: Depending on the date range selected, a client can be both counted in the New Client Count or Returning Client Count

Returning Client Count

Number of unique clients who had an appointment that was not their first with the business

Product Quantity Sold

Total quantity of products sold

Product Sales

Net sales value for product line items

Discount Amount

The sum of discount amount

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 pre-book 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, that 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.

Secondary Metrics

Secondary metrics are additional metrics that can be added as columns.

Metric

Definition

Amendments

Gross sales for amendment line items

Business Blocked Hours

The sum of hours blocked as business

Business Charges

The sum of business charges

Capped Business Charges

Lowest value between Net Sales and Business charges for the line item, 0 if this value is negative

Discretionary Discounts

Discount Amount minus Promotional Discounts

Gift Card Refunds Count

Count of line items that are Refunds of a Gift Card

Gift Card Sales Count

The sum of gift card sales quantities

Gross Gift Card Sales

Gross sales value for gift card sales

Gross Gratuity

Gross Sales value for Gratuity line items that are either Amendments or Sales

Gross New Membership Sales

Gross Sales value for New Membership sales

Gross Package Sales

Gross Sales value for line items where the sale type is Amendment or Sale and the Product is a Package

Gross Retail Product Sales

Gross Sales value for Product sales that aren’t packages or subscriptions

Gross Service Sales

Gross Sales value for Service line items

Membership Sales Tax

Tax collected from all membership sales

Net Gift Card Sales

Net Sales for Gift Card line items

Net Gratuity

Net Sales for Gratuity line items

Net New Membership Sales

Net Sales for Membership purchases that are not renewals

Net Sales (Less Vouchers)

Amount - Tax Amount

Net Service Sales

Net Sales value for Service line items

New Client Count - Non Requested

Unique count of Clients who had their first appointment and did not request the Staff member

New Client Count - Requested

Distinct count of Clients who had their first Appointment and requested the Staff member

New Memberships Count

Count of new membership purchases

New Memberships Refunds Count

Count of new membership refunds

Order Count

Count of orders

Package Count

Count of package line items

Package Refunds Count

Count of package refund line items

Package Sales Tax

Tax collected from all package sales

Personal Blocked Hours

The sum of hours blocked as personal

Prebooked Appointment Count

Count of Appointments that were Prebooked

Prebooked Service Client Count

Count of Clients that had a Prebooked Appointment

Product Client Count

Count of Clients that purchased a product

Product Sales Tax

Total sales tax for product line items

Product Sales

Net sales value for product line items

Redeemed Voucher Value

Value of the voucher that was redeemed on this line item

Refunded Gift Card Sales

Gross Sales value for Refunded Gift Card sales

Refunded Gratuity

Gross Sales value for Gratuity line items

Refunded New Membership Sales

Gross Sales value for New Memberships that were Refunded

Refunded Package Sales

Gross Sales value for Packages that were Refunded

Refunded Retail Product Sales

Gross Sales value for Product sales that aren’t part of a Membership or Package

Refunded Service Sales

Gross Sales value for Service line items that were Refunded

Refunds

Gross Sales value for Refund line items

Requested Appointment %

Percentage of Appointments where the Staff member was requested

Requested Appointment Count

Number of Appointments where the Staff member was requested

Retail Product Count

Count of Product line items that aren’t Memberships or Packages

Retail Product Refunds Count

Count of Product line item refunds that aren’t Memberships or Packages

Retail Product Sales Tax

Tax collected from all retail product sales

Retail to Service %

Gross Retail Product Sales divided by Gross Service Sales (0 if Gross Service Sales = 0)

Returning Client Count - Non Requested

Count of Clients that didn’t have their first appointment and didn’t request the Staff member

NOTE: This is a unique count, meaning if a client returns more than 1x in the timeframe the report is pulled they will only count as 1 returning client

Returning Client Count - Requested

Count of Clients that didn’t have their first Appointment and requested the Staff member

NOTE: This is a unique count, meaning if a client returns more than 1x in the timeframe the report is pulled they will only count as 1 returning client

Sales Tax

Total sales tax

Sales Per Order (Less Vouchers)

Net Sales / Order Count

Sales Per Order

Net sales divided by order count

Self-Booked Appointment Count

Count of Appointments where the Client booked the Appointment themselves

Self-Booked Sales

Net Sales value for Appointments that were booked by the Client

Service Discretionary Discounts

Discount Amount for Service line items

Service Refunds Count

Count of Services that were Refunded

Service Sales Tax

Total Sales Tax for Service line items

Service Sales Per Appointment (Less Vouchers)

Service Sales / Appointment Count

Service Staff Count

Count of staff that performed a service

Staff Name

Name of staff

Customization Options

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.

  1. Click Add Report+.

  2. Search for the Staff Performance report and click Add +.

  3. Click Customize Report.

  4. Change Report Data from Sale role to Staff Name.

  5. In Rows Grouped By, change Staff Role to Day of Week.

Resource Utilization

To track resource utilization, change report data to resource category and rows grouped by resource name. The utilization % metric will include resource usage.

Time-Based Metrics: Hours Booked, Scheduled and Blocked

  • Time-based metrics generate a single data record per entry.

  • To ensure accurate reporting, the Report Data, Rows Grouped By, and Then Grouped By selections must represent a single value.

Grouping Considerations

For example, if you configure a report as follows:

  • Report Data: Staff Role

  • Rows Grouped By: Staff Name

  • Then Grouped By: Service Category

This setup may produce inflated time values for time-based metrics, as the Service Category grouping represents multiple values rather than a single distinct data point.

Correct Grouping Options

To maintain accuracy, time-based metrics should be grouped using one of the following:

  • Location

  • Staff Name

  • Staff Role

  • Sale Date

  • Day of the Week

Using these groupings ensures that time-based values are reported correctly without duplication or inflation.

NOTE: This was formerly a beta report.

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