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 | Sum of hours booked for services |
Hours Scheduled | Sum of hours scheduled |
Utilization % | Hours booked divided by (hours scheduled minus business blocked hours) |
Prebooked % | Percentage of appointments prebooked on the day of service before midnight
Note: This does not include appointments that have been booked prior to 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 | Sum of discount amount |
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.
Click Add Report+.
Search for the Staff Performance report and click Add +.
Click Customize Report.
Change Report Data from Sale role to Staff Name.
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 to resource name. The utilization % metric will include resource usage.
NOTE: This was formerly a beta report.