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Employee Performance Summary: Extended

The Extended Employee Performance Summary provides a detailed analysis of employee performance across various metrics including services, retail sales, appointment tags, and individual service categories.

Report Path: Tools > Reports > Employees > Performance Summary: Extended

Service Performance Metrics

  • Hours Worked: Total hours worked by the employee, calculated from the Schedule or Attendance screen (excluding break times).

  • Productivity: Percentage of time booked for appointments and tasks compared to hours worked.

  • Service Clients: Number of clients who received services from the employee.

  • Service Clients per Hour: Number of service clients divided by hours worked.

  • Service Revenue per Hour: Total service revenue divided by hours worked (includes discounts).

  • Service Average Ticket: Total service revenue divided by the number of service clients (includes discounts).

  • Service Rebooking:

    • Percentage: Percentage of appointments that were rebooked.

    • Number: Total number of rebooked appointments.

  • Service Costs: Expenses associated with services performed by the employee.

Retail Performance Metrics

  • Retail Clients: Number of clients who received a service and also purchased retail products.

  • Retail Revenue:

    • Takings: Total revenue from retail sales made by clients who had a service.

    • Units Sold: Number of retail units sold to service clients.

  • Retail Average Ticket: Total retail revenue divided by the number of service clients who made retail purchases.

  • Retail Units per Ticket: Number of retail units sold divided by the number of service clients who purchased retail.

Conversion Metrics

  • Retail Conversion Percentage: Percentage of service clients who also purchased retail.

  • Retail Conversion Average Ticket: Total retail revenue divided by the number of service clients who purchased retail (includes discounts).

Combined Service & Retail Metrics

  • Service + Retail Average Ticket: Combined total revenue from services and retail divided by the number of service clients.

  • Service + Retail Revenue:

    • Takings: Combined total revenue from services and retail purchases.

    • Points: Total points accumulated from retail sales over the selected date range.

  • Retail-to-Service Percentage: Retail revenue as a percentage of total service revenue.

Retail-Only Metrics

  • Retail-Only Clients: Number of clients who purchased only retail products.

  • Retail-Only Revenue:

    • Takings: Total revenue from retail-only purchases (includes discounts).

    • Points: Points credited to employees from clients who only purchased retail.

  • Retail-Only Average Ticket: Total retail revenue from retail-only purchases divided by the number of retail-only clients (includes discounts).

  • Retail-Only Units per Ticket: Number of retail units sold divided by the number of retail-only clients.

Service Category Breakdown

  • Total revenue and number of services provided in the top 10 service categories.

Overall Totals

  • Total Sundry + Gift Certificates:

    • Revenue from sundry items and gift certificates (includes discounts and allocations based on employee commission settings).

  • Total Retail Revenue: Sum of all retail purchases.

  • Total Takings:

    • Takings: Combined total revenue from services, retail, and sundry sales.

    • Points: Points credited to employees from all client purchases (includes discounts).

  • Total Clients: Total number of clients who received services or purchased retail products.

Appointment Tags

  • Top 5 Tags: The five most frequently used appointment tags over the selected date range.

Summary

This report provides valuable insights into employee productivity, sales performance, and customer retention. By analyzing these key metrics, businesses can identify strengths, areas for improvement, and growth opportunities for employees.