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Employee Performance Summary Report

The Employee Performance Summary Report provides a detailed overview of employee performance, organized to allow easy tracking of service and sales metrics.

This report includes key performance indicators such as the number of clients seen, sales values for products and services, and average client values. It also includes information on sundry items, gift certificates, and series sales. The final page of the report summarizes averages and totals for all employees included.

This report assists in analyzing employee performance, enabling easy comparison of employee sales and productivity.

How to Access the Report

Navigation Path:

  • Go to Tools

  • Select Reports

  • Choose Employees

  • Click on Performance Summary

Report Components

Retail Points / $

  • Displays the number of products sold.

  • Shows the number of employee points earned.

  • Provides the total revenue generated from retail sales.

Sundry $

  • Displays revenue generated from sundry sales.

Service Points / $

  • Shows the number of employee points earned.

  • Displays the total revenue generated from service sales.

Performance Metrics

Service Categories

  • Provides a breakdown of services completed per category.

  • Displays the total sales generated per employee for each service category.

Clients

  • Shows the number of clients seen by each employee within the specified time frame.

Averages

  • Provides average figures for all employees in the report.

Totals

  • Displays the total number of clients seen by all employees.

  • Shows the total number of services completed per service category.

Total Amount

  • Provides the total sales revenue generated by all employees.

Total Points / $

  • Displays the total number of points earned.

  • Shows the total value of sales made by each employee.

Average Client $

  • Displays the average sales amount per client visit.

Gift Certificate $

  • Shows the total value of gift certificates sold.

Series $

  • Displays the total value of series sales.

Benefits of the Report

  • Enhanced Performance Analysis: Easily track employee productivity and sales contributions.

  • Data-Driven Decisions: Use insights to guide business strategy and employee incentives.

  • Comparative Insights: Compare employee performance over time to identify top performers and areas needing improvement.

This report serves as a valuable tool for tracking and enhancing employee performance within your business.