The Staff Productivity report displays key staff productivity metrics such as sales per hour, number of tickets, and utilization that are useful in driving performance improvements. You can filter the data to include all tickets or just closed tickets.
Things to know:
- Scheduled hours are the hours set on a staff member's profile or custom hours set on the custom hours interface on the schedule.
- Clocked hours include both productive and non-productive clocked in time
- Booked hours refers to the total appointment hours booked
- You can filter by the primary or secondary staff members to see individual revenue and appointments for those included in a multi-staff service appointment. If you filter by all staff members, the total revenue is calculated once, while the appointment data is displayed twice for clarity While productivity calculations based on time should record each staff member's time individually without splitting it.
To generate this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Staff section, select the Staff Productivity report
Report Filters
| Filter | Description |
| Location | The location where the productivity is being tracked |
| Staff | The staff member's productivity being tracked during the date range and location selected. |
| Date | This range will determine the productivity during the date range selected. |
Report Columns
Column | Description |
Staff Member | Displays the staff member who performed a service or made a sale for the date range and location selected. |
Sales Per Hour | Total Sales (Gross Revenue) / Clocked Hours |
Retail Sales Per Hour | Total Product Sales / Clocked Hours |
Service Sales Per Hour | Total Service Sales / Clocked Hours |
Average Ticket | Gross Revenue - Discounts - Refunds / Total Number of Tickets |
Services | Revenue for all appointments during the date range. |
Classes / Events | Revenue for all classes and events during the date range. |
Products | Revenue for all products sold during the date range. This includes miscellaneous charges. |
Gift Cards | Revenue for all gift cards sold during the date range. |
Packages | Revenue for all packages sold during the date range. |
Memberships | Revenue for all memberships sold and recurring membership charges during the date range. |
Environmental Fees | Revenue for environmental fees collected during the date range. |
Cancellation Fees | Revenue for all cancellation fees collected during the date range. |
Gross Revenue | Sum of all revenue. |
Prepaid | Includes package redemption, membership redemption, gift card redemption, and membership dollar credits used. |
Discounts | Includes discounts for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee). |
Refunds | Includes refunds for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee). |
Net Revenue | Gross Revenue - Prepaid - Refunds - Discounts. |
Additional information can be viewed by clicking the drop-down arrow next to a staff member's name.
The report will then be expanded.
Report Fields
| Field | Description |
| Tickets | Total number of tickets |
% with Services | Number of tickets with services / Total number of tickets |
% with Products | Number of tickets with products / Total number of tickets |
Service Revenue per Ticket | Total service revenue/number of tickets with services |
Product Revenue per Ticket | Total product revenue / number of tickets with products |
Appts | Total number of appointments |
Hours Available | Available bookable hours (Scheduled hours) for the date range. Blocked time is not included. |
Clocked Hours | Clocked-in time logged |
% Filled (Utilization) | Booked hours / scheduled hours x 100 |
# Pre-Booked | Number of appointments booked using the Prebook Next Appointment button after a ticket is closed in POS and appointments booked by clicking the 'Book Again' button in the appointment modal. |
Pre-Booked Value | Total dollar value of pre-booked appointments |
% Pre-Booked | Total number of pre-booked appointment / Total number of appointments |
# Requested | The number of appointments where the staff was selected by a client online OR merchant booked an appointment for a staff member and selected the star icon on appointment modal. |
Requested Value | Total dollar value of requested appointments |
% Requested | Total number of requested appointment / Total number of appointments |
# Booked <15 Min Before Starting | The total number of walk-in appointments that were booked less than 15 minutes before the appointment start time. |
Booked <15 Min Before Starting Value | Total dollar value of walk-in appointments. |
% Booked <15 Min Before Starting | The total number of walk-in appointments that were booked less than 15 minutes before the appointment start time / Total number of appointments |
% New Clients | Percentage of clients who are new. They had their first appointment or purchase during the date range selected. |
% Existing Clients | Percentage of clients who have been to the business before. The appointment or purchase during the date range selected was not their first. |
Days Since Last Visit | How long it has been since the client’s last appointment. |
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