Customer retention is the ability of a company to retain its customers over a period of time. As a business owner, you can use this dashboard to understand how each one of your employees has performed in terms of guest retention - that is, how many guests has each employee serviced and thereafter, how many guests returned for more services within a specified duration.  
Important: This report considers both, open and closed invoices.

Filters

The Retention by Employee dashboard has the following filters: 

  • Time Period: The report loads based on the time period you specify. You can set the time period filter to any one of the following options:  
    a) Today: If today is 14 April, Zenoti will show the report for 14th April.
    b) Yesterday: If today is 14 April, and you select Yesterday, Zenoti will show the           report for 13th April.
    c) WTD (Week to date): If today is 10 April (Wednesday), and you select WTD,             Zenoti will show the report from 8th April to 10th April. This is because, as per        Zenoti's definition, the week begins with a Monday.
    d) Previous week: If today is 16th April, and you select Previous Week, Zenoti will       show the report from the previous Monday to the following Sunday. That is,           week of 8th to 14th April. This is because, as per Zenoti's definition, the week         begins with a  Monday.
    e) MTD (Month to date): If today is 14th April, and you select MTD, Zenoti will              show the report from 14th March to 14th April. On the next day, the report will         be for 15th March to 15th April.
    f)  Previous month: If today is 14th April and you select Previous month in this             filter, Zenoti will show the report from 1st March to 31 March.  
    g) QTD (Quarter to date): If today is 14th April and you select MTD, Zenoti will             show the report from 1st Feb to 14th April.
    h) YTD (Year to date): If today is 14th April 2019 and you select YTD, Zenoti will          show the report from 14th April 2018 to 14th April 2019.
         Note
    : YTD is the default value that loads in this filter.
    i) Custom: If you select Custom, you must further specify a Custom Start Date           and a Custom End Date to get reports for the specified custom date range.

    Important
    : Use the custom start and end date filters only with the Custom option of the Time Period filter. Without the Custom option, the Custom Start Date and Custom End Date do not have any meaning. That is, though you can select custom start and end dates with say, WTD (Week to Date) or MTD (Month to Date) options, you will not notice any impact on the report. Only when you select the custom start and end dates with the Custom option, you will see reports based on custom time periods.
  • Retention (in Days): Use this option to specify the Retention period in days such as 30, 60, 90 days. 
  • Zone Name: Use this option to filter all the charts based on the Zone you select.
  • Centre Name: Use this option to filter all the charts by the Center you select.
  • Guest Gender: Use this option to filter all the charts by Male, Female, or Not Applicable or All guests respectively. 
  • Guest Type: Use this filter to specify the Guest Type such as Existing Guest, New Guest, or All. 
  • Is Member: Use this filter to specify whether you want to see data only about guests who are members. 
  • Service Category: Use this option to filter based on service category. For example, if you choose hair services as the business unit earlier, you can further filter down to services such as hair spa, hair treatments, and hair replacements.
  • Service Name: Use this option to filter based on name of the service - for example hair color. 

Retention by Employee

This chart provides information about each employee’s performance in terms of retaining customers based on the retention period specified in days using the filter Retention (in Days). You can choose to see this chart either as a Table or as a Graph. The details show how many guests each employee serviced and out of these, how many were retained.

Retention by Employee (by Month, Quarter, or Year)

This dashboard provides information about each employee’s performance in terms of retaining customers based on the retention period specified in days using the filter Retention (in Days). 

You can choose to see this chart based on Month on Month, Quarter on Quarter, or Year on Year comparisons for each employee. 

See Also

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