Employee Insights Dashboard
Use this article to view, analyze, and act on staff performance data using the Employee Insights Dashboard.
Overview
The Employee Insights Dashboard provides detailed visibility into provider-level performance metrics including sales, appointments, utilization, guest satisfaction, and rebooking behavior. It is designed to support day-to-day coaching, quarterly reviews, incentive planning, and quality monitoring.
The dashboard is available to:
Center Managers to track staff productivity
Providers to view personal KPIs (if an admin grants access)
Access the Employee Insights Dashboard
Go to Data & Insights.
Select Analytics beta.
Select Employee insights.
The Employee Insights Dashboard appears alongside other Analytics Express dashboards.
The Employee Insights Dashboard includes:
Header filters for time selection and job role
Overview KPI tiles showing aggregated metrics
Trend and distribution widgets (Utilization Rate Trend, Guest Feedback Distribution)
Employee Leaderboard with sortable, per-employee metrics
Use Time Filters
Available Timeframes
You can filter data using predefined or custom ranges, including:
Week-to-date (WTD): Default
Month-to-date (MTD)
Quarter-to-date (QTD)
Year-to-date (YTD)
Previous month
Last 6 months
Fiscal week: select a specific week or range of weeks within a year
Custom date range: up to the last 2 completed years
Notes on Time Filters
Fiscal week availability depends on your organization's week-start setting.
Fiscal week is based on the organization's configured start day. Week 1 begins on the first occurrence of that day in the year.
For Fiscal Week, you can select dates ranging from Week 1 of the last completed year to the current time period.
When you select the Custom date range, Zenoti disables comparison against previous periods.
Compare Performance
You can compare selected periods against: Previous year (default)
Comparison is available only when the selected period is not a custom date range.
Understand Overview KPI Tiles
The dashboard displays six overview KPI tiles at the top, providing a snapshot of key workforce metrics for the selected period. Each tile shows an aggregated total and links to a detailed report for reconciliation.
KPI | Definition |
Active Employees | Total number of unique employees who are active in the selected center or organization. |
Average Appointments per Day | Average number of appointment groups (invoices) handled per day during the selected period. Excludes cancelled, voided, no-show, and segmented appointments. |
Rebooked Source % | Percentage of appointments that resulted in guests booking a future appointment on the same day. |
Average Sales per Employee | Average total sales generated per employee during the selected date range, including services, products, packages, memberships, gift cards, and prepaid cards. |
Redo Rate % | Percentage of services performed by the employee that required a redo. Reflects quality of service delivered. |
Request % | The percentage of services where guests specifically chose the employee. |
Note
Clicking View details on any KPI tile redirects you to the relevant core report with filters pre-applied.
Understand Trend and Distribution Widgets
Below the overview tiles, the dashboard includes two chart widgets that show trends and breakdowns over time.
Provider Utilization Rate Trend
Displays the average provider utilization rate as a line chart over the selected time period. The time grain adjusts automatically based on your time filter selection. This widget redirects to the Attendance Report on View details.
Guest Feedback Distribution
Shows how guest feedback ratings are distributed for services performed by employees during the selected period. This widget redirects to the Feedback Report on View details.
Understand the Employee Leaderboard
The Employee Leaderboard provides a sortable, per-employee view of key performance metrics. All leaderboard columns redirect to the Employee KPI Report for reconciliation.
Available leaderboard KPIs include:
Column | Description |
Total Sales | Total sales attributed to the employee across all item types. |
Total Appointments | Total number of valid appointment groups (invoices) handled by the employee. |
Average Invoice Value | Average sales amount generated by the employee for each invoice. |
Average Rating | Average feedback rating received by the employee during the time period. |
Utilization | Average utilization of the employee during the time period. |
Rebooking Source % | Percentage of the employee's appointments that resulted in guests booking future appointments on the same day, including split sales. |
Total Scheduled Hours | Total hours the employee is scheduled to work. |
Total Service Hours | Total hours the employee spent performing billable services. |
Redo Caused Count | Number of times the employee caused a redo of a service. Refer to the Master Employee Metrics report for this data. |
Total Service Sales | Total sales from services by the employee during the selected date range. |
Total Product Sales | Total sales from retail products by the employee during the selected date range. |
Membership Sales | Total monetary value of memberships sold by the employee, adjusted for discounts, taxes, and refunds. |
Package Sales | Total monetary value of package sales made by the employee. |
Gift Card Sales | Total sales generated by the employee from the sale of gift cards and pre-paid cards. |
Note
If an employee belongs to multiple centers, the Center column at the org level will show all centers comma-separated. Hover over the value to see the full list.
Navigate to Detailed Reports
When you select View details on any KPI tile or widget, Zenoti redirects you to the corresponding core report with filters pre-applied.
If the selected period is 31 days or fewer, the time filter is automatically carried forward. If the selected period exceeds 31 days, a pop-up appears before redirection informing you that the report will load with data pre-filled for the last month. You can adjust the filters within the report to analyze a different time period.
View KPI Definitions
A Definitions button is available directly on the Employee Insights Dashboard. When clicked, it opens a panel displaying the definitions of all KPIs on the dashboard, along with a link to this help article for additional context.
Configure Dashboard Widgets
All widgets on the Employee Insights Dashboard are shown by default. Unlike the Analytics Express dashboard, there is no option to configure or reorder the widgets on this dashboard.
Manage Permissions
Admins control access to the Employee Insights Dashboard using role-based permissions. The following roles have View access by default:
Center Managers
Zonal Managers
Org Owners
Other roles (for example, Receptionists) can be granted View access by an admin.
Steps to Configure Permissions
Go to Admin > Security Roles.
Select a role.
Open the Permissions tab.
Search for Analytics Express – Employee Insights.
Set the View and Configure checkboxes as needed.
Save changes.
Note
Currently, only View permissions are available for this dashboard.