Employee Sales Metrics report (v1)
Center managers can use this report to view the sales made by their employees and track targets set for employees at the job level and the targets configured at the center level.
Points to consider
If targets are set at the job level and center level, Zenoti measures the performance of an employee against the job-level targets.
Green and red arrows next to the figures in the report indicate whether the employee has exceeded or fallen short of the goal set for that metric.
This report considers only closed invoices and the invoices both in this center and other centers where the employee worked.
Note
To exclude free service revenue from the values you see in the Service revenue and Average Service Value per Invoice columns of the report, select the Exclude Free Service Revenue checkbox and click Refresh.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Employee Sales Metrics report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Column description
Column | Description |
Code | Unique code that identifies the employee |
Employee Name | Employee's name |
Job | Employee's job in the base center |
Months Employed | Number of months the employee has been working at the center |
#Guests | Total number of unique guests to whom the employee sold an item Example: In January, Amy, Betty, Cathy, and Debra visited the center, and Debra visited the center twice. Zenoti considers the number of unique guests as 4 not 5. |
#New Guests | Total number of new guests to whom the employee sold an item NoteGuests with no purchase history (closed invoices) are considered as new guests. |
% New Guests | Percentage of new guests to whom the employee sold an item |
# Requested | Number of services for which guests requested specifically for this employee |
% Requested | Percentage of services for which the employee was specifically requested by guests NoteZenoti considers only closed invoices to calculate this number. |
#Walk-Ins | Number of walk-in appointments the employee closed |
%Walk-Ins | Percentage of walk-in services from all the appointments completed by the employee |
Goal Requests Percent | Target requests percent the employee was expected to achieve NoteYou will see this column only when you export the report. |
#Online | Number of online bookings that were closed by the employee |
% Online | Percentage of online bookings from all the appointments completed by the employee |
# Rebooked | Number of rebooked services from all the bookings closed by the employee NoteZenoti considers only closed original invoices, not the rebooked invoices. |
% Rebooked | Percentage of rebooked services from all the bookings closed by the employee NoteZenoti considers only closed original invoices, not the rebooked invoices. |
#Rebooking Source | Number of unique guests who took a service and booked appointments (for any service) in the future NoteZenoti considers both open and closed invoices for this number. |
Rebooking Source% | Percentage of rebooking sources from all the bookings closed by the employee Rebooking Source % = #Rebooking Source / Total number of unique guests who took a service x 100 NoteTo get #Rebooking Source, do the following
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# Add-on | Number of appointments with at least one add-on service completed by the employee |
% Add-on | Percentage of services with add-ons from all the services completed by the employee |
Service Revenue | Revenue (after discount, before tax) from all the services performed by the employee Service revenue also includes:
NoteTo exclude free service revenue values, select the Exclude Free Service Revenue checkbox while generating the report. |
Goal Service Sales Number | Value to be generated from service sales by the employee NoteYou will see this column only when you export the report. |
# Services | Number services for which the front-desk staff selected the employee in the Sale By field on POS NoteThis column is calculated only for closed invoices. |
Average Service Value per Invoice | Average service value per invoice where the employee has performed at least one service
Average Service Value per Invoice = Total Service Revenue/# Total Service Invoices NoteTo exclude free service revenue values, select the Exclude Free Service Revenue checkbox while generating the report. To get the #Total Service Invoices, generate the Invoices (Finanace//Sales) report for closed invoices. |
Goal Products Sale | Value the employee was expected to generate from product sales NoteYou will see this column only when you export the report. |
#Products | Number of products for which the front-desk staff selected the employee in the Sale By field on POS |
Product Sales | Total revenue generated by the employee from selling products NoteZenoti considers only closed invoices to calculate this number. |
% Bought Products | Percentage guests whom the employee provided service and they bought a product |
Average Product Value per Invoice | Average value generated by the employee per invoice where the employee was selected in the Sale By field on POS Average Product Value per Invoice = Total retail sales of the employee / Number of retail invoices |
% Product/Service | Ratio of product revenue to service revenue generated by the employee |
% Product/Total | Percentage of product revenues from total sales made by the employee |
Goal Membership Sales | Value the employee was expected to generate from membership sales NoteYou will see this column only when you export the report. |
Membership Sales | Total value generated by the employee from membership sales |
Goal Membership Sales Number | Number of memberships the employee was expected to sell NoteYou will see this column only when you export the report. |
# Memberships | Number of memberships on which the front-desk staff selected the employee's name in the Sale By field on POS |
% Membership Conversion | Percentage of active members to whom the employee sold another membership |
Goal Membership Conversion Percent | Percentage of non-member guests to whom the employee sold a membership NoteYou will see this column only when you export the report. |
% Membership Billing Conversion | Percentage of non-member guests to whom the employee sold a membership |
Goal Membership Billing Conversion Percent | Percentage of members the employee was expected to bill NoteYou will see this column only when you export the report. |
Goal Package Sale | Number of packages the employee was expected to sell NoteYou will see this column only when you export the report. |
Package Sales | Total revenue generated by the employee from package sales |
Goal Package Sales Number | Value the employee is expected to generated from package sales NoteYou will see this column only when you export the report. |
# Packages | Number of packages where the front-desk staff selected the employee in the Sold by field on POS |
Goal Gift Card Sale | Value the employee is expected to generated from gift card sales NoteYou will see this column only when you export the report. |
Gift Card Sales | Total revenue generated by the employee from gift card and prepaid card sales |
Goal Gift Card Sale Number | Number of gift cards that the employee was expected to sell NoteYou will see this column only when you export the report. |
#Gift Cards | Number of gift cards where the front-desk staff selected the employee in the Sold by field on POS |
Campaign Goal | Target value the employee was expected to generate for campaigns NoteYou will see this column only when you export the report. |
Campaign Redemptions (#) | Total number of invoice items on which the employee applied a campaign NoteThis metric is used to evaluate the front-desk staff’s effectiveness in using campaigns. |
# Sold By | Number of all items sold by the employee #Sold by = #Services + #Products + #Memberships + #Packages + #Gift Cards |
Total | Total revenue generated by the employee from all sales Total = Service Revenue + Product Sales + Membership Sales + Package Sales + Gift Card Sales |
Total Revenue / Hour | Revenue generated by the employee per hour Total Revenue / Hour = Total / Scheduled Hours or Actual hours NoteZenoti considers scheduled or actual hours based on the Calculate Payroll Hours Based on center-level setting.
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