Master Employee Metrics report
The Master Employee Metrics Report is a comprehensive document that tracks key performance indicators (KPIs) related to employee management. This report helps owners understand which factors contribute to their success, so they can make the most of their time and money. The report includes a wide range of metrics, from basic employee information to detailed sales and service data.
On the Reports Dashboard, search for, and select Master Employee Metrics report.
Select the desired filters.
Click Refresh.
You can refine the data using the following filters:
Dates: Specify the time period for which the report data is displayed. You can select a single date or a range of dates to analyze center metrics over a specific duration.
Zones / Location Groups: Filter the data by organizational zones or location groups. This is useful for businesses operating across multiple regions or groupings of centers.
Centers: Select the centers whose data should be included in the report. You can choose one, multiple, or all centers depending on your reporting needs.
Service Category: Filter the metrics by service categories configured in the system. This enables analysis of performance within a specific set of services, such as hair or facials.
Column Name | Short Description | Details and Examples |
|---|---|---|
Base Center | Employee’s primary center assigned in the system. | The primary center where the employee's profile is based. |
Work Center | Center where the employee was actively working during the selected date range. | The specific center where the employee worked during the selected date range. |
Employee Code | System-generated code identifying the employee. | A unique identifier assigned to the employee. |
Employee Name | Name of the employee being reported. | The full name of the employee. |
Employee Start Date | Date when the employee began working. | The date when the employee started working at the center. |
Employee End Date | Date when the employee exited or became inactive. | The date when the employee stopped working at the center. |
Job | Role or designation assigned to the employee. | The job held by the employee. |
Salary | Salary configured for the employee. | Salary of the employee defined in the employee profile. |
Max Work Hours | Maximum number of hours the employee is allowed to work in a period. | The maximum number of work hours defined in the employee profile. |
Vacation Days | Number of vacation days allotted or taken by the employee. | The number of vacation days set in the employee profile. |
Special Leave Days | Number of special leave days taken by the employee. | The number of special leave days in the employee profile. |
Mandatory Break (mins) | Minimum required break time in minutes per shift. | The mandatory break time in minutes that the employee is entitled to during their shift. |
Hourly Rate (Vacation) | Hourly pay rate applied to the employee during vacation time. | The hourly rate paid to the employee during vacation. |
Hourly Rate (Holiday) | Hourly pay rate applied to the employee during holidays. | The hourly rate paid to the employee during public holidays. |
Redo Count | Number of times the employee had to redo a service. | The number of times the employee had to redo a service. |
Services with Provider Requests | Number of services where guests requested the employee. | The number of services that guests specifically requested to be performed by the employee. |
No Show Services Count | Number of scheduled services marked as no-shows. | The number of services booked with the employee where the guest did not show up. |
Cancelled Services Count | Number of appointments canceled by the guest or employee. | The number of services booked with the employee that were later canceled. |
Scheduled Hours | Total hours the employee was scheduled to work. | The total number of hours the employee was scheduled to work. |
Booked Hours | Total duration of all appointments performed by the employee, including recovery time. | The total duration of all appointments performed by the employee, including recovery time. |
Actual Hours | Total hours the employee actually worked. | The actual number of hours the employee worked based on check-in and check-out. |
Service Hours | Total hours the employee spent performing billable services. | The number of hours the employee spent performing services. |
Actual Hours (Primary WT) | Total hours the employee was checked in to their primary work task. | The actual number of hours the employee spent checked in to the primary work task. |
Actual Hours (Production Hours) | Total hours the employee spent on revenue-generating tasks. | The actual number of hours the employee spent checked in to a production work task. |
Non-Production Hours | Total hours the employee spent on non-revenue-generating tasks. | The actual number of hours the employee spent checked in to a non-productive task. |
Mandatory Break Hours (Actual) | Total time taken by the employee for mandatory breaks. | The actual number of hours the employee took as mandatory breaks. |
Vacation Hours | Total hours marked as vacation. | The number of hours the employee took as vacation. |
Holiday Hours | Total hours marked as holiday. | The number of hours the employee took as holiday. |
Total No. of Invoices | Total number of invoices associated with the employee. | Total number of invoices associated with services performed by the employee. If multiple employees contributed to a single invoice, it is counted once for each involved employee. |
Total New Guest Invoices | Number of invoices for first-time guests served by the employee. | Total number of invoices associated with services performed by the employee for new guests. If multiple employees contributed to a single invoice, it is counted once for each involved employee. |
Total Repeat Guest Invoices | Number of invoices for returning guests served by the employee. | Total number of invoices associated with services performed by the employee for repeat guests. If multiple employees contributed to a single invoice, it is counted once for each involved employee. |
Total Service Invoices | Number of invoices that include service transactions. | Total number of invoices generated for services performed by the employee. If multiple employees contributed to a single invoice, it is counted once for each involved employee. |
Invoices with Provider Requests | Number of invoices where the guest specifically requested the employee. | The total number of invoices generated for the services where the employee was specifically requested. |
Employee Sale Value | Total sales value attributed to the employee. | The total value of sales made by the employee, excluding refunds and discounts. |
Employee Service Sale Value | Sales from services attributed to the employee. | The total value of service sales made by the employee, excluding refunds and discounts. If LP redemptions are configured as non-taxable, their value is excluded from this total and included under service discounts instead. |
Employee Product Sale Value | Sales from product attributed to the employee. | The total value of product sales made by the employee, excluding refunds and discounts. If LP redemptions are configured as non-taxable, their value is excluded from this total and included under product discounts instead. |
Commissionable Service Discount | Discounts marked as free service revenue. | The discount marked as free service revenue. |
Service Tax | Tax collected on services performed by the employee. | The tax collected on the services performed by the employee. |
Product Tax | Tax collected on products sold by the employee. | The tax collected on the products sold by the employee. |
Net Service Sales | Net service sales after discounts, loyalty redemptions, and refunds. | The net sales from the services provided by the employee excluding refunds and discounts. Loyalty point redemptions configured as non-taxable are excluded from this value. |
Net Product Sales | Net product sales after discounts, loyalty redemptions, and refunds. | Net product sales after discounts, loyalty redemptions, and refunds. Net product sales represent the total sales from product item types after deducting applicable discounts, loyalty point redemptions, and any refunds issued. This value reflects the actual sales realized from products. |
Net sales | Total net sales from services and products after discounts, loyalty redemptions, and refunds. | Total net sales from services and products after discounts, loyalty redemptions, and refunds. Net sales represent the combined total of net service sales and net product (retail) sales. This value reflects the actual sales realized across all item types after deducting applicable discounts, loyalty redemptions, and refunds. For instance, if Gross Product Sales is $500 and a $50 discount is applied, the Net Product (Retail) Sales will be $450. |
Net Service Sales (Exc. Redemption) | Net service sales after discounts, loyalty redemptions, and refunds. | The net sales from the services performed by the employee, excluding redemptions, discounts, and refunds. Loyalty point redemptions configured as non-taxable are excluded from this value. |
Net Product Sales (Exc. Redemption) | Net product sales excluding liability redemptions. | The net sales from the products sold by the employee, excluding redemptions, discounts, and refunds. Loyalty point redemptions configured as non-taxable are excluded from this value. |
Gross Service Sales | Gross service sales including discounts. | Gross service sales including discounts. Gross service sales = Net service sales + total discounts. |
Gross Product Sales | Gross product sales including discounts. | Gross product sales including discounts. Gross product sales = Net product sales + Total product discounts. |
Gross Service Sales (Exc. Redemption) | Total service sales excluding liability redemptions. | The total sales from the services provided by the employee including discounts, refunds and excluding redemptions. |
Gross Product Sales (Exc. Redemption) | Total product sales excluding liability redemptions. | The total sales from the products sold by the employee, before including discounts, refunds and excluding redemptions. |
Service Discount | Discounts applied to services. | Discounts given on service sales. It captures promotional offers, coupons, or manual discounts applied to service invoices. For example, if a $100 facial is discounted by $20, the Service Discount is $20. |
Product Discount | Discounts applied to product sales. | Discounts provided on retail products. This includes promotional markdowns, loyalty redemptions, or special offers applied at checkout. For instance, if a $50 shampoo is sold with a $5 discount, the Product Discount is $5. |
Discount | Total discounts applied on services and products. | Discounts represent the combined value of all discounts given on service and product (retail) sales. This amount is the sum of Service Discount $ and Product Discount $, reflecting total reductions applied before calculating net sales. |
Combo Tickets | Total number of invoices with both service and product. | The total number of combo tickets, which are invoices containing both a service and product as items, sold by the employee. |
Product Count | Total number of products sold. | The total number of products sold by the employee. |
Service Sale Collected | Amount collected from service sales. | The total amount collected from the services provided by the employee. |
Product Sale Collected | Amount collected from product sales. | The total amount collected from the products sold by the employee. |
Service Sale Collected (Exc. Redemption) | Amount collected from service sales, excluding redemptions. | The total amount collected from the services provided by the employee excluding redemptions. |
Product Sale Collected (Exc. Redemption) | Amount collected from product sales, excluding redemptions. | The total amount collected from the products sold by the employee excluding redemptions. |
Total Tips | Total tips received. | The total amount of tips received by the employee. |
Service Shop cost | Cost of service as per service-level setup. | The predefined expense for a specific service, configured from the General tab while creating the service. Shop cost is shown at the appointment level and reflects the value recorded during appointment creation. For day packages, the cost is distributed across services based on: (Service Price ÷ Total Service Price of Day Package) × Shop Cost defined at the package level. In payroll, shop costs are captured at the end of each pay period, whereas in this report, they are recorded at the time of appointment creation. Therefore, shop costs in this report may differ from payroll and should be used only for estimation. Payroll gives precedence to employee-level shop costs over service-level costs. Therefore, shop costs in this report may not align with those in payroll. These should be used solely for cost estimations. The shop cost of a service or item on an invoice updates dynamically whenever the quantity changes, until the invoice is closed. For example, in an invoice, if the shop cost of service S1 is $5 per unit and the quantity is updated to 2, the report will display an updated shop cost of $10. |
Service Shop Cost By Employee | Cost of service as per employee-level setup. | The predefined expense configured for a specific employee from the Services tab while creating the employee. For split services, the shop cost is proportionately divided based on the split in commissions across employees. |
Invoices with service or product | Number of invoices containing at least one service or product item. | Count of all invoices that include at least one item of type service or product (retail). |
Invoices with service and product | Number of invoices containing both service and product items. | Count of all invoices that include at least one service item type and at least one product (retail) item type. |
New Service Invoices | Number of first-visit invoices with at least one service item. | Count of all invoices that include at least one service item type where the visit is the guest’s first visit. |
Repeat Service Invoices | Number of invoices from returning guests containing one or more service items. | Total number invoices that include at least one service item and are associated with visits that are not the guest’s first visit. |
Service Invoices | Total number of visits that included services. | Count of invoices containing one or more service items. |
Invoices with service and product % | Percentage of invoices that included both service and product items. | Proportion of service invoices that also contain at least one product item type. It is calculated as, Invoices with Service and Product % = count of combo visits/ count of service visits |
Service Only Invoices | Number of invoices with only service item types. | Count of all invoices that include at least one service item type and no other item types. |
Product Only Invoices | Number of invoices with only product item types. | Count of all invoices that include at least one product item type and no service or other item types. |
Average Invoice (service or product) | Average net sales per invoice with at least one service or product item. | Average value of net sales from invoices that include at least one service or product item type. It is calculated as, Average Invoice (Service or Product) = Net Sales from invoices with service or product/ Number of such invoices. |
Average Invoice (service) | Average sales per service invoice. | Calculated as total service sales divided by the number of service visits. |
Combo percentage | Percentage of visits that included both services and products. | Calculated as (Service and Product Visits ÷ Total Visits) × 100. |
Product percentage of sales | Percentage of sales from retail. | Proportion of total net sales that come from product (retail) sales. It is calculated as, Product Percentage of Sales = Net Retail Sales/ Net Sales |
Production Hours | Total hours checked in as production work tasks. | Total number of hours employees have logged under production work tasks with Is Production Hour flag enabled. It includes only the hours marked as productive or billable time, excluding administrative, break, or non-production activities. |
Net Service Sales per Production Hour | Service sales per hour. | Net service sales generated for each production hour worked by stylists. It is calculated as, Net Service Sales/ Stylist (Production) Hours |
Net Sales per Production Hours | Total net sales per stylist production hour. | Average net sales (from both services and products) generated for each production hour worked by stylists. It is calculated as, Net Sales / Production Hour = Net Sales/ Stylist (Production) Hours |
Service Invoices per Production Hour | Number of service visits handled per production hour. | Average number of service visits completed for each production hour worked by stylists. It is calculated as, Service Visits / Stylist (Production) Hours = Service Visits/ Stylist (Production) Hours |
Commissionable Service Sales per Production Hours | Commissionable service sales per stylist production hour. | Average commissionable service sales generated for each production hour worked by stylists. It is calculated as, Commissionable Service Sales $ ÷ Stylist (Production) Hours |
In-service productivity | Ratio of actual service hours to stylist production hours. | Actual service hours performed by stylists to their total production hours. It is calculated as, Actual Service Hours/ Stylist (Production) Hours |
In-service hours | Total duration between actual start and end times for services marked as both Start and Complete. | Total time spent delivering services, based on actual start and complete timestamps recorded in invoices. |
Average in-service time | Average in-service time per invoice with a service item. | Average duration that guests spend receiving services. It is calculated as, Average In-Service Time = Sum of invoice service time/ number of invoices with a service item type |
Average Haircut Time | Average duration of haircut services. | Calculated as Total Haircut Service Hours ÷ Number of Haircut Services. |
Haircut quantity | Number of haircut services performed. | Total number of services delivered under the Haircut Services category during the selected period. This includes all completed service appointments within the haircut category. |
Walk-in invoices with no requests | Number of walk-in invoices with no requested time and no specific provider. | Count of all walk-in invoices that include at least one service item type where none of the services have a requested time specified, and the visit is a non-specific request (no provider selected). |
Walk-in with requests | Number of invoices with no requested time and a specific provider request. | Counts of all invoices with service item types where none of the services have a requested time specified, and the visit is a specific request, meaning a particular provider or staff member was selected. |
Walk-in invoices | Invoices created and completed on the same day without prior appointment. | Count of all invoices that include at least one service item type, where none of the services on the invoice have a requested time specified. |
Reservation invoices | Number of invoices where at least one service has a requested time. | Counts of all invoices with service item types where one or more services have a requested time specified. |
Reservation invoices with no requests | Number of reservation invoices with no specific provider request. | Count of all reservation invoices that include at least one service item type, where the booking is a non-specific request (no particular provider selected). |
Reservation invoices with requests | Number of reservation invoices with a specific provider request. | Count of all reservation invoices that include at least one service item type, where the booking is a specific request, a particular provider or staff member was selected. |
Request invoices | Number of invoices with a specific provider request. | Count of all invoices with service item types where the visit is a specific request, meaning a particular provider or staff member was selected by the guest at the time of booking. |
Service Guests | Number of guests with an invoice containing a service. | Count of all unique guest profiles that have at least one invoice with a service item type. |
Guests with Membership | Number of guests with an active membership as of the end of the date range. | Count of all unique guest profiles who have an active membership enrolled as of the last day in the selected date range |
Memberships sold to Guests | Number of memberships sold and added to guest profiles. | Counts of all memberships that were sold and successfully added to guest profiles during the selected date range. |
Missed membership opportunities | Number of potential sales opportunities not converted. | Count of all unique service guests who do not have an active membership as of the last day in the selected date range. |
Service category net sales | Net sales and percentage by service category. | Net service sales (after discounts, before taxes) grouped by service category such as Hair, Spa, Nails, or Massage. The percentage indicates each category’s contribution to total net service sales. For example, Hair services may contribute $10,000 (40%) of total service sales. |
Service category quantity | Number of services performed per category. | Count of services performed within each category. For example, under the Hair category: 120 services, under Massage: 45 services. |
Service category discount | Discounts applied within each service category. | Discounts provided for services within a specific category. For example, if $500 of discounts were given for Hair services and $200 for Spa services, the respective amounts will display under this column. |
Average invoice wait time | Average wait time between guest arrival and service start. | Average time guests wait before their first service begins. It is determined by dividing the total invoice wait time across all invoices with at least one service item by the total number of such invoices. |
Service redemption | Loyalty points redeemed on invoices for service sales. | Total loyalty points applied or redeemed as payment on invoices containing service item types. |
Product redemption | Loyalty points redeemed on invoices for product sales. | Total loyalty points applied or redeemed as payment on invoices containing product (retail) item types |