Inspire Consultant Reporting

Inspire Consultant Reporting

Consultant Reporting General

Inspire by STX is used by many businesses that take their reporting and consulting very seriously.  Often times the businesses using our software are affiliated with well known consulting firms that look at specific key performance indicators to identify areas of strength and for growth.  Within our software, you will find the following reports are closely aligned with the values of the associated consulting groups:

SUMMIT SALON BUSINESS CONSULTING: Employee Analysis Report

  1. For effective use of this report, users will want to select a Visit Type on each appointment to indicate if the client was a "Referral"
    1. To create a Visit Type for Referrals, go to Setup > Setup Client Preferences > Visit Type tab
  2. To generate, go to Reports > Business Analysis Reports > Employee Analysis Report
  3. Select the Begin Date and End Date 
  4. Select the "Referral" Visit Type
  5. Click Generate, results will display below

AVEDA KEY PERFORMANCE INDICATORS: Monthly Business Analysis Report

  1. For effective use of this report, the business should have an "Aveda" associated Product Line and a "Hair Color" associated Service Group. 
  2. To generate, go to Reports > Business Analysis Reports > Monthly Business Analysis Reports
  3. Select the Month, Year and by Company or Worker
  4. Select the "Aveda" associated Product Line 
  5. Select the "Hair Color" associated Service Group
  6. Click Generate, results will display below
Check out a fellow STX User, Gila Rut Salons featured on the Aveda Means Business website: https://avedameansbusiness.com/get-inspired/article/the-key-to-retaining-stylists-a-great-culture-they-never-want-to-leave/

STRATEGIES / TEAM BASED PAY: TBP Report

  1. For effective use of this report, it can be run daily or monthly, by the company or a worker. 
  2. To generate, go to Reports > Business Analysis Reports > TBP Report
  3. Select a Begin Date and End Date
  4. Click Generate, results will display below

ARROJO BUSINESS CONSULTING: ABC Report

  1. To generate, go to Reports > Business Analysis Reports > ABC Report
  2. Enter a Begin Date and End Date
  3. Click Generate, results will display below

TIGI IMPACT ZONES REPORT: Impact Zones Report

  1. To generate, go to Reports > Business Analysis Reports > Impact Zones Report
  2. Enter a Begin Date and End Date
  3. Click Generate, results will display below
Check out Inspire by STX User, Jen Planck on Behindthechair.com discussing the TIGI Impact Zones Report: https://www.btcuniversity.com/courses/free-live-class-how-to-grow-your-salon-business-income


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