Employee Analysis Report
Location: Reports > Business Analysis Reports
The Employee Analysis Report provides detailed insights into employee performance, including sales, rebooking, retail, and referral activity. This report is used to evaluate individual and overall performance within a selected date range and is based on completed tickets only. Many Summit Salons utilize this report to track referral performance and key metrics. This report can also be exported or printed at any time for further review.
How to generate:
- Select desired date
- Select the desired visit type(s)
- Select generate
Note: At least one Visit Type must be selected to populate results. You may select multiple visit types as needed.Report Results & Column Definitions
- Worker – Displays workers who had completed appointments within the selected date range
- Guest Count – Total number of guests seen within the selected date range
- # of Referrals – Quantity of appointments with the selected referral visit type for each worker within the selected date range
- Rebook % – Percentage of appointments that were rebooked within the selected date range
- Avg Service $ per Ticket – Average service value per ticket based on all clients seen within the selected date range
- Total # of Services – Total number of services performed within the selected date range
- Total Service $ – Total value of services performed within the selected date range
- Retail Units per Guest – Average number of retail items sold per guest (Retail Units ÷ Guest Count)
- Retail $ per Guest – Average retail dollar amount per guest (Retail Dollars ÷ Guest Count)
- Total Retail Units – Total quantity of retail items sold within the selected date range
- Total Retail $ – Total dollar value of retail sold within the selected date range
Sorting Options 
This report can also be sorted using the following columns:
- Worker Name – Displays results in alphabetical order by the worker’s first name
- Guest Count – Displays results in descending order
- # of Referrals – Displays results in descending order
- Rebook % – Displays results in descending order
- Avg Service $ per Ticket – Displays results from highest value to lowest value
- Total # of Services – Displays results in descending order
- Total Service $ – Displays results from highest dollar value to lowest
- Retail Units per Guest – Displays results in descending order
- Retail $ per Guest – Displays results from highest dollar value to lowest
- Total Retail Units – Displays results in descending order
- Total Retail $ – Displays results from highest dollar value to lowest
Best Practice: It is recommended to set up specific Visit Types for referred clients. To change, modify or add visit types, go to setup > setup client card preferences 
Note: Only completed tickets are considered when calculating report totals.
Client Referrals associated with reward points or automated marketing campaigns are recorded on the client card and are not tied to a ticket. The Employee Analysis Report pulls data from tickets and visits, therefore referral tracking in this report is based on the selected Visit Type.Related Articles
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