Impact Zones Report

Location: Reports > Business Analysis Reports

The Impact Zones Report highlights key performance metrics to help you understand and grow your business. By analyzing worker performance and client behavior, this report provides insight into opportunities for improvement and growth. This report can also be exported or printed at any time.

How to Generate the Report:

1. Enter a Begin Date
   
2. Enter an End Date
   
3. Click Generate
   

Sorting Options                                                                                                       

You can sort the report to quickly identify top performers:

• Sort by Worker Name → Displays results in alphabetical order (by first name)
  
• Sort by Client Count → Displays results in descending order
  
• Sort by Average Retail Unit → Displays results in descending order
  
• Sort by Average Service Dollar → Displays results in descending order (highest dollar amount first)
  
• Sort by Frequency of Visits → Displays results from highest to lowest percentage

Only tickets that had a client name is attached are calculated into this report

Table Breakdown

Each row represents an individual worker based on the selected date range:

• Worker → Displays the worker’s first and last name
  
  • Only workers with service or retail sales during the selected date range will appear
• Client Count → The number of clients with a completed ticket by the worker
• Average Retail Unit → The average number of product units sold per client
  
• Average Service Dollar → The worker’s total service revenue divided by their client count within the selected date range
• Frequency of Visits → The percentage of clients (from Client Count) who have 3 or more future appointments currently booked
  

Important Note: Refunded tickets with a client name attached within the selected date range may cause a worker to appear on this report, even if they had no other qualifying sales. In these cases, the worker will display with $0 values.

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