This article explains how to use the Aveda dashboard to review key salon performance metrics, track growth, and identify opportunities for your business.
Feature in Testing
This feature is currently in testing but will be available very soon.
This dashboard is available, free of charge, to all Phorest clients in the US. If you are partnered with Aveda and do not currently see this report in your Phorest system, please get in touch.
Access Required
Access is required to view this dashboard. You can find this access permission under Manager > Access > Reports > Insights > Partner Reports > Aveda.
In this Article
What is the Aveda Dashboard
The Aveda dashboard focuses on guest retention, service mix, retail sales, and staff stability.
This report makes it easier to review benchmarks and KPIs with your Salon Development Partner (SDP), giving you a clearer view of your business performance and overall health. It also aligns with the core metrics used by the Aveda Business College, helping ensure consistency and clarity in your analysis.
Accessing the Dashboard
To access the dashboard, go to Manager > Reports > Insights, and choose Aveda from the Partner Reports section.
Reporting Explained
Retention and Booking Metrics
| Existing Guest Retention: | The percentage of existing guests who return within 3 months. A primary indicator of guest satisfaction and loyalty, higher retention reduces your reliance on new guest acquisition and stabilizes overall revenue. Calculation: (Number of Returning Guests within 3 months ÷ Total Number of Existing Guests) × 100 Example: 869 ÷ 1,310 = 63% |
| New Guest Retention: | The percentage of new guests who return within 3 months of their very first visit. This directly reflects the effectiveness of the first-visit experience, indicating successful onboarding, thorough consultations, and effective team follow-up. Calculation: (Number of Returning New Guests within 3 months ÷ Total Number of New Guests) × 100 Example: 8 ÷ 40 = 20% |
| % Color Transactions: | The percentage of total service visits that include a hair color service. Hair color is a key driver of visit frequency, guest retention, and overall revenue, helping to support long-term guest value and predictable, recurring visits. Calculation: (Number of Hair Color Transactions ÷ Total Hair Service Transactions) × 100 Example: 35 ÷ 125 = 28% |
| % Service Guests Pre-Booked: | The percentage of guests who schedule their next appointment before leaving the salon. Pre-booking serves as a powerful leading indicator of future revenue and guest retention while reinforcing service value and maintaining a consistent visit frequency. Calculation: (Number of Pre-Booked Appointments ÷ Total Service Transactions) × 100 Example: 200 ÷ 495 = 40% |
Retail Revenue Breakdown
| Retail per Client Ticket (RPCT): | The average retail revenue generated per guest visit. Because retail drives high-margin revenue and strengthens loyalty, RPCT highlights how effectively your team connects tailored product recommendations to the hands-on service experience. Calculation: Total Retail Sales ÷ Total Transactions Example: $27,920 ÷ 1,804 = $15.48 |
| Retail Units per Client Ticket (RuPCT): | The average number of individual retail products (units) sold per client visit. This metric highlights how effectively your team recommends a complete home-care regimen and how many items each guest takes home. Calculation: Total Retail Units Sold ÷ Total Transactions Example: 450 units ÷ 1,500 transactions = 0.3 units |
| Retail per Retail Ticket (RPRT): | The average retail revenue generated per retail ticket. This metric underscores how effectively teams connect product recommendations to maximize each guest's basket size. Calculation: Total Retail Sales ÷ Total Number of Retail Transactions Example: $40,000 ÷ 2,000 = $20 |
| % Retail Sales: | The percentage of total salon sales generated from retail products. This illustrates the balance of your revenue between retail and services, helping you track the health of your retail profitability and long-term guest results. Calculation: Total Retail Sales ÷ Total Salon Sales Example: $20,000 ÷ $125,000 = 16% |
Performance Volumes, Treatments, and Staff Stability
| % of Service Guests Purchasing Product: | The percentage of service guests who buy at least one retail product during their visit. This measures the consistency of consultation and product-recommendation behaviors across your entire team while removing the skewing effect of high-spending add-on outlier clients. Calculation: (Number of Service Transactions with Retail ÷ Total Service Transactions) × 100 Example: 45 ÷ 135 = 33% |
| # of Transactions: | The total volume of transactions completed within a specified time period. Total transactions represent your overall volume of opportunities to generate revenue, deliver high-quality services, sell retail products, and build guest relationships. Calculation: Number of Retail Only Transactions + Total Number of Service Transactions Example: 75 + 350 = 425 |
| % of Treatment Transactions: | The percentage of total hair services that include an add-on treatment. Treatments enhance final service outcomes, increase average ticket value, and reinforce a premium salon experience driven by strong consultations. Calculation: (Number of Treatment Transactions ÷ Total Hair Service Transactions) × 100 Example: 15 ÷ 150 = 10% |
| Service Provider Retention: | The percentage of service providers retained on your team year over year. Staff stability directly supports guest loyalty, consistent service quality, and operational efficiency, while drastically reducing ongoing hiring and training costs. Calculation: (Number of Service Providers Remaining at end of Year ÷ Number of Service Providers at Start of Year) × 100 Example: 3 ÷ 6 = 50% |
Downloading/Exporting the Data
To download the entire dashboard, click the three dots in the top-right corner, then select Download.
To download individual reports, hover your mouse over the report, click the three dots in the corner, and then click Download data.
Scheduling a Dashboard Email Delivery
If you wish, you can schedule the dashboard to be emailed to you or your team on a recurring basis by clicking the three dots in the top-right corner of the dashboard, then selecting Schedule delivery.