Staff Performance Overview (Multibranch) report overview

This report shows a summary of each staff member's performance between any two dates with data from all branches.

 Where to find this Report

This report can be found under Manager > Reports > Additional Reports > Multi Branch

mceclip0.png

Note: Series/Courses Perf is calculated each time a session from a series/course is performed in an appointment and is not calculated from the original sale of the series/course.


Reporting Explained

RQs (existing)

This means Requests Not New. A total number of appointments where a staff member was requested and the service carried out by that staff member AND where the date of the first-ever appointment was before the start of the reporting period.

New RQs 

This means New Requests. Total number of appointments where a staff member was requested and the service carried out by that staff member, and where the date of the first-ever appointment was between the start and end dates of the reporting period

URQs (existing)

This means Unrequested, Not New. Total number of appointments where a staff member who carried out the service was not requested AND where the date of the first-ever appointment was before the start of the reporting period

New URQs

This means New Unrequested. Total number of appointments where a staff member who carried out the service was not requested AND where the date of the first-ever appointment was between the start and end dates of the reporting period

Total

The sum of RQs (existing) + New RQsURQs (existing)New URQs

Note: If a new/existing client has an appointment with a staff member with more than one service, where some services are marked as staff requested while other services are not, then that client will fall into both the New RQs/RQs (existing) and the New URQs/URQs (existing) numbers, resulting in 2 being added to the Total number.

RQs%

With the above definition, we have the following formula is always true.
Requests = Requests Not New + New Requests
The Requests percentage is then defined by
Requests Percentage = (Requests Not New + New Requests) / (Requests Not New + New Requests + Unrequested Not New + New Unrequested)

Rating

The review rating is calculated as a weighted average score. For more information on how this is calculated, check out this guide.

Was this article helpful?
0 out of 0 found this helpful