This article explains how to use the Professional Salon Concepts dashboard to review key salon performance metrics, track client retention, monitor staff availability and utilization, and identify opportunities for your business.
Access Required
Access is required to view this dashboard. You can find this access permission under Manager > Access > Reports > Insights > Partner Reports > Professional Salon Concepts.
In this Article
What is the Professional Salon Concepts Dashboard?
Professional Salon Concepts (PSC) is a family-owned professional beauty distributor dedicated to supporting salon success through education, innovation, and partnership across the Midwest. Serving salon professionals, PSC represents leading brands including Davines, Paul Mitchell, evo, milk_shake, Babe Hair Extensions, and more.
This dashboard translates your Phorest salon data into actionable business intelligence aligned with PSC's core business support and growth frameworks. By providing clear visibility into client visit patterns, rebooking consistency, revenue streams, and staff utilization, this report makes it easier to review benchmarks and KPIs to help you grow your business and achieve your goals.
Accessing the Dashboard
To access the dashboard, go to Manager > Reports > Insights, and choose Professional Salon Concepts from the Partner Reports section.
Reporting Explained
Client Visits
| Client Visits: | The total number of clients who pay for a service or retail item, or redeem a series session. Clients are unique per day. |
| New Client Visits: | The total number of first-time clients who pay for a service or retail item, or redeem a series session. Clients are unique per day. |
| Returning Client Visits #: | The total number of returning clients who pay for a service or retail item, or redeem a series session. Clients are unique per day. |
| Requests: | Number of service visits where the client specifically requested this staff member. |
| Non-Requests: | Number of service visits where no specific staff member was requested. |
Rebooking Rates
| Rebooked Client Visits %: | The percentage of client visits for which a future appointment had been rebooked on or before the day of the visit. |
| Rebooked New Client Visits %: | The percentage of new client visits for which a future appointment had been rebooked on or before the day of the visit. |
| Rebooked Returning Client Visits %: | The percentage of returning client visits for which a future appointment had been rebooked on or before the day of the visit. |
| Requested Rebooking Rate: | Proportion of requested service visits that rebooked before leaving. |
| Non-Requested Rebooking Rate: | Proportion of non-requested service visits that rebooked before leaving. |
Revenue and KPIs
| Total Sales Revenue: | The service, retail, and series sales revenue generated. |
| Total Service Sales: | The value of all service sale types. |
| Total # Services: | The total quantity of service sale types sold. |
| Total Retail Sales: | The value of all retail sales. |
| Series Sales: | The value of all series sales. |
| Retail % to Total Sales: | The net value of retail sales divided by the net service and retail sales plus the value of series sessions redeemed. Calculation: Total Retail Sales ÷ (Net Service & Retail Sales + Series Sessions Redeemed) |
| Retail per Client Ticket (RPCT): | The value of product sales divided by the number of all client visits. Calculation: Total Retail Sales ÷ Client Visits |
| Num Service per Visit: | The total quantity of services performed divided by the total client visits. Calculation: Total Services Performed ÷ Client Visits |
| Colour as % of Hair: | The percentage of services performed under the global "Hair" category group which are classed as "Color" or "Color Without Finish". |
| Upsell: | The percentage of client visits in which a retail item is purchased (care factor). |
Availability and Utilisation
| Available Hours (H.h): | The staff member's rostered hours less any breaks shown as hours (e.g. one and a half hours = 1.5 hours). |
| Utilisation Rate: | The ratio of time spent performing services against the total available time for staff to work. Breaks, whether paid or unpaid, are deducted from the time available to perform services. |
| Guests Per Hour: | The total client visits divided by the available hours. Calculation: Client Visits ÷ Available Hours |
| Service Revenue per Hour: | Total service revenue divided by available hours. Calculation: Total Service Revenue ÷ Available Hours |
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.