Within the "Manager" menu of Treatwell Pro, the "Team Member Report" provides useful information on the progress of your employees and their sales. The page is divided into 4 parts:
A dashboard with data on employee performance is displayed at the top of the page
Reviews and retention which analyses client feedback and how many of their clients return
Profitability with a focus on revenue and staff turnover
Promo in which the sales data of promotions are shown
You'll find more information about each of these sections below.
As with the other areas of the Treatwell Pro manager section, you can analyse and compare data from different periods or segments by clicking on the filter bars at the top of the screen.
By default, 'Period' is set for the analysis of the previous month, while for 'Segment' the initial setting is 'All'.
Team members report: Initial dashboard
At the top of the page the dashboard shows 4 sections with some key data:
Average team member transaction: average amount a client spends with each staff member
Average number of services per transaction: average number of services purchased by clients
Reviews: average feedback left by clients for the salon employees (rated from 1 to 5)
Retention: percentage of new and repeat clients who have visited the salon during the reporting period
Reviews and Retention
The "Reviews and Retention" section shows the reviews for each employee, in particular, the star rating, the number of review requests in relation to the services, the rate of retention and the revenue obtained.
If you click on the blue "See report" link, you get an even more in-depth view of the data: the numbers and percentages of reviews received are shown at the top, as well as the average score broken down by new and returning customers.
Immediately below, the section for review rating per team member is displayed again, but as an interactive version. Thanks to the dedicated buttons, it's possible to display the reviews of individual customers and the services reviewed.
In "Rating breakdown" and "Average rating per service" we analyse the percentages obtained by score and the average score obtained by the main treatments requested.
The circular graph shows the "weight" of each individual treatment on the salon's profits, and next to it is a diagram showing the ratio of the number of clients to the number of services performed during the period analysed. Immediately below are the percentages of staff requests, new clients, staff revenue broken down by services/products, and the number of daily visits per staff member.
By clicking on the "See report" link, you can go into more detail about the profit data; at the top, you can see the individual visits per employee and the revenues obtained, as well as the average spend.
The "Gender breakdown" section is also very useful, where you can find out the difference in revenue between female and male clients, the average frequency of appointments, and the number or percentage of new clients by gender.
The "Team impact on turnover" tab displays the performance results of each individual employee (including average spend, staff request percentage, revenue achieved, hours worked, etc.). This data can be filtered by different roles or exported and downloaded to a .csv file.
At the end of the page, you'll find the "Time worked" area, with information on the time worked by each staff member, broken down by day of the week.
The "Promo" area of the Team members report section shows a circular graph with the impact of each employee on the sale of promotions. To the side the data is further analysed, showing the average number of promotions sold per team member (and their average spend), the day with the most promotions sold and the day with the most promotions activated by the salon.
By clicking on the "See report" link, the total amount of promotions sold and average spend is broken down in more depth. In the "Promo sold per week" section, you can see which days of the week made the most revenue from the sale of promotions, the number of promos sold and provided each day, and their total value.
The section "Team member impact on promotions sold", on the other hand, focuses on the staff members and the profit each staff member has made by selling promotions.
Data can also be filtered by role, through the dedicated drop-down menu.