Performance summary report

Understand how to use the Performance Summary Report to effectively track your business activities, including sales, appointments, productivity, and client data.

Performance summary report explained

The Performance summary report can be used to track business metrics per team member or location, helping you analyze how each of them is performing.

Using the Performance summary report

To get the most out of the Performance Summary Report, select your desired date range and use the available grouping and filter options to narrow down the data.

Grouping options

Use the Group by drop-down menu to organize your data by:

Team member - View performance by individual team members.
Location - View performance by business location.

Date range

Select a date range using the calendar drop-down menu to view data within a specific time frame. The date range filter is based on the day the activity took place, and includes the start and end date of the selected date range.

Refine your data even further using the filter menu by:

Team member - Filter by specific team members.
Location - Filter by business location.

Understanding the Performance summary data fields

The Performance Summary Report is divided into 9 subsections:

Sales summary
Other sales
Sales performance
Upsell
Appointments
Appointments value
Productivity
Clients
Clients reviews

Sales summary

In this subsection you will find sales data for the following types of items:

Services - Total service sales.
Products - Total product sales.
Memberships - Total membership sales.
Shipping - Total shipping sales.
Late cancellation fees - Total sales coming from late cancellation fees.
No show fees - Total sales coming from no show fees.
Total sales - Value of total sales.

NOTE:

Voided sales and gift card sales are excluded.
If taxes are set up, these will be included in the sales value.

Other sales

In this section you will find sales data for the following types of items:

Gift cards - Total gift cards sales.
Service charges - Total service charges from sales.
Total other sales - Total value of gift cards and service charges sales.

NOTE:

Voided sales are excluded.
If taxes are set up, these will be included in the sales value.

Sales performance

In this section you will find additional sales data for the following types of items:

Services sold - Total number of services sold.
Avg. service value - The value of the average services sold (services sales/services sold).
Products - Total number of products sold.
Avg. product value - The value of the average products sold (products sales/product sold).

NOTE: Voided sales are excluded.

Upsell

In this section you will find upsell sales data for the following types of items:

Services - Total sales for services not included in the original appointment.
Products - Total product sales added during appointment checkout.
Memberships - Total membership sales added during appointment checkout.
Gift cards - Total gift cards sales added during appointment checkout.
Total upsell - Total upsell sales.
% Upsell - Upsell sales percentage (Total upsell/Total sales from the Sales summary subsection).

NOTE:

Voided sales are excluded.
If taxes are set up, these will be included in the sales value.
This report considers any product, membership, or gift card added to the sale during the appointment checkout, or any new services not included in the original appointment, as upsold items.

Appointments

In this section, you'll find a summary of the different booking channels the appointments are being booked through:

Online appointments - Total number of appointments booked online.
Fresha marketplace - Total number of appointments booked online through the Fresha marketplace
Website - Total number of appointments booked online using the Book now link.
Facebook - Total number of appointments booked online through Facebook.
Instagram - Total number of appointments booked online through Instagram.
Google reserve - Total number of appointments booked online through Google.
Auto campaigns - Total number of appointments booked through the Auto campaigns.
Blast messages - Total number of appointments booked through the Blast campaign messages.
% Online appointments - Percentage of appointments booked online (Online appointments/Total appointments).
Offline appointments - Total number of appointments booked offline (appointments created by the business).
% Offline appointments - Percentage of appointments booked offline (Offline appointments/Total appointments).
Total appointments - Total number of appointments.
% requested by client - Percentage of appointments where a team member was requested by the customer at the time they created their booking.
Cancelled appointments - Total number of cancelled appointments.
% Cancelled appointments - Percentage of cancelled appointments (Cancelled appts/Total appts).
No show appointments - Total number of appointments marked as no show.
% No show appointments - Percentage of no show appointments (No show appointments/Total appts).

Appointments value

In this subsection you will find sales data value for the following types of items:

Online appointments - Total number of appointments booked online.
Fresha marketplace - Total number of appointments booked online through the Fresha marketplace
Website - Total number of appointments booked online using the Book now link.
Facebook - Total number of appointments booked online through Facebook.
Instagram - Total number of appointments booked online through Instagram.
Google reserve - Total number of appointments booked online through Google.
Auto campaigns - Total number of appointments booked through the Auto campaigns.
Blast messages - Total number of appointments booked through the Blast campaign messages.
% Online appointments - Percentage of appointments booked online (Online appointments/Total appointments).
Offline appointments - Total number of appointments booked offline (appointments created by the business).
% Offline appointments - Percentage of appointments booked offline (Offline appointments/Total appointments).
Average service per appointments - Average number of services per appointment.
Average appointment value - Average value per appointment.
Total appointment value - Total appointment value.

NOTE: Cancelled and No show appointments are included.

Productivity

summarizes activities that affect a team member's occupancy rate (shifts, blocked times, time off, and booked hours):

Available hours - The total number of available hours which is calculated as Scheduled shifts - Time off hours - Blocked hours + Appointments booked outside working hours.
Scheduled hours - The number of working hours scheduled for the team members (from the Scheduled shifts page).
Time off hours - The number of working hours scheduled for the team members (from the Time off types page).
Blocked hours - The total number of blocked time hours added to the team member calendar.
Booked hours - The total number of hours a team member has been booked for.
Unbooked hours - The total number of available hours that have not been booked.
% Occupancy - The occupancy rate which is calculated based on the Booked hours / available hours.

NOTE:

Blocked hours only count when they coincide with a scheduled work shift. They do not apply if there is another appointment at the same time.
Time off hours are only considered when they overlap with a scheduled work shift. They are disregarded if there is another appointment scheduled at the same time.
Appointments outside of scheduled hours or overlapping with blocked times or time off are counted as both booked and available hours.

TOP TIP: The data provided in this subsection will assist you in with analyzing some of the following points:

Employee or location comparison - Compare occupancy rates among team members or business locations to pinpoint top performers and areas requiring improvement.
Benchmarking - Evaluate current occupancy rates against historical averages or industry standards to set achievable performance goals and identify potential areas for enhancement.

Clients

In this section you will find sales data for the following types of items:

New clients - Total number of clients with their first appointment within the selected date range.
% New clients - Percentage of new clients with their first appointment within the selected date range.
Returning clients - Total number of clients with their first appointment before the selected date range.
% Returning clients - Percentage of clients with their first appointment before the selected date range.
Walk-ins - Number of appointments with no client profile associated.
% Walk-In clients - Percentage of appointments with no client profile associated.
Total clients - Total number of clients with appointments within the selected date range, excluding walk-ins.
Rebooked clients - Number of clients with an appointment scheduled after the selected date range.
% Rebooked clients - Percentage of clients with an appointment scheduled after the selected date range.
% Non-rebooked clients - Percentage of clients with no appointment scheduled after the selected date range.

NOTE:

If a customer has multiple appointments, they’re only counted once. If their first appointment is within the selected date range, they’re considered new.
Walk-in clients refers to the count of walk-in appointments as walk-ins are not linked to a customer profile. The same person can have multiple walk-in appointments, but these cannot be linked to them because there is no associated client profile.

Clients reviews

In this section, you will find client review information such as:

Average client rating - Average client review rating.
Number of client reviews - Total number of client reviews.

Performance summary report