Employee Performance Reports show individual staff metrics — appointments delivered, revenue generated, client retention rate, average review score, commission earned, and upsell rate. Use the data objectively in one-to-one reviews to celebrate wins, set targets, and identify where training or support is needed.
How It Works
01
Navigate to Reports → Employee Performance
02
Select the staff member and date range
03
Review key metrics: appointments, revenue, retention, reviews, and commissions
04
Export the report as PDF to use in the staff member's review meeting
Key Features
Individual Staff Metrics
Revenue per Therapist
Appointment Volume
Client Retention per Therapist
Upsell Rate
Review Score Integration
Commission Summary
PDF for Reviews
Pro Tips
Share performance reports with each staff member monthly so there are no surprises in reviews
Use performance data to set SMART targets for the following month collaboratively
Recognise top performers publicly — it motivates them and sets a standard for the whole team