MA201: KPI's by Month

The MA201 displays Key Performance Indicators (KPIs) that focus on employee service and retail sales, rebooking, productivity, and client and ticket totals.

What is the difference between a "visit" and a "unique client?"

This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up. 

A unique client is just an individual who only counts once towards the Unique client metric, regardless of how many visits they have. So if Matt visits a location 4 times in the date range, he will count as 1 unique client and 4 visits. 

How is employee productivity handled in this report?

Productivity is based on actuals unless clock-ins were not required on the Work Activity, in which case it's based on scheduled hours.

Also note: If Include in productivity calculations is not enabled on an employee's profile:

  • They are not considered in the productivity calculation on the Summary Page (if it’s displayed). A note instructs you to check each employee’s Detail Page to see who was and was not included. 
  • They are considered in the productivity calculations on the Employee Pages regardless of whether or not the Include in productivity calculations is enabled. Each employee who was not considered in the Summary Page productivity calculation will have the following note appear on their employee Detail Page: Include in Overall Productivity Calculations not selected. Not included in summary page productivity calculation.

Report definitions

Hrs and Productivity sectionHrs and Productivity section

  • Days Worked: The number of days worked during the date range. A day counts as "worked" if either of the following are true:
    • An "actual" clock-in is recorded.
    • Must Clock In was not enabled and there are no actuals on the timeclock, but the employee was scheduled for a Paid Work Activity. Note Work Activities flagged Holiday, Sick Time, or Vacation are not considered in this metric.
  • Hours Productive: The total number of hours where the employee was productive: that is, they performed a service (the service was performed and checked out; no-shows and cancellations do not count as productive) or had a productive block. Service timings are based on the Calculate Productive Time Based On setting in report setup. Only Block Types classified as Productive Block Time count towards Hours Productive. Note refunds do not affect this metric.
  • Hrs Incl. in Productivity: The total number of hours that the employee could have been productive, such as a Work Activity that has Include in productivity calculations enabled, or a "productive" Block Type. For Block Types: Productive Block Time counts towards scheduled hours and is considered productive. Unproductive Block Time counts towards scheduled hours and is considered time that the employee could have been productive, but wasn't. Non-Productive Block Time is subtracted from the total number of hours that the employee could have been productive (i.e., subtracted from scheduled hours).
  • Productivity %: Percentage of productive time for the employee. (Hours Productive / Hours Incl. in Productivity) x 100

Unique Clients Unique Clients

  • Purchasing Services Only: Unique clients who only purchased services in the date range.
  • Purchasing Retail Only: Unique clients who only purchased retail in the date range.
  • Purchasing Service & Retail: Unique clients who purchased both service and retail in the date range.
  • Total Clients: (Unique Clients Purchasing Services Only + Unique Clients Purchasing Retail Only + Unique Clients Purchasing Service & Retail)

TicketsTickets

  • Service Only: Tickets that only had services on them.
  • Retail Only: Tickets that only had retail items on them.
  • Both Srv & Retail: Tickets that had both services and retail items on them.
  • Total: Total number of tickets in the date range (Service Only + Retail Only + Both Srv and Retail) 

ServicesServices

  • Unique New Clients: A new client is someone new to the business who had a visit during the date range or pool month, with no visits prior to the date range. This metric does not consider fees (Swap Upgrade, Cancellation, No-Show) or Anonymous Clients.
  • Unique Repeat Clients: In this report, a repeat client is someone who had a visit during the date range and at least one visit prior to the date range, or a New Client who had another visit on a different day in the date range.  This metric does not consider fees (Swap Upgrade, Cancellation, No-Show) or Anonymous Clients.
  • Service Visits: Number of visits that included a service transaction in the location. A client can count more than once, so a client who visited a location for 3 services in the date range will count as 3 visits. This metric does not consider fees (Swap Upgrade, Cancellation, No-Show).
  • Service Revenue: Total revenue from service sales credited to the employee, excluding refunds and taxes.
  • Services Sold: The total number of services that the employee is credited with selling, accounting for any service splits. This does not include Swap Upgrade Fees.
  • Avg Service $ / Day: For a service to count towards this metric, it must have Include in Average Ticket Calculations enabled on the service definition. 
    (Total Service Revenue / Days Worked)
  • Avg. Srv Rev / Hr: For a service to count towards this metric, it must have Include in Average Ticket Calculations enabled on the service definition. 
    (Total Service Sale Amount / Hours Incl. in Productivity)
  • Avg. Srv per Srv Visit: For a service to count towards this metric, it must have Include in Average Ticket Calculations enabled on the service definition. 
    (Service Revenue / Service Visits)

RetailRetail

  • Retail Revenue: Total revenue from retail sales credited to the employee, accounting for refunds and taxes.
  • Items Sold: The total number of retail items that the employee is credited with selling.
  • Avg. Retail $ / Day: (Total Retail Revenue / Days Worked)
  • Avg. Retail Rev-All Clients: (Total Retail Revenue / Total Clients)
  • Avg. Retail Units-All Clients: (Items Sold / Total Clients)

Avg. & PercentagesAvg. & Percentages

  • Total Sales: (Service Revenue + Retail Revenue)
  • Tickets (Srv & Retail): (Service Revenue + Retail Revenue) / Total Tickets
  • Retail per Srv Tix: (Total Retail Sold on Service Tickets) / (The Number of Tickets in Which a Service Was Sold)
    Refunds are deducted from totals. The same employee needs to be credited with both the retail and service sale to be counted in this metric.
  • Retail to Srv %: (Retail Revenue / Services Revenue) x 100

 Requests and RebooksRequests and Rebooks

  • New Requests: Visits where the client had not ever been to the business, and the Requested checkbox was selected. Walk-In and Redo checkboxes were not selected. 
  • Repeat Requests: Visits where the client had been to the business prior, and the Requested checkbox was selected. Walk-In and Redo checkboxes were not selected. 
  • Clients Rebooked: Of the Possible Clients Rebooked, this is the number who actually rebooked.
  • Possible Clients Rebooked: Total number of unique clients who had a visit in the date range with the employee in that row. Clients only count once per day per employee.
  • % Rebooked: (Clients Rebooked / Possible Clients Rebooked) x 100

Setting up the MA201 report

  1. Type MA201 in the Convobar, or go to Meevo > Reports > Analytical, and then select the MA201 report.
  2. Select a date or date range for running the report. Select a predefined range from the drop-down, or run the report for a specific year by choosing Selected Year. 
  3. Display Summary Page for Selected: Displays a single summary page roll-up of all selected employees within the date range. This option takes effect only if the report is being run for more than one employee.
  4. Calculate Productive Time Based On: Determines where the report will look for service timings in the Hours and Productivity section. If you select Appointment Specific Time and you have services that were rung up in the register but were never on the Appointment Book, this report looks at Employee Specific Timing first. If none exists, this report looks at the Default Service Timing for those services.

  5. All Employees: Enable this checkbox to run the report for all employees within the date range. This includes active, inactive (including terminated), and deleted employees. Or, to run the report for specific employees, deselect the checkbox and use the drop-down to select employees or Employee Categories. You can show or hide inactive employees in this list, but deleted employees will never appear here. Note the All Employees "bubble" in the Employee list selects all employees in that list; it is not the equivalent of selecting the All Employees checkbox.

    Note: Selecting All Employees will also return any data tied to the House employee.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.