Portfolio
Bang Salon Performance Reporting
We turned Phorest exports into a repeatable monthly reporting system, bringing location summaries, individual stylist performance and goal tracking into one consistent format.
ReconciledFour Phorest reports per location, checked each month
OrganizedA Google Sheet per location with a tab per stylist
ComparedMonth over month, on one consistent calculation basis
The Problem
Phorest held the data, but the information needed for a performance review was spread across separate reports. Managers needed one place to review each location and stylist without working through multiple exports.
Objectives
Create one consistent reporting format for each location.
Bring sales, retail, utilisation, rebooking, retention and average ticket into the same view.
Show each stylist’s progress against the goals for their level.
Make month-to-month comparisons meaningful.
Challenge
Combining the files was only part of the work. Reporting periods, staff records and calculation settings had to agree before the results could be compared.
Retention uses a different reporting window from monthly sales, and retail needed a consistent net-of-tax basis. Missing inputs also had to stay visible rather than turning into zeros or misleading scores.
Strategic Approach
We built a repeatable process that reconciles the Phorest exports and organizes the results into a Google Sheet for each location. Each workbook pairs a management summary with a tab per stylist, the goals for their level and comparisons with the prior month.
We standardized retention windows and retail calculations, matched staff across reports and checked conflicting figures against the underlying exports. Charts show revenue, rebooking and goal status by stylist, and anything unavailable is marked as not scored.
What we delivered
- A Google Sheet for each location with a management summary and a tab per stylist
- Tracking for sales, retail, utilisation, rebooking, retention and average ticket
- Level-specific goal scoring with clear status and explicit handling of missing inputs
- Prior-month comparisons on one consistent calculation basis
- Charts for revenue, rebooking and goal status by stylist
- A documented monthly workflow: export requirements, reconciliation checks and in-place updates
Every number traces back to an export
Sales, utilisation, rebooking, retention and retail come from the same Phorest reports each month, checked for dates, settings and staff matches before anything is scored.
Staff UtilisationClient RetentionStaff Performance DetailPerformance DetailNet-of-tax retailRetention windowGoal scoringCharts
Outcome
Managers now review location and stylist performance in one consistent format. They can read the summary, open an individual's results and see changes from the previous month without moving between separate Phorest reports.
Each month's update goes into the same Google Sheets, so the links never change. Comparable calculations and visible data gaps give performance conversations a clearer foundation, without treating incomplete information as the full picture.
Tags
Ready to Start the Conversation?
Every engagement begins with an introductory call. We’ll discuss your goals, answer your questions, and determine whether Virtual Window is the right fit.
