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A new report: Appointments/products sales by staff

Lucas Kling avatar
Written by Lucas Kling
Updated today

We've released a new report that helps appointment heavy businesses view how well their staff are selling in the area of both appointment services and products.

This report is aimed, in particular, at salons and similar business that typically need a report called a RTS (Retail to Service).

Found under the Appointments section of the reports page (Analytics > Reports > Appointments), this report will provide visibility for the following areas:

A staff member's:

  • # of appointments

  • # of appointments with product sales

  • # of product sales

  • revenue from appointments & products

  • total revenue

  • average revenue

  • average product revenue per appointment

  • product to appointment revenue ratio

  • product to total revenue ratio

To see what just an individual staff member is taking down for the time parameters set above, search their name to filter by that individual. Summaries can also be downloaded from the top right.

Overview

The Appointments / Products by Staff Reporting (RTS) feature provides salons and studios with clear insights into staff performance by breaking down services and product sales per staff member.

It allows managers to quickly evaluate business health, identify high performers, and analyze service-to-retail ratios.

Key Capabilities

  • Detailed Reporting:

    • Track service appointments by staff

    • Track retail product sales by staff

    • View combined service + retail sales performance

  • Revenue Metrics:

    • Service sales = appointment revenue

    • Retail sales = product revenue

    • Total sales = service + retail revenue

  • Performance Ratios:

    • Products-to-appointment revenue ratio

    • Products-to-total revenue ratio

  • Ticket Analysis:

    • Service-only tickets (appointments without products)

    • Retail-only tickets (product sales not tied to appointments)

    • Combined tickets (appointments with product sales)

    • Average ticket values

How It Works

  1. Report Structure:

    • Appointments are counted as service tickets.

    • Product sales are counted as retail tickets.

    • Appointments with products generate combined tickets.

  2. Example Metrics:

    • A stylist completes 10 appointments and sells 5 retail products.

    • Service sales total = $1,200

    • Retail sales total = $300

    • Total sales = $1,500

    • Average ticket value = $150

    • Product-to-appointment revenue ratio = 25%

  3. Language Consistency:

    • Terminology aligns with Momence’s platform naming conventions (e.g., “appointments” vs. “tickets”) while reflecting familiar salon reporting practices.

Differentiators

  • One-View Business Health: Owners can evaluate staff and overall business performance in a single report without toggling between multiple dashboards.

  • Staff-Level Insights: Provides clarity on who is driving revenue through services, products, or both.

  • Salon-Specific Alignment: Uses terminology familiar to salons (RTS) while maintaining consistency with Momence reporting structures.

Use Cases

  • Owner/Manager: Assess overall staff performance, identify top stylists, and review service-to-retail balance.

  • Individual Staff: Run self-performance reports to track their own appointment and retail contribution.

  • Consultants/Coaches: Use RTS data to advise on staff training, upselling strategies, and business development.

Best Practices

  • Encourage staff to review RTS data regularly to understand their retail contribution.

  • Use RTS reports to set team or individual targets for service-to-retail ratios.

  • Combine with cancellation/no-show reports for a holistic view of staff performance and client behavior.

This reporting feature gives both salon owners and staff a comprehensive performance snapshot, supporting smarter decisions and more effective business growth strategies.

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