Overview
We've released two new reports that help appointment heavy businesses view how well their staff are selling / being booked in the area of both appointment services and products.
Note: in order for a staff member to appear in these reports they need to have the role of teacher/instructor assigned. (aka Stylist, Therapist, Esthetician, Barber, etc, depending on your wording customization).
Wording customizations can be found / changed from Settings > Host Account > Wording Customizations.
Both reports are aimed, in particular, at salons and similar businesses that typically need a report called a RTS (Retail to Service).
Where do these reports live?
These reports are found in the Sales section of the reports page (Analytics > Reports > Sales).
What are the differences?
'Sales by Staff' is a high level comparison of how each staff member is doing in sales of Products and Appointments. (Note: An "Appointment" in Salon/Barbershop speak can be interpreted as "Ticket.")
The 'Performance' report gets more into the reasons underlying those sales, like reviews, bookability and customer retention to reveal how well staff are marketing themselves.
Can staff see these reports?
You can enable each report to be visible to your staff from Settings > Roles > select the teacher/instructor role > click Permissions > scroll to Reports > near the bottom you'll find these two reports.
Key Capabilities / RTS Term explanations
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
Report Structure:
Appointments are counted as service tickets.
Product sales are counted as retail tickets.
Appointments with products generate combined tickets.
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%
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.