The tab shows who is busiest, who generates the most revenue per hour, and where utilisation could improve, for the date range set at the top of Reporting & Intelligence. Capacity & Utilisation, at the bottom of the tab, extends the analysis to your resources.
Review your team's performance
Do this to see who carried the period and how evenly the work was spread.
Open Reporting & Intelligence and choose Team.
Choose the period in the date range picker at the top of the page.
Read the Key Metrics, then the insight cards, Team Utilisation and Individual Performance.
Key metrics
Metric | What it shows |
Team Members | Team members with at least one service line assigned to them in the period |
Total Appointments | Appointments whose revenue is earned (Completed, Ready to Pay, Paid, Payment Declined, Refund Granted, Partially Refunded), with or without a team member |
Assigned Revenue per Member | The assigned revenue of the team members listed, divided by how many are listed. It uses the same figures as Individual Performance |
Top Performer | The team member who worked on the most appointments, shown with their photo and a badge of their appointment count |
An appointment counts once however many pets it has. A team member's appointments are the earned appointments they worked on, a service or an add-on.
On a phone these four sit in a Key Metrics carousel and the labels shorten to Team Members, Appointments, Assigned Revenue / Member and Top Performer.
With a service filter on, Total Appointments counts the service lines in the selected services and carries a Selected services · lines badge. Team Members, Assigned Revenue per Member and Top Performer stay whole-business and carry an All team · all services badge.
Insight cards
The Team tab can generate up to 12 insight cards. Each card leads with its finding, and How is this calculated? on the card shows the name used here and the working behind it:
Workload Balance: whether appointments are spread evenly, or the gap between the busiest and quietest team members. Its View actions open each one's Working Hours tab.
Revenue Contribution: a team member whose share of revenue differs from their share of appointments by five points or more, such as doing many appointments but generating proportionally less revenue. Links to that team member.
Team Revenue Per Hour: compares each team member's effective hourly rate (revenue divided by booked time) and names who generates the most and the least per hour. Links to both.
Duration Variance: a gap of 20% or more in average appointment length between the quickest and slowest team members, which may point to training opportunities or a different service mix. Links to the team member with the longest average.
Appointment Value Spread: compares average revenue per appointment across the team and links to the team member with the lowest average.
Team Efficiency Index: names a team member who leads on at least two of four measures: revenue, revenue per hour, average value and appointment count. Links to them.
Capacity Balance: flags when the busiest team member handles three times or more the appointments of the quietest, with at least ten appointments. Includes View Team, which opens Team Members.
Solo Operator: when you are a one-person team, your appointments, revenue and effective hourly rate, without team comparisons.
Team Size vs Revenue: assigned revenue per team member, the same figure as the Assigned Revenue per Member tile. It does not project revenue for an extra hire. Includes View Team.
Team Pacing: appointments per day for each team member, naming the fastest and slowest pace. Links to the Working Hours tab of the team member with the fewest appointments.
Team Dependency Risk: warns when one team member handles half or more of all appointments, a business continuity risk, with a typical week of their work (their revenue divided by the days in the period, times 7) as the amount at risk if they are away. Links to that team member.
Staff Utilisation: compares booked hours with the hours in each team member's working hours, names the highest and lowest, and says how many more appointments the lowest could take without adding hours. Links to that team member's Working Hours tab.
A View action carries the team member's first name and opens their page in Team Members, or the tab named above.
Charts and sections
Appointments by Member
A bar chart comparing earned appointment counts across team members, labelled Appointments. Each bar is labelled with the team member's first name. Lines with no team member are not plotted.
Assigned revenue
A donut of each team member's assigned revenue, with the total of the team members listed in the middle (labelled Assigned) and each team member's figure listed beside it. Each figure is the total of that team member's service lines and the add-ons they did, after quantity and discounts. Lines with no team member show as Unassigned. Hover over or select a team member to highlight their share.
Team Utilisation
A card showing booked hours against available hours for each team member:
Team members are sorted by utilisation, highest first
Each is listed with their photo (or initials) and first name
The raw hours are shown, such as 32h / 40h
A percentage badge is colour-coded: green at 80% or more, amber from 50% to 80%, red below 50% and red again over 100%
A progress bar in the same colour shows booked hours against available hours
Available hours are each day's working hours in the period, using a date override where one is set and taking off leave. These are the same hours Capacity & Utilisation measures against, so both show the same figure for the same person. Booked hours are the scheduled time of the service lines assigned to the team member on earned visits.
Utilisation is not capped: over 100% means more was booked than the team member was rostered for. A team member with no working hours shows No working hours, and one whose lines are all stays shows Stays only, because a stay's booked time runs across nights. With no team or service filter on, rostered team members with no bookings are listed at 0%.
Individual Performance
A table listing every team member who worked in the period, plus an Unassigned row for lines with no team member, with these columns. Lines with no team member appear as their own Unassigned row and in no other figure, chart or insight.
Column | What it shows |
Team Member | Name with photo. Select the name to open their page in Team Members |
Appts | Earned appointments they worked on |
Assigned Revenue | The total of their service lines and the add-ons they did, after quantity and discounts. Lines with no team member are in the Unassigned row, not in anyone's figure |
Rev/Appt | Assigned revenue divided by appointments |
Rev/Sched Hr | Their timed lines and add-ons per scheduled hour, overlaps counted once. Stay nights take no hours from a person, so their share is left out, as are package lines. Blank under a service filter, across locations, or with no timed lines |
Avg Line Time | Average scheduled line length in minutes, with a badge when it is 10% or more off the team average: green when shorter, amber when longer |
Select a column heading to sort by it. On smaller screens Rev/Appt and Rev/Sched Hr are hidden to fit the layout.
Every team member who worked that period is in the nightly totals. Lines with no team member are in the Unassigned row, so assigned revenue plus unassigned adds up to the service and add-on revenue on the Overview tab. Fees are not in either.
Open Capacity & Utilisation
Do this to see how full your team's hours and your resources' time were, and what the idle time is worth.
Open Reporting & Intelligence and choose Team.
Scroll to Capacity & Utilisation at the bottom of the tab and select Deep Dive.
Select Run Capacity Analysis.
The analysis runs on the date range at the top of the page and looks 90 days ahead for forward bookings. It shows where idle capacity is hiding and what filling it would be worth. The same panel sits on the Financial tab. See Capacity Utilisation for everything it shows.
Related articles
Services Tab: to see performance by service rather than by team member
Filters and Controls: filter all data by specific team members