Want to track how your operators are performing in the salon? These steps show you how to set up each operator's Key Performance Indicators (KPIs), and how to keep an eye on how they're going. You'll also find where to set an operator's PIN and role.
Setting up your Operators KPI's
To create a new operator, or change one you already have:
- Click Admin in the main menu on the left.
- Open the Operators tab.
- Click New, or click Edit next to an existing operator's name.
- A panel titled Operator Details opens on the right. Fill in the Personal Details (Display Name, Display Order, First Name, Surname, Date of Birth, Gender and Operator Level) and click Save.
Note: The panel is split into sections: Image, Personal Details, Contact Details, Postal Address, Commission Details, Security, KPI Details and Notifications. Click a section's name to open it.
Now let's set up the operator's KPIs. Open the KPI Details section and fill in the boxes:
- Wages vs Sales (%): this is the percentage of what the operator's wage is (per day) compared to how much they produce in sales. For example, if an operator's wage is $100 a day and you would like them to do $300 in sales, type in 300 (%).
- Retail Sales (%): this is the percentage of the operator's Total Sales that need to be Retail Sales.
- Clients Per Day: on average, how many clients per day the operator needs to see.
- Avg Client Spend Per Day: the average amount of money a client spends per day.
- Rebook Rate (%): the average percentage of clients the operator has rebooking their next appointment.
Once you have entered all the KPI Details, click Save.
Operator PIN and role
Open the Security section of the same panel to manage how the operator signs in and what they see.
- Show On Appointments: tick this to give the operator a column on the Appointments page.
- PIN: each operator has their own PIN. Click Generate New to give them a fresh one.
- Welcome page: choose the first screen the operator sees. The options are Company Default, Appointments, Point Of Sale, Reporting and Resources View.
- Security Role: choose Administrator, Salon Manager, Staff or API only.
Your list of Operator Levels lives in Admin > Lists. Pick Operator Levels from the Select List dropdown.
Need to reset a forgotten PIN? See I've forgotten my PIN! How do I reset it?
Tracking your operators' KPIs
Now you can use the KPI report to track an operator's performance. Click Reporting in the main menu on the left, then open the KPIs tab.
You can pick the dates and an operator at the top. Next to each operator you'll see how they're going against each KPI target, with the target shown in grey.
If a figure is red, the operator is below that target and has not met the KPI yet. Once they meet it, it changes to green.
Note: Simple Salon calculates the Wages vs Sales KPI through the Roster, so make sure each operator's working hours and salary/wage information are correct in the Roster.
If you have any questions, please let us know via the Submit a Request option in your Help & Support page.