The Practitioner Performance Report is a comprehensive tool designed to provide insights into the efficiency and effectiveness of practitioners within your workspace. By analysing a variety of performance metrics, this report helps you understand practitioner workload, client engagement, and overall financial productivity.
Filters
You are able to add filters to create customised performance reports. Saving filters then allows you to load reports quickly in the future.
To save a filter, simply add filters and then click "Save filters" and give name it. Your saved filter will then show in the "Load filters" section for future use.
Metrics Explained
You have the ability to exclude busy time from utilisation calculations. This will remove busy time where it is mentioned in calculations below.
You also have the ability to include all invoiced items for utilisation calculations. This allows you to include billable did not arrive or cancelled status appointments in the calculations.
1:1 Appointments: Measures the number of one-on-one appointments that are marked as Arrived.
"No Status" appointments are considered "Arrived".
Appointments Utilisation: Calculates the percentage of time spent on Arrived or No status Appointments against Available time. (Hours of 1:1 Appts) / (Total available hours - Provider travel duration - Busy time - Group appointment hours - Support activity hours)
This value could be negative if total availability time is not enough.
Group attendees: Number of arrived clients to group appointments the practitioner had.
Group appointment utilisation: (Group attendees) / (Max possible number of group appointment clients)
Support activities: Hours allocated to support activities.
Travel: Provider travel hours for group appointments and 1:1 arrived appointments.
Total hours: Arrived 1:1 appointment time + group appointment time + support activity time + travel time.
Total Utilisation: Combines all service hours to assess the full utilisation of practitioners' time. (Total hours) / (Total available time - Busy time)
Revenue: Invoiced revenue from appointments, support activities and travel for the practitioner, exclusive of tax.
Revenue is only generated from invoiced items, and is calculated based on their "service dates." It's important to note that services that are in "archived" status or have not yet been invoiced are not included in this calculation. This difference is important for understanding when the revenue was actually earned, rather than when the invoice was issued.
Billed hours: Hours of appointments, support activities and travel that haves been invoiced
Clients without upcoming appointments: Number of Arrived clients with no upcoming appointment or support activities with your business after the specified date range.
Archived clients that have appointments or support activities within the same date range still count.
Rebooking: (Count of arrived 1:1, group appointments and support activities with following appointments from the same client) / (Count of arrived 1:1, group appointments and support activities)
New Clients: Number of new clients that had a service for the first time in the user specifed months.
Client Visit Average (CVA): (1:1 Appts + Group attendees) / (Total unique arrived appointment clients)
Did not arrive (DNA): Number of 1:1 appointments and group appointment attendees marked as DNA.
Cancellations: Number of 1:1 appointments and group appointment attendees marked as cancelled.
List lost: Clients of all statuses without upcoming appointments with their last appointment marked as DNA or cancelled.
Incomplete notes: Number of arrived appointments and support activities without a completed note.
Accessing the Report
Navigate to the 'Reports' tab in your Splose workspace.
Click on 'Performance' to open the report module.
Select the desired date range, Location, practitioners, Service "Types", and Service "Tags" to include.
Interpreting the Data
Each metric offers insights into specific areas for example:
High 1:1 Appointments suggest a practitioner's good client retention
Utilisation rates near 100% indicate optimal time management, while significantly lower percentages may identify opportunities for improved scheduling.
Actionable Insights
Use this report to analyse business performance, compare team members, and identify trends that prompt action.
Staff training needs
Potential for increasing client appointments
Comparing team members with high and low cancellation rates can help identify differences and opportunities for improvement over time.
💡 Regularly reviewing the Practitioner Performance report can drive strategic business decisions, ensuring your practice's resources are utilised to their full potential.