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Tracking Staff Performance and Commission

10 minutes

Tutorial 4.4: Tracking Staff Performance and Commission

Introduction

Understanding how your team performs helps you make informed business decisions, run fair payroll, and identify coaching opportunities. This tutorial shows you how to use the Staff Performance report to track revenue, tips, and commission for each team member.

Who this is for: Owner, Admin, Manager What you'll learn:

  • Access the Staff Performance report
  • Understand the metrics displayed
  • Filter and sort performance data
  • Export reports for payroll
  • Interpret commission calculations

Time to complete: 10 minutes

Prerequisites

  • Logged in as Owner, Admin, or Manager
  • Some completed transactions in the system
  • Staff members configured with commission rates (see Tutorial 4.1)

Step-by-Step Instructions

Step 1: Access the Staff Performance Report

  1. Click Reports in the sidebar
  2. Find Staff Reports section
  3. Click Staff Performance

The report opens showing performance data for your team.

Step 2: Understand the Date Range Filter

The report defaults to the last 30 days. To adjust:

  1. Click the Date Range field to open the date picker
  2. Select your start and end dates
  3. Click Apply to update the report
  4. Click the reset icon (circular arrow) to return to the default date range

Quick date presets: Below the date range, you'll find preset buttons for common periods:

  • Today, This week, Last week, Last 7 days
  • Last 30 days, Last 90 days
  • This month, Last month, This year, Last year

Common date ranges:

  • Current month for ongoing tracking
  • Previous month for payroll calculations
  • Custom range for specific periods

Step 3: Read the Summary Cards

At the top of the report, four summary cards display:

Card What It Shows
Total Revenue Combined revenue from all staff in the period
Avg per Staff Average revenue per staff member (staff with revenue only)
Total Tips Combined tips received by all staff
Total Commission Combined commission earned by all staff

These give you a quick snapshot of team performance.

Step 4: View the Performance Chart

Below the summary cards, a bar chart displays Revenue by Staff:

  • Each bar represents one staff member
  • Bar height shows total revenue
  • Hover over bars to see exact values
  • Staff are ordered by the current sort selection

The chart provides a visual comparison of performance across your team.

Step 5: Read the Data Table

The detailed table, titled Staff Breakdown, shows:

Column Description
Staff Member Name (clickable link to profile)
Role Staff member's role (Owner, Admin, Manager, Staff, Receptionist)
Transactions Number of completed transactions
Items Total service and product items sold
Services Revenue from services only
Products Revenue from product sales only
Total Revenue Combined services + products
Tips Tips received (attributed proportionally)
Commission Commission earned on items

Step 6: Sort the Report

Click any column header to sort the data:

  1. Click once to sort ascending (A-Z, low to high)
  2. Click again to sort descending (Z-A, high to low)
  3. An arrow indicates the current sort direction

Useful sorts:

  • Total Revenue descending - See top performers first
  • Commission descending - Review earnings order
  • Transactions descending - See who's busiest
  • Staff Member ascending - Alphabetical for payroll

Step 7: Understand Commission Calculations

Commission is calculated per transaction item:

Item Commission = Item Subtotal × Commission Rate ÷ 100

Example:

  • Haircut: £45 at 40% commission = £18 commission
  • Product: £15 at 10% commission = £1.50 commission
  • Total transaction commission = £19.50

Commission rate sources:

  1. Service-specific commission rate (if set on the service)
  2. Staff member's default commission rate (fallback)
  3. Zero if neither is configured

Step 8: Understand Tip Attribution

Tips are attributed to staff based on their service revenue contribution:

Staff Tips = Transaction Tip × (Staff Service Revenue ÷ Total Transaction Service Revenue)

Example multi-staff transaction:

  • Transaction tip: £10
  • Sarah's services: £80 (80% of service revenue)
  • Emma's services: £20 (20% of service revenue)
  • Sarah receives: £8 tip
  • Emma receives: £2 tip

Step 9: Export the Report

To export for payroll or records:

  1. Click Export in the table header
  2. Choose format:
    • Export as CSV - For spreadsheet software (Excel, Google Sheets)
    • Export as PDF - For printing or archiving
  3. The file downloads automatically

CSV export includes: Staff, Role, Transactions, Items, Service Revenue, Product Revenue, Total Revenue, Tips, Commission

When to export:

  • End of pay period for payroll calculations
  • Monthly for records
  • Quarterly for performance reviews

Step 10: View Individual Staff Details

To see more detail for a specific staff member:

  1. Click the staff member's name in the table
  2. Their profile opens
  3. Review their settings, schedule, and transaction history

The profile shows their configured commission rate and compensation type.

Other Staff Reports

Beyond the Staff Performance report, Luminate offers:

Hours Worked Report

Navigate to Reports → Hours Worked for:

  • Rostered hours by staff member
  • Scheduled hours vs working hours (minus breaks)
  • Shift counts per staff member
  • Export for payroll and pension reporting
  • See Tutorial 4.5 for full details

Payroll Report

Navigate to Reports → Payroll for:

  • Monthly payroll calculations
  • Hours worked (from roster)
  • Commission earned
  • Tips received
  • Useful for processing staff payments

Leave Report

Navigate to Reports → Leave Report for:

  • Leave allowances by staff member
  • Days taken vs remaining
  • Pending leave requests
  • Breakdown by leave type

Common Pitfalls

"A staff member shows zero revenue"

Check:

  1. Are they assigned to transactions during the period?
  2. Is the date range correct?
  3. Are the transactions marked as completed?

"Commission doesn't match what I calculated"

Commission calculates on item subtotal, not total amount. Check:

  1. What commission rate is set on the service?
  2. Does the staff member have a fallback commission rate?
  3. Are discounts applied? (Commission calculates on discounted price)

"Tips seem wrong for multi-staff transactions"

Tips are split proportionally by service revenue. If one staff member did more services, they receive more of the tip. This is automatic and based on the actual service values.

"I can't see the report"

Only Owners, Admins, and Managers can access staff performance reports. Staff and Receptionists cannot view others' performance data.

"Export is missing data"

Ensure your date range captures all the transactions you need. The export only includes data from the currently filtered date range.

Tips and Best Practices

  1. Run reports consistently - Use the same pay period dates each time
  2. Export before payroll - Download CSV for your accounting system
  3. Compare periods - Track month-over-month trends
  4. Sort by different metrics - Revenue isn't the only measure of value
  5. Consider context - Part-time staff naturally have lower totals
  6. Keep records - Export and store monthly reports
  7. Review with staff - Share relevant metrics in one-on-ones
  8. Check commission setup - Verify rates are configured correctly before reviewing reports

Related Tutorials

  • Tutorial 4.1: Adding New Staff Members - Setting commission rates
  • Tutorial 4.3: Staff Levels and Experience Tiers - Level-based commission
  • Tutorial 2.4: Processing Transactions - How commission is recorded

Frequently Asked Questions

Can staff see their own performance data?

Staff members can see their own transactions and appointments but cannot access the Staff Performance report, which compares all team members.

How is commission affected by discounts?

Commission is calculated on the discounted price (what the customer paid), not the original price. This is industry standard.

What if I need to correct a commission calculation?

Commission comes from transaction items. To correct, you'd need to edit the transaction item's commission rate or staff assignment, which may require admin access.

Are refunded transactions included?

Refunded transactions are excluded from performance reports. Only completed transactions contribute to the totals.

Can I see historical performance data?

Yes. Use the date range filter to view any past period. All transaction data is retained.

How do I track performance against targets?

Currently, Luminate shows actual performance. Compare exported data against your targets in a spreadsheet for goal tracking.

Does the report include cancelled appointments?

No. Only completed transactions with payments are included. Cancelled appointments don't appear.

Why does one staff member have Tips but another doesn't?

Tips are attributed based on service revenue on transactions where tips were recorded. Staff who only sold products or weren't on tipped transactions won't have tips.

Can I see daily breakdowns per staff?

The Staff Performance report shows totals for the selected period. For daily detail, use the Daily Revenue report and filter by staff, or review individual transactions.

How often should I review staff performance?

Weekly quick checks help spot issues early. Monthly detailed reviews suit most salons. Export monthly for payroll and quarterly for performance reviews.

Last Updated: January 2026