Staff Performance and Commission Reports

15-20 minutes

Tutorial 9.3: Staff Performance and Commission Reports

Introduction

See which team members are your top performers. Learn how to run staff performance reports, view revenue and commission by staff member, understand how commission is calculated on services and products, track transaction counts, and export data for payroll processing.

Who this is for: Salon owners, admins, and managers who need to track team productivity and calculate commissions.

What you'll learn:

Running the staff performance report
Understanding revenue by staff member
How commission is calculated
Reading the performance chart
Exporting data for payroll

Time to complete: 15-20 minutes

Prerequisites

Before you begin, make sure you have:

A Luminate account with Owner, Admin, or Manager role
Staff members set up with commission rates (see Tutorial 4.1)
Completed transactions attributed to staff members
For exporting: Owner or Admin role

Step-by-Step Instructions

Step 1: Navigate to the Staff Performance Report

Log in to Luminate
Click Reports in the sidebar menu
In the Staff Reports category, click Staff Performance
The report loads showing performance for the current period

Step 2: Understanding the Summary Cards

At the top of the report, you'll see four summary cards:

Card	What It Shows
Total Revenue	Combined revenue from all staff
Avg per Staff	Average revenue per staff member (only counting those with revenue)
Total Tips	Combined tips attributed to all staff
Total Commission	Combined commission earned by all staff

These give you a quick overview before diving into individual staff figures.

The Staff Performance summary cards showing Total Revenue, Avg per Staff, Total Tips and Total Commission

Step 3: Using the Date Range Filter

The date filter controls which period you're viewing:

The Date Range filter card with the date picker, Apply and reset buttons, and the quick preset buttons

Quick Preset Buttons:

Today – Current day only
This week – Current week (Monday to Sunday)
Last week – Previous full week
Last 7 days – Rolling 7-day period
Last 30 days – Rolling 30-day period
Last 90 days – Rolling 90-day period
This month – Current calendar month
Last month – Previous calendar month
This year – Year to date
Last year – Previous calendar year

Custom Date Range:

Click the date range picker
Select your start and end dates
Click Apply to update the report

Tip: For payroll processing, use "Last month" to see the complete previous month.

Step 4: Reading the Performance Table

The main table shows each staff member's performance:

The Staff Breakdown table with a row per staff member and sortable column headers

Column	Description
Staff Member	The team member's name (clickable link)
Role	Their role (Admin, Manager, Staff, Receptionist)
Transactions	Number of transactions they contributed to
Items	Total items (services + products) they sold
Services	Revenue from services performed
Products	Revenue from product sales
Total Revenue	Combined services + products
Tips	Tips attributed to this staff member
Commission	Commission earned (calculated from rates)

Sorting: Click a column header to sort, then click it again to reverse the order. Sorting is available on Staff Member, Transactions, Items, Services, Products, and Total Revenue. (The Role, Tips, and Commission columns are display-only and don't re-sort the table.) Sorting is useful for quickly finding:

Top earners (sort by Total Revenue)
Busiest service providers (sort by Services)
Most active staff (sort by Transactions or Items)

The report opens sorted by Total Revenue, highest first.

Step 5: Understanding Commission Calculations

Commission is calculated based on the commission rate set for each transaction item at the time of sale:

How Commission Works:

When a service or product is added to a transaction, the staff member's commission rate is recorded on that line item
Commission = Item Subtotal × Commission Rate
Example: £500 service × 40% rate = £200 commission

Product Commission:

Staff members can have product commission enabled separately
When enabled, products also earn commission at the staff member's rate
When disabled, product sales generate revenue but no commission

Total Commission: The sum of all service commission + product commission (where enabled) for the selected date range.

Staff on tiered commission: Some team members are paid on a salary-plus-commission tier rather than a flat rate. For those staff, the Commission figure is recalculated from their completed service revenue against their tier bands rather than the per-item rate. See Tutorial 4.3 for how tiers work, and Tutorial 9.11 for a per-staff commission breakdown.

Refunds and commission: Revenue figures include sales that were later refunded (the sale was real income, with refunds tracked separately), but commission is calculated on completed transactions only — a refunded sale earns no commission.

Note: Commission rates are set in each staff member's profile. See Tutorial 4.1 for setting up commission rates. Changes to rates only affect future transactions, not historical data.

Step 6: Reading the Performance Bar Chart

Above the table, the Revenue by Staff card shows a visual comparison of performance:

Vertical bar chart with each staff member represented
Bar height corresponds to total revenue
Hover over any bar to see the exact figure
Staff are ordered according to the current table sort

The Revenue by Staff bar chart comparing total revenue across staff members

What to look for:

A balanced team has bars of similar height
Very short bars might indicate newer staff, part-time staff, or those focused on other duties
Use this for quick visual comparisons across your team

Step 7: Viewing Individual Staff Details

To see more detail for a specific staff member:

Click on the staff member's name in the table
You'll be taken to their staff profile page showing:
- Contact information
- Employment details (role, hire date)
- Compensation settings (commission rate, hourly rate)
- Current leave allowance and usage
- Login account status
To return to the Staff Performance report, use your browser's back button or the "Back to Staff Performance" link at the top

Note: The staff profile shows the team member's current settings rather than a performance breakdown. For a detailed per-staff commission breakdown (service vs product commission, item-by-item or tier progression), use the Staff Commission Report (Tutorial 9.11). For other transaction-level analysis, use the export feature and work in a spreadsheet.

Step 8: Exporting for Payroll

To export staff performance data:

Set your desired date range (typically "Last month")
Locate the Export button in the "Staff Breakdown" table header
Choose your format:
- Export as CSV – Spreadsheet format for Excel or Google Sheets
- Export as PDF – Formatted document for printing or sharing

CSV Export Contents:

Staff name
Role
Transactions count
Items count
Service revenue
Product revenue
Total revenue
Tips
Commission

Using the export:

Open in Excel or Google Sheets for calculations
Use for payroll processing alongside base pay
Import into your accounting or payroll software
Keep as records for tax purposes

Note: Only Owners and Admins can export reports. The export button is not visible to Managers.

Common Pitfalls

"A staff member's revenue looks lower than expected"

Revenue is attributed to the staff member who performed the service or made the sale. If another team member processed the payment, the service provider still gets credit. Check that transaction items are assigned to the correct staff member.

"Commission isn't calculating correctly"

Verify the staff member's commission rates are set correctly in their profile. Commission is captured at the time of the transaction, so check the rate that was active when those sales were made. Also check if product commission is enabled for that staff member.

"I can't see all my staff members"

Only active staff appear in this report. Deactivated staff won't show. If a staff member left mid-period, their historical data still appears for dates when they were active.

"The total doesn't match my Daily Revenue report"

The Staff Performance report only includes transaction items with an assigned staff member. Sales without a staff member assigned won't appear here but will show in Daily Revenue.

"Part-time staff appear to be underperforming"

Consider hours worked, not just total revenue. A part-timer working 2 days might have half the revenue of a full-timer on 5 days – but they could be performing equally well per hour. Use the Hours Worked report (Tutorial 9.7) alongside this one.

"Tips don't seem to be split correctly"

Tips are distributed proportionally based on each staff member's service revenue contribution to transactions. If one stylist performed 70% of the services on a bill, they receive 70% of the tip.

Tips and Best Practices

Review weekly with your team – Brief, regular reviews are more effective than monthly surprises
Consider transactions, not just revenue – High revenue from few transactions might mean expensive services; many transactions with moderate revenue shows consistent booking
Track trends, not just totals – Is someone improving or declining month-on-month?
Set fair targets – Base targets on experience level, working hours, and typical client base
Export before payroll – Always export and verify data before finalising payroll
Look at the revenue per item – Divide Total Revenue by Items to see average ticket size per item sold

Frequently Asked Questions

Can staff see their own performance?

Staff members can see their personal dashboard with their own appointment schedule, but they cannot access the Staff Performance report. The full comparative view is only for Owners, Admins, and Managers.

How do I change a staff member's commission rate?

Go to Staff in the sidebar, click on the staff member, then Edit. You'll find the commission rate field under Compensation. Changes apply to future transactions only.

Are tips included in the commission calculation?

No. Tips are tracked separately from service/product revenue. They're shown in their own column but don't affect commission calculations. Tips typically go directly to staff members.

What happens if a transaction is refunded?

The revenue from a refunded sale still appears in the performance figures — it was genuine income at the time, and refunds are tracked separately. Commission, however, is calculated on completed transactions only, so a refunded sale earns no commission for the staff member.

Can I see performance by service type?

The Staff Performance report shows totals only. For service-type analysis, export the data and create a pivot table in your spreadsheet software, or check the Daily Revenue report which can show service breakdowns.

How far back does the performance data go?

All historical data from when you started using Luminate is available. There's no limit on how far back you can report.

Why can't I see the Export button?

Export is restricted to Owners and Admins only. If you're logged in as a Manager, you can view the report but cannot export. Ask an Owner or Admin to export for you if needed.

What's the difference between Transactions and Items?

Transactions count is how many separate transactions (bills) included this staff member's work. Items is the total number of services performed plus products sold. One transaction might have multiple items.

Last Updated: June 2026