Staff Performance and Commission Reports

15-20 minutes

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 (Owner, 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. Only staff on Commission Only or Salary + Commission earn service commission — hourly and salaried staff show £0.00 here, matching what payroll pays them. Product commission is separate and depends on each staff member's own product commission setting

Sorting: Click any column header to sort, then click it again to reverse the order. All nine columns sort, including Role, Tips and Commission. 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)
Your biggest commission bill (sort by Commission)

The report opens sorted by Total Revenue, highest first.

Long staff lists: the table shows 20 staff members per page. Page buttons appear below the table when you have more than 20.

Step 5: Understanding Commission Calculations

Commission is worked out from the rate recorded on each transaction line at the time of sale:

How Commission Works:

When a service or product is added to a transaction, the commission rate that applies is recorded on that line
Commission = Line Subtotal × Commission Rate
Example: £500 service × 40% rate = £200 commission

Which service rate applies. For a staff member paid on commission only, Luminate picks the rate in this order:

The staff member's commission override, if one is set
The service's own commission rate, if that service has one
The staff member's default commission rate

Your compensation type decides whether service commission is earned at all:

Compensation type	Service commission
Commission only	The rate frozen on each service line, as above
Salary + commission	Recalculated from completed service revenue against the staff member's tier bands (see Tutorial 4.3). No tiers set means no commission
Salary or Hourly	None — these staff earn no service commission

Product Commission:

Product commission is a separate switch on each staff member's profile
When enabled, each product line earns the product's own commission rate — not the staff member's service rate. A product with no rate of its own earns nothing
When disabled, product sales still count as revenue but earn no commission

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

Refunds, tips and commission: Revenue figures include sales that were later refunded (the sale was real income, with refunds tracked separately). Commission and tips are taken from completed transactions only — a refunded sale earns neither.

Note: Commission rates are set in each staff member's profile, and product rates on each product. See Tutorial 4.1 for setting up commission rates, and Tutorial 9.11 for a per-staff commission breakdown. 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 chart plots every staff member, even when the table below is split across pages

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)
- Scheduling (staff level and working days)
- Compensation (commission rate and hourly rate)
- Leave — current allowance and usage
- Staff Status and Login Account
To return to the Staff Performance report, click Back to Staff Performance at the top of the profile. The link brings back the date range, sort order and page you left

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

The export follows the sort you set on screen, so the rows come out in the order you were reading them.

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"

Start with the staff member's compensation type — salaried and hourly staff earn no service commission, and a salary-plus-commission staff member earns nothing until their tier bands are set. Then check the rates in their profile. Commission is captured at the time of the transaction, so the rate that was active when those sales were made is the one that counts. For products, check both that product commission is enabled for the staff member and that the product itself has a commission rate.

"I can't see all my staff members"

Only active staff appear in this report. Deactivate someone and their figures drop out of the report completely, including for past dates they worked — so a closed month's totals change. Export the report before you deactivate a leaver, and use the Payroll report (Tutorial 9.6) for their historical pay, which keeps leavers who worked or sold in the period.

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

Three things can separate them. This report only counts service and product lines, so other charges (deposits, colour overage) don't appear here. It only counts lines with a staff member assigned. And it only counts staff who are still active. Daily Revenue counts the whole bill either way.

"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. Products are left out of the split, so a tip on a product-only sale isn't attributed to anyone.

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. The Compensation section holds the Compensation Type, the commission rate and the product commission switch. 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 and tips, however, are taken from completed transactions only, so a refunded sale earns neither 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: August 2026