Team Performance Analytics
AdministratorsReports & Analytics
Understand staff metrics and identify trends.
Accessing Performance Reports
- Go to Reports → Team Performance
- Select date range
- View team metrics
Key Metrics
| Metric | Description | Good Target |
|---|---|---|
| On-Time Rate | % appointments started on time | >90% |
| Completion Rate | % appointments completed | >95% |
| Documentation Rate | % with session notes | 100% |
| Client Rating | Average family feedback | 4.5+ stars |
| Hours Worked | Total hours in period | Varies |
Team Overview
Summary Dashboard
See all team members:
- Name
- Appointments completed
- On-time percentage
- Client rating
- Total hours
Sorting & Filtering
- Sort by any column
- Filter by date range
- Filter by speciality
Individual Performance
Click team member for details:
Metrics Breakdown
| Category | Metrics |
|---|---|
| Punctuality | On-time %, late %, average delay |
| Reliability | Completion rate, cancellation rate |
| Documentation | Notes submission rate, quality score |
| Client Satisfaction | Average rating, feedback count |
Trend Charts
View performance over time:
- Weekly trend
- Monthly comparison
- Year-over-year (if data exists)
On-Time Performance
What Counts as On-Time?
- Started within 15 minutes of scheduled time
- Configurable threshold in settings
On-Time Report
- Filter by On-Time Performance
- See:
- % on-time per staff
- Common late reasons
- Improvement trends
Documentation Quality
Tracking Notes
- All appointments should have session notes
- System flags missing documentation
- Track submission timing
Quality Indicators
- Note length (minimum expected)
- Required fields completed
- Submitted same day vs later
Client Ratings
Family Feedback
After appointments, families can rate:
- 1-5 hearts
- Optional comments
Using Ratings
- High ratings = recognition
- Low ratings = coaching opportunity
- Trends indicate patterns
Comparing Performance
Team Comparison
View all team members side by side:
- Rank by metric
- Identify top performers
- Spot those needing support
Benchmarks
- Organization average
- Top performer standard
- Industry benchmarks (if available)
Exporting Reports
Export Options
- Click Export
- Choose:
- Excel (full data)
- PDF (summary)
Scheduled Reports
Set up automatic reports:
- Go to Reports → Scheduled
- Add new schedule
- Choose: Weekly, Monthly
- Select recipients
- Enable
Using Performance Data
Recognition
- Celebrate high performers
- Share success stories
- Consider for raises/promotions
Coaching
- Identify improvement areas
- Set specific goals
- Track progress over time
Scheduling
- Assign top performers to challenging clients
- Balance workloads based on capacity
Tips
- Review weekly — Catch issues early
- Share with team — Transparency motivates
- Set goals — Give targets to work toward
- Recognize wins — Positive reinforcement works
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