Staff Roles (Hair Stylist - Alison's Team / Hair Stylist - Keiffer's Team) - each team is assigned goals/metrics and about 15 employees are under each team leader. They want to pull a report (Staff Performance by Location) and see performance metrics listed out for every employee that reports to their team leader on a location level. Lorean created two staff roles to test this out in dashboard (Bowery location): Hair Stylist- Alison's Team and Hair Stylist - Keiffer's Team. For example: Staff Member A, B, C, D are listed under "Hair Stylist - Keiffer" and drill down their performance metrics.

- Business Sales ☑️ - Product Sales ☑️ - Total Sales ☑️ - % booked - % retained within 3 months (4 months preferred due to brand-specific booking patterns) - total tickets ☑️ - # of tickets with color (separate report) - average $ per retail product sold - average $ per service ticket - % of clients pre-booked ☑️

"we utilize the following details in specific analysis of yearly growth and development patterns for each one of our team members. This report allows us to give each employee a comprehensive analysis of their productivity throughout the year and gives us a detailed view of their business flow month by month. The view for this report should be available month by month along with a subsequent yearly view for each individual technician, with capacity to set a date range and data to be seen in granularity."