Make Sharper Decisions With Your Salon’s Data
News & Events / Software Updates

Make Sharper Decisions With Your Salon’s Data

4 min

No one knows more about your business than you do. Being a business owner can be an all-consuming reality. Along with the mental load of your own daily to-do lists, you have to keep the big picture in the back of your mind. 

Your thoughts drift between staff concerns and utility bills, to thinking ahead to next month’s bookings. Your intuition is important, but actively monitoring your salon’s data will make you more confident and proactive. This is why Phorest Salon Software has transformed its powerful reporting features. 

Salon owners can now access many of the rigorous financial and client metrics that Phorest Reports currently provide, in a new interactive dashboard.  

The Phorest Health Check Dashboard is a live snapshot for whenever you want clarity on your salon’s data

Salons can quickly analyse their overall performance based on a selection of key metrics. For salons with more than one branch, every metric comes with the option to be filtered by location.  

Overall, the dashboard is broken down into two major benefits: a financial overview of the salon and an assessment of client visits. 

1. The Health Check Financial Overview:

quick, actionable data on sales performance


  • Total Revenue
  • Average Bill
  • Client Visits
  • Retail to Service Percentage
  • Daily Sales
  • Staff Sales Leaderboard

2. Client Visits Peak Times:

a slightly longer-term view on appointment data to identify areas of improvement.


  • Client Visits (plus the percentage who are returning clients and rebookings)
  • Client Visits Staff Leaderboard
  • Rebooking Staff Leaderboard
  • Returning Client Staff Leaderboard
  • Peak Days
  • Value of Future Appointments (30 days)

This step-by-step guide explains everything you need to feel confident using the Health Check Dashboard.

Three ways to make the most of your salon’s data:

Now that you have the Health Check Dashboard at your disposal.

1. Don’t count yourself out before you have started: 

Chances are, if you are reading this, you are a salon owner, not a statistician. In fact, many adults struggle with what has been described as ‘Mathephobia.’ In Western culture, it is very common to hold the belief that a person is either born a maths person or they are not. We know that gender stereotypes and learning differences can compound this.

Throughout your journey as a business owner, you have, no doubt tackled plenty of challenges outside your comfort zone. While it may seem intimidating at first, your salon’s data will eventually become one of your greatest strategic assets. 

The Health Check Dashboard has been designed to be accessible to you as you gain your confidence. Phorest has made it with creative professionals in mind. 

If you normally find spreadsheets intimidating, fear not! All the data is visualised in colourful graphs. Additionally, every metric has its own ‘tool tip’ which breaks down how it was calculated. That way, there is no confusion about where the numbers are coming from. 

2. Make it a routine: 

Ideally, you want checking your salon’s performance metrics to become second nature. So what is the first thing you do when establishing any new habit? You make it easy, and give yourself the best opportunity to succeed. 

Want to exercise more? Keep your gym bag packed with fresh clothes. Want to drink more water? Flavour it with fruit. 

It’s the same with data. This is why Phorest designed the Health Check Dashboard to be intuitive to use. Get a holistic read on your business by accessing the metrics you use the most in one convenient place. Rather than scrolling through every reported detail in black and white, you can use the easy-to-digest graphic display. 

Still, the best data is only as good as your commitment to using it. Consistency is key. Make the Health Check Dashboard part of your routine, by setting it to automatically send you an email at the same time every day. That way, even if you are not in the salon, you are still up to date. 

3. Inspire a culture of valuing your salon’s data

To truly integrate data into your business, you should involve your team. Keeping staff regularly updated on your salon’s performance gives them a greater sense of ownership of your salon’s goals. Make meetings and reviews more impactful by bringing key metrics into your discussions. 

You can email noteworthy metrics to other members of your business directly from the Health Check Dashboard. You can also view staff leaderboards to easily see how your team compares to each other on sales, client visits, and rebookings. 

While you have the birds-eye view of it all in the dashboard, your staff can individually track their own performance via the PhorestGo app. This guarantees that everyone’s objectives work together.

The Health Check Dashboard is a central hub for monitoring your strategy

There has never been a time when salons have needed to make strategic decisions as quickly as they have these last couple of years. Having the right information at the right time is invaluable. The Health Check Dashboard refreshes automatically with your salon’s live data every few seconds. So you have the information you need instantly. 

You can also receive updates immediately by setting custom alerts for any of the metrics in the dashboard. Average ticket down? Time to motivate your team. Are rebooking rates stagnating? Send out a marketing campaign.

You can also see data across all of your salon locations in one convenient place, ensuring that nothing slips through the cracks.  Foresee business challenges before they arise. Learn your business’s strengths and set more ambitious targets for growth. 

Phorest Salon Software is dedicated to helping salons, spa and aesthetic-clinic owners to reach their full potential.

Understanding your salon’s data means understanding what your full potential can be–and how you will work towards it. 

With our commitment to helping salons grow, Phorest is constantly looking for ways to serve your needs better. The launch of The Health Check Dashboard ushers in a completely new approach to Phorest Reports. Going forward, we will be optimising all our reporting features in this user-friendly style.

We want everyone to feel empowered to use their business data. Curious about becoming a client? Schedule your free demo to learn about all that Phorest can offer you. 

Thanks for reading! Let us know your feedback in the comments below.



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February 10, 2022 1:14 am

It is really quite stressful being a business owner, but with proper planning and CRM on usem things will just go lighter. Thank you for sharing.

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