Compound Performance Dashboard

Oct 1, 2025 - May 7, 2026 Phorest operating data since system switch

Data coverage: Phorest booking, staff, rebooking, retail, and utilization data starts in October 2025 because Compound switched systems then. Pre-October performance is not missing because the shop was inactive; it is simply not in Phorest. Financials use the P&L and balance sheet where available. Last API sync: May 7, 8:30 AM

Owner Scenario

Full shop view includes Julius and Blue.

Performance Range

Choose the date range for sales, visits, average ticket, requests, staff revenue, service mix, and API-backed owner panels.

From To

Total Sales Actual

$508.2k

Service and retail revenue across the reporting period.

Client Visits Volume

9,388

Current space is staffed; lift comes from better utilization.

Utilization Focus

66.44%

Primary operating lever before expansion.

Avg Ticket Ticket

$54.13

Raise through add-ons, finish quality, and product fit.

Retail to Service Retail

Every client should leave with a product recommendation.

Rebooked Retention

The clearest gap against the 2-4 week regular-client model.

Revenue Trend

Monthly service and retail revenue from the Phorest daily sales export, beginning October 2025.

Busiest Days

Visit demand by day of week.

Rebook Leaders

Current rebooking rates by staff member.

Staff Scorecard

Revenue, utilization, retail, rebooking, and request demand by staff.

Staff	Revenue	Util.	Rev / Hr	Retail	Rebook	Requests

Operating Snapshot

Use this as the weekly scorecard.

Revenue per hour$52.86

Future booked value$15,785

Rebooked visits813

Requested bookings6,240

Average rating4.96

Top staff total$61,140

Retail Brands

Retail sales by brand from the staff performance export.

Client Visits

Top visit volume by staff.

Expansion Readiness

Current state against Compound's 2026 operating focus.

Utilization

66%

Rebook

Retail

Owner Command Center

Fresh & Co dashboard elements adapted for one Compound location.

Company Health

--/ 100

Today's Operating Pace

Action Alerts

Owner Daily Brief

Data Confidence

Future Booking Coverage

Cancellation Watch

Client Mix

Service Mix

Retail Attach Rate

Staff Coaching Alerts

Team Coaching Focus

Management expense is owner appointment revenue outside shop operations. Use this section to coach team independence.

P&L Revenue $74.5k

Eight-month P&L average.

Accounting Profit $8.0k

Average monthly P&L profit after the management fee line.

Before Mgmt Fee $12.6k

Average monthly profit before owner appointment revenue is recorded as management expense.

Cash Position $82.5k

Cash and cash equivalents as of March 31, 2026.

Team Coaching Targets

Rebook

3.8% -> 15%

Requests

Build demand

Utilization

68% -> 80%

Retail

4.6% -> 8%

Standards

Consistent

What The Team Must Own

Owner rebook benchmark27-28%

Non-owner rebook3.8%

Client experienceRepeatable

Training priorityRebook close

1. Make rebooking visible.

813 visits rebooked and 7,970 not rebooked makes the next appointment the biggest controllable gap. Track the close by staff each week.

2. Treat retail as part of service.

Uppercut Deluxe is the strongest retail line at $12.7k, but retail is still only 4% of service revenue. Keep the recommendation during styling, not checkout.

3. Coach the utilization spread.

Blue, Dennis, Julius, and Kyro are above 80% utilization, while several chairs have room. Fill quiet capacity before adding more space.