Monthly Staff Performance Review Report

Track and analyze staff performance metrics across service quality, efficiency, and revenue generation to optimize workforce management and identify areas for recognition and development.

Report Objective

Monitor individual and team performance metrics in restaurant operations, focusing on service quality, sales effectiveness, and operational efficiency. This monthly analysis helps identify top performers, development opportunities, and staffing optimization needs.

Service Quality and Customer Satisfaction

Bar charts showing customer satisfaction scores and complaint rates by staff member

Questions to Consider:

Sarah SmithMike JohnsonDavid LeeRachel Chenstaff_name0.020.040.060.080.0100.0sum(satisfaction_score)sum(satisfaction_score)How do customer satisfaction scores vary across staff?Staff satisfaction scores show significant variation with top performers consistently above 4.5
  • Which staff members consistently receive the highest satisfaction scores?

  • Are there any concerning trends in lower-performing staff members?

  • How do scores correlate with experience level and training?

  • Which staff members have the lowest complaint rates?

  • Are complaints concentrated among specific staff members?

  • How do complaint patterns relate to shift assignments?

Sarah SmithMike JohnsonDavid LeeRachel Chenstaff_name0204060sum(complaints_received)sum(complaints_received)What is the distribution of customer complaints across staff?Most staff receive 2 or fewer complaints monthly, with outliers requiring attention

Sales Performance and Upselling

Line chart tracking average check size and special item sales by server

Questions to Consider:

Sarah SmithMike JohnsonDavid LeeRachel Chenstaff_name$0.00$200.00$400.00$600.00$800.00$1,000.00$1,200.00sum(avg_check_size)sum(avg_check_size)How do average check sizes compare across servers?Top performers consistently achieve 50% higher check averages through effective upselling
  • Which servers excel at maximizing check values?

  • How does check size correlate with customer satisfaction?

  • What upselling techniques are most effective?

  • Who are the most effective staff at promoting specials?

  • What techniques do top performers use for special item sales?

  • How do special item sales impact overall check size?

Sarah SmithMike JohnsonDavid LeeRachel Chenstaff_name0200400sum(special_items_sold)sum(special_items_sold)How successful are staff at selling special menu items?Special item sales vary significantly, indicating opportunity for training

Operational Efficiency

Table and bar chart showing key efficiency metrics by staff member

Questions to Consider:

Sarah SmithMike JohnsonDavid LeeRachel Chenstaff_name05001000sum(avg_table_turnover)sum(avg_table_turnover)How does table turnover efficiency compare across staff?Table turnover rates vary by up to 40 minutes between staff members
  • Which staff members manage tables most efficiently?

  • How does turnover rate impact customer satisfaction?

  • Are there best practices that can be shared across the team?

  • Which staff members maintain the highest order accuracy?

  • How does accuracy correlate with experience level?

  • What impact does rush hour have on accuracy rates?

Sarah SmithMike JohnsonDavid LeeRachel Chenstaff_name0.0%500.0%1000.0%1500.0%2000.0%sum(order_accuracy)sum(order_accuracy)How does order accuracy vary across staff?Order accuracy ranges from 88% to 100%, with most staff above 95%