I now have enough data to compile the full briefing. Let me write it.
YCS Salon Manager Briefing — Monday, March 16, 2026
For: Taylor Hess | Week of March 16, 2026
🎯 TAYLOR MBO SCORECARD — Q1 2026
Quarterly Bonus Potential: $750 ($250 per MBO)
MBO 1: Service Revenue — $250 Bonus
Must hit monthly target ALL 3 months of the quarter.
| Month | Actual | Status |
|---|---|---|
| January 2026 | $97,261 | ⚠️ Target TBD — awaiting MBO targets document |
| February 2026 | $80,789 | ⚠️ Down 17% from Jan; -7.8% vs prior period |
| March 2026 (MTD 3/12) | $21,426 | 🔵 IN PROGRESS — 12 days in |
March Projection: At current pace ($1,786/day), March projects to ~$55,350 service revenue. February's $80,789 came in well below January. The month-over-month drop is concerning — March needs to recover to protect MBO 1.
⚠️ DATA GAP: The MBO Compensation Plan document (.docx) could not be read to extract specific monthly dollar targets. Taylor — please confirm your monthly service revenue targets so we can track accurately. Once confirmed, this scorecard will show target vs actual with precise variance.
MBO 2: Inventory Cost Control — $250 Bonus
Combined product cost (retail + backbar) must be ≤ 10% of service revenue for the quarter.
| Metric | Q1 To-Date |
|---|---|
| Q1 Service Revenue (Jan + Feb + Mar MTD) | ~$199,476 |
| 10% Threshold | ~$19,948 |
| Q1 Salon Centric Purchases | Awaiting Q1 breakout |
| Current Inventory Value (Cost) | $30,326 ($24,666 retail + $5,661 professional) |
Status: ⚠️ MONITORING — The cumulative Salon Centric expense from Jun 2025–present is $50,449 ($15,381 PPC + $6,629 backbar + $28,438 other). A Q1-only breakout of purchasing is needed to calculate the exact ratio. Taylor — pull your Q1 Salon Centric order totals (Jan–Mar) so we can confirm you're under the 10% cap.
MBO 3: Client Rebooking Rate — $250 Bonus
Salon-wide rebooking rate ≥ 75% average for the quarter.
| Month | Rebooking Rate | Status |
|---|---|---|
| January 2026 | Awaiting Jan Phorest data | — |
| February 2026 | 77.3% | ✅ Above 75% |
| March MTD (3/12) | 83.1% | ✅ Above 75% |
Quarter Status: ✅ ON TRACK — February hit 77.3% and March is trending strong at 83.1%. Keep pushing Chantel (71%), Deana (64%), Drake (55%), and Teigan (40%) — they're the ones dragging the average down.
📊 DAILY FINANCIAL GOALS — March 2026
⚠️ No taylor_daily_goals.json file found — building from available Phorest data.
Day 12 of ~31 operating days | ~19 days remaining (Data through March 12; transactions exist through March 15 but dashboard not yet refreshed)
| Metric | Goal | Current (3/12) | Gap | Pace |
|---|---|---|---|---|
| Total Sales (Svc+Retail) | TBD | $24,935 | — | — |
| Service Sales | TBD | $21,426 | — | $1,786/day avg |
| Retail Sales | TBD | $3,509 | — | $292/day avg |
| Avg Ticket | $100 | $136.25 | +$36.25 | ✅ Strong |
| RTS% | 17% | 16.4% | -0.6% | ⚠️ Close — push this week |
| Alcohol/Guest | $0.75 | Calc needed | — | — |
| PBR (Rebooking) | 76% | 83.1% | +7.1% | ✅ Great |
Key takeaway: Average ticket ($136.25) and rebooking (83.1%) are both strong. RTS% at 16.4% is almost at the 17% target — one more retail per day could flip it. This is the metric to push this week.
Projected Month-End (at current pace): - Service: ~$55,350 - Retail: ~$9,063 - Total: ~$64,413
ACTION NEEDED: Taylor, please provide your monthly sales targets (or confirm the
taylor_daily_goals.jsonfile location) so this section can show goal vs. gap tracking.
📋 SALON UPDATES
No Slack data files found (slack_general.md and slack_what_we_are_out_of.md are not yet in the working directory).
From the most recent COO report (Feb 18, 2026): - Retail RTS% is a salon-wide focus — Feb closed at ~16.2% against the 17% goal. March MTD is at 16.4%. Almost there. - March $10 Mask Treatment Add-On campaign should be active now — confirm it launched and track stylist participation - Surface Awaken Scalp Elixir was the recommended retail push product — check if the team is using the script - Valentine's giftset clearance — any unsold sets should be broken into individual products for retail bundles - PPC coverage ratio declining — dropped from 161% (Nov) to 124% (Jan). Philip flagged this for investigation. Colour expense creeping up while revenue is flat.
ACTION: If Slack export files become available, this section will include real-time team posts and stock alerts.
👥 STAFF UPDATES
March MTD Staff Performance (through 3/12)
Retail Stars — Recognize this week: | Stylist | RTS% | Retail $ | Notes | |---------|------|----------|-------| | Alexis White | 32% | $107 | Small book but incredible conversion | | Drake Rosberg | 26% | $336 | Massive improvement from Feb (was 5.7%!) | | Jamie Theisen | 25% | $352 | Consistently strong | | Chelsea Badjar | 24% | $761 | Highest retail dollars + solid RTS |
Coaching Needed — Below 17% RTS: | Stylist | RTS% | Retail $ | Guests | Issue | |---------|------|----------|--------|-------| | Chantel Quintana | 8% | $134 | 14 | Ongoing drag — was 7% in Jan | | Deana Faust | 8% | $50 | 11 | Improved from 0% (Feb) but still low | | Stacy Salee | 11% | $199 | 17 | #4 in service revenue, retail underweight | | Kaeleigh Tran | 11% | $94 | 8 | Lower volume week, but RTS consistently below target | | Haley Kubala | 12% | $121 | 11 | Dropped from 24% full-month Feb average — check in | | Karen Pham | 3% | $31 | 17 | Nail tech — limited retail opportunity, but $31 on 17 guests is very low |
Rebooking Risks (below 75%): | Stylist | Rebook % | Action | |---------|----------|--------| | Teigan Maniatis | 40% | Associate — expected low but needs coaching | | Drake Rosberg | 55% | Improved retail but rebook is concerning | | Deana Faust | 64% | Chronic underperformer in rebook | | Chantel Quintana | 71% | Close to target — minor nudge needed |
Associate Progress
- Teigan Maniatis: March MTD — $734 total revenue, 5 clients, $146.80 avg ticket. RTS at 19% which is good. Rebooking at 40% is the concern — needs checkout process coaching. She's producing decent ticket sizes; needs more volume and better follow-up.
- Ali Guerrero: Only $38.40 revenue (2 services, 1 client) in March. Very early ramp — monitor but don't flag yet.
Notable from February:
- 205 hours lost to sick time across 13 stylists in February — Chantel Quintana (41 hrs) and Breanna Harte (38 hrs) were heaviest. Monitor March attendance.
- Breanna Harte is ramping and showing strong RTS (14% in full Feb data with $441 retail). Keep supporting.
- Tashina Miranda still in 90-day ramp period — very low volume (Feb: $354 total, 9 services).
💬 CUSTOMER FEEDBACK
Outlook integration pending — No outlook_customer_data.json file found in the working directory. Customer feedback from contact@yachtclubsalon.com will appear here once the Outlook export is connected.
Average Rating (from Phorest): 5.0 across all stylists with reviews in March — no red flags.
📦 INVENTORY UPDATES
🔴 ORDER TODAY — Critical Stockouts (Excluding Kerastase)
These products are at 0 units with proven sales velocity:
| Product | Brand | Stock | Depletion/Day | Period Revenue | Priority |
|---|---|---|---|---|---|
| Color Fanatic 21 Spray | Pureology | 0 | 0.43 | $657 (19 units) | 🔥 URGENT |
| ABC Hair Bandage Balm | Redken | 0 | 0.37 | $184 (4u MTD) | 🔥 URGENT |
| Quick Blowout | Redken | 0 | 0.17 | $761 (27 units) | 🔥 URGENT |
| ABC 24/7 Serum | Redken | 0 | 0.20 | $492 (12 units) | 🔥 HIGH |
| ABC Conditioner | Redken | 0 | 0.20 | $98 (3 units) | 🔥 HIGH |
| ABC Shampoo Sm | Redken | 0 | 0.23 | $196 (6 units) | 🔥 HIGH |
| ABC Leave-in Treatment | Redken | 0 | 0.10 | $386 (12 units) | HIGH |
| One United Sm | Redken | 0 | 0.20 | $271 (10 units) | HIGH |
| Awaken Therapeutic Shampoo | Surface | 0 | 0.10 | $689 (17 units) | HIGH |
| Awaken Therapeutic Conditioner | Surface | 0 | 0.10 | $585 (18 units) | HIGH |
| Soft Finish Hairspray | Pureology | 0 | 0.10 | $301 (10 units) | HIGH |
| Hydrate Sheer Shampoo | Pureology | 0 | 0.13 | $413 (11 units) | HIGH |
| Hydrate Sheer Conditioner | Pureology | 0 | 0.13 | $375 (10 units) | HIGH |
| Mess It Up Texture Paste | Pureology | 0 | 0.10 | $99 (3 units) | MEDIUM |
| Strength Cure Shampoo | Pureology | 0 | 0.10 | $156 (3 units) | MEDIUM |
| Extreme Anti Snap | Redken | 0 | 0.10 | $132 (4 units) | MEDIUM |
| Full Volume Mousse | Redken | 0 | 0.10 | $29 (1 unit) | MEDIUM |
Alcohol at zero (reorder before warm weather): - Mimosa Weekday: 0 (was top seller at 99 units/$594) - 4 Noses Raspberry Blonde: 0 (22 units/$109) - Tiamo Prosecco Split: 0 (55 units/$354) - Mimosa Weekend: 0
📈 WHAT'S MOVING — Top Sellers March MTD
| Product | Brand | Units (MTD) | Revenue | Stock |
|---|---|---|---|---|
| ABC Hair Bandage Balm | Redken | 4 | $184 | 0 ⚠️ |
| Acidic Growth Full Serum | Redken | 3 | $120 | 1 (10 days left) |
| ABC 24/7 Serum | Redken | 3 | $104 | 0 ⚠️ |
| HYDRATE SHEER SHAMPOO LITER | Pureology | 2 | $186 | 2 |
| Overnight Youth Serum | Kerastase | 2 | $75 | 2 (15 days) |
| Color Fanatic 21 Spray | Pureology | 7 | $153 | 0 ⚠️ |
📦 WHAT'S SITTING — Promo Ideas
Jane Iredale: $8,681 inventory value, only 21% sell-through. This brand accounts for 28.5% of all retail inventory value. Consider: - Bundle JI products with spring services (facial + JI product GWP) - Stylist incentive: bonus for every JI unit sold this month - Target: Move 10+ JI units this week at checkout
Specific slow movers: | Product | Stock | Last Sale | Suggested Action | |---------|-------|-----------|-----------------| | Jane Iredale (overall) | 536 units | Ongoing slow | Bundling promo | | Blowout Protective Oil | Surface | 9 units sold period | Push during blowout services | | Blowout Smoothing Balm | Surface | 7 units period | Pair with Blowout services |
🎨 COLOUR / PPC SNAPSHOT
| Month | PPC Revenue | Colour Expense | Profit | Coverage |
|---|---|---|---|---|
| Nov 2025 | $2,696 | $1,677 | +$1,019 | 160.7% |
| Dec 2025 | $2,555 | $1,788 | +$767 | 142.9% |
| Jan 2026 | $2,509 | $2,024 | +$485 | 124.0% |
⚠️ TREND ALERT: Coverage declining 3 months straight. Revenue flat at ~$2,500/mo but expense climbing. February PPC revenue was $835 in the first 12 days of March — needs monitoring. Philip flagged this for a colour usage audit.
🛒 SALON CENTRIC ALERTS
Recent Orders: - Most recent invoice: March 12, 2026 (Invoice #6042722586) - 18 invoices on file for 2026 so far — ordering cadence appears consistent (~2x/month)
Promos/Offers: No Salon Centric promo emails found in the data. Taylor — check your email for any current flash sales or bulk discount codes before placing this week's order.
💰 PURCHASE vs REVENUE (Cumulative Jun 2025–Present)
| Category | Spend | Revenue | Ratio |
|---|---|---|---|
| PPC/Colour | $15,381 | $20,833 | 1.35x ✅ |
| Retail (ex-Kerastase) | $28,438 | $76,899 | 2.70x ✅ |
| Back Bar | $6,629 | — | Cost center |
| Total | $50,449 | $97,732 | 1.94x |
✅ TAYLOR'S ACTION LIST
Priority order — handle these this week:
MBO / Goals (protect your bonus)
- Confirm MBO service revenue targets — provide the monthly dollar amounts from your MBO plan so we can track precisely. Without targets, we can't tell if you're on pace.
- Pull Q1 Salon Centric order totals — needed to calculate MBO 2 (inventory cost ≤ 10% of service). Add up Jan, Feb, March invoices.
- Push rebooking for Teigan (40%), Drake (55%), and Deana (64%) — they're pulling down the quarterly average. One coaching conversation each.
Inventory (order this week)
- Place Salon Centric order immediately — Redken ABC line is virtually wiped out (Bandage Balm, 24/7 Serum, Conditioner, Shampoo, Leave-In all at 0). Pureology Color Fanatic 21 Spray is at 0 with highest depletion rate in the salon. Quick Blowout at 0.
- Reorder Surface Awaken Shampoo + Conditioner — both at 0, both top sellers. The Scalp Elixir push can't work if the core Awaken line isn't stocked.
- Reorder Pureology — Hydrate Sheer Shampoo, Conditioner, Soft Finish Hairspray, Mess It Up, Strength Cure Shampoo all at 0.
- Reorder Alcohol — Mimosa, 4 Noses Raspberry Blonde, Prosecco all at 0. Spring/warm weather coming.
- DO NOT reorder Jane Iredale beyond fast-movers — $8,681 tied up at 21% sell-through. Focus on moving existing stock.
Staff (conversations this week)
- Retail coaching: Stacy Salee — #4 in service revenue ($1,880 in 12 days) but only 11% RTS. She has the guests; she's not recommending. Direct conversation needed.
- Retail coaching: Chantel Quintana — 8% RTS is a recurring pattern (was 7% in Jan). Set a 2-week target.
- Recognize Drake Rosberg — jumped from 5.7% RTS (Feb) to 26% in March. Whatever changed, reinforce it.
- Recognize Chelsea Badjar — top retail dollars ($761) and 24% RTS. Consistent leader.
Operational
- Confirm March Mask Campaign status — $10 mask treatment add-on should be live. Are stylists offering it? Track take rate.
- PPC expense audit — Philip asked for a look at colour product usage. Check if waste or over-application is driving expense up. 15-minute visual check of colour stations.
- Monitor sick time — February lost 205 hours to call-outs. If March starts trending the same way, flag it early.
Data sources: Phorest Staff Performance (3/12/26), Phorest Retail/Service Dashboards (Feb close + March MTD), Inventory Alerts (3/12/26), Salon Centric Orders (2026), COO Weekly Check (2/18/26), Executive Snapshot (Feb 2026). Sales transactions available through 3/15/26. Kerastase excluded per Philip's management.
Missing data for next week's briefing: taylor_daily_goals.json, taylor_mbo_targets.csv, Slack exports (#general, #what-we-are-out-of), Outlook customer data, Salon Centric promo emails.