Concierge team reporting without the spreadsheet
MyRolodex turns the work your team already does into concierge team reporting: response times by team member, request volume by type and month, workload and commission by vendor. Nothing to export, and nothing to rebuild each month.
- Dining142
- Travel87
- Events41
- Gifting33
- Median first reply
- 11 min
- Open requests
- 38
You can’t run a concierge team on gut feel
Owners and managers want simple answers. How quickly do we reply to members? Who on the team is stretched? Did travel requests climb this winter? Which vendors earn us the most? In most concierge businesses, each answer means an afternoon in a spreadsheet.
And the spreadsheet is only as good as what people remembered to record. Requests handled by text never make it in, commission gets missed, and the numbers arrive too late to change anything. Reporting should come from the work itself.
How the numbers get there
- 1
Work happens in MyRolodex
Every synced message, request, status change and vendor booking is already recorded as your team works. There’s no separate logging step for reporting.
- 2
Reports update as you go
Response times, request counts and commission totals refresh as requests move along, so what you see reflects this morning rather than last month.
- 3
Managers read and filter
Filter by team member, request type, vendor or date range. See that the dining desk is busier than usual this December, or that one concierge carries twice the load of another.
- 4
Decisions follow
Rebalance members across the team, renegotiate with a vendor or plan staffing for the holiday rush, using numbers that come straight from the requests themselves.
What concierge team reporting shows
- Response times for every concierge
- How long members wait for a first reply and for a confirmation, broken down by person, so you can spot who needs support.
- Request volume over time
- Dining, travel, events and gifting counted by month, showing seasonal peaks and how demand is shifting across your membership.
- Team workload
- Open requests per person right now, plus how many each person closed over any period, for fair assignment and planning.
- Commission and spend for each vendor
- What each partner earned your business and what members spent with them, totaled from the bookings logged on requests.
- Concierge team reporting with no exports
- Every report lives in MyRolodex and updates on its own. Share a view with an owner or partner without building a spreadsheet first.
Works well with
- Billing and paymentsDues, request costs and service fees billed to members on one statement.Learn more about billing and payments
- Vendor managementVendor contacts, negotiated rates and commission, kept by your company.Learn more about vendor management
- Request managementEvery dining, travel, event and gifting request, with an owner and status.Learn more about request management
Reporting: common questions
Anything else, write to hello@myrolodexcrm.com.
Do we need to export data to build reports?
No. Reports are built from the requests, messages and bookings already in MyRolodex, and they update as your team works. You can still download a report if someone needs a copy, but nothing depends on a spreadsheet.
How are response times measured?
From the moment a member’s message arrives, by text, email or the member app, to your team’s first reply and then to confirmation. Because messages sync from personal phones and inboxes, replies sent outside MyRolodex still count.
Can team members see their own numbers?
Managers decide. Some teams share individual response times and workload with everyone, while others keep them for managers only. Access follows the same role-based permissions used across the rest of MyRolodex.
Does reporting include commission from vendors?
Yes. Commission logged on each booking rolls up by vendor and by period, alongside member spend. You can see expected and received amounts side by side, which makes reconciling against vendor statements much quicker.
Can we report on a single member?
Yes. Each member’s profile shows their request history, what they’ve spent with which vendors and how quickly your team responded to them. It’s useful before a renewal conversation or an annual review with the member.
Your members expect you to remember. Now your whole team can.
Or write to hello@myrolodexcrm.com