Skip to content
English - Australia
  • There are no suggestions because the search field is empty.

Track and monitor business and employee targets

Learn to monitor how your business and employees are performing.

ℹ️ This feature is available on the Pro plan.

ℹ️ Please ensure you have set up your business and employee targets first. See this help article for more information.

Monitor your business and employee targets from the Appointment Book

Track how your employees are performing against their KPIs at a glance at any time from the Appointment Book.
 

View performance card for your business and employees

  • From the Menu go to the Appointment Book.
  • To view a Business KPI card: Click on the red bookmark in the top left of the Appointment Book.
  • To view an Employee KPI card: Click on the star next to the employee’s name.

ℹ️ You can see how much progress an employee has made towards their KPIs for the week by the colour of their flag and the percentage amount underneath. In this example, Tom has hit 100% of his weekly KPIs and has a green flag!

kpi.PNG

  • The KPI tool tip will appear, displaying an overview of how the employee is performing in each KPI.
  • Choose to view an employee’s KPIs for the day, week, current month or last month.
 

Drill down into specifics

  • Click on each KPI heading in orange (e.g. Revenue, Rebookings) to:
    • See the definition of that KPI.
    • See an image of how the employee is performing in that area (hover over the image to see specifics).
rev.PNG
 

View the Targets Report

  • This report provides a visual representation of targets versus actual performance.
  • You can monitor progress toward targets for each KPI and adjust strategies accordingly.
  • From the Menu select Reports, then select Targets.
  • In the drop-down menus at the top, select the reporting period (max two weeks), site, and whether to view business or individual targets.
  • Select “View”.
image.png

 

ℹ️ Helpful tips:

  • Click on variable names in a graph (e.g. Target, Pre-booked, Actual) to show and hide information
  • Hover over graph lines to see different tool tips e.g. how your Actuals tracked against your Targets
  • Solid blue line  = Actuals
  • Dashed grey line =Targets
  • Dotted blue line = Pre-booked appointment value
Picture2.png      avg spend.png
 

See more detailed employee performance information in the Employee reports

View the Employee performance report

  • From the Menu select Reports, then select Employee performance.
  • In the drop-down menus at the top, select the reporting period (pre-fixed or custom), site, the employee(s) and whether to include or exclude tax in the report figures.
    • If you're on a mobile device, tap the filter icon in the top right of the screen to see these options. 
employee perf.PNG
  • Select "View".
  • Expand each section to view.
 

View the Employee productivity report

  • From the Menu select Reports, then select Employee productivity.
  • Then, in the drop-down menus at the top, select the reporting period (pre-fixed or custom), site, the employee(s) and whether to include or exclude tax in the report figures.
    • If you're on a mobile device, tap the filter icon in the top right of the screen to see these options. 
productivity.PNG
  • Select "View".
  • Click on the arrow next to “Employee Productivity” to expand and view the report information.