View and Download Quarter and Year in Review Reports
Zenoti enables you to view and download historical quarterly and yearly performance review reports for your organization. These reports include key business performance indicators such as revenue, customer growth, and service trends, helping you review and analyze how your business performed under various metrics using recent data.
Note
This feature is not enabled by default. Reach out to your CSM or Zenoti representative to enable this feature for your business.
Note
The Performance review feature only allows you to view quarterly reports and yearly reports from 2023 onwards.
Required roles: Manager or Owner
At the organization or center level, navigate to Data & insights > Business review > Performance review.
Under the relevant year’s section, locate the specific quarter for which you wish to view the performance report, and click View.
For example, if you wish to view the report for Q1 of 2024, click View under Q1 in the 2024 section.
Click Here’s your story on the popup that appears, to explore a narrative driven view of how your business has performed under various metrics.
Click Download report to download the quarterly report as a PDF.
Note
You can also directly download the quarterly report by clicking the Download icon next to the quarter.
You can similarly view and download the Annual report by locating it under the relevant year’s section and following the steps outlined above.
Tip: Regularly download reports to maintain a comprehensive record of your progress.