Center Targets - Summary or Center Targets - Details report (v1)
Center managers can use this report to track the month-to-date center performance against the monthly sales and collection targets set for all items.
This report considers both open and closed invoices.
Click the Reports icon.
On the Reports page, search for and select the Center Targets - Summary report.
Select the desired filters.
Click Refresh.
Based on the Target Reports setting, you will see the report by sale type or by collection type.
By sale type
Column description
Column | Description | |
Sale Type | Type of sale: service, product, package, membership, gift card, and prepaid card | |
Actual | Month-to-date sales made for the sale type | |
Target | Month-to-date target amount set for the sale type | |
% Target Achieved | Percentage of the target sales made to date | |
Month Projection | Projected month-to-date sales Month Projection = Actual / No.days completed in the month x No.of days in the month | |
Month Target | Monthly sales target set for the sale type |
By collections type
Column description
Column | Description | |
Collection Type | Type of collection: service, product, package, membership, gift card, and prepaid card | |
Actual | Month-to-date amount collected for the collection type | |
Target | Month-to-date target amount set for the collection type | |
% Target Achieved | Percentage of the target amount collected to date | |
Month Projection | Projected month-to-date collections Month Projection = Actual / No.days completed in the month x No.of days in the month | |
Month Target | Monthly collections target set for the collection type |