Article Details
Summary
The Appointment Goal Tracker Report compares the actual performance of appointment-based services against goals you set. It gives you objective insight into past performance so you can improve your business.
Before you run the report, set objective performance goals for each appointment-based service. Tie each goal to a time frame, such as a week, month, quarter, or year.
Gingr partners with Joe Zuccarello, owner of Paragon Dog Grooming and an expert in business management for pet care businesses. Joe can help you set performance goals and reach them. To connect with Joe, select Talk to an Expert at the top of the report or visit our page about this partnership.
What This Does
Reporting and Location Access
Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select in the report. Each report's location label decides how it calculates results.
You can only pick locations in the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.
Before You Run the Report
- You need the Can View Financial Reports permission. See User Groups.
- This report looks at the past. Select dates in the past. It shows only checked-out services and cannot forecast performance.
- You can select one or more additional services at once. The report runs for a date range, one location at a time.
Where to Find It
Go to Book Icon » Reports » Appointment Goal Tracker Report.
Report Parameters
| From Date | The start date for the report. It must be a past or current date. |
| To Date | The end date for the report. It must be a past or current date. |
| Location | The location you run the report for. The report runs one location at a time. |
| Appointment Types | Optionally choose one or more additional services. If you select none, the report runs for all your services. If goals such as cancellation rate, price per pet, or rebooking rate differ across departments or appointment types, run those types in separate reports. |
| Export to Excel? | Select this box to export the report results to Excel. |
Report Output
Account Summary
Use this section to find the average cost of a service in the date range. Enter your business's average goal prices to see how close you are. All appointment-based services you select show, even if you did not perform them in the date range.
| Date Range of Report | The average cost of the service in the selected time frame. |
| Goal | Your business's goal average cost for the service. After you enter a goal, new data shows on the right. |
| Variance | The difference in dollars between the actual average rate and the goal rate. |
| % | The percentage of variation between the actual average rate and the goal rate. |
| Service Name | The appointment or additional service type. |
Services Breakdown
This section shows how many times you provided each service. Enter a goal for how many times the business should perform the service in the time frame. After you enter a goal, a percentage of the actual number shows.
| Service Name | The appointment or additional service type. |
| Goal | Your goal for how many times the service should be performed in the date range. After you enter it, a percentage shows in the next column. |
| Actual | How many times the service was performed in the date range. After you enter a goal, a percentage of how close you came to the goal shows here. |
| Cancellation Rate % | Cancellation rate divided by goal equals variance. This value covers all selected appointment types combined. After you enter a goal, the performance as a percentage of the goal shows on the right. |
| Average Price Per Pet | The average cost for all selected services across all selected appointment types. Enter a goal to see how close you are. |
Rebooks Breakdown
A rebook is an appointment booked again for the same service type on the same day the pet checks out.
| New Customers | The number of new customers who completed an appointment in the time span. |
| New Customers Rebooked | The number of new customers who rebooked appointments in the time span. |
| Existing Customers | The number of existing customers who completed an appointment in the time span. |
| Existing Customers Rebooked | The number of existing customers who rebooked appointments in the time span. |
Service Add-ons Breakdown
This section shows add-on usage. It is view only.
| Service Options | Each service add-on that was performed. Add-ons not performed in the time frame do not show. |
| Quantity | The number of times the add-on was completed. |
| Price | The total post-discount revenue collected for each add-on. |
| Add-On Attachment Rate % | The percentage of appointments that had the add-on attached in the time frame. |
| Total | The total number of add-ons performed and the total price across all listed add-ons. |
| Average Extra Price | The average value of add-ons added to each appointment, divided by the number of appointments. |
Export and Print the Report
To export a CSV file, select Export to Excel? in the report parameters before you select the blue Generate Report! button.
After you set the parameters and generate the report, select the green Print PDF button at the bottom of the report parameters.
Related Articles
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- Services by Date Report Reference
- Services Pending Scheduling Report Reference
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