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Introduction
The Appointment Goal Tracker Report is a report that contains a variety of information about appointment-based services to help you optimize your business performance. This report is used to gain objective insight into the historical performance of appointment-based services by comparing actual performance against preset goals.
The purpose of this report is to compare actual performance against performance goals. Prior to generating the report, your business should have pre-determined objective performance goals for each appointment-based service. The performance goals should correspond to a specific timeframe, such as a week, month, quarter, or year.
As part of Gingr's partnership with Joe Zuccarello, owner of Paragon Dog Grooming and an expert in business management for pet care businesses, we help connect businesses with this expert to best utilize this report and others like it. Joe can assist in setting performance goals as well as provide guidance on reaching those goals. To find out more and to get connected with Joe please click the "Talk to an Expert" button at the top of the report or visit our webpage about this partnership.
Getting Started
- Viewing this report requires the permission "Can View Financial Reports". Please see our article on User Groups for more information.
- This report is designed for past reporting. The dates selected in the report should be in the past and it solely displays checked-out services. It cannot be used to forecast performance. You can select one or multiple additional services at once. This report is run for a selected date range, one location at a time.
Report Parameters
To access the Appointment Goal Tracker Report, navigate to Book Icon » Reports » Appointment Goal Tracker Report. From this page, you can adjust the following reporting parameters to tailor the report to your needs:
| From Date | Starting date for the report. This must be a past or current date. |
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To Date |
End date for the report. This must be a past or current date. |
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Location |
Location you are running the report for. This report is run one location at a time. |
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Appointment Types |
Optionally, choose one or more additional services to pull report data for. If nothing is selected the report will run for all of your services. If some goals, such as cancellation rate, price per pet, or rebooking rate, vary across departments or appointment types, it is recommended that those appointment types be run on separate reports. |
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Export to Excel? |
Check this box to export the report results to excel. |
Report Output
Account Summary
This section can be used to identify the average cost of a particular service in the selected date range. You can enter your business's average goal prices to identify how close you are to those goals. All appointment-based services you select in the report parameters will show, even if the service was not performed in the selected date range.
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Date Range of Report |
The number displayed here is the average cost of the service in the selected time frame. |
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Goal |
Your business's goal average cost for the service. Once a goal is entered, new data will display on the right. |
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Variance |
The difference in dollar value between the actual average rate and the goal rate. |
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% |
Percentage of variation between the actual average rate and the goal rate. |
| Service Name | The appointment/additional service type. |
Services Breakdown
This section displays the number of times you provided a given service. You can also enter a goal of how many times the business should perform the service in the selected time frame. After entering a value in the goal section, a percentage of the actual number will display.
| Service Name | The appointment/additional service type. |
| Goal | Your business's goal for how many times the selected service should be performed in the selected date range. Once entered, a percentage will appear in the next column. |
| Actual | The actual number of times the service was performed in the selected date range. A percentage of how close you were to the goal will appear in this column once a goal value is entered. |
| Cancellation Rate % | Cancellation rate divided by goal = variance. This value is for all selected appointment types combined. Once a goal is entered, the performance (as a percentage of the goal) will display on the right. |
| Average Price Per Pet |
The average cost for all services selected in the report across all selected appointment types. Enter a goal to see how close you are to it. |
Rebooks Breakdown
This section displays "Rebooks", defined as an appointment being booked again on the same day they check out for the same service type.
| New Customers | Number of new customers that completed an appointment in the selected timespan. |
| New Customers Rebooked | Number of new customers that rebooked appointments in the selected timespan. |
| Existing Customers | Number of existing customers that completed an appointment in the selected timespan. |
| Existing Customers Rebooked | Number of existing customers that rebooked appointments in the selected timespan. |
Service Add-ons Breakdown
This section displays information about add-on usage. This section is view only.
| Service Options | List of each service add-on that was performed. If an add-on was not performed in the selected time frame then it will not show on this list. |
| Quantity | Number of times the add-on was completed |
| Price | Total post-discount revenue collected for each add-on |
| Add-On Attachment Rate % | Percentage of appointments that had the given add-on attached in the selected time frame |
| Total | Total number of add-ons performed and total price combined across all listed add-ons |
| Average Extra Price | The average value of add-ons added to each appointment divided by the number of appointments |
Exporting & Printing the Report
If you'd like to export to a CSV file, check the tick box "Export to Excel?" in the report parameters at the top of the page before selecting the blue "Generate Report!" button.
After the report parameters have been set and you generate the report, you can select "Print PDF" with the green button at the bottom of the report parameters.
Related Resources
- Services Reports Topic Outline
- Services by Date Report Report Reference
- Services Pending Scheduling Report Report Reference
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