Goal Tracking Level System Guide

Transcription

1 Goal Tracking Level System Guide Setting Up the Goal Tracking System & Viewing Goal Tracking Report Calculations in Envision Software

2 I Level Goal Tracking System Guide Table of Contents Part I Introduction 1 Part II Step I: Goal Tracking Service Settings 1 1 Verify Service Types Reset Inventory Service Types Select a Service Type for your Services Enter Service Price Levels Setup Service Packages... 5 Part III Step II: Enter Goals by Service Provider Type 1 View or Edit Standard Plan Update Goals for All Employees... 8 Part IV Step III: Goal Level Commission Plan 9 1 Set Service Commission Options... - Service Commission Tab 9 Service Commission... Plan Type 10 2 Set Retail Commission Options -... Retail Commission Tab 11 Part V Step III: Goal Tracking Employee Settings 12 1 Select Service Price Level - Other... Tab 12 2 Select Employee Goal Preferences... - Other Tab 13 3 Set Employee Payroll Commission... Plan - Payroll Tab 14 4 Setting the Front Desk Operator Part VI Goal Tracking Report Calculations 1 Front Desk Target System RTS Percentage -... per Day 15 Prebook Percentage... - per Day 15 Add'l Service Sales Gift Certificates Sold... or Upgraded 16 Referrals by Desk... Personnel 17 2 Stylist Target System Total Number of... Guests 18 Number of Repeat/Request Number of Referrals Prebooks Needed Total Number of... Services 19 Hair Chemicals Needed Add'l Services Retail Dollars per... Guest 20 3 Nail Tech Target System Total Number of... Guests 21

3 Contents II Number of Repeat/Request Number of Referrals Prebooks Needed Total Number of... Services 22 Total Sets of Hands... (Manicures) 23 Pedicure Packages Pedicures Add'l Services Retail Dollars per... Guest 24 4 Massage Therapist Target System Total Number of... Guests 25 Number of Repeat/Request Number of Referrals Prebooks Needed Massage Sessions Series (Packages)... 3 Get 1 Free 27 Body Repair Treatments Add'l Services Esthetic Target System Total Number of... Guests 28 Number of Repeat/Request Number of Referrals Prebooks Needed Total Facials Skin Treatments Series of Skin Treatments Add'l Services Retail Dollars per... Guest 31 II

4 1 Level Goal Tracking System Guide Introduction When Envision is enabled with the Goal Level Tracking System, you are able to generate reports that contain required information for goals. To accurately use Envision with Goal Level Reporting, Envision must be setup with key information. Follow these Step-by-Step instructions to accurately setup Envision for Goal Level System Reporting. Step I: Goal Tracking Service Settings When entering services you must select a Service Type and the different price levels for the service. Verify Service Types Service types are how Envision sees the services as belonging to certain areas in the goal level reports. Entering and maintaining the service types correctly will influence how the reports will show. Changing these types can break the functionality of the reports. 1. To open this screen, select "Company" from the menubar in Envision and select "Setup Program Preferences". 2. Click over "Define Service Types" on the left side of the popup window. 3. Verify that your service types match the types as pictured below. 4. Select "Save" in the upper right of the popup window to save any changes. Note: If you have made changes, exit the Envision program and reopen. This will implement the changes.

5 Step I: Goal Tracking Service Settings Reset Inventory Service Types The Reset Inventory Service Types option is used to update your sales history if you make changes to the Service Types in the Service File AFTER you have been using Envision to sell inventory (service and retail). 1. To reach this option, click on Reports on the Menu bar of Envision. 2. Click on the Goal Tracking Report Menu on the Reports menu. 3. Select Reset Inventory Service Types from the menu that appears to the right. 4. Click the "Yes" button on the popup to update the Service Types. 2

6 3 Level Goal Tracking System Guide Select a Service Type for your Services The Service Type must be set for each of your services so that goal reports can be generated with accurate information about the services you have sold. 1. To select Service Types for your services, click on Inventory on the Menu bar of Envision 2. Select Services from the drop down menu. 3. Click on the New button on the List Tool Bar if you are adding a new service or double click (left click) on top of a service to select the Service Type for a service that has already been entered. 4. The Service Type selection is located below "1st Resource" and above "Web URL", as shown in the image above. Click on the drop down arrow to select a "Service Type" from the drop down menu as shown in the above image. Service Types beginning with "HAIR" correspond to employee type "Stylist". Service Types beginning with "NAILS" correspond to employee type "Nail Technician". Service Types beginning with "MASSAGE" correspond to employee type "Massage Therapist". Service Types beginning with "Esthetic" correspond to employee type "Esthetic".

7 Step I: Goal Tracking Service Settings Enter Service Price Levels Below are instructions for entering the different Service Price Levels for each of your services. 1. Click on "Inventory" on the Menu Bar of Envision 2. Select "Services" from the menu. 3. Click the "New" button at the top of the list if you are adding a new service or you can double click (left click) on top of a service in the list to edit it. Service Pricing Table 4. Enter your different levels of pricing in the "Service Pricing Table". Entry Level Pricing: If you have Entry Level employees, their pricing should be entered in the "Level 7" field. 4

8 5 Level Goal Tracking System Guide Setup Service Packages If you are using the Ultimate version of Envision, you can setup a service package for combination services, like a "Color & Cut". The goal reports calculate a quantity of services performed for each service provider. A "Color & Cut" service should be counted as two separate services, however if you create one service in your list called "Color & Cut", the program will only be able to count this as one service. Envision's "Service Package" feature will allow you to create the combination service package so that you only have to schedule one service, but when this service is moved into the Sales Register, there will actually be two services moved over instead of one. Envision will then calculate this as two services performed instead of one. Below are instructions for creating a Service Package in Envision. Note: The "Color" service and "Haircut" service must be created in your Services list prior to creating the Service Package. 1. Click on "Inventory" on the Menu Bar of Envision. 2. Select "Services" from the menu. 3. Click on the "New" button at the top of the list. The following screen will appear without any information filled in. 4. Enter a name for the Service Package in the "Item Id" field and the "Description" field. For example, "Color & Cut". 5. Select a "Department" and a "Class". 6. Select the "Hair - Chemical" Service Type from the drop down menu. 7. Enter your different levels of pricing into the Level fields. The price entered here should be the price for both services.

9 Step I: Goal Tracking Service Settings 8. Click on the "Scheduling Options" tab. 9. Enter the time that it takes to apply the color into the "Initial / Setup" field. 10. Enter the time that it takes for processing into the "Process" field. 11. Enter the time that it will take for the haircut into the "Complete" field. 12. Click the "Service Package" tab at the top of the screen. 13. To add services to this list, click in the field labeled "Click here to add a new row". Clicking in this field will provide a drop down arrow. Click the drop down arrow to select the first service from your list of services. Select your "Color" service from your list of services. 14. After selecting the first service, click in the blank row directly below the row where the first service is selected. The first service will move to the second row and you will be able to add an additional service by clicking in the field labeled "Click here to add a new row". Select your "Haircut" service from your list of services. 15. Click the "Save" button on the right. Combination Services without Pro Edition: If you are not using the Pro edition of Envision, it would be best to schedule a "Color & Cut" as two separate services in the calendar. If you are using the processing time for the Color service, enter the "Initial" time and the "Process" time and leave the "Completion" time set to zero. You will be scheduling the Haircut service in place of the Completion time. When you check a client out from the Calendar, both services will be moved into the Sales Register. 6

10 7 Level Goal Tracking System Guide Step II: Enter Goals by Service Provider Type Target goals must be entered into the system for Envision to generate accurate information for Goal Level System Reporting. The Standard Plan has already been entered into the system with standard target goals. The goals that are entered in this plan are guidelines for you to use when setting up the Goal System. The numbers that have been set for the Standard Plan may not be goals that your employees are capable of reaching or your employees may be capable of higher goals. You may use the Standard Plan with the goals that have been set or you may change these goals to fit the capabilities of your business. You may also create a new plan with your own target goals and leave the Standard Plan as a guideline plan that you may refer back to. View or Edit Standard Plan 1. To enter your employees target goals, click on Reports on the Menu bar of Envision. 2. Click on the Goal Tracking Report Menu on the Reports Menu. 3. Select Enter Goals by Service Provider Type from the menu that appears on the right. The following list will appear:

11 Step II: Enter Goals by Service Provider Type 8 4. Double click on the Standard Plan to open this plan or click the New button on the List Tool Bar to create a new plan. If you are not sure of what to enter for a new plan, it would be best to open the Standard Plan to view what the standard target goals are for each Employee Type / Level Class. The following screen will appear when you open the Standard Plan: 5. Click on the "Employee Type / Level Class" on the left to switch to a different set of goals for the Employee Type / Level Class selected. 6. The "Target Goals" displayed on the right are for the Employee Type / Level Class that is highlighted on the left. You may change the numbers entered for the target goals on the right if they are not goals that the Employee Type / Level Class (selected on the left) will be able to meet. Enter your own target goals for the Employee Type / Level Class selected if you are creating a new plan. 7. When you have entered all of your employees target goals for all of their specific levels, you may click on the Save button on the right side of this screen to save the changes you have made to the Standard Plan or to save a new plan. You may also create multiple plans if needed. Click the "Save & New" button to save the changes you have made and open a new plan. Update Goals for All Employees If all of your employees will be under the same plan, click on the "Actions" button in the upper right hand corner of the "Enter Level Goals by Service Provider Type" list. Select the Update Employees option in the upper right hand corner of this screen when you are ready to assign this plan to ALL of your employees. If the majority of your employees will be under this plan, select this option and then edit the Plan Type for the employees that are not under this plan.

12 9 Level Goal Tracking System Guide Step III: Goal Level Commission Plan Envision will allow you to calculate commission based on a Goal Level Commission Plan. Follow the steps below to set up a Goal Level Commission Plan. Set Service Commission Options - Service Commission Tab 1. To create a commission plan, click on Accounting on the Menu bar of Envision. 2. Select Commission Plans from the menu. 3. If you have not yet created a commission plan, the list will be empty. Click on the New button on the List Tool Bar to create a new commission plan. The following screen will appear without any information filled in. 4. Enter a name for this plan. The name can be specific to the type of plan that you are creating. You can enter an easy to recognize name in this field. This will allow you to easily select the correct plan for the employee later.

13 Step III: Goal Level Commission Plan 10 Service Commission Plan Type When Envision is enabled with Goal Level System Reporting, a specific plan type called Goal Level Commission has already been selected for your Service Commission plans. There is no need to select a Plan Type. 5. When you are setting up your commission plan, using the check boxes and fields provided, you can override whatever was set in Inventory for an item. When you assign this commission plan to an Employee, these settings will take precedence over any settings in Inventory. You can also add a flat charge per item or ticket as well as set all Overhead deductions to a certain percentage. It is common for Goal tracking salons to have an Overhead Deduction Percentage or 6% or 7%. If this is the case, enter "6" or "7" into the "Set all Overhead deductions to this percentage" field. 6. If there are any costs associated with inventory items that will be deducted from the employee s commission, they can be deducted before or after the commission is calculated. After reduces the actual commission money the employee receives more than Before. The most common selection is "Subtract Before Commission Calculation". 7. Enter a percentage into each level that you will be using. Entry Level Percentage: The "Entry Level / Level 1" field is used for for "Level 1" employees as well as "Entry Level" employees. In order to use this field for "Entry Level" employees, you will need to create a separate Commission Plan for the "Entry Level" percentage. After creating this plan, click the "Save & New" button to create a new plan. Enter the plan name "Entry Level Commission" into the Commission Plan Description and enter the Entry Level percentage into the "Entry Level / Level 1" field. 8. Click on the "Retail Commission" tab at the top of this screen to enter your retail commission settings.

14 11 Level Goal Tracking System Guide Set Retail Commission Options - Retail Commission Tab When Envision is enabled with Goal Level System Reporting, a specific plan type called Retail to Service % has already been selected for your Retail Commission plan. There is no need to select a Plan Type for Retail Commission. 9. Check "Exclude Service Deductions from RTS%" so that the Retail to Service % is not affected by deductions. 10. Check "Exclude Tanning Sales" if you sell any tanning items. 11. Check "Exclude Gift Certificate Sales" if you do not pay commission on Gift Certificates. 12. Enter "20" into the "Maximum RTS Commission %" field if you will not be paying more than 20% in retail commission. 13. Leave the "Minimum RTS% Required" set to zero. 14. Click the "Save" button if you are finished or click the "Save & New" button if you need to create an "Entry Level Commission Plan".

15 Step III: Goal Level Commission Plan 12 Step III: Goal Tracking Employee Settings When entering your employees' information into Envision, you must set a Service Price Level, Employee Type, Goal Level and Commission Plan for each employee. Select Service Price Level - Other Tab Envision allows you to set up to 10 different price levels for each Service. You will need to assign a service price level to each employee. This allows you to charge the client a different price for the same service depending upon who performs the work. This method simplifies setting up your service prices. As you add / hire new employees, you only need to set their appropriate price level and Envision will automatically charge the correct service price according to the level selected for each employee. 1. To enter a Service Price Level for each employee, click on Employee on the Menu bar of Envision. 2. Select the Employee List from the menu. 3. Click the New button on the List Tool Bar if you are adding the employee to the list or the Edit button if the employee has already been added to the system. 4. Click on the Other tab to select the Service Price Level for this employee. The Service Price Level setting is located in the middle of the screen as shown in the image below.

16 13 Level Goal Tracking System Guide Select Employee Goal Preferences - Other Tab 1. Select the "Service Provider Type" for this employee, above the "Service Price Level" section. You have 6 different options for Service Provider Type as shown in the above image. Select the type that applies to this employee. 2. Select the "Plan Type" that you have created if this has not already been set. If you have created more than one plan, select the plan that applies to this employee. 3. Select the "Level" that applies to this employee. The selections are 1 through 4AA as shown in the below image. 4. Click the "Save" button if you are finished editing your employees' records or click the "Next" button to move to the next employee's record in the list.

17 Step III: Goal Tracking Employee Settings 14 Set Employee Payroll Commission Plan - Payroll Tab 1. To select a commission plan for your employees, click on "Employee" on the Menu Bar of Envision. 2. Double click (left click) on top of an employee's name to open their record. 3. Click on the Payroll tab when entering or editing an employee s information. 4. Click on the drop down arrow in the "Commission Plan" field to select one of the Commission Plans that you have created. 5. Select or enter any other necessary payroll information for this employee and click the "Save" button on the right or click the "Next" button to move to the next employee's record. Setting the Front Desk Operator In order for Front Desk employees to receive credit for Add-On Services, it is important that the employee be set as the Front Desk Operator when using the program. If multiple Front Desk Operators are sharing a computer, each must be set as the FDO when they are using the Appointment Calendar and Sales Register. Automatically Set the FDO The Front Desk Operator can be set automatically when the employee logs in as long as you have security enabled and the option "Automatically Set the Front Desk Operator when Logging into Program" checked under the Calendar Options of your Program Preferences. Click on "Company" on the Menu Bar of Envision, select "Setup Program Preferences" from the menu and click on the "Calendar Options" button on the left. Manually Set the FDO The Front Desk Operator can be set manually in the Appointment Calendar. Click the Actions button in the upper right hand corner and select the Set Front Desk Operator (FDO) option at the bottom of this menu.

18 15 Level Goal Tracking System Guide Goal Tracking Report Calculations The following document describes how Envision calculates the values needed by the salon for the variety of Goals you have preset for each employee based upon Employee Type and Level. Front Desk Target System RTS Percentage - per Day This is the salon s Retail to Service percentage. Envision sums the total retail sales amount and the total service sales amount for all service providers for the date range specified on the report. To calculate the RTS percentage we divide the total Retail by the total Service Sales. RTS = Total Retail / Total Service Example: Total Retail Sales = $100.00, Total Service Sales = $ , the RTS is 100/1000 or 10%. Retail to Service Analysis Report (Location Report Menu / Business Analysis Report Menu/Retail to Service Analysis Report Menu). Prebook Percentage - per Day This is the salon's total number of prebooks divided by the total number of guests. Envision calculates the total number of prebooks for all service providers divided by the total number of guests that came in to the salon. Prebooks are calculated from the individual service provider reports. * Please refer to the individual service provider report specifications for more information on how Envision calculates Prebooks. The number of guests is based on the number of tickets: Single tickets count as a single client. If you combine multiple tickets, where one client pays for several different clients, each client on the combined ticket counts as a guest. If a client has multiple tickets on the same day, i.e. comes in the morning, cashes out, then comes in the afternoon and cashes out again, or you cash out a client, forget to add services and cash out the client again on a separate ticket, this will count as two guests. Total Prebooks Prebook Analysis Report (Location Report Menu / Business Analysis Report Menu/Prebook Analysis Report Menu).

19 Goal Tracking Report Calculations 16 Add'l Service Sales This is any service that is added to the client s appointment after the date that the initial appointment was booked. This includes additional services added on the calendar or sold at the Point of Sale. Envision tracks the initial booking date for each appointment. When additional services are scheduled for that client on their visit date, if they are booked after the initial booking date, they are considered Add-On services. Example: An appointment is scheduled on May 1 st for June 1 st. The initial booking date is May 1 st. Any service scheduled for that client s visit on June 1 st that is scheduled after the May 1 st Booking Date is considered an Add-On Service. Envision also counts services added at the Point of Sale as Add-On services if they are not already on the calendar. If multiple services are added to a new ticket when there is not an appointment for any of the services in the calendar, the second service and any additional services after the second service will be counted as Add-On services. Example 1: A client has an appointment for a hair cut. While in the salon, they decide to have a manicure. This service is not on the calendar but added to the Point of Sale ticket. Since it was added after the initial booking date, it is automatically considered an Add-On service. Example 2: A client walks in to the salon without an appointment and asks for a manicure, pedicure and a hair cut. When this sale is complete, two of the services will be counted as AddOn services. ** Note: In order for the Front Desk Operator (FDO) to receive credit for an Add-On sale they must set as the FDO user id on the Appointment Calendar. Please see the Goal Tracking Setup Guide for more information on how to set the current FDO user id. Add-On services Addon Sales Detail Report sorted by FDO (Location Report Menu / Business Analysis Report Menu). Gift Certificates Sold or Upgraded This is the number of gift certificates that have been sold by the employee. Envision will give credit to an employee for a gift certificate when their Employee Id is selected in the Sold by Employee field on the Sell a Gift Certificate window. Gift certificate sales by employee Sales by Employee / Subtotal by Inventory Type for Gift Certificates only (Location Report Menu / Sales by Employee / Subtotal by Inventory Type).

20 17 Level Goal Tracking System Guide Referrals by Desk Personnel The Referrals by Desk Personnel is the number of clients who have been referred by the front desk employee. The Employee s Id must be selected for the Referred by Emp field in the client s file. Envision tracks the Created On date, which is the date of the client s entry date in Envision. Envision will give credit to an employee for a referral when the client s Created On date is within the date range of the goal reports. The client must have at least 1 sale to be counted on the reports. Employee Referrals Client Referral List / Employee Referral Type (Location Report Menu / Client Report Menu.)

21 Goal Tracking Report Calculations 18 Stylist Target System Total Number of Guests This is the total number of clients that the Stylist has performed services for. The number of guests is based on the number of tickets and the service provider who performs services for the guests. The Stylist s Employee Id must be selected for the services on the clients tickets in the Point of Sale: Single tickets count as a single client. If a single service provider has multiple services for a single client on the same ticket, this counts as one client. If you combine multiple tickets, where one client pays for several different clients, each client on the combined ticket counts as a guest for the Stylist when their Employee Id has been selected for the services. If a client has multiple tickets on the same day, i.e. comes in the morning, cashes out, then comes in the afternoon and cashes out again, or you cash out a client, forget to add services, and cash out the client again, this will count as two guests. Total Guests Employee Summary Report (Location Report Menu / Goal Tracking Report Menu). Number of Repeat/Request The number of Repeat/Requests is the number of guests that requested to see the Stylist. The Number of Repeat/Requests is calculated by the number of appointments scheduled with the Stylist that have Repeat/Request checked in the Schedule Appointment window for a single service or when the Stylist is selected for a service when using the Book Multiple Services or Packages feature. The Repeat/Request will only be counted when the sale of the service has been completed. If there are two services on one ticket for the same client and both services were repeat/request appointments for the Stylist, this will be considered one repeat/request when the sale is completed. If a client has two tickets within the date range of the goal reports and services on both tickets were repeat/request appointments for the Stylist, this will be considered two repeat/requests. If there are two clients on one ticket and services for both clients were repeat/request appointments for the Stylist, this will be considered two repeat/requests. Number of Repeat/Requests Client retention Detail Report (Location: Report Menu/Business Analysis Report Menu / Client Retention Report Menu).

22 19 Level Goal Tracking System Guide Number of Referrals The Number of Referrals is the number of clients who have been referred by the Stylist. Envision will give credit to the Stylist for a referral when the client s Created On date is within the date range of the goal reports. The Stylist s Employee Id must be selected for the Referred by Emp field in the client s file. Envision tracks the Created On date. Employee Referrals Client Referral List / Employee Referral Type (Location Report Menu / Client Report Menu.) Prebooks Needed This is the number of appointments that were prebooked for the Stylist s guests. Envision calculates the number of appointments that were prebooked with the stylist before the Cash Out button is clicked. The appointment must be scheduled with the same service provider. The appointment must be scheduled in the Appointment Calendar the day of the client s appointment before the client s ticket is cashed out in the Point of Sale window. The appointment may be booked at anytime during the day of the client s appointment as long as it has been booked in the calendar before the Cash Out button has been clicked for the client s ticket. Prebooks Prebooked Appointment Detail Report (Location Report Menu / Business Analysis Report Menu/Prebook Report Menu). Total Number of Services This is the number of services that the Stylist performed within the date range of the goal reports. Envision will count a service for the Stylist when their Employee Id has been selected for the service in the Point of Sale. Number of Services Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu).

23 Goal Tracking Report Calculations 20 Hair Chemicals Needed This is the number of Hair Chemical services performed by the Stylist. A Hair Chemical is counted when a service is performed by the Stylist that has the Service Type set as a Hair Chemical service. Please refer to the Goal Tracking Setup Guide for instructions on setting the Service Type. Total number of Hair Chemical services Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu). Add'l Services This is the number of Hair Addl Service items performed by the Stylist or any other service performed that does not fall into the other Stylist categories. Envision will count a service as an Additional Service if the Stylist performs a service on a client that has the Service Type set as Hair Addl Service or if the Stylist performs a service that does not fall into any of the Stylist categories. Example: If a Stylist performs a Manicure, this will be considered an additional service for the Stylist when the sale is completed. Total Add l Services Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu). Retail Dollars per Guest This is the total retail dollar amount sold by the Stylist. Envision sums the total retail sales amount for the Stylist. Total Retail Sales amount any of the Sales Analysis Reports (Location Report Menu / Goal Tracking Report Menu).

24 21 Level Goal Tracking System Guide Nail Tech Target System Total Number of Guests This is the total number of clients that the Nail Tech has performed services for. The number of guests is based on the number of tickets and the service provider who performs services for the guests. The Nail Tech s Employee Id must be selected for the services on the clients tickets in the Point of Sale: Single tickets count as a single client. If a service provider has multiple services for a single client on the same ticket, this counts as one client. If you combine multiple tickets, where one client pays for several different clients, each client on the combined ticket counts as a guest for the Nail Tech when their Employee Id has been selected for the services. If a client has multiple tickets on the same day, i.e. comes in the morning, cashes out, then comes in the afternoon and cashes out again, or you cash out a client, forget to add services, and cash out the client again, this will count as two guests. Total Guests Employee Summary Report (Location Report Menu / Goal Tracking Report Menu). Number of Repeat/Request The number of Repeat/Requests is the number of guests that requested to see the Nail Tech. The Number of Repeat/Requests is calculated by the number of appointments scheduled with the Nail Tech that have Repeat/Request checked in the Schedule Appointment window for a single service or when the Nail Tech is selected for a service when using the Book Multiple Services or Packages feature. The Repeat/Request will only be counted when the sale of the service has been completed. If there are two services on one ticket for the same client and both services were repeat/request appointments for the Stylist, this will be considered one repeat/request when the sale is completed. If a client has two tickets within the date range of the goal reports and services on both tickets were repeat/request appointments for the Stylist, this will be considered two repeat/requests. If there are two clients on one ticket and services for both clients were repeat/request appointments for the Stylist, this will be considered two repeat/requests. Number of Repeat/Requests Client retention Detail Report (Location: Report Menu/Business Analysis Report Menu/Client Retention Report Menu).

25 Goal Tracking Report Calculations 22 Number of Referrals The Number of Referrals is the number of clients who have been referred by the Nail Tech. Envision will give credit to the Nail Tech for a referral when the client s Created On date is within the date range of the goal reports. The Nail Tech s Employee Id must be selected for the Referred by Emp field in the client s file. Envision tracks the Created On date. Employee Referrals Client Referral List / Employee Referral Type (Location Report Menu / Client Report Menu). Prebooks Needed This is the number of appointments that were prebooked for the Nail Tech s guests. Envision calculates the number of appointments that were prebooked with the Nail Tech before the Cash Out button is clicked. The appointment must be scheduled with the same service provider. The appointment must be scheduled in the Appointment Calendar the day of the client s appointment before the client s ticket is cashed out in the Point of Sale window. The appointment may be booked at anytime during the day of the client s appointment as long as it has been booked in the calendar before the Cash Out button has been clicked for the client s ticket. Prebooks Prebooked Appointment Detail Report (Location Report Menu / Business Analysis Report Menu/Prebook Report Menu). Total Number of Services This is the number of services that the Nail Tech performed within the date range of the goal reports. Envision will count a service for the Nail Tech when their Employee Id has been selected for the service in the Point of Sale. Number of Services Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu).

26 23 Level Goal Tracking System Guide Total Sets of Hands (Manicures) Total Sets of Hands is the number Nails Manicure services performed by the Nail Tech. A Set of Hands is counted when the service performed by the Nail Tech has the Service Type set as Nails Manicure. Please refer to the Goal Tracking Setup Guide for instructions on setting the Service Type. Total number of Nails Manicure services Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu). Pedicure Packages This is the total number of Pedicure packages sold by the Nail Tech. These packages must be in the Package / Series List and marked as Series (Prepaid Items). The Service Types for the services in these packages must be Nails Pedicure. Total number of Pedicure Packages Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu). Pedicures This is the number of Nails Pedicure services performed by the Nail Tech. A Pedicure is counted when the service performed by the Nail Tech has the Service Type set as Nails Pedicure. Total number of Nails Pedicure services Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu).

27 Goal Tracking Report Calculations Add'l Services This is the number of Nails Addl Service items performed by the Nail Tech or any other service performed that does not fall into the other Nail Tech categories. Envision will count a service as an Additional Service if the Nail Tech performs a service on a client that has the Service Type set as Nails Addl Service or if the Nail Tech performs a service that does not fall into any of the Nail Tech categories. Example: If a 1 Hour Massage was performed by the Nail Tech, this will be considered an additional service for the Nail Tech when the sale is completed. Total Add l Services Sales Analysis Report / By Employee (Location Report Menu / Goal Tracking Report Menu). Retail Dollars per Guest This is the total retail dollar amount sold by the Nail Tech. Envision sums the total retail sales amount for the Nail Tech. Total Retail Sales amount any of the Sales Analysis Reports (Location Report Menu / Goal Tracking Report Menu). 24

28 25 Level Goal Tracking System Guide Massage Therapist Target System Total Number of Guests This is the total number of clients that the Massage Therapist has performed services for. The number of guests is based on the number of tickets and the service provider who performs services for the guests. The Massage Therapist s Employee Id must be selected for the services on the clients tickets in the Point of Sale: Single tickets count as a single client. If a single service provider has multiple services for a single client on the same ticket, this counts as one client. If you combine multiple tickets, where one client pays for several different clients, each client on the combined ticket counts as a guest for the Massage Therapist when their Employee Id has been selected for the services. If a client has multiple tickets on the same day, i.e. comes in the morning, cashes out, then comes in the afternoon and cashes out again, or you cash out a client, forget to add services, and cash out the client again, this will count as two guests. Total Guests Employee Summary Report (Location Report Menu / Goal Tracking Report Menu). Number of Repeat/Request The number of Repeat/Requests is the number of guests that requested to see the Massage Therapist. The Number of Repeat/Requests is calculated by the number of appointments scheduled with the Massage Therapist that have Repeat/Request checked in the Schedule Appointment window for a single service or when the Massage Therapist is selected for a service when using the Book Multiple Services or Packages feature. The Repeat/Request will only be counted when the sale of the service has been completed. If there are two services on one ticket for the same client and both services were repeat/request appointments for the Massage Therapist, this will be considered one repeat/request when the sale is completed. If a client has two tickets within the date range of the goal reports and services on both tickets were repeat/request appointments for the Massage Therapist, this will be considered two repeat/ requests. If there are two clients on one ticket and services for both clients were repeat/request appointments for the Massage Therapist, this will be considered two repeat/requests. Number of Repeat/Requests Client retention Detail Report (Location: Report Menu / Business Analysis Report Menu / Client Retention Report Menu).

29 Goal Tracking Report Calculations 26 Number of Referrals The Number of Referrals is the number of clients who have been referred by the Massage Therapist. Envision will give credit to the Massage Therapist for a referral when the client s Created On date is within the date range of the Goal Tracking reports. The Massage Therapist s Employee Id must be selected for the Referred by Emp field in the client s file. Envision tracks the Created On date. Employee Referrals Client Referral List / Employee Referral Type (Location Report Menu / Client Report Menu). Prebooks Needed This is the number of appointments that were prebooked for the Massage Therapist s guests. Envision calculates the number of appointments that were prebooked with the Massage Therapist before the Cash Out button is clicked. The appointment must be scheduled with the same service provider. The appointment must be scheduled in the Appointment Calendar the day of the client s appointment before the client s ticket is cashed out in the Point of Sale window. The appointment may be booked at anytime during the day of the client s appointment as long as it has been booked in the calendar before the Cash Out button has been clicked for the client s ticket. Prebooks Prebooked Appointment Detail Report (Location Report Menu / Business Analysis Report Menu / Prebook Report Menu). Massage Sessions Total Massage Sessions is the number of Massage Session services performed by the Massage Therapist. A Massage Session is counted when a service is performed by the Massage Therapist that has the Service Type set as Massage Session. Please refer to the Goal Tracking Setup Guide for instructions on setting the Service Type. Total number of Massage Session services Sales Analysis Report / By Employee (Location Report Menu / Goal Tracking Report Menu).

30 27 Level Goal Tracking System Guide Series (Packages) 3 Get 1 Free This is the number of times that three or more Massage Session services were sold on one ticket. Envision calculates the total number of times three services are sold that have the Service Type set as Massage Session services. This can be three or more separate Massage Session service items on one ticket. This can also be a package containing three or more Massage Session service items. Total number of Packages or 3 or more Massage Items sold Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu). Body Repair Treatments Specialized Massage is the number of Massage Specialized services performed by the Massage Therapist. A Specialized Massage is counted when a service is performed by the Massage Therapist that has the Service Type set as Massage Specialized. Total Specialized Massages Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu). Add'l Services This is the number of Massage Addl Service items performed by the Massage Therapist or any other service performed that does not fall into the other Massage Therapist categories. Envision will count a service as an Additional Service if the Massage Therapist performs a service on a client that has the Service Type set as Massage Addl Service or if the Massage Therapist performs a service that does not fall into any of the Massage Therapist categories. Example: If a Manicure was performed by the Massage Therapist, this will be considered an additional service for the Massage Therapist when the sale is completed. Total Add l Services Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu).

31 Goal Tracking Report Calculations 28 Esthetic Target System Total Number of Guests This is the total number of clients that the Esthetician has performed services for. The number of guests is based on the number of tickets and the service provider who performs services for the guests. The Esthetician s Employee Id must be selected for the services on the clients tickets in the Point of Sale: Single tickets count as a single client. If a single service provider has multiple services for a single client on the same ticket, this counts as one client. If you combine multiple tickets, where one client pays for several different clients, each client on the combined ticket counts as a guest for the Esthetician when their Employee Id has been selected for the services. If a client has multiple tickets on the same day, i.e. comes in the morning, cashes out, then comes in the afternoon and cashes out again, or you cash out a client, forget to add services, and cash out the client again, this will count as two guests. Total Guests Employee Summary Report (Location Report Menu / Goal Tracking Report Menu). Number of Repeat/Request The number of Repeat/Requests is the number of guests that requested to see the Esthetician. The Number of Repeat/Requests is calculated by the number of appointments scheduled with the Esthetician that have Repeat/Request checked in the Schedule Appointment window for a single service or when the Esthetician is selected for a service when using the Book Multiple Services or Packages feature. The Repeat/Request will only be counted when the sale of the service has been completed. If there are two services on one ticket for the same client and both services were repeat/request appointments for the Esthetician, this will be considered one repeat/request when the sale is completed. If a client has two tickets within the date range of the goal reports and services on both tickets were repeat/request appointments for the Esthetician, this will be considered two repeat/ requests. If there are two clients on one ticket and services for both clients were repeat/request appointments for the Esthetician, this will be considered two repeat/requests. Number of Repeat/Requests Client retention Detail Report (Location: Report Menu/Business Analysis Report Menu/Client Retention Report Menu).

32 29 Level Goal Tracking System Guide Number of Referrals The Number of Referrals is the number of clients who have been referred by the Esthetician. Envision will give credit to the Esthetician for a referral when the client s Created On date is within the date range of the goal reports. The Esthetician s Employee Id must be selected for the Referred by Emp field in the client s file. Envision tracks the Created On date. Employee Referrals Client Referral List / Employee Referral Type (Location Report Menu / Client Report Menu). Prebooks Needed This is the number of appointments that were prebooked for the Esthetician s guests. Envision calculates the number of appointments that were prebooked with the Esthetician before the Cash Out button is clicked. The appointment must be scheduled with the same service provider. The appointment must be scheduled in the Appointment Calendar the day of the client s appointment before the client s ticket is cashed out in the Point of Sale window. The appointment may be booked at anytime during the day of the client s appointment as long as it has been booked in the calendar before the Cash Out button has been clicked for the client s ticket. Prebooks Prebooked Appointment Detail Report (Location Report Menu / Business Analysis Report Menu/Prebook Report Menu). Total Facials This is the number of Esthetic Facial items performed by the Esthetician. A facial is counted when a service is performed by the Esthetician that has the Service Type set as Esthetic Facial. Please refer to the Goal Tracking Setup Guide for instructions on setting the Service Type. Total Facials Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu).

33 Goal Tracking Report Calculations 30 Skin Treatments This is the number of Esthetic Skin Treatment items performed by the Esthetician. A skin treatment is counted when a service is performed by the Esthetician that has the Service Type set as Esthetic Skin Treatment. Total Esthetic Skin Treatment Items Sales Analysis Report - By Employee (Location Report Menu / Goal TrackingReport Menu). Series of Skin Treatments This is the number of times that three or more Esthetic Skin Treatment services were sold on one ticket. Envision calculates the total number of times a prepaid package of services were sold that have the Service Type set as Esthetic Skin Treatment. These packages must be in the Package / Series List and marked as Series (Prepaid Items). The Service Types for the services in these packages must be Esthetic Skin Treatment. Total number of Packages Sales Analysis Report - By Employee (Location Report Menu / Goal Tracking Report Menu). Add'l Services This is the number of Esthetic Addl Service items performed by the Esthetician or any other service performed that does not fall into the other Esthetic categories. Envision will count a service as an Additional Service if the Esthetician performs a service on a client that has the Service Type set as Esthetic Addl Service or if the Esthetician performs a service that does not fall into any of the Esthetic categories. Example: If a 1 Hour Massage was performed by the Esthetician, this will be considered an additional service for the Esthetician when the sale is completed. Total Add l Services Sales Analysis Report - By Employee (Location Report Menu / Goal TrackingReport Menu).

34 31 Level Goal Tracking System Guide Retail Dollars per Guest This is the total retail dollar amount sold by the Esthetician. Envision sums the total retail sales amount for the Esthetician. Total Retail Sales amount any of the Sales Analysis Reports (Location Report Menu / Goal Tracking Report Menu).