Envision Cloud User Guide

Employee Goal Summary

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Employee Goal Summary

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Employee Goal Summary

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This report is available in the Ultimate edition of Envision Cloud. You can upgrade your account on the Account Subscription page.

 

This report shows information on the goals entered for employees.

 

Options Include:

 

oDate Range Selection
oAll or Single Goal Plan
oAll or Single Employee
oCompany Selection (For multi-location businesses)

 

This report displays the following information:

 

oGoals
oAppointment Type (provider)
oService Type (provider)

 

Note:

 

oService types without a goal level set will not show on the goal summary report.
oServices without a service type assigned will not count towards the goals set.
oFront Desk type goals include:
Business RTS Percentage
Business Prebook Percentage

 

Report Example:

 

Front Desk Operator Goals

Front Desk Operator Goals

 

Service Provider Goals

Service Provider Goals