Center Targets - Detail Report (For the Month)

The Center Target Details report enables you to track the month-to-date performance of each business unit in your center against their monthly sales or collection targets across all sale types, including services, memberships, classes, prepaid cards, and packages. 

Important Notes

This report:

  • Shows either sales or collection targets based on the organization flag to display sales or collections dashboards
  • Includes both open and closed invoices
  • Shows only those sale types that are enabled for the center

Common Use Cases

  • Compare the performance of different business units in your center
  • Identify the business units that are performing above or below averages
  • Identify the sale types that are doing well
  • Rework targets based on actual performance

Follow these steps to navigate to the report:

  1. Make sure you are at the center level for which you want to run the report. 
  2. On the Main menu, click the Reports tab.
  3. On the Reports Dashboard, click Daily Reports > Center Targets - Detail (For the Month).
  4. Make your selections in the Filter Criteria and click Refresh.
    The report opens.
  5. To export the report, on the top right side of the report, click the Excel  or .CSV icons

Filter Criteria

Criteria Options Description
Month-to-Date   By default, the report is set to current month-to-date. To view the report for a different date (and month), click the calendar icon and select the required date.

Column Descriptions

Column  Description Possible Values
Category The name of the center.  
Sale Type The sale types that are enabled for the center. 
  • Services
  • Classes
  • Products
  • Memberships
  • Packages
  • Gift Cards
  • Prepaid Cards
  • Total Sales
  • Service Revenue
Actual The actual month-to-date sales or collections against the sale type  
Target The month-to-date sales or commission targets for the sale type  
% Target Achieved The percentage value of the target achieved  
Month Projection The projected sales or collections for the month based on the current performance  
Month Target The monthly target for the sale type  
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