Using the Business overview on your Timely Dashboard
The Business overview gives you detailed information about how your business is performing. This includes appointment, product and sales summaries; staff productivity; customer breakdown; and customer rebooking and retention rates.
There are three main areas to the Business overview:
To view the Business overview, toggle the left option in the top left corner of your screen:
You can view these graphs for a few different date ranges, as well as by Staff member and Location. All of which can be selected from the drop downs in the top right corner:
At the very top of the page you will see a calculation, which shows you a breakdown of where your income is coming from.
Tip: This section is based on information in the Sales report, so you can use this to dig a little deeper into your numbers!
This will show a total for services (booked and walk-in services), products and packages. If any discounts have been applied in that period, these will be shown and a final Total sales will be shown.
Underneath each figure will be another value, which compares your performance against the last period. If this is green then this has improved, if this is red then this has declined:
Note: The Total Sales figure does not include gift voucher sales or package redemptions. Find out more about gift voucher liabilities here.
You'll then also be shown a graph over your sales across each day/week (depending on the date range selected). You'll be shown the past actual sales (left) and the future projected sales (right), side-by-side:
Tip: This graph takes its information from the Service sales and Product sales reports respectively. Due to the way discounts are applied, sales shows here won't take into account any discounts applied.
You'll then see a summary of your customer performance. This will indicate how many total appointments there were for that period, how many new and total customers. This will also give you Retention and Rebooking rates:
- Retained: This figure shows the percentage of customers who are returning customers, i.e, customers that you’ve seen before.
- Rebooked: This figure shows you what percentage of your customers have booked a future appointment in the Calendar, i.e., have they rebooked their last appointment.
Note: The Retention and Rebooking percentages are based on individual bookings and not unique customers. This means that if a new customer has 4 visits in a specific date range, we will record all 4 of those bookings as being 'not retained’. If an existing or returning customer has 4 appointments in a specific period, then we will record all four of those as being ‘retained’.
Tip: These figures are based on the Executive Summary report and show performance for all staff. To view more information about individual staff performance, you can use this report or the Staff overview.
The productivity graphs show you a direct relationship between how many available hours you have and how many of those are booked.
You'll be shown your total available time (white outline) and a breakdown of how this has been booked. Percentages will be shown for each type of booking, with a total booking percentage underneath:
Managing busy time and breaks
To include staff breaks or busy time in the total hours worked on the staff Productivity chart
- Click the settings cog next to the chart title:
- From the pop-up form, check/uncheck the relevant boxes:
- Click Save to apply your changes.
Tip: To take a closer look at your Productivity and booking percentages, for particular staff members or dates, then you can view the Staff Timesheet report.