Setting up targets for your staff is a great way to motivate them and to boost your business performance. With Timely staff targets, you can set up different types of targets and track progress towards them on the Dashboard.
In this guide we will cover:
Target types you can track
You can track the following targets for your staff:
- Total sales ($): The total revenue the staff member has brought in, so the total of all services, products and packages sold less any discounts.
- Service sales ($): The total service revenue the staff member has brought in, so the total of all invoiced services including both booked and walk in services.
- Product sales ($): The total product revenue the staff member has brought in, so the total of all invoiced products.
- Total sales rates ($/hr): The total revenue the staff member has brought in, divided by the number of rostered hours
- Service sales rates ($/hr): The total service revenue the staff member has brought in, divided by the number of rostered hours
- Product sales rates ($/hr): The total product revenue the staff member has brought in, divided by the number of rostered hours
Setting up targets for your staff
To set up targets, head to the Dashboard
- Click on the Targets tab to access the staff targets view:
- If you've never added a target before, click the 'Add a target button'. If you already have your first staff target set up, click the + button:
- On the Add target popup, choose the staff member you want the set up the target for. Select the Type of target (e.g. Service sales), the frequency (e.g. a Weekly target) and when that target should start. Enter the Goal - this is the target value they are aiming for.
- Click Add to add the new target.
- Once the target has been created, you will see it on the Dashboard.
You can find out more about tracking targets in this guide.
Editing a target
If you'd like to edit a target, you can make changes to take effect in the next target period (for example if you have weekly targets, they will take effect next week). To edit a target:
- Click the three dots next to the target, and choose Adjust future target:
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Enter the new target amount and click Save:
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The target will be updated for the next target period (weekly or monthly, depending on the target setup).
Deleting a target
If you'd like to delete a target, this will remove the tracking for the target completely. To delete a target:
- Click the three dots and choose 'Delete'.
- You'll be prompted to make sure you really want to delete the target, so click Delete if you're sure.
- The target is now deleted.