This article is for:
With Timely, you can set staff targets; which are a powerful way to motivate your team and grow your business. You can set targets for sales, rebooking, retail, or services, and track progress in real time on the Dashboard. This not only helps keep staff focused and accountable, but also makes it easier to celebrate wins, identify coaching opportunities, and drive consistent performance across your business. In this article, you will learn how to track progress towards staff targets.
Important note: this feature is only available to businesses on our Innovate plan. Should you wish to upgrade your plan, you can find more information in our help guide How to change your Timely plan.
How to track progress towards staff targets
Once you've got your staff targets set up, you can track them on the targets tab in your Timely dashboard. This is your go-to place for keeping track of how your staff are going against their targets. When you do this, you are able to filter to get more granular insights. There are two types of filtering available to you:
Target filtering
- Target type (e.g. Service Sales, Product Sales etc)
- Date scrolling
- Weekly vs Monthly targets
Staff filtering options
- By staff member
- By location
Timely note: targets can also be sorted by the current status, target or target progression columns. This will sort by target value.
How to track a staff members progress
Each staff member's targets are shown in their own row, organised by target type. They also have current status, target and target progression column for each target. These are:
| Current status | Shows the staff member's current progress towards their target (e.g. their total Service sales for this week). You will see a current total sales dollar value, a current dollar per hour value and how many rostered hours have elapsed so far in this period. |
| Target | Shows the staff member's target. You will see a dollar value, a dollar per hour value and how many hours are rostered for the target period. |
| Target progression | Shows what the staff member needs to do to meet their target. You will see a dollar value remaining, how much the staff member would need to make today to stay on track and how many rostered hours are left for the period. |
How are staff targets calculated?
The current status column shows where the staff member is currently at with their progress towards their target. This is how that current status is calculated for each target type:
| Total sales ($) | The total revenue the staff member has brought in, which is the total of all services, products and packages sold less any discounts. |
| Service sales ($) | The total service revenue the staff member has brought in, which is the total of all invoiced services including both booked and walk in services. This does not take into account discounts. |
| Product sales ($) | The total product revenue the staff member has brought in, which is the total of all invoiced products. This does not take into account discounts. |
For more information, see our help guide How to set up staff targets, where we cover what staff targets you can measure in Timely.