Reporting and analytics

Staff performance

• How to set up staff targets
• How to give your staff access to view staff targets
• How to track progress towards staff targets
• How to use the staff reports
• How to calculate staff commission using Timely reports

Dashboard

• Introduction: Introduction: Timely dashboard business overview tab
• Introduction: Timely dashboard staff overview tab
• Introduction: Timely dashboard activity tab

Reports

• How to track legacy package use
• How to print or export a report in Timely
• How to update your report settings
• How to use the deleted customer list report
• How to use the customers by service report
• How to use the client retention report

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