Dashboard & Reports
- How to use the client retention report
- Introduction: Introduction: Timely dashboard business overview tab
- How to view and download reports in Timely
- How to set permissions for Timely dashboard access
- How to use the executive summary report
- Introduction: Timely dashboard staff overview tab
- How to use the business performance reports
- How to elevate the client experience
- How to view your client's product sales history
- Introduction: Timely dashboard activity tab
- How to set up staff targets
- How to use the sales and financial reports
- How to report on new packages
- How to give your staff access to view staff targets
- How to use the appointment reports
- How to receive, download, and export your data from Timely
- How to track progress towards staff targets
- Introduction: Client reports
- How to report on legacy packages
- How to use the staff reports
- Introduction: Gift voucher reports
- How to use the voided sales and payments reports
- How to calculate staff commission using Timely reports