Center Targets - Summary Report (For the Month)

The Center Target - Summary report enables you to track the month-to-date performance of your center against the monthly sales or collection targets across all sale types, including services, memberships, classes, prepaid cards, and packages. 

Important Notes

This report:

  • Shows either sales or collection targets based on the organization flag to display sales or collections dashboards
  • Includes both open and closed invoices
  • Shows only those sale types that are enabled for the center

Common Use Cases

  • Track the performance of your center across sale types
  • Identify the sale types that are doing above/below targets
  • Rework targets based on actual values

Follow these steps to navigate to the report:

  1. Make sure you are at the center level for which you want to run the report. 
  2. On the Main menu, click the Admin tab.
  3. On the Reports Dashboard, click Daily Reports > Center Targets – Summary (For the Month).
  4. Make your selections in the Filter Criteria and click Refresh.
    The report opens.
  5. To export the report, on the top right side of the report, click the Excel  or .CSV icons

 

Filter Criteria

Criteria Options Description
Month-to-Date   By default, the report is set to current month-to-date. To view the report for a different date (and month), click the calendar icon and select the required date.

Column Descriptions

Column  Description Possible Values  
Category The name of the center.  
Sale Type The sale type for the center. The sale type for the center. Note that the sale types that are disabled for the organization are not shown in the report.
  • Services
  • Classes
  • Products
  • Memberships
  • Packages
  • Gift Cards
  • Prepaid Cards
  • Total Sales
  • Service Revenue
Actual Month-to-date sales or collections of the sale type.  
Target The month-to-date target for the sale type.  
% Target Achieved The percentage of the target achieved till date.  
Month Target Month's sales or collection target for the sale type.  
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