Creating and Viewing Overall/Department Goals

Note: Be aware that if you have departments set up, it is unlikely that your Goals sales data will match sales data on most reports. This is because Goals always look at sales within the department, whereas reports like the MA200 look at sales across all departments.

• Average Ticket allows you to set target amounts for Average Service Ticket, Average Retail Ticket, and the overall Average Ticket. Note that refunds affect the sale total, but NOT the number of transactions. The sale total is pre-tax, post discount.
• Swap Upgrade Fees are included in service sales data but do NOT add to ticket counts. 
• For Department goals, Average Ticket looks at the service's Service Category that is assigned to the department.
• Average Service Ticket: Total services sales / Number of transactions that included a service
• Average Retail Ticket: Total retail sales / Number of transactions that included a product
• Average Ticket: (Total service sales  + Total retail sales) / Number of transactions that included a service and/or product
  
  For example, if you have 1 service transaction for $50, 1 retail transaction for $100, and 1 retail and service transaction for $50 each (totalling $100):
  Average Service Ticket: $100 / 2 = $50
  Average Retail Ticket:    $150 / 2 = $75
  Average Ticket:              $250 / 3 = $83.33

• This is calculated as: Visit Count / Client Count
  • Visit Count: In the context of Department Goals, a visit means that on a given day, a client received a service that is in a Service Category configured with this Department, regardless of the servicing employee. In the context of Overall Goals, a visit means that on a given day, at least one service was performed for the client, regardless of Service Category or servicing employee. The visit counts only once, regardless of how many service were performed.
  • Client Count: The number of clients who received at least one service. A client can only count once.
• If the client had two tickets in one day, that counts as one visit.
• Clients marked as Transient do not factor into this metric.
• If in Graph view, you can alter the date range via Select Date Range drop-down.

• New Clients Per Month track the number of new, unique clients serviced by the department or business for a given month.

• The Client Rebooking goal is the percentage of clients that have rebooked their next appointment during the selected date range.
• For Department goals, Client Rebooking looks at the service's Service Category that is assigned to the department.
• Check out this article for additional Meevo rules on rebooks.

• Retail goals allow you to set target revenue or units for retail, either by month or by total for year. This goal requires the employee be scheduled, as the goal is broken down per hour based on the employee's scheduled hours. For example, say the monthly goal is $8000 and the employee is scheduled to work 160 hours. This would make the "per hour" goal rate $50 ($8000/160). If scheduled for 6 hours today, the employee's goal will be $300.
• You can change the goal unit of Measurement from the drop-down ($ Amount or Units).
• Below each month is the number of working days for the business, as defined in Business Hours. If entering only the total for year, Meevo automatically calculates each monthly target. 

• The Retention goal allows you to track new client retention and repeat client retention, based on an entered percentage.

• Service goals allow you to set target revenue or units for services, either by month or by total for year. Swap Upgrade Fees are included in service sales data but do not add to ticket counts. 
• This goal requires the employee be scheduled, as the goal is broken down per hour based on the employee's scheduled hours. For example, say the monthly goal is $8000 and the employee is scheduled to work 160 hours. This would make the "per hour" goal rate $50 ($8000/160). If scheduled for 6 hours today, the employee's goal will be $300.
• You can change the goal unit of Measurement from the drop-down ($ Amount or Units).
• Below each month is the number of working days for the business, as defined in Business Days/Hours. If entering only the total for year, Meevo automatically calculates each monthly target.

• 5 Star Ratings goal allows you to set a target average rating for published and not published ratings. This excludes deleted ratings.

• Request Rate allow you to configure a goal towards the percentage of the department of business' appointments that were requests.

• The Memberships goal allows you to set a target for number of memberships sold by an employee. This metric is identical to what gets calculated in the MR245 report. This goal requires the employee be scheduled.

• The Productivity goal allows you to set a goal productivity percentage for the business. This metric is calculated the same way it's determined in the MA200 and MA060 reports: (Total Productive Hours / Hours Worked) x 100

• The Gift Card Sales goal is configured similarly to Service and Retail goals; it allows you to set a goal based on amount (price, not value) sold or based on number of units sold.
• This goal requires the employee be scheduled, as the goal is broken down per hour based on the employee's scheduled hours. For example, say the monthly goal is $8000 and the employee is scheduled to work 160 hours. This would make the "per hour" goal rate $50 ($8000/160). If scheduled for 6 hours today, the employee's goal will be $300.
• You can change the goal unit of Measurement from the drop-down ($ Amount or Units).
• Below each month is the number of working days for the business, as defined in Business Days/Hours. If entering only the total for year, Meevo automatically calculates each monthly target.