Employee Teams and Team Goals are a by-request-only feature available in the Ultimate edition of Envision Cloud. You can upgrade your account on the Account Subscription page.
- Date Range Selection
- All or Single Goal Plan
- All or Single Employee
- Company Selection (For multi-location businesses)
This report displays the following information:
- Appointment Type (provider)
- Service Type (provider)
- Service types without a goal level set will not show on the goal summary report.
- Services without a service type assigned will not count towards the goals set.
- Front Desk type goals include:
- Business RTS Percentage
- Business Prebook Percentage