Business Analysis Reports - Team Goal Summary

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.

This report shows information on the goals entered for employees within teams that have team goals applied.

Options Include:

  • Date Range Selection
  • All or Single Goal Plan
  • All or Single Employee
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Goals
  • Appointment Type (provider)
  • Service Type (provider)

Note:

  • 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

Report Example:

team_goals_summary.png

service_type_goals_team_summary.png

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