And we are just getting started.<\/strong><\/h3>\n\n\n\n<\/div>\n\n\n\nWhether you want to zoom out and look at the big picture of your business performance or investigate the finest details, the good news is we won\u2019t be bombarding you with more spreadsheets. Unless, of course, you live for a good spreadsheet\u2013then the classic table view has you covered! <\/p>\n\n\n\n
Phorest\u2019s new reporting style offers<\/strong>:<\/h3>\n\n\n\n- More ways to compare<\/strong> your data (across branches, across different staff members) and understand its context within a given time period<\/li>
- More visual aids<\/strong> (hello graphs!) and \u201ctool tips\u201d to help you understand what the numbers are telling you<\/li>
- This means more ways to implement<\/strong> the learnings from your data <\/li><\/ol>\n\n\n\n<\/div>\n\n\n\n
The rigorous metrics take on a new life in an interactive dashboard: The Phorest Health Check Dashboard 2.0<\/strong><\/h2>\n\n\n\n![\"\"\/](\"https:\/\/lh3.googleusercontent.com\/GMebQ6ZKeRXt26WaaNr6tIiJDJ6XgoCAtiDZ3d_dmXeGHt2dQzVYywEAFEief7nPx3kuEXc5NDDHM4nrIJCTh__bKr9bkZCIvt1jDkZKrMz2f0NgFf3nt4U3JrJlCeRG9B35vUrZAWl4EZpZbulSfQCPL1jq1ieRRmWMgTclIyR_haIub5_pLxRe2w\")
<\/figure>\n\n\n\nYour Health Check Dashboard is a live snapshot for instant clarity on the overall health <\/em>of your business. Bringing together data from various Phorest Reports, it\u2019s the big picture you are looking for.<\/p>\n\n\n\nThe core of your Health Check Dashboard is an overview of revenue and client visits, and it can break down your data in two<\/strong> ways:<\/h3>\n\n\n\n- By branch (if you operate multiple locations)<\/li>
- By staff member<\/li><\/ol>\n\n\n\n
You select the time period you\u2019d like to look at (say the last 7 days) to see your: <\/strong><\/h3>\n\n\n\n- Total Sales <\/li>
- Daily Sales<\/li>
- Sales Breakdown<\/li>
- Average Ticket<\/li>
- Retail to Service Percentage<\/li><\/ul>\n\n\n\n
With every number, there is context. <\/strong><\/h2>\n\n\n\nPhorest tells you by what percentage they are up or down on your previous week so you can stay one step ahead of any developing trends. <\/p>\n\n\n\n
Your Health Check Dashboard also displays your:<\/strong><\/h3>\n\n\n\n- Client Visits<\/li>
- Client Visits Breakdown<\/li>
- Value of Future Appointments<\/li>
- Busiest Days<\/li>
- Rebooking Rate<\/li>
- Returning Client Percentage<\/li><\/ul>\n\n\n\n
Data empowers you to pivot strategically<\/strong><\/h2>\n\n\n\nHaving the right information at the right time is invaluable. The Health Check Dashboard refreshes automatically with your salon\u2019s live data every few seconds. So you have the information you need instantly. <\/p>\n\n\n\n
You can also receive updates immediately by setting custom alerts for any of the metrics in the dashboard. And you can tailor these to your goals as a business. Want to know when you\u2019ve hit your weekly sales target or if your rebooking rate falls below a certain threshold? Set a custom alert, and you\u2019ll be the first to know. So you understand when to celebrate, have a conversation with your team, or build some momentum with a marketing campaign<\/a>. And you can take this insight with you anywhere by using the PhorestGo app! <\/p>\n\n\n\nThis step-by-step guide<\/a> explains everything you need to feel confident using the Health Check Dashboard.<\/p>\n\n\n\n
Phorest has also updated three new reports in this visual, interactive style, encompassing three important areas of your business.<\/p>\n\n\n\n
Staff Performance, Inventory and Transactions.<\/strong>
<\/h2>\n\n\n\n![\"\"](\"https:\/\/d2dfxqxblmblx4.cloudfront.net\/wp-content\/uploads\/2022\/10\/21145410\/health-check-blog-1-1024x540.png\")
<\/figure>\n\n\n\nStaff Performance Dashboard: <\/strong><\/h3>\n\n\n\nWhether you want to see all your staff member\u2019s performance numbers in one place or look into one person specifically, this is the first place to go. It includes the important KPIs\u2013like upsell percentage and average ticket\u2013to help you lead a productive one-to-one review or recognise standout effort in a team meeting. Plus, to put all these numbers in a human context, the Staff Performance dashboard also pulls in the client reviews your team has received during the specified time period.
While you have the birds-eye view of it all in the dashboard, your staff can individually track their own performance<\/a> via the PhorestGo app. This guarantees that everyone\u2019s objectives work together.<\/p>\n\n\n\nRelated<\/strong> \u23d0<\/a>Retain & Reward Your Team with Phorest\u2019s Staff Goals Feature<\/a><\/p>\n\n\n\nInventory: <\/strong><\/h3>\n\n\n\nYou know the delicate balance of inventory well. Use this report to follow retail sales, stock flow, and stock value. Track under and overstocked items and bestselling products and brands. And it eliminates the hassle of adding VAT and other taxes to your retail. <\/p>\n\n\n\n
Transactions: <\/strong><\/h3>\n\n\n\nEvery one of your transactions lives here. You can filter by date, amount, department, staff member and payment method. <\/p>\n\n\n\n
Related<\/strong> \u23d0The Salon Owner\u2019s Guide to Generating More Profit<\/a><\/p>\n\n\n\nUnderstanding your data means understanding your full potential.<\/strong> <\/h2>\n\n\n\nToo many salon, spa, and clinic owners are sitting on a mine of potential business insight all because they don\u2019t have a workable system for collecting and understanding their data. Phorest wants to change that. We introduced this new approach to bring powerful reporting into a digestible format so everyone has the information they need to grow, accessible at a click in your salon or spa management software<\/a>.\u00a0<\/p>\n\n\n\nSchedule your free demo<\/a> to learn more. <\/p>\n\n\n\nTogether, We Grow<\/strong><\/p>\n\n\n\n
Whether you want to zoom out and look at the big picture of your business performance or investigate the finest details, the good news is we won\u2019t be bombarding you with more spreadsheets. Unless, of course, you live for a good spreadsheet\u2013then the classic table view has you covered! <\/p>\n\n\n\n
Phorest\u2019s new reporting style offers<\/strong>:<\/h3>\n\n\n\n- More ways to compare<\/strong> your data (across branches, across different staff members) and understand its context within a given time period<\/li>
- More visual aids<\/strong> (hello graphs!) and \u201ctool tips\u201d to help you understand what the numbers are telling you<\/li>
- This means more ways to implement<\/strong> the learnings from your data <\/li><\/ol>\n\n\n\n<\/div>\n\n\n\n
The rigorous metrics take on a new life in an interactive dashboard: The Phorest Health Check Dashboard 2.0<\/strong><\/h2>\n\n\n\n<\/figure>\n\n\n\nYour Health Check Dashboard is a live snapshot for instant clarity on the overall health <\/em>of your business. Bringing together data from various Phorest Reports, it\u2019s the big picture you are looking for.<\/p>\n\n\n\nThe core of your Health Check Dashboard is an overview of revenue and client visits, and it can break down your data in two<\/strong> ways:<\/h3>\n\n\n\n- By branch (if you operate multiple locations)<\/li>
- By staff member<\/li><\/ol>\n\n\n\n
You select the time period you\u2019d like to look at (say the last 7 days) to see your: <\/strong><\/h3>\n\n\n\n- Total Sales <\/li>
- Daily Sales<\/li>
- Sales Breakdown<\/li>
- Average Ticket<\/li>
- Retail to Service Percentage<\/li><\/ul>\n\n\n\n
With every number, there is context. <\/strong><\/h2>\n\n\n\nPhorest tells you by what percentage they are up or down on your previous week so you can stay one step ahead of any developing trends. <\/p>\n\n\n\n
Your Health Check Dashboard also displays your:<\/strong><\/h3>\n\n\n\n- Client Visits<\/li>
- Client Visits Breakdown<\/li>
- Value of Future Appointments<\/li>
- Busiest Days<\/li>
- Rebooking Rate<\/li>
- Returning Client Percentage<\/li><\/ul>\n\n\n\n
Data empowers you to pivot strategically<\/strong><\/h2>\n\n\n\nHaving the right information at the right time is invaluable. The Health Check Dashboard refreshes automatically with your salon\u2019s live data every few seconds. So you have the information you need instantly. <\/p>\n\n\n\n
You can also receive updates immediately by setting custom alerts for any of the metrics in the dashboard. And you can tailor these to your goals as a business. Want to know when you\u2019ve hit your weekly sales target or if your rebooking rate falls below a certain threshold? Set a custom alert, and you\u2019ll be the first to know. So you understand when to celebrate, have a conversation with your team, or build some momentum with a marketing campaign<\/a>. And you can take this insight with you anywhere by using the PhorestGo app! <\/p>\n\n\n\nThis step-by-step guide<\/a> explains everything you need to feel confident using the Health Check Dashboard.<\/p>\n\n\n\n
Phorest has also updated three new reports in this visual, interactive style, encompassing three important areas of your business.<\/p>\n\n\n\n
Staff Performance, Inventory and Transactions.<\/strong>
<\/h2>\n\n\n\n<\/figure>\n\n\n\nStaff Performance Dashboard: <\/strong><\/h3>\n\n\n\nWhether you want to see all your staff member\u2019s performance numbers in one place or look into one person specifically, this is the first place to go. It includes the important KPIs\u2013like upsell percentage and average ticket\u2013to help you lead a productive one-to-one review or recognise standout effort in a team meeting. Plus, to put all these numbers in a human context, the Staff Performance dashboard also pulls in the client reviews your team has received during the specified time period.
While you have the birds-eye view of it all in the dashboard, your staff can individually track their own performance<\/a> via the PhorestGo app. This guarantees that everyone\u2019s objectives work together.<\/p>\n\n\n\nRelated<\/strong> \u23d0<\/a>Retain & Reward Your Team with Phorest\u2019s Staff Goals Feature<\/a><\/p>\n\n\n\nInventory: <\/strong><\/h3>\n\n\n\nYou know the delicate balance of inventory well. Use this report to follow retail sales, stock flow, and stock value. Track under and overstocked items and bestselling products and brands. And it eliminates the hassle of adding VAT and other taxes to your retail. <\/p>\n\n\n\n
Transactions: <\/strong><\/h3>\n\n\n\nEvery one of your transactions lives here. You can filter by date, amount, department, staff member and payment method. <\/p>\n\n\n\n
Related<\/strong> \u23d0The Salon Owner\u2019s Guide to Generating More Profit<\/a><\/p>\n\n\n\nUnderstanding your data means understanding your full potential.<\/strong> <\/h2>\n\n\n\nToo many salon, spa, and clinic owners are sitting on a mine of potential business insight all because they don\u2019t have a workable system for collecting and understanding their data. Phorest wants to change that. We introduced this new approach to bring powerful reporting into a digestible format so everyone has the information they need to grow, accessible at a click in your salon or spa management software<\/a>.\u00a0<\/p>\n\n\n\nSchedule your free demo<\/a> to learn more. <\/p>\n\n\n\nTogether, We Grow<\/strong><\/p>\n\n\n\n
The rigorous metrics take on a new life in an interactive dashboard: The Phorest Health Check Dashboard 2.0<\/strong><\/h2>\n\n\n\n<\/figure>\n\n\n\nYour Health Check Dashboard is a live snapshot for instant clarity on the overall health <\/em>of your business. Bringing together data from various Phorest Reports, it\u2019s the big picture you are looking for.<\/p>\n\n\n\nThe core of your Health Check Dashboard is an overview of revenue and client visits, and it can break down your data in two<\/strong> ways:<\/h3>\n\n\n\n- By branch (if you operate multiple locations)<\/li>
- By staff member<\/li><\/ol>\n\n\n\n
You select the time period you\u2019d like to look at (say the last 7 days) to see your: <\/strong><\/h3>\n\n\n\n- Total Sales <\/li>
- Daily Sales<\/li>
- Sales Breakdown<\/li>
- Average Ticket<\/li>
- Retail to Service Percentage<\/li><\/ul>\n\n\n\n
With every number, there is context. <\/strong><\/h2>\n\n\n\nPhorest tells you by what percentage they are up or down on your previous week so you can stay one step ahead of any developing trends. <\/p>\n\n\n\n
Your Health Check Dashboard also displays your:<\/strong><\/h3>\n\n\n\n- Client Visits<\/li>
- Client Visits Breakdown<\/li>
- Value of Future Appointments<\/li>
- Busiest Days<\/li>
- Rebooking Rate<\/li>
- Returning Client Percentage<\/li><\/ul>\n\n\n\n
Data empowers you to pivot strategically<\/strong><\/h2>\n\n\n\nHaving the right information at the right time is invaluable. The Health Check Dashboard refreshes automatically with your salon\u2019s live data every few seconds. So you have the information you need instantly. <\/p>\n\n\n\n
You can also receive updates immediately by setting custom alerts for any of the metrics in the dashboard. And you can tailor these to your goals as a business. Want to know when you\u2019ve hit your weekly sales target or if your rebooking rate falls below a certain threshold? Set a custom alert, and you\u2019ll be the first to know. So you understand when to celebrate, have a conversation with your team, or build some momentum with a marketing campaign<\/a>. And you can take this insight with you anywhere by using the PhorestGo app! <\/p>\n\n\n\nThis step-by-step guide<\/a> explains everything you need to feel confident using the Health Check Dashboard.<\/p>\n\n\n\n
Phorest has also updated three new reports in this visual, interactive style, encompassing three important areas of your business.<\/p>\n\n\n\n
Staff Performance, Inventory and Transactions.<\/strong>
<\/h2>\n\n\n\n<\/figure>\n\n\n\nStaff Performance Dashboard: <\/strong><\/h3>\n\n\n\nWhether you want to see all your staff member\u2019s performance numbers in one place or look into one person specifically, this is the first place to go. It includes the important KPIs\u2013like upsell percentage and average ticket\u2013to help you lead a productive one-to-one review or recognise standout effort in a team meeting. Plus, to put all these numbers in a human context, the Staff Performance dashboard also pulls in the client reviews your team has received during the specified time period.
While you have the birds-eye view of it all in the dashboard, your staff can individually track their own performance<\/a> via the PhorestGo app. This guarantees that everyone\u2019s objectives work together.<\/p>\n\n\n\nRelated<\/strong> \u23d0<\/a>Retain & Reward Your Team with Phorest\u2019s Staff Goals Feature<\/a><\/p>\n\n\n\nInventory: <\/strong><\/h3>\n\n\n\nYou know the delicate balance of inventory well. Use this report to follow retail sales, stock flow, and stock value. Track under and overstocked items and bestselling products and brands. And it eliminates the hassle of adding VAT and other taxes to your retail. <\/p>\n\n\n\n
Transactions: <\/strong><\/h3>\n\n\n\nEvery one of your transactions lives here. You can filter by date, amount, department, staff member and payment method. <\/p>\n\n\n\n
Related<\/strong> \u23d0The Salon Owner\u2019s Guide to Generating More Profit<\/a><\/p>\n\n\n\nUnderstanding your data means understanding your full potential.<\/strong> <\/h2>\n\n\n\nToo many salon, spa, and clinic owners are sitting on a mine of potential business insight all because they don\u2019t have a workable system for collecting and understanding their data. Phorest wants to change that. We introduced this new approach to bring powerful reporting into a digestible format so everyone has the information they need to grow, accessible at a click in your salon or spa management software<\/a>.\u00a0<\/p>\n\n\n\nSchedule your free demo<\/a> to learn more. <\/p>\n\n\n\nTogether, We Grow<\/strong><\/p>\n\n\n\n
<\/figure>\n\n\n\nYour Health Check Dashboard is a live snapshot for instant clarity on the overall health <\/em>of your business. Bringing together data from various Phorest Reports, it\u2019s the big picture you are looking for.<\/p>\n\n\n\n Phorest tells you by what percentage they are up or down on your previous week so you can stay one step ahead of any developing trends. <\/p>\n\n\n\n Having the right information at the right time is invaluable. The Health Check Dashboard refreshes automatically with your salon\u2019s live data every few seconds. So you have the information you need instantly. <\/p>\n\n\n\n You can also receive updates immediately by setting custom alerts for any of the metrics in the dashboard. And you can tailor these to your goals as a business. Want to know when you\u2019ve hit your weekly sales target or if your rebooking rate falls below a certain threshold? Set a custom alert, and you\u2019ll be the first to know. So you understand when to celebrate, have a conversation with your team, or build some momentum with a marketing campaign<\/a>. And you can take this insight with you anywhere by using the PhorestGo app! <\/p>\n\n\n\n This step-by-step guide<\/a> explains everything you need to feel confident using the Health Check Dashboard.<\/p>\n\n\n\n Whether you want to see all your staff member\u2019s performance numbers in one place or look into one person specifically, this is the first place to go. It includes the important KPIs\u2013like upsell percentage and average ticket\u2013to help you lead a productive one-to-one review or recognise standout effort in a team meeting. Plus, to put all these numbers in a human context, the Staff Performance dashboard also pulls in the client reviews your team has received during the specified time period. Related<\/strong> \u23d0<\/a>Retain & Reward Your Team with Phorest\u2019s Staff Goals Feature<\/a><\/p>\n\n\n\n You know the delicate balance of inventory well. Use this report to follow retail sales, stock flow, and stock value. Track under and overstocked items and bestselling products and brands. And it eliminates the hassle of adding VAT and other taxes to your retail. <\/p>\n\n\n\n Every one of your transactions lives here. You can filter by date, amount, department, staff member and payment method. <\/p>\n\n\n\n Related<\/strong> \u23d0The Salon Owner\u2019s Guide to Generating More Profit<\/a><\/p>\n\n\n\n Too many salon, spa, and clinic owners are sitting on a mine of potential business insight all because they don\u2019t have a workable system for collecting and understanding their data. Phorest wants to change that. We introduced this new approach to bring powerful reporting into a digestible format so everyone has the information they need to grow, accessible at a click in your salon or spa management software<\/a>.\u00a0<\/p>\n\n\n\n Schedule your free demo<\/a> to learn more. <\/p>\n\n\n\n Together, We Grow<\/strong><\/p>\n\n\n\nThe core of your Health Check Dashboard is an overview of revenue and client visits, and it can break down your data in two<\/strong> ways:<\/h3>\n\n\n\n
You select the time period you\u2019d like to look at (say the last 7 days) to see your: <\/strong><\/h3>\n\n\n\n
With every number, there is context. <\/strong><\/h2>\n\n\n\n
Your Health Check Dashboard also displays your:<\/strong><\/h3>\n\n\n\n
Data empowers you to pivot strategically<\/strong><\/h2>\n\n\n\n
Phorest has also updated three new reports in this visual, interactive style, encompassing three important areas of your business.<\/p>\n\n\n\nStaff Performance, Inventory and Transactions.<\/strong>
<\/h2>\n\n\n\n<\/figure>\n\n\n\nStaff Performance Dashboard: <\/strong><\/h3>\n\n\n\n
While you have the birds-eye view of it all in the dashboard, your staff can individually track their own performance<\/a> via the PhorestGo app. This guarantees that everyone\u2019s objectives work together.<\/p>\n\n\n\nInventory: <\/strong><\/h3>\n\n\n\n
Transactions: <\/strong><\/h3>\n\n\n\n
Understanding your data means understanding your full potential.<\/strong> <\/h2>\n\n\n\n