A revenue target turns a number in your head into a progress bar on the screen. Set a daily, weekly or monthly figure and Petboost shows how far through it you are, on Reporting & Intelligence > Overview and on the Revenue Calendar tab.
Targets are saved on the device you set them on. They are not shared with your team, they do not follow you to another computer or phone, and nobody else sees them. Set them again on each device you want them on.
Set a target
Do this once on each device you check your revenue on.
Open Reporting & Intelligence and choose Overview.
Under Business Pulse at the top, select Set Targets. Once you have a target, the button reads Edit Targets.
Fill in Daily target, Weekly target or Monthly target, or all three. Enter figures including GST; the dollar sign is already in the field.
Select Save Targets.
You can open the same Revenue Targets dialog from the Revenue Calendar tab: select Load Revenue Timeline, then Set Targets or Edit Targets beside Daily Revenue. On a phone the button reads Targets.
Clear a target
Do this to stop tracking against a target. An empty field means no target, and the progress bar for that period disappears.
Open Reporting & Intelligence and choose Overview.
Under Business Pulse, select Edit Targets.
Empty the field for the target you no longer want.
Select Save Targets.
What each target is measured against
Targets are including GST. Petboost never divides a target or budget you typed, even with Excl. GST on. Business Pulse stays including GST too, and with Excl. GST on it shows an Includes GST, like your targets badge.
Field | Compared against |
Daily target | Today's revenue |
Weekly target | This week's revenue, Monday to Sunday |
Monthly target | This month's revenue to date |
Reading the progress
Business Pulse shows a card for each period: Today, This Week (to date), Month to Date, Last 3 Months and FY to Date (1 Jul). Each card carries the revenue and the appointment count for that period, whatever dates the rest of the page shows. The revenue is earned revenue by visit date, and today's figure updates every hour. A card that reads Counted in the next hourly update has figures still to be added.
Where you have set a target, the card adds a bar underneath. Below target, it reads as a percentage of the figure you set. Once you reach it, the bar turns green and reads On target with the figure.
Last 3 Months and FY to Date (1 Jul) never take a target. They are there for context.
On Revenue Calendar, each week is measured against your weekly target. On target means the week's firm money reached it: appointments plus the sales, packages and memberships already taken, leaving out weekday averages and the expected additional estimate. A week that has not ended and reaches the target only with those estimates reads ~Tracking to target. Any other week that has not ended reads In progress, and a week that ended short of the target reads Below target.
Choosing a figure
Take your actual revenue for the same period last year, or the average of your last three months, and set the target just above it. A target you clear every day tells you nothing, and one you never reach stops meaning anything by the second week.
Set the monthly figure first. Daily revenue in a pet business swings hard on the day of the week, so a daily target is the least useful of the three unless your week is genuinely flat.