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
Open Reporting & Intelligence.
On Overview, find Business Pulse at the top.
Select Set Targets. Once you have one, the button reads Edit Targets.
Fill in Daily target, Weekly target or Monthly target, or all three.
Select Save Targets.
You can open the same dialog from the Revenue Calendar tab.
Enter whole dollars. The dollar sign is already in the field.
Clear a target
To stop tracking against one, open the dialog, empty that field and select Save Targets. An empty field means no target, and the progress bar for that period disappears.
What each target is measured against
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.
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.
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.
