Getting Started - Targets

Modified on Sat, 26 Oct at 9:36 PM

Having Staff and Business Targets makes you and your staff strive to make your salon the best there is!



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Included in these plans:   Multi-Staff Plan



WHAT WE COVER


WHAT IS TARGETS


Targets in Insightful Sums is a quick and easy way to set your Staff and Business Targets. No more calculators, spreadsheets or paper trails trying to keep up with everything. 



GETTING STARTED


To get to your TARGETS page, click on Setup > Targets


You are able to set a number of different targets, both for your staff members and for your salon itself. 



BUSINESS TARGETS


Under BUSINESS TARGETS you are able to set 3 x PERCENTAGE based targets and 3 x INCOME TOTALS based Targets


Master Insightful Sums! Fast Startup Guide: Targets - Adding Percentage Targets and Weekly Income Totals for your Business Targets in Insightful Sums


Once you add in your targets, the details from your FINANCES PAGE and BUSINESS DETAILS PAGE and will create your Business Targets, based on the hours that your salon is open, each day of the week. 


Master Insightful Sums! Fast Startup Guide: Targets - Viewing your business targets on the Overview Page in Insightful Sums

You will find your BUSINESS TARGETS on the OVERVIEW Page



STAFF TARGETS


The next area that you can fill in, is your STAFF TARGETS section.


Under your Staff Targets section. you are able to create 3 x PERCENTAGE based targets and 3 x Multiplied By based Targets


Master Insightful Sums! Fast Startup Guide: Targets - Creating percentage Targets and Wages multiplied by targets for staff members in Insightful Sums


PERCENTAGE TARGETS use the STAFF WAGES and adds the additional percentage amount on top of their daily/weekly costs. For example, if a staff members costs your salon $1000 for the week and your target is set to 10%, their target for the same time period is $1100.


WAGES MULTIPLIED BY...uses the STAFF WAGES and multiplies their wage by the number that you enter into these fields. For example, if the staff member costs your salon $1000 for the week and this target is set to 3, their target for the week will be $3000


Master Insightful Sums! Fast Startup Guide: Targets - Viewing these staff targets on the Staff Details page in Insightful Sums


Once this is set up, you can find your Staff Targets under Staff > Staff Details >Click on the Staff Member's profile > Select the working dates



Business Targets are directly attached to your FINANCES information. When you make changes to your FINANCES page, to will change your BUSINESS TARGETS on the OVERVIEW page.


To view your Staff Targets, you first need to add your STAFF WAGES for the day/week/month etc, before they will show in under the Staff Member's Profile

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