What this board answers
How is the studio doing against its revenue plan, month by month and location by location? Two words matter here: the plan is the whole year, a goal is one month in it. Owners set both on this board; everyone who can open it reads the same figures. Revenue is order totals excluding refunds and cancellations, the same rule Finance uses.
How to read it
The location switcher at the top picks All locations or one site. If you manage one location you see only your own.
Owners and admins see 1Set the goals first: a rule picker (Seasonal run-rate, Trailing 90-day average, Same month last year, Last month, Calculated growth — fit my own trend, Match actual — no goal was set), a growth % box, an also fill months already closed checkbox, Save as default and Set goals for the year. One line under the picker says what the chosen rule does. How goal-setting works folds out the rules in full and says whether seasonality is on (it needs 13 clean months).
The period tabs set the window for three cards, each named with the window: 2actual with the plan beside it, 3vs plan as a percentage (green at 100%, amber at 90%, red below), and 4This month with its goal, marked still open. With no plan set the cards say so instead of a percentage.
5Company · actual against plan is the chart: bars for what came in, a dashed line for the goals, the open month drawn paler because it is a partial.
On All locations, the grid titled with the year 6by location shows every site plus a Company row, each cell showing actual over goal, with a YTD column. plan, no data marks a row with goals and no revenue yet; not a studio location marks a revenue bucket such as an online store that belongs to the company but is not a room. Pick one location and the grid becomes that site by month: Month, Actual, Goal, vs goal and Attainment, with so far, upcoming, not started and no goal set where they apply.
7Revenue by category breaks the year’s actuals down by product classification, each with its share. The note beneath says whether any figures were apportioned across multi-item orders.
Export offers Download CSV, laid out like a sales-target sheet.
What to do here
Owners and admins can change goals, and so can a Director granted Manage the studio; everyone else reads.
- Pick a rule, set the growth percentage (it dims for the two rules that ignore it), tick also fill months already closed if you want closed months planned too, and press Set goals for the year. Only empty months are filled, at every location. The message afterwards says how many goals were set and how many were left alone.
- Save as default keeps the rule and growth for next time without setting anything.
- To set one month by hand, click its goal in the grid, type the number and press Enter. Escape abandons. Clear the box to remove a goal. A hand-typed goal is never overwritten by Set goals.
- The Company row cannot be typed into: it is always the sum of the locations.
Common questions
Why is “vs plan” not simply actual divided by the year’s plan?
The percentage counts only the months that carry a goal, so a plan that starts in September is not scored against January’s takings. The actual card still shows the whole window, and says when the two differ.
We have a plan but the card says nothing closed to score yet.
Goals were set this month. The first closed month will score it.
What does the checkbox do?
Without it, goals are set from the open month onwards. With it, closed months get goals too, worked out only from the months that had finished when each began, which is what gives year-to-date something to divide by.
Why is there a row that is not one of my studios?
Some orders carry no location in the booking platform. That money is real and counts toward the company, so it is shown and labelled rather than hidden.
I set goals and the Scorecard still says the revenue plan is missing.
Both refresh on the next build; give it a few minutes.
