NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.

Creating a Performance Panel

Follow these steps to create a performance panel:

1. Click Create New Performance Panel on the Dashboard toolbar.
   
   
   
   

   

2. Choose one of the following panel types:

   • Today's Performance - Shows you how your business is performing today.
     

   • Overall Performance - Gives you a broad range of indicators showing how well your business is performing over a longer period of time, including today, this week, this month, or this year.
     
     

3. Type in a title for the panel. Note: A default title will be shown, but you can modify it.

4. Choose one or more data types (also called Key Performance Indicators) you want to track.

   Data Type	Based On	Description
   Appointment Turnaround Days	Session Date	Average number of days between a session and the first linked appointment after the session for your selected date range (or for today). This shows how long it takes to get clients back in for their sales presentation.
   Appointments - Actual	Appointment Date	All linked appointments for your selected date range (or for today). Excludes: Cancelled and No Show appointments.
   Appointments - All	Appointment Date	All linked appointments for your selected date range (or for today). Includes: Cancelled and No Show appointments.
   Appointments - Booked	Appointment Booked Date	All new linked appointments booked in the software for your selected date range (or for today). Excludes: Cancelled and No Show appointments.
   Average Sales by Initial Order	Invoice Date	Average of all initial orders received in your selected date range (or today), less any discounts, and less any items in the price list that have been checked to “Exclude From Sales Reports.” This data is very useful in determining the effectiveness of your sales process and your ability to close large, up-front orders.
   Average Sales by Session	Session Date	Average income for a group of sessions within your selected date range (or today). Only sessions that have been completed (the session is at the “Final” status as defined in your session statuses) are included. Excludes: No Show, Cancelled, and Redo sessions. (This eliminates sessions that are still open or still waiting for orders, which would skew your averages.) There are some additional settings that will affect this report. On the Company Preferences > Reports tab, you can choose the specific types of invoices that should be included in your sales averages. Also, any items that have been checked in the price list to “Exclude From Sales Reports” are removed before calculating the averages. See also: Company (Studio) Preferences - Reports, Price List Reference, and Session Statuses
   Conversions - Bookings to Actual Sessions	Session Booked Date	Percentage of sessions booked during your selected date range (or today) that actually resulted in a session. Excludes: No Show, On Hold, and Cancelled sessions.
   Conversions - Leads to Actual Sessions	Client Create Date	Percentage of new leads acquired during your selected date range (or today) that actually completed a session. Excludes: No Show, On Hold, and Cancelled sessions.
   Conversions - Leads to Bookings	Client Create Date	Percentage of new leads acquired within your selected date range (or today) that booked a session.
   Conversions - Leads to New Clients	Client Create Date	Percentage of new leads acquired within your selected date range (or today) that actually became clients.
   Estimates	Estimate Date	All estimates with an "Estimate Date" within your selected date range (or today).
   Hours Worked Per Initial Order	Time Clock and Invoice Dates	Total number of hours worked (based on time clock entries) divided by the number of initial order invoices. See also: Time Clock
   Invoices - Paid in Full Percentage	Invoice Date	Percentage of invoices that were paid in full on the same day the order was taken during your selected date range (or today).
   Invoices with no PO	Invoice Date	Total number of Initial Order or Reorder invoices for your selected date range (or for today) for which no purchase order has been created.
   Labor Costs	Time Clock and Invoice Dates	Hourly wages, plus salaried wages, plus commissions for your selected date range (or for today). See also: Time Clock
   New Clients	Client Since Date	Total number of prospects that actually became clients within your selected date range (or today). Note: The date you create the client’s first invoice or session record becomes the "Client Since" date, which is the basis for this data.
   New Leads	Client Create Date	Total number of new client leads recorded in the software during your selected date range (or today). This is based on the client "Create Date" field. New Leads is a great indicator of potential new business opportunities, as well as providing valuable information about the effectiveness of your marketing plans.
   Phone Calls - All	Call Due Date	All phone calls due within your selected date range (or today).
   Phone Calls - Completed	Call Complete Date	All phone calls completed within your selected date range (or today).
   Phone Calls - Open by Due Date	Call Due Date	All phone calls due within your selected date range (or today) that do not have a "Complete Date."
   Phone Calls - Past Due by Due Date	Call Due Date	All phone calls due within your selected date range (or today) that do not have a "Complete Date" AND are past due as of today.
   Production Orders - All	Order Date	All production orders for your selected date range (or today). Exclusions: none.
   Production Orders - Completed	Order Date	All production orders for your selected date range (or today) that are completed (meaning the production order is set to the "Final" status as defined in your production statuses. See also: Production Statuses
   Production Orders - Open by Due Date	Order Due Date	All production orders due within your selected date range (or today) that are not at their final status.
   Production Orders - Past Due by Due Date	Order Due Date	All production orders due within your selected date range (or today) that are not at their final status AND are past due as of today.
   Production Orders - Reorders	Order Date	Total cost of all production orders within a selected date range and/or filter that required a reorder.
   Receipts	Payment Date	All payments received within your selected date range (or today). Excludes: Payment methods that have been flagged to “Exclude from Reports." See also: Payment Methods
   Sales - Per Hours Worked	Invoice Date and Time Clock	Sales - Total (as described below) divided by the total number of hours worked according to the time clock entries for your selected date range (or today). See also: Time Clock
   Sales - In-House	Invoice Date	The same as Sales - Total but excluding invoices downloaded from InSpiredByYou.com.
   Sales - Total	Invoice Date	All sales made within your selected date range (or today), less any discounts. Excludes: Price list items that have been checked to “Exclude From Sales Reports.” See also: Price List Reference
   Sales - Web	Invoice Date	The same as Sales - Total but limited to just those invoices downloaded from InSpiredByYou.com.
   Sessions - Actual	Session Date	Total number of sessions occurring within your selected date range (or today). Excludes: Cancelled and No Show sessions.
   Sessions - All	Session Date	Total number of sessions occurring within your selected date range (or today). Includes: Cancelled, On Hold, No Show, and Redo sessions.
   Sessions - Booked	Session Booked Date	Total number of new sessions booked within your selected date range (or today). This provides a great “leading indicator” of how your business will be in the future. Excludes: Redo sessions.
   Sessions - Cancelled	Session Date	All sessions scheduled to occur within your selected date range (or today) that were cancelled.
   Sessions - No Show	Session Date	All sessions scheduled to occur within your selected date range (or today) that resulted in a No Show.
   Sessions - Placed on Hold	Session Date	All sessions scheduled to occur within your selected date range (or today) that were placed On Hold.
   Sessions - Rescheduled	Session Date	All sessions scheduled to occur within your selected date range (or today) that were rescheduled.
   Sessions - Zero Dollar Invoice	Session Date	All sessions within your selected date range (or today) that have an "initial order" invoice for $0.
   Sessions - No Initial Order	Session Date	All sessions within your selected date range (or today) that do not have an "initial order" invoice.
   Sessions - Needing an Appointment	Session Date	All sessions within your selected date range (or today) that do not have an upcoming appointment scheduled and also do not have an "initial order" or "reorder" invoice. Excludes: Cancelled and No Show appointments, as well as Cancelled, On Hold, and No Show sessions.
   Tasks - All	Task Due Date	All tasks due within your selected date range (or today).
   Tasks - Completed	Task Complete Date	All tasks completed within your selected date range (or today).
   Tasks - Created	Task Create Date	All tasks created within your selected date range (or today).
   Tasks - Open by Due Date	Task Due Date	All tasks due within your selected date range (or today) that do not have a "Complete Date."
   Tasks - Past Due by Due Date	Task Due Date	All tasks due within your selected date range (or today) that do not have a "Complete Date" AND are past due as of today.

5. For an Overall Performance panel, choose the date range(s) you want to include.

6. Finally, set how often you want this panel to automatically refresh when it is open on your Dashboard.

7. Click OK to save the panel.

Modifying a Performance Panel

Once the panel has been added, follow these instructions to make changes:

1. Click the down arrow in the upper-right corner of the panel to open the Panel Options menu.

2. To temporarily change the panel, simply make changes to the list of options shown on the menu. Note: Any changes you make this way will NOT be saved.

3. To permanently change the way the panel is displayed, click Properties to open the properties window and make the necessary changes there.