Period
Phorest synced
Data through
Selected period
Choose the date range for this section.
Executive Decisions
Owner actionsAlerts
Break-Even Pulse
Pay-period healthCompany Health
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0
/ 100
Forecast
Current paceAPI Freshness
Live data statusData Confidence
What is liveCoaching priorities
Support firstPriority
Coaching alerts
Momentum
Sales Pace
Selected rangeRebooking Detail
Appointment APIClient Growth
New vs returningLocation Opportunity
This week’s fixClient Retention
New vs returningLevel Targets
Coaching benchmarksShift Coverage
Next 4 weeks or month-by-month look-back · flagged when 25%+ short · overloaded = short-staffed with a heavy book · ⚠ = day off but clients still booked · click a day for the rosterFront Desk Targets
Pick a month · progress vs targets per salon · weekly detail insideFuture Booking Coverage
Next 7 / 14 / 30 daysCancellation Watch
Appointment riskStaff Utilization
Underbooked focusClient Winback
Reconnect signal + quarterly habitNew Client Quality
API periodOwner Scorecard
Weekly pulseLocation Scorecards
Salon-by-salonPayroll risk
Commission riskGuarantee risk
Payroll pressure
Location Manager View
Manager-ready scorecardsSales Trend
Location Comparison
Targets vs Actuals
Management targetsHistorical Sales Goals
Prior sales with new goalsGrowth Signals
Recent momentumAPI Staff Leaders
API periodRetail performance
API periodOpportunity
Attach rate
Retail focus
Staff Coaching Notes
Plain-language next stepsService mix & profitability
API periodService mix
Profitability
Products
Products
Top products & inventory
API period
Retail Brands
Client Mix
New vs returningYTD Ownership Comparison
Current ownership vs prior-owner yearsOwnership Period
Dec 1 to current date vs prior ownership same Dec 1-dateStaff Coaching View
Break-Even By Stylist
| Staff | Location | Pay period sales | Full target | Target to date | Over / short | Vs other period | Progress | Status | Est. commission | Est. pay | Pay basis |
|---|
Staff Goal Progress
Average ticket bonus goalsStaff Goal Progress Average ticket bonus goals View goalsHide goals
| Staff | Current avg ticket | Bonus goal | Goal period | Progress | Gap |
|---|
Goals / Projections
Month-end outlook