darcie smith
Member
Everyone tracks sales, payroll, expenses, etc. What other metrics do you track and how do you do it? To what use do you later put that data?
This spring, I started tracking how many jobs we book per day/week so it may help us plan staffing for next year. It would be useful if HCP had a report you could pull that would tell you so I wouldn't have to track it in a planner, and maybe it does, but I haven't found it. Business has kinda exploded for us, and I am curious to look at it next spring compared to this year to see if it's a trend or just a weird year.
I also write down when I paid which bill and how much, even though it goes in Quickbooks, and what date I mailed the invoices that aren't electronically sent, just so it's handy if Scott asks. I make notes of phone calls with customers that aren't just to book or ask questions, like if a spot came back or if there was some issue with an employee.
What else should I be tracking that I haven't thought of?
This spring, I started tracking how many jobs we book per day/week so it may help us plan staffing for next year. It would be useful if HCP had a report you could pull that would tell you so I wouldn't have to track it in a planner, and maybe it does, but I haven't found it. Business has kinda exploded for us, and I am curious to look at it next spring compared to this year to see if it's a trend or just a weird year.
I also write down when I paid which bill and how much, even though it goes in Quickbooks, and what date I mailed the invoices that aren't electronically sent, just so it's handy if Scott asks. I make notes of phone calls with customers that aren't just to book or ask questions, like if a spot came back or if there was some issue with an employee.
What else should I be tracking that I haven't thought of?