Technical Documentation for Spots (Mini Dashboards)

Technical Documentation for Spots (Mini Dashboards)


This document aims to outline the parameters of calculation for all criteria in your Spots report. Each item below can be calculated by Month to Date (MTD) or Year to Date (YTD). The filters in this article are as follows:

- Hours Served 
- Number of Students
- Revenue
- Sales

Hours Served:
Month to Date

Hours Served MTD = Sum of Sessions' Duration

Conditions:

  1. Appointment Status are ‘Report Approved’ and ‘Report Submitted’

  2. Appointments Deleted = 0 (this means deleted sessions are not part of the calculation)

  3. Appointment Date is BETWEEN '1st day of month' to Current date for MTD value (current month) and BETWEEN 1st day of month to Last Day for MTD value for previous months as filtered

YTD

Hours Served YTD = Sum of Sessions' Duration

Conditions:

  1. Appointment Status are ‘Report Approved’ and ‘Report Submitted’

  2. Appointments Deleted = 0

  3. Appointment Date is BETWEEN '1st day of Year' to Current date for YTD value (current month), and BETWEEN 1st day of month to Last Day for YTD value for previous months as filtered

Number of Students:

MTD

MTD = Count of unique student IDs during MTD

Conditions:

  1. Appointment Status are ‘Report Approved’ and ‘Report Submitted’

  2. Appointments Deleted = 0

  3. Appointment Date is BETWEEN '1st day of month' to current date for MTD (current month), and BETWEEN 1st day of month to Last Day for MTD for previous months


YTD

YTD = Count of unique student IDs during YTD

Conditions:

  1. Appointment Status are ‘Report Approved’ and ‘Report Submitted’

  2. Appointments Deleted = 0

  3. Appointment Date is BETWEEN '1st day of year' to Current date for YTD value (current month), and BETWEEN '1st day of month' to Last Day for YTD value for previous months.

Revenue:

MTD

Revenue = Sum of Transaction Values

Conditions:

  1. Transactions that are NOT Adjustments

  2. Payment Date is BETWEEN '1st day of month' to Current date for MTD value (current month), and BETWEEN 1st day of month to Last Day for MTD value for previous months

YTD

Revenue = Sum of Transaction Values

Conditions:

  1. Transactions that are NOT Adjustments

  2. Payment Date is BETWEEN '1st day of year' to Current date for YTD value (current month), and BETWEEN '1st day of month' to Last Day for YTD value for previous months

Sales:

MTD

Sales = Sum of Enrollment Total Values - Tax/GST/VAT (tax value not included)

Conditions:

  1. Enrollment Status = 'completed' OR 'closed’ OR 'active' OR 'cancel' OR 'on_hold'

  2. Enrollment Type = 'new' OR 'renewal'

  3. Date Created is BETWEEN '1st day of month' to Current date for MTD value (current month), and BETWEEN 1st day of month to Last Day for MTD value for previous months

YTD

Sales = Sum of Enrollment Total Values - Tax/GST/VAT (tax value not included

Conditions:

  1. Enrollment Status = 'completed' OR 'closed’ OR 'active' OR 'cancel' OR 'on_hold'

  2. Enrollment Type = 'new' OR 'renewal'

  3. Date Created is BETWEEN '1st day of month' to Current date for YTD value (current month), and BETWEEN 1st day of month to Last Day for YTD value for previous months


    • Related Articles

    • Mini Dashboards - User Level Document

      This document's purpose is to outline how users can add spots dashlets to the Homepage (first screen that appears when logged in), and a brief synopsis of customizing your own spots dashlets. Attached is a quick video walk through to assist in ...

    • Revenue Reconciliation Best Practices

      This report is available in BANG under Reports > Franchise Reports > Revenue Reconciliation  Every month:  Make sure you are collecting and receiving payment for the enrollments you have sold The Revenue Reconciliation report should be reconciled ...

    • Mini Dashboard: Spots - Walk-Through Video

      This video goes over how to use Spots and provides context around why the Spots and Mini Dashboard feature is useful for our purposes. 

    • BANG: Re-Enrollment Process

      Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...

    • April 20, 2021 Release Notes

      Releases:  Added zip code data in the Revenue Reconciliation Report export. The Revenue Reconciliation Report includes the client’s zip code when exported as Excel, PDF etc. Added zip code data in the Open Invoice Hours Report export. The Open ...