Summary of all group discussions!

1. #speakTME
Daily, Monthly, and Yearly Reporting
Answer Sheet
TOPIC 1 - Daily Reports
1. What opening reports does the business run at the beginning of the day? Why?
a. Daily Appointment Listing
b. Client Work Ticket
c. New Client Listing
d. No Show Listing
e. Pending List
f. Estimated Sales
2. What reports does the front desk utilize to remain proactive?
a. No Show Listing
b. Pending Appointments
c. Cancellation Listing
d. Appointment Recall
3. What reports do your employees analyze to track their goals?
a. Real Time Monitoring Station
4. What reports / closing procedure(s) do you have in place to help you close out your day?
a. MR080 – Register Summary
b. MR200 – Employee Summary
TOPIC 2 - Monthly Reports
5. Which reports help you analyze your business for the prior month? How are they
beneficial?

2. #speakTME
a. Estimated sales vs. Previous Sales (Goal Setting)
b. Prebooking Report – To communicate success
6. What reports do you review with your front desk and/or service providers to track their
goal progression?
a. Prebooking Reports
b. Cancellation Reports
7. Which reports do you run to analyze your inventory (EX: Cost of Goods Sold, Inventory
Value, Inventory Counts, Purchase Orders, etc.)?
a. Inventory Count Sheet
TOPIC 3 - Yearly Reports
1. Which reports do you run to analyze your employee’s performance in terms of sales and
growth?
a. MR043 – Employee Summary
2. Which reports do you run to prepare the business for the upcoming year in relation to
marketing, goal setting, inventory, etc.?
a. Gift Certificate Liability
b. Inventory Count for Taxes
c. Growth Indicators Report for Goals

3. #speakTME
3. Which reports do you run for tax preparation?
a. MR080 – Sales Summary for the Year
Bonus
1. What is the one report in Millennium your business cannot live without?
a. MA200 – Growth Indicators Reports
b. Commission Summary Reports