1. Employees
  2. Employee Options

Team Goals Setup

How to setup Team Goals for Employee Teams

Employee Teams and Team Goals are included in the Ultimate edition of Envision.  To upgrade go to Manage Account > Modify/reactivate subscription plan.

Create team goal plans to assign to members of an Employee Team. Team goals are used to track appointments, sales, and other KPIs performed by a group of employees. 

To enter the Team Goal list, hover over Employees on the menu bar, hover over Employee Options, and select Team Goals from the drop-down.

Employee > Employee Options > Team Goal

team goal plan list


add new team plan

Goal Name

Enter a name for your goal. If you will have several goal plans, be as descriptive as possible. For example, "Stylist Level 1" or "Esthetic Level 3".

Total Client

Enter a number of clients for this provider to service.

Prebook Percentage

Enter the goal percentage of prebooks for this provider.

Total Number of Services

Enter a number of services for this provider to complete.

Gift Cards Sold

The number of gift cards sold per team. 

Retail Dollars per Client

Enter a goal amount of the average retail dollars spent per client.

Service and Appointment Type Goals

Service provider and Educator types will have additional goal entry fields for appointment types and service types. (Create your own appointment types here.)

Now that you have created your Team Goals, you can assign them to Employee Teams