You’re at the Dashboard…
Many companies implement dashboard reports. You can create one of these on an Excel spreadsheet or use the Word table function. Decide—at the outset of your plan—how often you will measure the various metrics involved. Track them on your report form, and if improvement isn’t noted, then you’ve got to revamp the plan and try again.
The dashboard report is not limited to a simple scenario like the one described here. You can use it to present statistics on such factors as advertising costs, operating costs, FTE utilization, repeat customers, product defects, risks, or just about anything that can be measured numerically.
A dashboard report can be as simple as the simple Word table shown below, which shows nothing more than an increased number of potential customers who actually schedule appointments (click on image to enlarge).
You can also use Excel or another spreadsheet application. This chart is simple but it shows progress in the number of clients who kept appointments and also clients who were referred or repeat customers (click on image to enlarge).