Clear View of Your KPIs
Track key performance indicators with daily, monthly, and annual reporting to gain a strategic advantage in planning for the future.
Optimization Made Easy
Understand location, staff, and service performance, allowing for smarter, simpler optimization.
Lower Cost, Higher Efficiency
Anticipate upcoming appointment volume, no-show and cancellation rates, as well as complex in-branch traffic patterns for more effective capacity planning.
Track trends over time, highlight key stats, as well as identify leaders across the organization.
Gain visibility into the following metrics:
The Insights Reports give you a deep dive into your data.
Appointments by Location – Compare location performance through the number of completed appointments.
Appointments by Service – See how popular each service is, and identify potential problem services.
Appointments by Staff – Easily see how staff perform across the organization.
Appointments by Booker – Track your staff’s adoption of Coconut through the number of appointments they book.
Lobby Walk-ins by Location – Compare wait time across locations and identify historically busy days.
Lobby Walk-ins by Service – See how long each service is actually taking through the average handle time.
Lobby Walk-ins by Staff – Track staff performance through handle time and throughput.
Appointments by Service and Location – Break down a location’s performance by service.
Appointments by Staff and Location – Compare a staff across their
Appointments by Staff and Service – Break down a staff’s engagements across their different services.
Get the transcript to our recent webinar to learn how evolving customer expectations and new technology trends are disrupting the financial industry.Continue reading