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.
Digital banking is on the rise, and the role of the branch is evolving. View how with highlights from the 2019 Future Branches Consumer Study.Continue reading