Dashboard overview

When initially logged in, the application presents a Dashboard that displays at-a-glance summaries for overall plan action performance, new plan sales and species-based plan sales.

Note: The Performance Overview section will ONLY display if this feature is activated within the application. To activate, please contact the Petly Plans support department.

This area is divided into two sections. The bar graph on the left displays practice goals for the week, month, quarter and year including current points earned, a bar graph representing the percentage earned thus far and the practice goal for that term.

Bar graph colors:

The Leader Board displays each staff member and the number of points earned by that user so far. If an image is added to a user profile, that picture will display to the left of the user display name on the board.

Note: The Performance Overview section will ONLY display if the feature is activated within the application. To activate, please contact the Petly Plans support team.

New Sales Overview

This section displays a summary of new plans sold on the current day, week and month compared to those sold on the previous time frame. Each comparison displays the start date of the period, the number of new plans added during that time and the total dollar amount collected including initial fees, first month’s payments and those paid in full.

The bar graph representing plans sold in a given period. You can show information for a range of days, weeks or months by selecting the appropriate option from the Display by list and then choosing the date range. If viewing the bar graph for a range of days, type the date range or select each date from a calendar. Results display in the graph below. Place the mouse pointer over a bar on the graph to see the date range and number of plans sold.

Sales by Species Overview

This section displays a separate pie chart for each species with an associated wellness plan(s). A legend displays to the right of each chart showing the name of each plan type and a color-coded dot that correlates with a chart color. Place the mouse pointer over a color-coded section of a pie chart to display the name of the plan type followed by the percentage sold of that type for the species.