Customizable KPIs in reporting (custom metrics + single source of truth)
WHAT IT IS:
Ability to define and visualize their own custom/proprietary KPIs (an internal metric they call "TAPA") directly within Boulevard reporting, broken down by dimensions like source and location. Also a single "source of truth" reporting location so field teams don't have to hunt across multiple similarly-named reports/versions.
USE CASE:
Regional/corporate leadership defines a custom metric and needs a chart/dashboard showing that metric by source, per studio, replacing today's manual process of exporting to Excel and modeling it externally. The broader goal is consolidating all field-facing analytics (KPIs tied to commissions, budget tracking, etc.) into one governed, consistently defined reporting home.
PROSPECT:
Chapter Aesthetics - 22 locations; on Zenoti (systems partner: TAG). Requested by: Mark Hendricks (Senior Director of Operations)
PROSPECT BRIEF:
https://docs.google.com/document/d/1pVt5pETENFmy0BNeRdgKx6DXI2KQHGHR-1tu555qWoU/edit?tab=t.0
PRODUCT AREA (suggested):
Reporting
VERBATIM QUOTES (call timestamps):
(30:55-31:13) "...would we be able to... customize this and be able to show tapa generation by source..."
(33:15-34:32) "...is there a way to set up like a one stop shop..."
GONG CALL (8/24):
https://us-9385.app.gong.io/call?id=9156591105074688874
SOURCE:
Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-08-25: https://blvd.slack.com/archives/C0BHUAATRC6/p1787696100243619