It only takes a few minutes at the start and/ or end of the day to crunch your numbers, see how you’re performing compared to other days and the goals you’ve set, and have a discussion with your office manager or optician. It’s like “making the rounds” and checking the “pulse” of your business each day.
Pivotal Group’s OD co-founder would run his report every day (a few seconds of his time) and talk to our other co-founder (his optician at the time) about the day’s numbers during a lunch break. They were in constant communication, often multiple times per day, about how the day was looking compared to other days and their set performance goals.
It’s not necessary to do a deep-dive into your KPIs and P&L every single day. That effort should be made (at most) weekly for the first few months as you implement all of the changes recommended in this guide. Move on to a monthly basis as your numbers stabilize and you’re no longer pushing as hard for growth.
Constant and daily tracking is quick, though, and ensures everyone’s “compass” is set to the same direction. It’s also MUCH easier to catch a discrepancy if you’re keeping a close eye on the numbers day-to-day (such as a rogue staff member refusing to follow new workflows). Daily tracking makes it more challenging for anyone to take advantage of or mislead you — the data will show if something is off.