Sales report
The Sales Report displays all of the data relating to the sales within your account, allowing you to filter that accordingly.
To open the Sales Report click:
- Reports, then
- Sales
All data within the Sales Report is reported on as per the date of the sale (including payments). If a sale is not appearing as expected, you may need to edit the sale date.
Click on the tabs below to find out more about the various parts of the Sales Report:
Select Edit filters to filter which sales are included in the report:
- Dates: Select from Daily, Weekly, Monthly, Quarterly, Yearly or Custom.
- Employee: None shows sales data for all employees. Select an employee to only see their sales data.
- Employee Filter:
- Item includes only items in sales attributed to the filtered employee(s). For example if a sale includes multiple services provided by different employees, only services provided by the filtered employees are included.
- Sale includes all items in a sale when the employee noted at the top of the sale is filtered. All items in the sale are included, regardless of who provided the item.
Once the filters are applied you can use the arrows in the date field to move the date back and foward.
Some quick view figures for the filtered sales:
- Total Sales - The number of sales.
- Total Revenue - The total of all the amounts in the 'Subtotal' section at the bottom of all sales less discounts, whether a payment has been made or not. This excludes tips and taxes.
- Total Customers - The number of individual customers.
- Average Ticket - The average sale amount.
The buttons below the graph show lists of sales in the report:
- View sales - All sales.
- Unpaid open sales - Open sales which have a remainder left to pay.
- Unpaid closed sales - Closed sales which have a remainder left to pay.
- Open Sales - Sales that are open.
This help guide explains more about open and closed sales
- Total Sales - The number of sales.
- Total Revenue - The total of all the amounts in the 'Subtotal' section at the bottom of all sales less discounts, whether a payment has been made or not. This excludes tips and taxes.
- Total Revenue (Less Credits) - The 'Total Revenue' less payments made using gift cards, customer credit or loyalty points. The total paid with these methods is in the Total Payments (Credits) below.
- Total Appointment Revenue - The total revenue from services.
- Total Product Revenue - The total revenue from selling products.
- Total Pass Revenue - The total revenue from selling passes.
- Total Gift Card Revenue - The total revenue from selling gift cards.
- Total Customer Credit Revenue - The total revenue from selling customer credit.
- Total Charges Revenue - The total revenue received from charges.
- Total Discounts - The total value of discounts, including disounts applied in sales and promo codes applied to appointments.
- Total Discounts (Promo Codes) - The value of promo codes applied to appointments.
- Total Payments - The total of all payments, excluding payments made with gift cards, customer credit or loyalty points. Keep in mind that payments in a sale may have been paid outside of the filtered period. For example when a deposit is paid online for a future appointment date.
- Total Payments (Credits) - The total of payments made with gift cards, customer credit or loyalty points.
- Total Tax - The total tax calculated.
- Total Tips - The total of all tips. This is not included in revenue figures above.
- Total Remainder (unpaid) - The total unpaid amount.
- Customers - The number of unique customers.
- Loyalty Points Earned - The total loyalty points earned by customers.
- Loyalty Points Spent - The total loyalty points used as payments.
There are two columns in this section - 'Value' and 'Raw Value'. Both are the same amounts, however the raw value amounts don't include the currency symbol. When this report is exported the raw value column can be used for calculations and won't show an error message in the spreadsheet.
These sections further break down the data within your dales, each section includes:
- Net - The total excluding tax.
- Tax - The total tax amount.
- Gross - The total including tax.
- Cost - The total cost to provide the item.
- Net Profit - The 'Net' amount less the 'Cost' amount
- Sales links - Shows a list of included sales
Click Export to CSV if you'd like an export of the data in a particular section.
Products are attributed to the employee listed at the top of the sale by default. This is usually the employee who provided the service. To attribute a product sale to a different employee, edit the product listing in the sale.
Pass sales are attributed to the employee listed at the top of the sale by default. To attribute a pass sale to a different employee, edit the sale to change the employee noted at the top, or edit the pass listing in the sale.
Appointments paid for with a pass use are already paid for with the pass use. As they're paid they don't have a sale and therefore these appointments are not in the sales report. The actual payment for these appointments was received when the pass was sold. Appointments paid for with a pass use are recorded in the Appointments report.