> For the complete documentation index, see [llms.txt](https://support.rosysalonsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.rosysalonsoftware.com/reports/sales-analysis.md).

# Sales Analysis

{% stepper %}
{% step %}

## Open Sales Analysis

Go to **Reports** > **Sales Analysis**.
{% endstep %}

{% step %}

## Choose a date range

Choose the desired date range.
{% endstep %}

{% step %}

## Select an employee

If you would like to only run the report for a specific employee, choose the employee. Otherwise, you will be running the report for all employees.
{% endstep %}

{% step %}

## Choose how to separate data

If you are running the report for all employees but would still like to separate the data by each employee, check the **Run for Each Employee** box.

Alternatively, you can check the box to **Run for Each Department**.

![sales analysis report](/files/1ef994b5d364dc4501402f529b8d229fa734c084)
{% endstep %}

{% step %}

## Run the report

Click **Run Report**.
{% endstep %}

{% step %}

## Choose when to run it

Click **I need it now** to run the report right away within the same window, or **I can wait for it** to save the report within your Saved Reports folder in the top-right corner.
{% endstep %}
{% endstepper %}

## Benchmarks

![Benchmarks](/files/c4eb01744d6bb5f1a5b61f14232b2912febb8865)

**Sales:** Includes physical income for each of the categories. **This will NOT include Tax!**

* Income for Memberships includes any recurring membership charges and enrollment fees throughout the time period.

**Tickets:** Shows the total number of tickets for the dates selected. Each **Per Ticket** category is an average income per ticket.

**Clients:** All new clients for the time period selected. The **Repeat** is how many of those new clients returned to your business.

## Service Sales

![Service Sales](/files/0973fd63d552df49acecba72e432edca252bfb2e)

**This will break down each service under each Service Group and separate it by Spa & Salon.**

* You will be shown the income amount for each service under the *Sales* column, the total number of each service sold under the *Count* column, the average income for each service per ticket under the *Average* column, and the percentage each service made up of your overall income under the *% of Total* column.

{% hint style="info" %}
Remember the Sales Analysis Report does not include Tax.
{% endhint %}

## Retail Sales

![retail sales](/files/2bed1695dc954d22b85e2712e18b1a587ab1edb8)

**This will provide you with the same information as the Service Sales, except you will only be given a breakdown by Product Group, NOT by each Product itself.**

{% hint style="info" %}
The stated above goes for Membership Sales and Package Sales.
{% endhint %}

## Sales by Client Type

![sales by client type](/files/839c8971c0c9422c08c4137cf8925895f341a18c)

**This will give you the Ticket Count separated by client type, the percentage of income this client type makes up, and the average Service sales, Retail sales, Package sales, and Membership sales per ticket.**

## Sales by Origination

![sales by org](/files/b945495e9007e830c52fe5bb5e7cd75375062f0a)

**Like the Sales by Client Type, this will give you the full breakdown by ticket for each Client Origination. If you do not have any Originations set up, or there was no origination chosen for the client,** *(like shown above)* **it will simply say "Unknown".**


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://support.rosysalonsoftware.com/reports/sales-analysis.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.