Sales Analysis

1

Open Sales Analysis

Go to Reports > Sales Analysis.

2

Choose a date range

Choose the desired date range.

3

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.

4

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.

5

Run the report

Click Run Report.

6

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.

Benchmarks

Benchmarks

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

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.

Remember the Sales Analysis Report does not include Tax.

The categories used to break up services such as Salon/Spa or Chemical/NonChemical are determined by the Service Group. Under Manage > Basic Settings > Services, the Service Group header will allow you to view and edit the assigned Service Category.

• Salon Service Categories classified as "Chemical" include: Color, Other (Chemical), Permanents, Relaxers, Straightening Treatments, and Texture

• The Spa Service Category classified as "Chemical" is Other (Chemical).

Retail Sales

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.

The stated above goes for Membership Sales and Package Sales.

Sales by Client Type

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

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".