> 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

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## Open Sales Analysis

Go to **Reports** > **Sales Analysis**.
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## Choose a date range

Choose the desired date range.
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## 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.
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## 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**.<br>
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## Run the report

Click **Run Report**.
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## 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.
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<figure><img src="https://574186891-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBa9JfhYBfqX7DMj8oNgV%2Fuploads%2Fw9XcrUJynvvR5b3TBgzh%2Fimage.png?alt=media&amp;token=b853abf8-124e-4712-a7fb-7d7c1c7346ba" alt=""><figcaption></figcaption></figure>

## Benchmarks

![Benchmarks](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/g3ZRKXNCDplBNvy9OpD7/Benchmarks.png)

**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

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/hHkUH55V0kif2TuUsTZh/Service%20Sales.png)

**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 %}

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

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/94LNcW0Yuujk0JAIPGbs/retail%20sales.png)

**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

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/ggEV8xrpqwjNvIxaPZq4/sales%20by%20client%20type.png)

**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

![](https://content.gitbook.com/content/Ba9JfhYBfqX7DMj8oNgV/blobs/ShF5N7wqL7BbfEDaOKI1/sales%20by%20org.png)

**Like the Sales by Client Type, this will give you the full breakdown by ticket for each** [**Client Origination**](/advanced-settings/adding-editing-client-originations.md)**. 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".**
