The Sales Report contains all the data relating to the Sales in your account, for a specified time period.
Please note: The Sales Report contains only data for Sales which are dated within the specified time period. All data within the Sales report is reported on as per the date of the Sale (including payments).
The date of the Sale is literally, the date that is in the Sale details. When you create a Sale from a Reservation it asks you to choose 'Now' or 'Reservation Time'. This can be edited at any time. Changing the Reservation within the Sale does not affect the date on the Sale unless manually changed.
This report can be accessed from the Menu by tapping on Reporting > Sales
The Sales Report can be filtered by a pre-set time period, as well as by Employee
To Filter by time period, tap directly on today's date displayed at the top of the screen
You can use the < > arrows to jump to the days before or after today's date
OR
Tap the Calendar icon in the top-right corner for a different date
Then tap on the drop down arrow and select from either Daily, Weekly, Monthly, Quarterly or Yearly to view Reservations data for that time period
PLEASE NOTE: The Sales report in the Web app also allows you to select a custom time frame, see the web app tab of Sales Report Explained
To filter by Employee, tap Employee in the Filters section, which displays your Employee List
Tap on the relevant Employee name to view Sales data for that Employee
Leaving the Employees filter set to None displays Sales data for ALL of your Employees
The data displayed in the Sales Report is explained below:
SUMMARY
Summary section continued...
The figures listed are:
- Total Sales: The number of Sales.
- Total Revenue: The sum of all Sales amounts, whether a payment has been made or not.
- Total Revenue (less credits): The 'total Revenue' amount minus any payments made with credited revenue (Gift Cards, Customer Credit and Loyalty Points)
- Total Reservation Revenue: Total revenue derived from Reservations/Services.
- Total Product Revenue: Total revenue derived from Products.
- Total Pass Revenue: Total revenue derived from Passes.
- Total Gift Card Revenue: Total revenue derived from Gift Cards.
- Total Customer Credit Revenue: Total revenue derived from Customer Credit.
- Total Charges Revenue: Total revenue derived from Charges.
- Total Discounts: Total discounted amount (all Discounts, including Vouchers).
- Total Discounts (Vouchers): Total Voucher discounts.
- Total Payments: Total of all Payments.
- Total Payments (Credits): Total of all Payments made with Gift Cards, Customer Credit and Loyalty Points.
- Total Tax: Total tax calculated.
- Total Tips: Total tips collected.
- Total Remainder (unpaid): Total outstanding amount for Sales within the specified time period ('Total Revenue' minus 'Total Payments').
- Customers: The number of unique Customers.
- Loyalty Points Earned: Total of Loyalty Points earned.
- Loyalty Points Spent: Total amount of Loyalty Points used as payments.
LINKS
Tap View Sales to view to a list of all Sales (for the reporting period), then tap on any Sale to view it
Tap Unpaid open sales to view a list of all unpaid Sales (for the reporting period), then tap on any Sale to view it
Tap Open Sales to view a list of open Sales (for the reporting period)
Tap Possible sale anomalies to view a list of Sales (for the reporting period) which have been identified as possibly causing reporting discrepancies. These includes Sales for which the date of the sale does not match date of the Reservation(s) within the Sale
DATA BREAKDOWN
Data is broken down for Services, Products, Passes, Employees & Charges in the following way;
Net: price of line item (tax excluded)
Tax: total tax
Gross: price of line item + tax
Cost: total cost based on the cost specified for each item
Wholesale: wholesale cost of item at time of purchase
Net Profit: Net - Wholesale: what you keep after paying tax and the wholesale cost of the item.
SERVICES
The Services section is a breakdown of all revenue generated by each Service
Tap on a Service and then on Sales to view a list of Sales for that Service for the reporting period
SERVICES BY EMPLOYEE
The Services by Employee section is a breakdown of all Service revenue generated by each Employee
Tap on an Employee and then on Sales to view a list of Sales for that Employee for the reporting period
SERVICES BY CATEGORY
The Services by Category section is a breakdown of all Service revenue generated by each Category
Tap on a Category and then on Sales to view a list of Sales for that Category for the reporting period
PRODUCTS
The Products section is a breakdown of all revenue generated by each Product
Tap on a Product and then on Sales to view a list of Products for that Category for the reporting period
PRODUCTS BY CATEGORY
The Products by Category section is a breakdown of all Product revenue generated by each Category
Tap on a Category and then on Sales to view a list of Sales for that Category for the reporting period
PRODUCTS BY BRAND
The Products by Brand section is a breakdown of all Product revenue generated by each Brand
Tap on a Brand and then on Sales to view a list of Sales for that Brand for the reporting period
PRODUCTS BY EMPLOYEE
The Products by Employee section is a breakdown of all Product revenue generated by each Employee
Tap on an Employee and then on Sales to view a list of Sales for that Employee for the reporting period
PASSES
The Passes section is a breakdown of all revenue generated by each Pass
Tap on a Pass and then on Sales to view a list of Sales for that Pass for the reporting period
PAYMENTS
The Payments section is a breakdown of the Payment transactions recorded on the system for the selected time period
TAXES
The Taxes section is a breakdown of all taxes calculated for the selected period
