This report shows key productivity metrics by location that are useful in driving performance improvements. You can filter the data to include all tickets or just closed tickets.
Things to know:
- Item refunds will show up on the date the refund took place rather than on the original ticket date. For example, if an item was purchased on November 13th but refunded on November 23rd, the Daily Revenue report will display the negative revenue on the 23rd rather than the 13th.
- Products on open tickets will not appear in the report until the ticket is closed.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- Under the Company section, select the Location Productivity report
When the report opens, you can filter by a specific location, staff, and date. Once you have selected your filters, click on the UPDATE button to generate the data.
Report Columns
|
Column |
Description |
|
Location |
Use this to see how your locations rank on the KPIs that drive your business forward. |
|
Services |
Revenue for all appointments during the date range. |
|
Classes / Events |
Revenue for all classes and events during the date range. |
|
Products |
Revenue for all products sold during the date range. This includes miscellaneous charges. |
|
Gift Cards |
Revenue for all gift cards sold during the date range. |
|
Packages |
Revenue for all packages sold during the date range. |
|
Memberships |
Revenue for all memberships sold and recurring membership charges during the date range. |
|
Environmental Fees |
Revenue for environmental fees collected during the date range. |
|
Cancellation Fees |
Revenue for all cancellation fees collected during the date range. |
|
Gross Revenue |
Sum of all revenue. |
|
Prepaid |
Includes package redemption, membership redemption, gift card redemption, and membership dollar credits used. |
|
Discounts |
Includes discounts for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee). |
|
Refunds |
Includes refunds for all item types (service, product, membership, package, gift card, misc. fee, cancellation fee). |
|
Net Revenue |
Gross Revenue - Prepaid - Refunds - Discounts. |
To see additional metrics, select the blue arrow on the left side corresponding to the location.
Report Fields
| Field | Description |
|
Tickets |
Total number of tickets |
|
% with Services |
Number of tickets with services / Total number of tickets |
|
% with Products |
Number of tickets with products / Total number of tickets |
|
Service Revenue per Ticket |
Total service revenue/number of tickets with services |
|
Product Revenue per Ticket |
Total product revenue / number of tickets with products |
|
Appts |
Total number of appointments |
|
% Pre-Booked |
Total number of pre-booked appointment / Total number of appointments |
|
% New Clients |
Percentage of clients who are new. They had their first appointment or purchase during the date range selected. |
|
% Existing Clients |
Percentage of clients who have been to the business before. The appointment or purchase during the date range selected was not their first. |
|
New Client Revenue |
Total revenue derived from new clients during the date range. |
|
Existing Client Revenue |
Total revenue derived from existing clients during the date range. |