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Location Productivity Report

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. 

To access this report:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Company section, select the Location Productivity report 

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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.

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Column Reference 

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 icon on the left side corresponding to the location. 

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Definition of each field:

  • 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.

 

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