Product Sales Statistics

Products sales and inventory statistics.

Shows Gross Profit, Discounts and Net Profit per product
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Total Wholesale = Wholesale cost x Products Sold
Gross Profit = Total of Product Prices Sold (Qty x Retail Price)
Net Profit = Gross-Wholesale

Product Shelf Total by Supplier

Product shelf total grouped by supplier.

Sum of all products broken out by supplier. Provides Shelf total per product and total of product count broken down by supplier

Products Sold Grouped by Category

List of all products sold on tickets for a given date range grouped by category.

Sum of Products sold by Category. Listed out by ticket and separated by category

All Clients with a Balance (Tab)

List of clients with a non zero balance. Positive indicates client owes business; negative indicates business owes client.

Includes Client ID Name, Balance and Balance Comment

No date range to select, just shows Client Balance added from Tickets when closed and total balance of ticket was not paid

Appointments Canceled by Text

List of all appointments canceled by text over a given date range.

Includes Ticket ID, Date Scheduled, Date Canceled, Time Canceled, Client Name, Mobile Number, Cancel Comment(?)

Client Invalid E-Mail and Text Number Report

Clients who have been contacted using an e-mail address and/or text number recorded on file that has bounced back messages due to the information being invalid.

Includes Client ID, First and Last Name, Type of Invalid Info (Phone Number/Email), Information That is Bad

Client Loyalty Point Balance

A list of all clients displaying their current loyalty point balance.

Total balance of loyalty points

Shows Client ID, Client Name, Number of Tickets, Last Visit and Total Loyalty Points

No date range selection on this report

Client Spending

List of all clients and the amount they have spent with the business.

Sum of number of Tickets, Product Total and Qty, Service Total and Qty, Client Total Sales, Avg Sale (Total Sales/Number of Tickets)

Numbers included in report are only based on date range selected

Amounts do not include tax

Tickets with gift cards will show up in the Number of Tickets but are not calculated in the Totals for Services or Products

Items Sold and Client Names

List of products and/or services sold, amounts, and clients that purchased for a range of days

Sum Total of Services or Product totals sold over time period selected

Report can be run based on services, products, or products and services together

Results show service/product ID, Description, Ticket ID for each time sold in date range, Client Name, Date Closed, Amount - Grouped by Service or Product ID

Amount is service or product base price and does not include tax when sold

Marketing Referral Type for New Clients

Quantity of unique new client marketing referral types.

Total number of Marketing Referral entered on the Marketing Referral section of the Client Profile

Date range selected and number that shows corresponds to the date a client was created

New Client List

List of new clients based on a selected date created date range

Selected date range corresponds to date created of the client.

Shows last Employee, Customer ID and Name, Date Created, First and Last Visit, Total Visits and Referral info

No Show Report for All Clients for All Days

List of all tickets marked as no show for a selected range of days.

Provides Ticket ID, Date Scheduled, Customer Name and ID

Non-Returning Clients

List of clients who have not returned to the business in 90 days.

Provides client name, and visit information with last visit date, contact information

If last visit date is outside of 90 days clients will show up on this report

Survey of New Clients

List of new clients based on first visit and purchase details for a given range of dates.

Clients whose first visit is within the date range selected, including purchase history since, grouped by employee

All Open Tickets

List of all open tickets.

<--- See to the left

Totals all open tickets at the end of the report and also breaks up by employee

Forecast by Day

Estimated income based on existing open and closed tickets by day.

Report is not REALLY a forecast but is pulling historical information. Can be used as kind of a heat map per say

Grouped by day of the week shows Number of Tickets, Ticket Total, Ticket Total w/ Tax, Average Ticket Excluding Tax, Max Ticket Excluding Tax, Minimum Ticket Excluding Tax

Ticket Total = Sum of ticket subtotals over time period selected (Does not include tax)

Ticket Total w/ Tax = Sum of ticket absolute total over time period selected (Includes tax)

Average = Ticket Total/Number of Tickets (Excludes tax)

Monthly Client Membership Cost/Revenue

Client membership revenue and cost in a selected range of dates grouped by month and membership. The revenue is the total membership payments and the cost is the total amount in backbar and payroll commission.

Revenue = Sum of membership payments over time period selected

Cost = Backbar + Commission paid over time period selected

My Totals Report (for employee logged in)

Total report for employee currently logged in.

Show sum of Products, Service, Returns, Backbar, and Tips.

Also includes number of tickets for the employee

Only shows information for employee logged in
If employee logged in is a front desk or non-production user, this report will show no information. They need to log in with a specific employee login to see their numbers

Total = Products + Service - Returns + Tips

Backbar is not used in Total calculation and is informational

Product Sales Percentage Maintained

List of employees, how much each has sold in products and services, and percent maintained (total product sales / total service sales * 100%)

total product sales / total service sales * 100%

(Rounded up or down accordingly to a full percentage number)

Promotion Summary

Summary of promotions used in a selected range of dates. Each promotion can be analyzed in more detail by client, employee and ticket.

Summary
Breakdown of each promotion available, number of uses and total amount of discounts given

Discount by Type
Sum total of discounts given on Services, Products and Packages

Total Net Discount = Service Net + Product Net + Package Net

Discount by Employee
Total discounted amount by employee

Sales By City And Demographics

All sales by client city and demographics.

Total and Average Sales broken out by city listed in customer profile

Total Sales = Sum of closed tickets

Average Sales = Total Sales/Total Tickets

Sales by Day of the Week

Sales statistics grouped by day of the week.

Sum of sales totals per day of the week

Total Ticket = Sum of tickets closed with time period selected

Average Ticket = Total Ticket/Tickets

Max Ticket = highest ticket total in time period selected

Sales By Employee Category

Sales totals grouped by employee and employee category.

Sum of Totals for Employee and Category of Employee over time period

Products + Services - Returns = Total

Sales by Hour of the Day

Sales statistics grouped by hour of the day.

Total sales for tickets closed within a certain hour of the day (24 hour format)

Total = Sum of tickets closed within that hour over time period selected

Average Ticket = Total/Number of Tickets

(ex: hour 10 is 10-10:59am, 15 is 3-3:59pm)

Sales by Month

Total sales summed by month.

Total Ticket Amount, Average Ticket Amount, Max Ticket by Month and Year tickets were closed

Total Ticket = Sum of Tickets

Average Ticket = Total/Number of Tickets

Max Ticket = Highest ticket total in time period selected for that month

Sales by Week

Total sales summed by week.

Total Ticket Amount, Average Ticket Amount, Max Ticket By Week and Year tickets were closed

Total Ticket = Sum of Tickets

Average Ticket = Total Ticket/Tickets

Max Ticket = Highest ticket total in time period selected

Note: Week timeframe runs from Sunday to Saturday (ex: March 10, 2024 - March 16, 2024)

Sales By ZIP And Demographics

All sales by client ZIP Code and demographics.

Sales information by Zip code entered in customer information for dates selected

Total Sales = Ticket Totals over period selected

Average Sales = Total Sales/Total Tickets

Existing Clients does not populate a number when selecting All Dates. This would need to have a specific time frame selected to populate information here

Sales Totals and Sales Tax by Range of Days

Total sales and sales tax for a given range of days.

Summary
Shows total for closed tickets within date range selected of categories listed (+/-).

Payment and Change
Amount of each payment type taken in and given out (i.e. Cash Taken, Cash Refunded) - Petty Cash is not included here

Taxes
Tax categories collected from closed tickets

Employees and Booth Renters
Products+Services-Returns=Total
Backbar is not included in calculation and is informational

Anything labeled with Details can be viewed separately and provide a drill in

Ticket Referral Totals

Ticket referral totals.

Total number of tickets that have a Ticket Type selected on the Appointment and broken out by that specific ticket type

Tickets that were marked as voided, canceled, or no show

A list of tickets that were marked as voided, canceled, or no show.

List of voided, canceled, or no show tickets as they are marked in the software based on date searched. Groups these together by date scheduled

All Pets

List of all pets with pet and owner information.

Lists all pet and owner information. Includes Client ID, Client Name, Pet Name , Pet Breed, Pet Type, Owner First and Last Visit.

Owner’s Total Visits includes EVERY ticket that is closed, even if there were multiple on the same day and for the same pet. If tickets are not closed it will not show in the report as a visit

Number Of Pets By Breed And Type

Total number of each breed and type of each pet.

Total sum of a particular breed that is housed in the software. Also shows what type of animal the breed is associated with

Pet Grooming Notes By Day

Displays a list of pets with an appointment for a 'Groom' type service and the pet's grooming notes.

List of tickets (with Grooming category service on it) in the searched time frame that includes Date, Ticket ID, Pet Name, Breed, Grooming Options in the Pet Profile (Length, Color, Texture, etc.) as well as Comments left in the Grooming tab in the Pet Profile notes

Pet Info on Open Tickets

Information about the pets that have an open appointment during the selected range of dates.

List of OPEN tickets which includes date, owner name, Pet Name, Pet Breed, Pet Gender and Pet Last Visit within date range searched

Pet Vaccination Status for Upcoming Appointments

Displays a list of pets with a status on their vaccinations and the owner's contact information.

List of pets and vaccinations that a pet has and when they will expire or if they are expired that have an upcoming appointment. Also includes owner contact information and date of next appointment

Pet Vaccinations By Expiration Date

Displays a list of pets and the owner's contact information with a vaccination expiring within the selected date range.

List of Pet ID, Pet Name, Vaccination, Expiration Date, Client Info of vaccinations that are expiring in range of dates selected

Pets with Expired Vaccinations

Displays a list of pets with expired vaccinations and the owner's contact information.

Full list of Vaccine, Pet ID, Pet Name, Owner Name/Info and Expiration Date of Vaccine that was entered into the software

Current Prepaid Service Balances

Current unused balance of pre-paid services purchased over the selected range of dates.

Total of services left to redeem based on date purchased and if that falls into time period searched

Service Sales Statistics

Service sales and profit statistics.

Shows Gross Profit, Discounts, Backbar and Net Profit per service

Gross Profit = Total of Service Prices Sold (Qty x Price)

Total Discounts = Total of Discounts given on Tickets at Checkout

Total Backbar = Total of Backbar Assigned to the Service in PAYROLL settings

Net Profit = Gross-Discounts-Backbar

Services Sold Grouped by Category

List of all services sold on tickets for a given date range grouped by category.

Sum of Services sold by Category. Listed out by ticket and separated by category

Employee Hours Booked By Service Category

Amount of time booked per employee by service category. Note: Multiple appointments per time slot will count towards amount booked.

Sum of hours booked per service Category

Hours Booked = Total sum of hours for service category based on time of services on tickets

Employee Performance Report

Key information about employee sales, booking, and client visitation to summarize the performance of a single employee.

DOES NOT INCLUDE WALK IN TICKETS IN TOTALS

Client Retention

Number Retained = Client would have to have more than 2 visits total with that employee, and the number of visits within the date range vs total visits have to be over 50% with that employee

Percentage Retained = (Number Retained/Total Number of Clients) x 100

Client Demographics

Information broken out by Gender, Ticket count/gender, percentage of tickets for that gender, Sum of amount spent on those tickets/gender

Percentage = (Ticket Count/Sum of Tickets/Gender) x 100

Percentage Booked

(Hours Booked/Hours Scheduled) x 100

Ticket Statistics

Employees' Clients

List of all clients to see an employee based on closed tickets and a range of dates.

Lists out clients that have visited within a time frame to include ticket ID and client information

Hours Worked Based on Time Clock Entries

Summary of hours each employee has worked based on time clock entries.

Total Sum of Hours based on time clock entries.

Calculated in decimal hours, not hours and minutes.

Avg Hours = Total hours recorded/Number of time clock entries

Grand Total = Sum of all employee subtotals

Hours Worked Based on Time Clock Entries per Day

Hours per day each employee has worked based on time clock entries.

Total Sum of Hours based on time clock broken out by employee and day

Calculated in decimal hours, not hours and minutes.

Time Clock Entry Hours (That day) + Time Clock Entry Hours (That day) = Sum for the day for the employee

Employee Subtotal = Sum of all day in time period based on time clock hours recorded

Grand Total = Sum of all hours recorded

Percentage Booked

List of employees, hours worked, hours scheduled, and percentage booked for a range of days. (note: multiple appointments per time slot will NOT count towards hours worked)

Includes Employee ID, Employee Name, Hours Booked, Hours Scheduled, Percent Booked over date range selected

Hours Booked = Sum of time of services on tickets over time range selected

Hours Scheduled = Hours on employee schedule over time range selected

Percent Booked = Hours Booked/Hours Scheduled (Rounded to nearest percent)

Return Details by Employee

All product return details listed by employee over specified date range.

Products returned listed out per ticket and grouped by employee

Subtotal = Sum of returns for tickets with that employee selected
Grand Total = Sum of all product returns listed

Tips Claimed by Employee (Details)

List of tips claimed on each ticket grouped by employee name.

List of employees and Subtotal of tips claimed per employee. Broken out by ticket. date, amount of tip, withheld or settled, how it was settled and the date settled

Subtotal = Sum of all tips for employee over tme period searched
Grand Total = Sum of all employee tips

Tips Claimed by Employee (Summary)

Total amount of tips claimed by each employee.

List of employees and Total of Tips claimed for time period searched

Sum of tips claimed on tickets

Ticket only needs to be closed with a tip to show here. This will include tips that are still withheld

Expense Details By Category

A list of expense items grouped by category.

Subtotal and Total of expenses entered in software for time period searched broken down by category

Subtotal = Sum of expense for that category
Total = Sum of all subtotals for categories

Gift Card Sales

Tickets that contain the sale of at least one gift card.

Sum total of gift cards sold by day.

Subtotal = Sum of Gift Cards sold that day

Total = Sum of Gift Cards sold over time period searched

Gift Card Sales by Month

Total and average sales of gift cards grouped by month.

Gift cards grouped by month for period selected

Min = Smallest amount sold on a gift card
Max = Largest amount sold on a gift card

Avg= Total amount/Total Card Count Sold

Gift Cards Redeemed

Tickets that contain at least one gift card redeemed.

List report of tickets that had a gift card redemption associated with the ticket

Gift Cards Redeemed by Month

Total and average sales of gift cards redeemed by month.

Think of this report as in negative numbers or money out

Min = Largest Negative Number (Most money out on a single card)

Max = Smallest Negative Number (Least money out on a single card)

Avg= Total Redeemed/Total Card Count Redeemed

Gift Cards Unused Balance by Date

Gift cards purchased within a specified date range with an unused balance

Gift cards purchased on report search date/range and remaining balance

Remaining amount = Gift card amount - amount used on tickets

Outstanding Balance Total on All Gift Cards

Total amount of outstanding balances (unused funds) on all gift cards.

Remaining amount = Gift card amount - amount used on tickets

Income From Tickets Booked Online

Income generated by online booking by date closed.

List of individual tickets created from Online Booking and Ticket Total

Total = Sum of ticket total

Services Booked Online by Employee

Services booked online by employee by date.

Detailed list of Client and service booked through Online Booking broken down by employee

Total = Sum of Service Prices

Top Online Booking Clients

Top clients of online booking by date.

Total Money spent on services/products on tickets created through Online Booking

Tickets must be closed to show here

Room Utilization

Measure of room occupancy against capacity over a range of dates.

Percentage of hours booked for resources

Resource Hours Booked divided by Total hours possible to be booked = Utilization Rate