Sales by Service report

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SUMMARY

The Sales by Service report displays sales information by each service rendered, and displays that information by revenue category. Meaning, if your business offers yoga, Pilates, and massage, then the report will display summarized or detailed sales data separately for yoga, Pilates, and massage. You can view a summarized version of the report by accessing it in summary view, or analyze more specific data in detail view. This report can be generated in either accrual basis or cash basis. By default, it's generated using accrual basis as the accounting method.

You can also use this report to find sales totals for a particular pricing option. See articles in Additional Resources below.


CONTENT

 

Report's location

  1. Got to the Reports tab and choose Sales from the tabs on the left.
  2. To narrow the list, select General Sales from the filters, and then click Sales by Service to open the report.
  3. You can always use the search bar at the top right to search for Sales by Service by name, and if it’s a report you use often, then consider making it one of your favorites

Sales_GeneralSales.png

 

Define your data

Dates

To manually change the report's start and end date, you can type the date(s) in, or click one of the Quick Dates options.

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Filters

You can narrow the report's results by modifying the following fields:

  • Show Tagged Clients Only: If you previously tagged a list of clients in the system, then checking this box will display only those clients. Click here to learn more about tagging.
  • Sale Location: You can use this multi-select list to filter by multiple business locations or find sales from your online store. By default, the filter is set to All Locations.
  • Revenue Category: Choose a revenue category from the multi-select filter. By default, only those categories with sales during the selected date range will appear on the drop-down list. If no sales were made for the category, then the category will not be listed.
  • Secondary Revenue Category: Choose a secondary revenue category from the multi-select filter. By default, only those secondary categories with sales during the selected date range will appear on the drop-down list. If no sales were made for the category, then the category will not be listed.
  • Service Category: Run the report for a specific service category or for all service categories at once.
  • Show Discontinued Pricing Options: Check this option to include pricing options that have been discontinued by your business in the report's results.
  • Pricing Option: This filter will not populate until a service category is chosen. Once you choose a service category, you can filter the report’s results even further by selecting a specific pricing option.
  • Entered By: You can run the report by employee to see how many sales each employee made and for how much. Filtering this sales report by employee name requires that you assign each employee their own log in and that they use it every time they make a sale.
  • Autopays: You can control whether or not the report considers autopays. Choose Include Autopays, Exclude Autopays, or Autopays Only from the drop-down menu.
  • Pricing Option Type: Choose from the drop-down menu to run the report for count pricing option, time pricing option, membership pricing option, or all types at once.

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Options

You can further narrow the report's results by modifying the following fields:

  • View: Choose to view the report in summary or detail view. For more details about the report’s results in summary and detail view, read the Analyzing Your Data section, below.
  • Accounting Basis: This report can be generated in Accrual Basis, Cash Basis, or Accrual & Cash Combined. The first time you run this report, it will default to Accrual Basis. If you change this, then the report will remember what basis you used last time, and choose this basis as its default. 
      • Select More to access the Accrual & Cash Combined filter. If you choose this filter, then the report will display all sales, including purchases of account payment items that were made using a non-cash equivalent (e.g., trade) payment method.

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Generate

  • Go!: This will make the report magically appear based on the filters that you set. If you click Generate and nothing happens, then your instructors have not completed any appointments between the Start Date and End Date filters.
  • Export to Excel: This will generate a spreadsheet containing the report's data in Microsoft Excel. To learn about exporting reports to Excel, click here.
  • Export to PDF: This will format the report’s results into a PDF file that can be saved to your computer. Printing directly from a PDF may solve formatting issues that arise when trying to print reports directly from an internet browser.
  • Save to DashboardClick here to learn about using the Save to Dashboard Feature.
  • Tag Add: Adds the list of clients displayed to the list of clients you have tagged in the past. Click here to learn about tagging clients.
  • Tag New: This deletes the old list of tagged clients (it doesn't actually delete the clients, just the list), then it adds everyone displayed to a new list of tagged clients. It's the closest thing we have to starting with a new list of tagged clients. Click here to learn about tagging clients.
  • Untag clients: This will remove any clients generated by the report from the tagged list. Click here to learn about tagging clients.
  • Constant Contact: You can use this feature to convert the report’s results into a new contact list in Constant Contact. Simply click  the Constant Contact icon, give the contact list a unique name, and click Export. You can find this newly created list in your Constant Contact account.

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Analyze your data

The report will display results broken down by each staff member.

Detail View

The report will generate grand total data for individual pricing options, as well as all the pricing options combined.

  • Client: The client associated with this particular transaction. By clicking on the name of the client, you will be directed to the client’s Home screen.
  • Category: The revenue category for the pricing option.
  • Home Phone: The home phone number of the client associated with this particular transaction.
  • Sale Date: The date that this pricing option was sold.
  • Activation Date: The date that this pricing option was activated. If the pricing option has the Pricing Option Activation Date set to On the date of the client’s first visit after purchasing the pricing option, then the activation date on the report will default to the sale date until the pricing option is used.
  • Activation Offset Days: The number of days from the sale date, and the date of the client's first visit, also known as the client's activation date.
  • Expiration Date: The date that the pricing option is set to expire on.
  • Total Amount: The total amount of the pricing option, once discounts and tax were applied.
  • Cash Equivalent: The amount (out of the total amount) that was paid for with a cash equivalent payment method (e.g., cash, check, credit).
  • Non-cash Equivalent: The amount (out of the total amount) that was paid for with a non-cash equivalent payment method (e.g., trade, other).
  • Quantity: The quantity sold of the pricing option. 

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Summary View

The report will generate grand total data for individual revenue categories, as well as all the revenue categories combined.

  • Pricing Option: Name of the service (pricing option) that was purchased.
  • Total Amount: The total amount of the services once discounts and tax were applied.
  • Percent of Revenue Category: The percentage of total revenue (for the selected date range) that the pricing option made up.
  • Cash Equivalent: The amount (out of the total amount) that was paid for with a cash equivalent payment method (e.g., cash, check, credit).
  • Non-cash Equivalent: The amount (out of the total amount) that was paid for with a non-cash equivalent payment method (e.g., trade, other, etc.)
  • Quantity: The quantity sold of that particular pricing option.

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Permissions that control access to this report

To view and run this report, the following permission must be enabled for you or your staff's login group:

  • Sales/Sales by Category/Sales by Services

To grant or restrict access to this report, just hit the Home tab and select Staff from the submenu. Choose Tools at the top right and click on Staff Permissions.Staff_Permissions_in_Tools.png

  1. Select a permission group from the drop-down menu.
  2. Click on Report Permissions.
  3. Check or uncheck the box for the Sales/Sales by Category/Sales by Services permission.
  4. Click Update.

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ADDITIONAL RESOURCES

 










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