How to use the Executive summary report
The Executive Summary report shows a summary of your appointments and sales grouped by staff member and location. You can choose to run the report for one of the preset time-frames, or choose your own.
So what is this showing me?
Each column shows different information that is important to your business performance:
|Customers|| This shows your total customers serviced during that time period, and how many new customers you had.
|Bookings|| This section contains information on your bookings including the total number of bookings, total number of online bookings and how many services were booked. It also contains four key calculations:
|Sales||This section shows your sales made during that time period, including services and products sold, invoiced services and products, discounts given and the total invoiced amount. See the Sales Report for more in-depth information.|
- The Retention and Rebooking percentages are based on individual bookings and not unique customers. This means that if a new customer has 4 visits in a specific date range, we will record all 4 of those bookings as being 'not retained’. If an existing or returning customer has 4 appointments in a specific period, then we will record all four of those as being ‘retained’.
- Sales and invoice figures are based on the Invoice date (the date that the invoice was raised), not the date the appointment/class took place. This is something to bear in mind if you take online payments for bookings. You can amend the Invoice date of an invoice at any time, as required.
- Most figures in this report will be live, however, the following figures are updated less frequently (every 24 hours):
- New customers.
- Average visits.