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This article covers how to apply discounts in Timely and track their impact using key reports.
When offering discounts, it's important to track their effectiveness by reviewing the reports in your Timely account. Make sure every client is booked into your Timely calendar—this ensures your reports are accurate and provide a complete picture of your discount performance.
Step-by-step instructions
1 To view discount-related insights, head to the Reports tab in your Timely account. There, you'll find several useful reports, including the Executive Summary, Monthly Summary, Customer Spend Sales Report, and Service Sales Report—all of which can help you understand how your discounts are performing.
2For example, in the Executive Summary, you can select the time period you’d like to review, then click View Report to see a breakdown—including any discounts applied during that time.
3You'll see a column showing the total Discounts given during the selected time period by Staff Member. Most reports also allow you to filter by date range and location, so you can tailor the data to your specific needs.
