Business performance reports will give you an insight into how your salon is performing, which is great for tracking how you are progressing overtime. There are a multitude of reports available in this area, that are listed below. In this article, you will learn an overview of the business reports available to you.
Executive summary report
The Executive Summary report gives you an overview of how your business is performing as a whole. There is a bunch of useful information in this report, so much so, we have created a separate guide for it. For more insight, see our help guide How to use the executive summary report. You can also choose whether or not you would like tax to be included in this report, as well as the option to filter the report by location or staff member.
Monthly summary report
This report shows a summary of your appointments and sales grouped by month. This is particularly useful if you're wanting to compare months over a longer period, such as the year to date. You can also choose whether or not you would like tax to be included in this report, as well as the option to filter the report by location or staff member.
- The average sale value is calculated by:
Invoiced services + Invoiced products + Invoiced packages / Number of sales.
- The invoice total value is calculated from the value of your invoices excluding refunds.
This would be the invoice detail report's total value minus the refund invoice report's total value.
Future value report
The Future Value report shows the value of your bookings for the specified time period. The report is grouped by staff, service and location and shows:
- Total customers for that time period.
- Total new customers for that time period.
- Total bookings for that time period.
- Total services booked during that time period.
- Total online bookings during that time period.
Timely notes:
- The future value report is updated once a day at 3pm GMT based on the booking statuses that are selected in the report settings. Check that the pencilled-in and confirmed booking statuses have been ticked prior to 3pm GMT to ensure that appointments in these statuses are included in the calculation.
- If you tick or untick the booking status boxes in the report settings today, then these settings will be used to generate the report at 3pm GMT. The report will show the updated results at 5pm GMT.
Customer spend report
This report shows the total value of your clients' purchases. This report can be useful if you're wanting to reward customers for their loyalty. The report shows all clients booked during the time period and includes:
- Number of bookings
- Number of services booked
- Booking value (value of appointments in selected date range)
- Value of invoiced services
- Value of invoiced products
- Discounts given
- Total invoiced value (value of invoiced services minus any discounts)
Timely note: 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. Refunds are not included in this report.