Discover how to utilize the Sales by time period report to track and find sales trends in your sales data.
In this guide, we’ll cover:
- Getting started
- Sales by time period report explained
- Using the Sales by time period report
- Understanding the Sales by time period data fields
Sales by time period report explained
The Sales by time period report provides a comprehensive overview of your sales over your selected date range, helping you better understand your sales trends and make effective business decisions.
You can use this report to:
- Optimize your team's shift patterns - By analyzing sales data by time and day, you can pinpoint peak hours, allowing for staff schedules to match demand without overstaffing during slower times.
- Guide future promotional strategies - The report can assess the effectiveness of promotions run during certain hours, days, or months, guiding future promotional strategies.
- Identify seasonal trends - Monthly sales data reveals seasonal trends, aiding in staffing and marketing adjustments.
Using the Sales by time period report
The Sales by time period report data results can be grouped by periods for easy viewing.
Use the Group by drop-down menu to select a period when the sale was processed to identify trends:
- Hour of the day
- Day of the week
- Month of the year
- Quarter of the year
Select a date range using the calendar drop-down menu to view data within a specific time frame. The date range filter is based on the day the activity took place, and includes the start and end date of the selected date range.
Utilize the filters drop-down menu to refine the data by:
- Channel - The channel in which the appointment related to the sale was booked.
- Type - The type of item being sold (services, products, memberships, cancellations, no shows and shipping fees).
- Client gender - The gender specified in the client's profile.
- Client retention - The type of client, new, returning or walk-in.
- Location - The business location where the sale was raised.
- Team member - The team member responsible for providing the service during the appointment or the team member who processed a sale where there is no linked appointment.
Understanding the Sales by time period data fields
Depending on the filters and groupings applied, a selection of the below fields will become available for you to analyze and compare.
- Sales qty - Total number of distinct sales (invoices) processed within the date range.
- Items sold - Total number of items (which can be services, products and memberships) sold.
- Gross sales - Total gross sale value. Taxes are included only if taxes are set up.
- Discounts - Total discount value applied within the selected date range.
- Refunds - Total refunds value processed within the selected date range.
- Net sales - Total net sales value processed within the selected date range.
- Taxes - Total taxes value applied for sales raised within the selected date range.
- Total sales - Total sales value processed within the selected date range.
- Voided sales and gift card sales are excluded from the Sales by time report.
- The criteria for identifying a new client in this report is based on their initial purchase. Any client making their first sale within the selected date range will be classified as a new client.