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Sales summary report

Discover how to utilize the Sales summary to get visibility of your sales, refunds and discounts.

In this guide, we’ll cover:

Getting started

The Sales summary report is available for free as a Standard report

Sales summary report explained

Alongside the Sales log detail report, the Sales summary report gives you full visibility of your sales, refunds and discounts. By choosing a specific timeframe and grouping dimension, you can evaluate the performance and summary for the selected period. For example:

  • Location - Assess and understand the revenue contribution from each location.
  • Team member & upsell sales - Grouping the data by team member and incorporating the Upsell Net Sales column allows you to pinpoint team members who excel at upselling during the checkout process, recognise strengths and target training.
  • Channel - Grouping the data by channel and including the Average Net Sales per Sale column enables you to identify which channels contribute higher average sales to the business. This information helps in prioritizing and optimizing channels that are more financially beneficial, aligning with strategic business goals.
  • Discount - By grouping the data by discount type, you can assess which promotions are most effective and keep track of the value impact of different deals.

Using the Sales summary report

By selecting a specific date range, grouping and filters, you can track the sales performance and summary for the selected period. 

NOTE

  • Voided sales and Gift card sales are excluded from the report.
  • The criteria for identifying a new client in this report is based on their initial purchase. Any client making their first sale will be classified as a new client.

TOP TIP: This report doesn’t include tips or service charges since it’s at the sale item level - use Service charges, Tips summary and Sales list report to understand these additional charges.

Grouping options

Use the Group by drop-down menu to refine your data by:

  • Type - The type of the sale item (Service, Memberships, Product, Late cancellation fee, No show fee, and Shipping).
  • Category - The name of the category associated with the item that was sold.
  • Item - The name of the item sold.
  • Team member - The team member who raised the invoice.
  • Client - The name of the client associated with the sale.
  • Source - The channel the client was acquired (Book now link, Facebook, Instagram, Fresha marketplace, Google, Walk-in or any fields created under the Referral Sources page).
  • Gender - The client’s gender as specified within their client profile.
  • Retention - Indicates if the sale was the client's first sale, a returning sale or a walk-in.
  • Channel - This is the channel used to create the appointment.
  • Location - Location where the sale or appointment took place.
  • Hour - Date and time when the sale was created in DD MMM YYYY, HH:MM a format (for example, 10 Jan 2024, 10:00am). 
  • Day - Date when the invoice was raised in DD MMM YYYY format (for example, 10 Jan 2024).
  • Month - Month and year when the sale was made in MMM YYYY format (for example, Jan 2024).
  • Quarter - Quarter and year when the sale was made in QQ YYYY format (for example, Q1 2024).
  • Year - Year when the sale was made in YYYY format (for example, 2024).
  • Payment method - The payment method selected at the checkout which can be defined in the Payment types page.
  • Transaction type - The type of the transaction (Sale, Refund).
  • Sales status - The status of the sale (for example, Completed, Refund, Unpaid, Part Paid, Exchanged).
  • Supplier - The name of the supplier associated with the product that was sold.
  • Brand - The name of the brand associated with the product that was sold.
  • Discount category - The name of the category of the discount or promotion applied to the item.
  • Discount type - The name of the deal or deal created under the Engage section.
  • Discount name - The name of the deal or promotion applied to the sale item.
  • Upsell - Indicates if the sale item sold was added during the checkout.

Date range

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.

Filter options

Utilize the filters drop-down menu to refine the data by:

  • Location - Location where the sale or appointment took place.
  • Team member - The team member who raised the invoice.
  • Status - The status of the sale (e.g. Completed, Refund, Unpaid, Part Paid, Exchanged).
  • Channel - This is the channel used to create the appointment.
  • Type - The type of the sale item (Service, Memberships, Product, Late cancellation fee, No show fee, Shipping).
  • Client gender - The client’s gender as specified within their client profile.
  • Client retention - Indicates if the sale was the client's first sale, a returning sale or a walk-in.

Understanding the Sales summary data fields

  • Sales qty - Quantity of sales made.
  • Items sold - Number of items 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.
  • Discount % - Percentage of discounts applied to gross sale amount.
  • Items discounted - Number of items that had a discount applied.
  • Cost - Total specified supply price of products sold.
  • Margin - Net sales minus the total cost of products sold.
  • Margin % - The percentage of margin applied to net sales.
  • Upsell qty - The number of items added during appointment checkout.
  • Upsell net sales - The total value of net sales from items added during appointment checkout.
  • % upsell (net sales) - Percentage of total net sales from items added during appointment checkout.
  • % upsell (items sold) - Percentage of total items sold that were added during appointment checkout.
  • % upsell (sales qty) - Percentage of sales with at least one item added during appointment checkout.
  • Avg. net sale per item - The average net sale amount per item sold, Net sales/items sold.
  • Avg. net sales per sale -The average net sale amount per sale (invoice) raised, Net sales/Sales qty.
  • Service net sales - Total value of service net sales.
  • Product net sales - Total value of product net sales.
  • Other net sales - Total value of the net sales for items, other than products or services.
  • Avg. tax rate - Percentage of total tax applied on total gross sales.

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