Tracking your sales numbers gives you a sense of the health of your business as sale numbers translate to revenue.
This dashboard contains three visuals that show the sales within your business for a month/year, by center, and by state (for US only).  

Important: You can select the primary metric as Sale Value, Revenue, or Price Paid from the filter called Monetary Metric. 

Filters

The Sales Analysis dashboard has the following filters:

  • Time Period: The report loads based on the time period you specify. You can set the time period filter to any one of the following options:  
    a) Today: If today is 14 April, Zenoti will show the report for 14th April.
    b) Yesterday: If today is 14 April, and you select Yesterday, Zenoti will show the           report for 13th April.
    c) WTD (Week to date): If today is 10 April (Wednesday), and you select WTD,             Zenoti will show the report from 8th April to 10th April. This is because, as per        Zenoti's definition, the week begins with a Monday.
    d) Previous week: If today is 16th April, and you select Previous Week, Zenoti will       show the report from the previous Monday to the following Sunday. That is,           week of 8th to 14th April. This is because, as per Zenoti's definition, the week         begins with a  Monday.
    e) MTD (Month to date): If today is 14th April, and you select MTD, Zenoti will              show the report from 14th March to 14th April. On the next day, the report will         be for 15th March to 15th April.
    f)  Previous month: If today is 14th April and you select Previous month in this             filter, Zenoti will show the report from 1st March to 31 March.  
    g) QTD (Quarter to date): If today is 14th April and you select MTD, Zenoti will             show the report from 1st Feb to 14th April.
    h) YTD (Year to date): If today is 14th April 2019 and you select YTD, Zenoti will          show the report from 14th April 2018 to 14th April 2019.
         Note
    : YTD is the default value that loads in this filter.
    i) Custom: If you select Custom, you must further specify a Custom Start Date           and a Custom End Date to get reports for the specified custom date range.

    Important
    : Use the custom start and end date filters only with the Custom option of the Time Period filter. Without the Custom option, the Custom Start Date and Custom End Date do not have any meaning. That is, though you can select custom start and end dates with say, WTD (Week to Date) or MTD (Month to Date) options, you will not notice any impact on the report. Only when you select the custom start and end dates with the Custom option, you will see reports based on custom time periods.
  • Monetary Metric: Use this filter to select your primary metric as Sale Value, Revenue, or Price Paid.
    a) Sale Value: Sale value is the cash revenue paid for an item and considers the sale date for calculations. Important: The Sale Value excludes tax for sale of Memberships, Packages, and Gift Cards. The Sale Value includes tax for the sale of Services and Products.
    b) Revenue: The revenue is the actual revenue for an item and uses the closed date for calculations. Note: Revenue includes redemption revenue from all item types.
    c) Price Paid: The Price Paid is the Total Sale Price for an item and considers the sale date for calculations. Price Paid includes all payment types.
  • Zone Name: Use this option to filter all the charts based on the Zone you select.
  • Centre Name: Use this option to filter all the charts by the Center you select.
  • Item Type Code: : Use this option to filter based on the item type such as a service or a product. 
  • Is Member: Use this filter to specify whether you want to see data only about guests who are members. 
  • Guest Gender: Use this option to filter all the charts by Male, Female, or Not Applicable or All guests respectively. 
  • Guest Type: Use this filter to specify the Guest Type such as Existing Guest, New Guest, or All. 
  • Invoice Source: Use this filter to specify the source of the invoice such as Appointment Book, Mobile, and Webstore.

Sales Period over Period

This line graph shows the sales figures month on month for each year. You can view: 

  • The months on the X axis. 
  • The visit count on the Y axis.
  • The years in different colored lines.
  • The running sum of sales for a given month. The running sum for a month is the total count of items till that month. For example, if your start and end dates are Jan 1 to June 30, and you hover on March, then the running sum for March is the sum of the count of items from Jan to March. 

Sales by Center

This visualization (treemap) shows the cumulative sales for each center based on the time period you select. The bigger and the darker tiles (rectangular boxes) indicate higher sales in these centers.

Sales by State

Important: Currently available for the US only.
This visualization (treemap) shows the sales that came in from each state. This is based on the center setting, State Name field.

See Also

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