Your sales indicate the health of your business. A healthy sale trend means that your business is doing well and vice versa.
This dashboard shows sales coming in from different sources such as Zenoti Web, Mobile Apps, or Imported from other databases.
Important: You can select the primary metric as Sale Value, Revenue, or Price Paid from the filter called Monetary Metric.
The Sales by Item 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 sale amount collected through cash, card, check, and financial custom payments; it considers the sale date for calculations.
Important: The Sale Value includes discounts but excludes tax for the sale of Services, Products, Memberships, Packages, and Gift Cards.
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.
Sale by Item: Period Over Period
This line graph shows the comparison of the sales value for each service category, month on month. The timeline follows a month-year format.
Note: Currently, this data is available only for Services.
Sale Value by Item Category
This visualization shows the sales value and quantity on the purchase of different items such as services, products, memberships, packages, gift cards, and the refunds processed on any of these items. The darker tiles indicate higher values.
Sale Value by Level and Service Category
The report shows service categories based by the level selected (State, Center, Zone). If, in the filters you select item type as product then the report shows only product-related categories and if you specify services, then the report shows only service-related categories.