As a business owner, you can quickly glance at the Sales by New or Existing Guests dashboard to understand how many of your guests are new and how many are existing guests (to whom you have sold various items).

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

Filters

The Sales by New/Existing Guests dashboard has the following filters:

  • Start Date, End Date: Use these filters to specify the date range to track the time taken at your centers for guests trying to book appointments and also the waiting time after check-in before their services actually start.
    Note
    : These filters apply to all the charts.
  • 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 Memberhips, 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. 

Sales by New/Existing Guests

This chart shows the monetary value of sales by new guests vs existing guests within the date range you select (Start Date and End Date).

Sales by New/Existing Guests (by Gender)

This graph shows the monetary value of sales by guests who are Male, Female, or Not Provided (where the gender may not be on record or may not be disclosed) and are New Guests or Existing Guests. 

Sales: Period over Period

This chart shows the comparison of the monetary value of sales by each guest type, month on month. The timeline follows a month-year format.

See Also

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