Analytics Express dashboards – metric definitions
Metric | Definition | Corresponding Core Report in Reports NEW |
|---|---|---|
Collections | Payments via monetary instruments (cash, card, check, and custom payments) during the selected time period, irrespective of the invoice status. Tax is either included or excluded depending on the selection. | Reports NEW → Financial Reports → Collections → Set Payment type = Cash, Card, Check, Custom- Financial, Custom Non-Financial. Include all sale types. Refer to the Amount Paid and Tax Collected columns. |
# of Visits | Number of invoices with sale date within the selected time period. Multiple invoices on the same day by the same guest are considered as one visit only. Visit can be for any item type. Refunds, recurring invoices, automatic payments, and freeze fees are not considered as a visit. | |
New guest visits | Number of visits for guests who do not have a prior ‘visit’ on any previous day. | |
Existing guest visits | # of Visits - New guest visits | |
Average Spend | Invoice final sale price (including discount and excluding tax)/# of Visits.Final sale price is considered after redemptions. | |
Guests | Number of guests with a visit within the selected time period. Visit can be for any item type.Refunds, recurring invoices, automatic payments, freeze fees, and setup fees are not considered as a visit. | |
Quantity of Items/Quantity Sold/Number of Items | Quantity of items sold during the selected time period.Refunds, recurring invoices, automatic payments, freeze fees, and setup fees are not considered in quantity. | For Item Type = Service:Reports NEW → Operational Reports → Appointments → Date type = Appointment Date → Appointment Status = Closed → Export report → Set AddOn = No → Count of AppointmentsFor Item Type ≠ Service:Reports NEW → Financial Reports → Sales-Accrual → Sale type = Sale → Export report → Set Invoice Status = Closed → Sum of Quantity |
Invoices | Number of distinct invoices in the selected time period.Refunds, recurring invoices, automatic payments, freeze fees, setup fees, etc. are not considered here. | For Item Type = Service:- Reports NEW → Operational Reports → Appointments → Date type = Appointment Date → Appointment Status = Closed → Export report → Set AddOn = No → Distinct Count of Invoice No in each CenterFor Item Type ≠ Service:- Reports NEW → Financial Reports → Sales-Accrual → Sale type = Sale → Item Type = All Item Types except Services → Export report → Set Invoice Status = Closed → Distinct Count of Invoice No in each CenterTotal Invoices is obtained by combining the number of invoices from both these reports. |
Refund Quantity | The refunded quantity of the product during the selected time period. | For Item Type = Product:Reports NEW → Financial Reports → Sales-Accrual → Sale type = Refund → Export report → Set Invoice Status = Closed → Sum of Quantity |
% guests who purchased products | Number of guests who bought products/Total number of guests who visited during the selected time period.Refunds are not considered. | |
% service invoices with products | Number of closed invoices with at least one service and one product/Number of closed invoices with at least one service.Refunds are not considered. | |
Services with Products Attached | For each service,# Invoices: Number of closed invoices that include the particular service during the selected time period.# Invoices with Products: Number of closed invoices that include the particular service AND also a product during the selected time period.Refunds are not considered. | |
Purchase Frequency | Quantity sold of the product/Number of guests who bought the product.This is calculated for the last 12 months.Refunds are not considered. | For Item Type = Product:Reports NEW → Financial Reports → Sales-Accrual → Sale type = Sale → Export report → Set Invoice Status = Closed → Sum of Quantity/Distinct Count of Guests for each product |
UpSell by Employees | For each employee,# Service Invoices: Number of closed service invoices with ‘Sold By’ against the particular employee during the selected time period.# Service Invoices with Products: Number of closed service invoices that also have a product with ‘Sold By’ against the particular employee during the selected time period. | |
Service Visits- Total | Number of invoices serviced during the selected time period. | Reports NEW → Operational Reports → Appointments → Date type = Appointment Date → Appointment Status = Closed → Export report → Count of distinct invoices in each center |
Service Visits- With feedback | Number of invoices serviced during the selected time period that were submitted with feedback | Reports NEW → Guest Engagement Reports → Feedback → Appointment Status = Closed → Export report → Count of distinct invoices in each center |
Feedback % | (Service Visits - With Feedback)/(Service Visits - Total) | |
Feedback | Average feedback rating (on a scale of 1 to 5) for invoices serviced during the time period where feedback is submitted. | Reports NEW → Guest Engagement Reports → Feedback → Appointment Status = Closed → Export report → Average of ratings |
Happy Visits | Number of invoices serviced during the selected time period with feedback greater than or equal to 4. | Reports NEW → Guest Engagement Reports → Feedback → Appointment Status = Closed → Export report → Count of distinct invoices where rating is >=4 |
Unhappy Visits | Number of invoices serviced during the selected time period with feedback less than or equal to 3. | Reports NEW → Guest Engagement Reports → Feedback → Appointment Status = Closed → Export report → Count of distinct invoices where rating is <=3 |
Happy Visits- Tags Selected | Out of the happy visits wherein at least one tag was selected, this is the percentage of visits in which the particular tag was selected. | Reports NEW → Guest Engagement Reports → Feedback → Export report → Filter for rating >=4 → Tags column |
Unhappy Visits- Tags Selected | Out of the unhappy visits wherein at least one tag was selected, this is the percentage of visits in which the particular tag was selected. | Reports NEW → Guest Engagement Reports → Feedback → Export report → Filter for rating <=3 → Tags column |
Issues | Number of issues created during the selected time period, split by current status. | Guests → Issues → Export report → # of 'Issue No.' created in selected period, split by status. |
Request % | Number of appointments in which the particular provider was requested as a share of the total appointments serviced by the provider. Segments are not considered, only parent appointments are looked at. | Reports NEW → Operational Reports → Appointments → Date type = Appointment Date → Appointment Status = Closed → Export report → Filter for desired provider → (Count of appointments with RequestType = Specific)/ (Count of total appointments) |
Rebooking | Percentage of invoices in which guests make their next booking on the same day as their last booking. They may either rebook at the end of their service, rebook online when they get home, or give you a call later that day. | Reports NEW → Operational Reports → Appointments → Date type = Appointment Date → Appointment Status = Closed → Export report → (Count of distinct invoices in each center with Rebooking Source = Yes)/(Count of total distinct invoices in each center) |
Total Providers | Percentage of providers who are employed with the organization and have at least one schedule during the selected time period with status as Working. | Reports NEW → Employee Reports → Attendance → Select All Schedule Statuses → Export report → Filter for Schedule Status = Working → Count of distinct Employee Codes |
Scheduled hours | Sum of scheduled hours during the selected time period for providers who have status as Working. | Reports NEW → Employee Reports → Attendance → Select All Schedule Statuses → Export report → Filter for Schedule Status = Working → Sum of Scheduled Hours |
Paid Block hours | Sum of paid block hours during the selected time period. These are block outs that are marked as Considered for utilization. | Reports NEW → Employee Reports → Attendance → Select All Schedule Statuses → Export report → Sum of BlockOut Hours (Paid) |
Unpaid Block hours | Sum of unpaid block out hours during the selected time period. These are block outs that are marked as NOT Considered for utilization. | Reports NEW → Employee Reports → Attendance → Select All Schedule Statuses → Export report → Sum of BlockOut Hours (Un-Paid) |
Available Hours to Service | Scheduled Hours - Paid Block Hours - Unpaid Block Hours | |
Service hours | Sum of Service time for appointments serviced in the time period. For appointments with segments- the sum of the service time for each segment is considered. This does NOT include Recovery time. | Reports NEW → Employee Reports → Attendance → Select All Schedule Statuses → Export report → Sum of Serviced Hours |
Recovery hours | Sum of Recovery time for appointments that were serviced during the selected time period.For appointments with segments: the sum of the recovery time for each segment is considered. | Reports NEW → Operational Reports → Appointments → Date type = Appointment Date → Appointment Status = Open, Confirmed, Closed, Checked-in → Export report → Set AddOn = No → Sum of Recovery Time |
Utilization | (Service hours + Recovery hours + Paid block hours)/(Scheduled hours) Note: This calculation only considers active employees of your center. | |
Self-Service booking | Appointments created from Web, Mobile App, or Kiosk as a percentage of all appointments created during the selected time period. | Reports NEW → Operational Reports → Appointments → Date type = Booking Date → Appointment Status = All except Deleted → Export report -> Set AddOn = No → (Count of appointments with BookingSource = Mobile-CMA, Online, Kiosk)/ (Count of total appointments) |
Gift Cards booked through Self-Service channels | Number of Gift Cards sold via Web, Mobile App, or Kiosk during the selected time period. Exclude refunds. | Reports NEW → Marketing Reports → Gift Cards → Date type = Sale Date → Export report → Set Source = Mobile-CMA, Online, Kiosk → Count of Gift Cards |
Packages booked through Self-Service channels | Number of Packages sold via Web, Mobile App, or Kiosk during the selected time period. Exclude refunds. | |
Memberships booked through Self-Service channels | Number of Memberships sold via either Web, Mobile App, or Kiosk during the selected time period. Exclude refunds. | |
Guest Engagement through Campaigns | # of Delivered: # of emails or SMSs that were delivered to guests.Open %: Opened emails/Delivered emailsClick %: Clicked emails/Opened emailsOpen % and Click % are only relevant for email campaigns. These values do not get populated for SMS campaigns. | Marketing → Campaigns → Email/text message → Select campaign → Status → Look at the Delivered, Opened, and Clicked columns. |
Campaigns with Discounts | # of Times Applied: # of invoice items on which the campaign has been applied.Discount: Sum of discount for the invoice items on which the campaign has been applied.Value before Discount: Pre-discount value of the invoice items on which the campaign has been applied. | For # of Times Applied: Reports NEW → Financial Reports → Sales-Accrual → Export report → Set Invoice Status = Closed → Filter for the required discount name → Count of Item Names.For Discount: Reports NEW → Financial Reports → Sales-Accrual → Export report → Set Invoice Status = Closed → Filter for the required discount name → Sum of Discount.For Value Before Discount: Reports NEW → Financial Reports → Sales-Accrual → Export report → Set Invoice Status = Closed → Filter for the required discount name → Sum of Discount + Sum of Sales (Exc. Tax). |
Items getting discounted | Discount: Total amount of discount that guests have availed for the corresponding product or service | Reports NEW → Financial Reports → Sales-Accrual → Export report → Set Invoice Status = Closed → Filter for the required item name → Sum of Discount. |
Long Term Effectiveness of Campaigns | #Guests: # of unique guests for whom the corresponding campaign has been applied during the selected time period.#Guests visited post campaign: Out of #Guests, those who have a visit post the day that they used the corresponding campaign. This subsequent visit can be for any item type and it can be for any day (it need not be during the selected time period).Value before discount for post campaign visits: For the visits made by guests post the day that they used the campaign, the total pre-discount value of items they purchased.Discount for post campaign visits: For the visits made by guests post the day that they used the campaign, the total discount on items they purchased.Discount % for post campaign visits: Discount for post campaign visits/ Value before discount for post campaign visitsOnly closed invoices are considered for all the aforementioned values. |