The Business KPI (Key Performance Indicators) report helps you to monitor the data on the performance of various centers of your organization. Use this report to track numerous crucial business performance-related details such as the total business generated at a center, efficiency of a center, revenue generated from different channels, guest feedback and retention, and much more.
This article consists of the following sections:
Navigation
In Zenoti, click the Reports icon.
Click Try the New Version.
3. Search for and open the report.
The Business KPI report opens in a new tab.
4. Depending on your requirement, select the desired filters.
Note: You can view the report only for those centers to which you have access.
5. Click Refresh.
The report is generated according to the selected filters.
Filter Criteria
Filter Name | Options | Description |
Centers |
| Enables you to view the report for all centers or for only the selected centers. |
Dates |
| Enables you to select the date range for which you want to view the report. |
Show Sales Including Tax | Enables you to view the data by considering tax for all sales calculations in this report. |
Column Descriptions
Column Name | Description | Additional Information |
Center Name | Center in which the transaction was performed. | |
Guests Count | Total number of unique guests for whom invoices were generated in the center with the sale date. Note: If there are multiple invoices for the same guest during the selected time period, the guest count is considered only once for that guest. The invoices for the following transactions are not considered in guest count:
| |
New Guests Count | Total number of new guests with their first closed invoices in the center with sale date. Note: If there are multiple invoices for the same guest during the selected time period, the new guest count is considered only once for that guest. The invoices for the following transactions are not considered in the new guest count:
| |
New Guests% | Percentage of new guests compared with the total number of unique guests for whom an invoice was generated in the center. New Guest% = (New Guest Count/Guest Count) x 100 | |
Invoice Count | Total number of invoices created in the center during the selected time period (from the Dates filter). | |
Online Count | Total number of invoices with source as Online that were created in the center. Online sources include Webstore and CMA. | |
Online% | Percentage of online invoices compared with the total number of invoices created in the center. Online% = (Online Count/Invoices Count) x 100 | |
Rebooking Source Count | Total number of appointments for which another appointment was booked in future at the center. | |
Rebooking Source% | Percentage of rebooked appointments compared with the total number of valid appointments in the selected duration at the center. Rebooking Source% = (Rebooking Source Count/Appointments Count) x 100 Notes:
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Requested Count | Total number of services in the center for which guests have requested for a specific employee. | |
Requested% | Percentage of requested services compared with the total number of services sold at the center. Requested% = (Requested Count/Service Sales Count) x 100 | |
Service Sales Count | Total number of services sold in this center. | |
Service Sales | Total service sales amount generated by this center. | |
Average Service Value per Invoice | Percentage of service sales amount compared with the total number of invoices in the center. Average Service Value per Invoice = (Service Sales/Invoices Count) x 100 | |
Service Sales Invoice Count | Total number of invoices with at least one service sold in the center. | |
Product Sales Count | Total number of products sold in the center. | |
Product Sales | Total product sales amount generated by this center. | |
Average Product Value per Invoice | Percentage of product sales amount compared with the total number of invoices in the center. Average Product Value per Invoice = (Product Sales/ Invoices Count) x 100 | |
Product Sales Invoice Count | Total number of invoices with at least one product sold in the center. | |
Package Sales Count | Total number of packages sold in the center. | |
Package Sales | Total package sales amount generated by this center. | |
Average Package Value per Invoice | Percentage of package sales amount compared with the total number of invoices in the center. Average Package Value per Invoice = (Package Sales/ Invoices Count) x 100 | |
Package Sales Invoice Count | Total number of invoices with at least one package sold in the center. | |
Membership Sales Count | Total number of memberships sold in the center. | |
Membership Sales | Total membership sales amount generated by this center. | |
Average Membership Value per Invoice | Percentage of membership sales amount compared with the total number of invoices in the center. Average Membership Value per Invoice = (Membership Sales/ Invoices Count) x 100 | |
Membership Sales Invoice Count | Total number of invoices with at least one membership sold in the center. | |
Gift Card Sales Count | Total number of gift cards sold in the center. | |
Gift Card Sales | Total gift card sales amount generated by this center. | |
Prepaid Card Sales Count | Total number of prepaid cards sold in the center. | |
Prepaid Card Sales | Total prepaid card sales amount generated by this center. | |
Total Sales | Total sales amount generated by this center. | |
Sale Count | Total number of Services, Products, Prepaid Cards, Gift Cards, Memberships, and Packages sold at the center. | |
Refund Amount | Total worth of sales refunded in the center. This value includes the refund amount by cash equivalent and the amount refunded to prepaid cards. | |
Refund Quantity | Total number of items refunded in the center. | |
Open Invoices Count | Total number of open invoices in the center during the selected time period. | |
Closed Invoices Count | Total number of closed invoices in the center during the selected time period. | |
Center Utilization (By Employee) | Percentage of booked hours compared with the total available hours for all employees in the center. Center Utilization (By Employee) = (Total Booked Hours/Total Available hours) x 100 | |
Available Hours | Total number of available hours for all employees, calculated based on the scheduled hours of all employees in the center. | |
Serviced Hours | Total number of hours for which services were performed (Service Hours in the Appointment Report) by all employees in the center. | |
Booked Hours | Total number of hours booked for services (Booked Hours in the Appointment Report) for all employees in the center. | |
Blocked Hours | Total number of hours booked for block-outs for all employees in the center. |