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

  1. In Zenoti, click the Reports tab.
    The Reports Dashboard page opens.

  2. 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

  • All

  • List of centers

Enables you to view the report for all centers or for only the selected centers.

Dates

  • Yesterday

  • Today

  • Last 7 days

  • Last 14 days

  • This Month

  • 2 Months

  • 3 Months

  • 6 Months

  • 1 Year

  • Custom

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:

  • Refunds

  • Recurring invoices

  • Freeze fees

  • No-show fees

  • Cancellation fees

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:

  • Refunds

  • Recurring invoices

  • Freeze fees

  • No-show fees

  • Cancellation fees

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:

  • The Appointments Count value only includes appointments that have the status as Open, Close, Check-in, and Confirm.

  • These appointments can consist of multiple services.

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.

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