-----------------------------------------------------------------------------------------------------------------------------
Disclaimer: This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
-----------------------------------------------------------------------------------------------------------------------------
The Salon Summary report helps business owners get a snapshot of a business’s performance on a daily and weekly basis.
Note: This report is available only to salon businesses on the Reports v2 dashboard.
The Salon Summary report helps business owners to keep a track of the following:
Sales made items such as products, services, and gift cards.
Cash in-flows from various payment methods.
Amount of tips collected by cash and card.
Guest details such as the guests bringing in more money, visiting frequently, etc.
Employee performance and metrics.
Top selling services and products.
1. In Zenoti, from the main menu, click the Reports tab.
The Reports Dashboard page opens.
2. Click Try the New Version.
3. Search for and open the report.
The Salon Summary report opens on 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 based on the selected filters.
Filters
Filter Name | Options | Description |
Centers | · All · List of centers | Enables you to view the report for the selected center. |
Transaction Date | · Today · Yesterday · Tomorrow · Last 7 days · Last 14 days · Last 30 days · Last Week · Last Month · Last Quarter · Week-to-Date · Month-to-Date · Last Month-to-Date · Last 3 Months-to-Date · Last 6 Months-to-Date · Last 12 Months-to-Date · Quarter-to-Date · Half Year-to-Date · Year-to-Date · Current Month · Current Quarter · Current Half Year · Custom | Enables you to select the day or date range on which a transaction was performed. |
Column Descriptions
Sales
Column Name | Description |
Service revenue | Amount and percentage of total sale contributing towards sale and refund of services for the selected time period. |
Product revenue | Amount and percentage of total sale contributing towards revenue sale and refund of products for the selected time period. Note: The amount is calculated after deducting the discount. |
Total revenue | Amount of revenue generated from services and products. Total revenue = Service revenue + Product revenue |
Membership sales | Amount and percentage of memberships sold and refunded for the selected time period. Note: The amount and percentage are calculated after deducting the discount. |
Package sales | Amount and percentage of sales made from packages for the selected time period. This includes even refunds. Note: The amount and percentage are calculated after deducting the discount. |
Gift Card sales | Amount and percentage of sales made from gift cards for the selected time period. This includes even refunds. Note: The amount and percentage are calculated after deducting the discount. |
Prepaid card sales | Amount and percentage of sales made from prepaid cards for the selected time period. This includes even refunds. Note: The amount and percentage are calculated after deducting the discount. |
Total sales | Amount of sales made from packages, memberships, gift cards, prepaid cards, and revenue generated from services and products. Total sales = Package sales + Membership sales + Giftcard sales + Prepaid card sales + Total Revenue Note: Any charge or fee such as membership fee and no-show cancellation fee are not included in sales. |
Tax | Amount of tax levied on guests for services, products, gift cards, memberships, and packages. |
Gross sales | The total amount sales including tax. Gross sales = Total sales + Tax |
Transactions
This section gives you detailed information about sales and redemption based on payment methods.
Column Name | Description |
Cash | · Count - Number of transactions which are paid by cash · Amount- Amount received from cash transactions · % - Percentage of total payments received in cash |
Card | · Count - Number of transactions which are paid by card · Amount- Amount received from card transactions · % - Percentage of total payments received in card |
Cheque | · Count - Number of transactions which are paid by cheque · Amount- Amount received from cheque transactions · % - Percentage of total payments received in cheque |
Custom financial | · Count - Number of transactions paid by custom financial payment methods · Amount- Amount received from transactions paid through custom financial payment methods · % - Percentage of total payments received from custom financial payments |
Custom non-financial | · Count - Number of transactions paid by custom non-financial payment methods · Amount- Amount received from transactions paid through custom non-financial payment methods · % - Percentage of total payments received from non-custom financial payments |
Redemption methods | |
Packages | · Count - Number of transactions redeemed from packages · Amount- Amount received from package redemptions % - Percentage of total redemptions made through packages |
Memberships | · Count - Number of transactions redeemed from memberships · Amount- Amount received from membership redemptions % - Percentage of total redemptions made through memberships |
Gift cards | · Count - Number of transactions redeemed from gift cards · Amount- Amount received from gift card redemptions % - Percentage of total redemptions made through gift cards |
Prepaid cards | · Count - Number of transactions redeemed from prepaid cards · Amount- Amount received from prepaid card redemptions % - Percentage of total redemptions made through prepaid cards |
Loyalty points | · Count - Number of transactions redeemed from loyalty points · Amount- Amount received from loyalty point redemptions % - Percentage of total redemptions made through loyalty points |
Register Closure
Column Name | Description |
Opening balance | Amount in all the cash registers as on the start of the selected time period. |
Cash | Total cash amount collected from all the cash registers and submitted for the selected time period. |
Card | Total amount collected by card from all cash registers and submitted for the selected time period. |
Cheque | Total amount collected by check from all cash registers and submitted for the selected time period. |
Custom | Total amount collected by custom payment from all cash registers and submitted for the selected time period. |
Cash deposit | Total cash deposited from all the cash registers and submitted for the selected time period. |
Closing Balance | Total amount in all the cash registers as on the end of the selected time period. |
Tips
Column Name | Description |
Cash | Amount of tips collected by cash for the selected time period. |
Card | Amount of tips collected by card for the selected time period. |
Others | Amount of tips collected by gift cards, custom payment methods, check, and prepaid cards for the selected time period. |
Statistics
Column Name | Description |
Service only (inv. count) | Number and percentage of invoices that have only service sales. |
Product only (inv. count) | Number and percentage of invoices that have only product sales. |
Service & Product (inv. count) | Number and percentage of invoices that have both service sales and product sales. |
Avg. invoice value | Value generated from all sales. |
Total guest count | Number of unique guests for the selected time period. For example, if a guest visited the center and there are 3 invoices created for the guest, then the guest count is 1, not 3. |
Production per hour | Average amount of sale made every hour of center operation. |
Products per guest | Average amount of sale made selling products to guests. Products per guest = Product revenue / Total guest count |
Refunds | 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. |
Redo | Number of services redone during the selected time period. |
Voids | Number of invoices voided during the selected time period. |
Guest Details - Visit
In this section, you can view sale details based on the guest type: new and repeat (guests who have visited the center multiple times).
Column Name | Description |
Count (%) | Number and percentage of unique guests (new or repeat) who visited the center during the selected time period. For example, if a guest visited the center and there are 3 invoices created for the guest, then the guest count is 1, not 3. |
Invoice count | Number of invoices created for guests (new or repeat) during the selected time period. For example, if a guest visited the center and there are 3 invoices created for the guest, then the invoice count is 3. |
Sales | Amount of sales made by this guest type: new or repeat. |
Sales % | Percentage of sales made from this guest type: new or repeat. |
Avg. Sales./ Inv | Average amount of revenue, per ticket, this demographic brought into the salon. |
Guest Details – Gender
In this section, you can view sale details based on the guest gender type: male, female, other, and not specified.
Column Name | Description |
Count (%) | Number and percentage of unique guests (new or repeat) who visited the center during the selected time period. For example, if a guest visited the center and there are 3 invoices created for the guest, then the guest count is 1, not 3. |
Invoice count | Number of invoices created for guests (new or repeat) during the selected time period. For example, if a guest visited the center and there are 3 invoices created for the guest, then the invoice count is 3. |
Sales | The total dollar value of revenue generated by this particular demographic. |
Sales % | The percentage of total sales represented by this demographic compared to the whole. |
Avg. Sales./ Inv | The average amount of revenue, per ticket, this demographic brought into the salon. |
Employee Details
This section gives you detailed information about the list of employees at the center. The employees are arranged based on jobs. Expand a job to view the employee sales details at that job.
Column Name | Description |
Actual Hours | Number of hours this employee has worked (actual check-ins and check-outs) during the selected time period. |
Service Sales | Amount of revenue generated by this employee towards service sales. |
Serv.Com.Sales | Value of commission generated by this employee towards service sales. Note: Ensure that the Allow Commission and the Commission adjustment factor settings are enabled. |
Com.Disc. | Value of service sales made by this employee towards free service revenue. |
Net Prod./HR | Net amount of sales made per hour by this employee. |
Com.Prod./HR | Amount of commission revenue generated by this employee per hour. |
Req Serv # (%) | Number and percentage of services where this employee was specifically requested to perform service. |
Invoice count | Number of invoices generated and closed during the selected time period. |
Product Sales | Amount of revenue generated by this employee towards the retail product sales. |
Prod.Com.Sale | Value of commission generated by this employee towards product sales. |
Prod./Inv Sales | Amount of revenue generated by this employee for each invoice with product sales. Prod./Inv Sales = Product Sales / Invoice count |
Avg. Sales./Inv | Amount of revenue generated by this staff member for each invoice. |
Service Details
This section gives you detailed information about the list of services sold at the center. The services are arranged based on service categories. Expand a category to view the service sales in that category. You can see services based on the quantity sold.
Column Name | Description |
Qty (%) | Number of times this service was performed during the selected time period. In the brackets, you can see the percentage of this service provided from the total services provided at the center. |
Avg. Time | Average amount of time to complete the service. Avg. Time = Actual Hours / Qty |
Sales | Amount of revenue generated from this service. |
Sales % | Percentage of net service revenue generated from this service. |
Discount | Value of all discounts applied to the service during the given time period. |
Product Details
This section gives you detailed information about the list of products sold at the center. The products are arranged based on product categories. Expand a category to view the product sales in that category. You can see products based on the quantity sold.
Column Name | Description |
Qty (%) | Number of times this product was sold during the selected time period. In the brackets, you can see the percentage of this product sold from the total products sold at the center. |
Sales | Amount of revenue generated from this product. |
Sales % | Percentage of product revenue generated from this product. |
Discount | Value of all discounts applied to the product during the given time period. |