Business KPI report (v2)
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.
Business owners can use this report to monitor the performance of each center. They can view metrics such as the total business generated, the efficiency of the center, revenue generated from different channels, guest feedback and retention, and much more.
Note
To view the data by considering tax for all sales calculations, select the Show Sales Including Tax check box.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Business KPI report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
You can generate the report using the following filters:
Filter | Description |
|---|---|
Invoice status |
|
Zone/Location Group | Allows you to search for both zones and location groups if location groups are configured for at least one zone. Location groups will only be shown if the Enable Location groups setting is enabled. If the Zone/Location group filter is not visible, it means it is not enabled for your account. Reach out to a person at Zenoti to enable this feature. |
Column Name | Short Description | Details and Examples |
|---|---|---|
Center Name | Center where the transaction was completed. | Displays the name of the center where the transaction was completed. |
Unique Guests | Number of unique guests with at least one invoice in the selected date range. | Indicates the total number of unique guests for whom invoices were generated at the center, based on the sale date. If a guest has multiple invoices during the selected period, they are counted only once. The following types of transactions are excluded from the guest count: Refunds Recurring invoices Freeze fees No-show fees Cancellation fees |
New Guests Count | Total number of new guests whose first invoices were issued at the center, based on the sale date. | Indicates the total number of new guests whose first invoices were issued at the center, based on the sale date. If a guest has multiple invoices during the selected period, they are counted only once. The following types of transactions are excluded from the guest count: Refunds Recurring invoices Freeze fees No-show fees Cancellation fees |
New Guests% | Percentage of new guests compared to all unique guests who received an invoice at the center. | Displays the percentage of new guests compared to all unique guests who received an invoice at the center. Formula New Guest% = (New Guest Count/Guest Count) x 100 |
Invoice Count | Total number of invoices created at the center during the selected date range. | Displays the total number of invoices created at the center during the selected date range. |
Online Invoice Count | Count of invoices generated from online bookings (Webstore, CMA). | Displays the total number of invoices issued at the center through online booking (Webstore and CMA) during the selected date range. |
Online Invoice % | Percentage of invoices from online bookings compared to all invoices generated at the center. | Shows the percentage of invoices from online bookings compared to all invoices generated at the center. Formula Online% = (Online Count/Invoices Count) x 100 |
Rebooking Source Count | Number of appointments with a subsequent rebooking. | Displays the number of appointments that resulted in a subsequent rebooking. |
Rebooking Source% | Percentage of rebooked appointments compared to the total number of valid appointments. | Displays the percentage of rebooked appointments compared to the total number of valid appointments. Formula Rebooking Source% = (Rebooking Source Count/Appointments Count) x 100 Only appointments with the statuses Open, Closed, Check-in, and Confirmed are included in this calculation. |
Services with Provider Requests | Number of services requested with a specific therapist. | Indicates the number of services for which guests have specified a preferred therapist. |
Services with Provider Requests % | Percentage of services requested with specific therapists . | Displays the percentage of services requested with specific therapists compared to the total number of services sold at the center. Formula Requested % = (Requested Count/Service Sales Count) x 100 |
Service Sales Count | Number of services sold during the selected period. | Indicates the total number of services sold at this center. |
Service Sales (Excl. Tax) | Revenue from service sales excluding taxes, discounts, and loyalty points redemptions. | Displays the total revenue generated by this center from sales and redemptions, excluding taxes, discounts, and loyalty points redemptions. |
Service Sales (Incl. Tax) | Revenue from service sales including taxes, excluding discounts and non-taxable redemptions. | Shows the total revenue from sales at this center, inclusive of taxes, but excluding discounts and non-taxable redemptions. |
Average Service Sale per Invoice | Average revenue from services per invoice. | Displays the average value of service sales per invoice, calculated against the total number of invoices at the center. Formula Average Service Value per Invoice = (Service Sales/Invoices Count) |
Service Sales Invoice Count | Number of invoices that included at least one service. | Displays the total number of invoices that include at least one service sold at the center. |
Product Sales Count | Number of products sold. | Indicates the total number of products sold at the center. |
Product Sales (Excl. Tax) | Revenue from product sales, excluding taxes, discounts and loyalty point redemptions, but including other redemptions. | Shows the total revenue from product sales, excluding taxes, discounts and loyalty point redemptions, while including all other eligible redemptions. |
Product Sales (Incl. Tax) | Total revenue from product sales, including taxes and excluding discounts. | Shows the total revenue from product sales at this center, inclusive of taxes, but excluding discounts and non-taxable redemptions. |
Average Product Sale per Invoice | Average revenue from products per invoice. | Displays the average value of product sales per invoice, calculated against the total number of invoices at the center. Formula Average Product Value per Invoice = (Product Sales/ Invoices Count) |
Product Sales Invoice Count | Number of invoices that included at least one product. | Displays the total number of invoices that include at least one product sold at the center. |
Package Sales Count | Total number of packages sold at the center. | Displays the total number of packages sold at the center. |
Package Sales (Excl. Tax) | Revenue from package sales, excluding taxes, discounts and loyalty point redemptions, but including other redemptions. | Shows the total revenue from package sales, excluding taxes, discounts and loyalty point redemptions, while including all other eligible redemptions. |
Package Sales (Incl. Tax) | Total revenue from package sales, including taxes and excluding discounts. | Shows the total revenue from package sales at this center, inclusive of taxes, but excluding discounts and non-taxable redemptions. |
Average Package Sale per Invoice | Average revenue from packages per invoice. | Displays the average value of package sales per invoice, calculated against the total number of invoices at the center. Formula Average Package Value per Invoice = (Package Sales/ Invoices Count) |
Package Sales Invoice Count | Number of invoices that included at least one package. | Displays the total number of invoices that include at least one package sold at the center. |
Membership Sales Count | Total number of memberships sold at the center. | Displays the total number of memberships sold at the center. |
Membership Sales (Excl. Tax) | Revenue from memberships sales, excluding taxes, discounts and loyalty point redemptions, but including other redemptions. | Shows the total revenue from memberships sales, excluding taxes, discounts and loyalty point redemptions, while including all other eligible redemptions. |
Membership Sales (Incl. Tax) | Total revenue from memberships sales, including taxes and excluding discounts. | Shows the total revenue from memberships sales at this center, inclusive of taxes, but excluding discounts and non-taxable redemptions. |
Average Membership Sale per Invoice | Average revenue from memberships per invoice. | Displays the average value of memberships sales per invoice, calculated against the total number of invoices at the center. Formula Average Membership Value per Invoice = (Membership Sales/ Invoices Count) |
Membership Sales Invoice Count | Number of invoices that included at least one membership. | Displays the total number of invoices that include at least one membership sold at the center. |
Gift Card Sales Count | Total number of gift cards sold at the center. | Displays the total number of gift cards sold at the center. |
Gift Card Sales (Excl. Tax) | Revenue from gift cards sales, excluding taxes, discounts and loyalty point redemptions, but including other redemptions. | Shows the total revenue from gift cards sales, excluding taxes, discounts and loyalty point redemptions, while including all other eligible redemptions. |
Gift Card Sales (Incl. Tax) | Total revenue from gift cards sales, including taxes and excluding discounts. | Shows the total revenue from gift cards sales at this center, inclusive of taxes, but excluding discounts and non-taxable redemptions. |
Prepaid Card Sales Count | Total number of prepaid cards sold at the center. | Displays the total number of prepaid cards sold at the center. |
Prepaid Card Sales (Excl. Tax) | Revenue from prepaid cards sales, excluding taxes, discounts and loyalty point redemptions, but including other redemptions. | Shows the total revenue from prepaid cards sales, excluding taxes, discounts and loyalty point redemptions, while including all other eligible redemptions. |
Prepaid Card Sales (Incl. Tax) | Total revenue from prepaid cards sales, including taxes and excluding discounts. | Shows the total revenue from prepaid cards sales at this center, inclusive of taxes, but excluding discounts and non-taxable redemptions. |
Total Sales (Excl. Tax) | Revenue from all sales, excluding taxes, discounts and loyalty point redemptions, but including other redemptions. | Shows the total revenue from services, memberships, products, packages, gift cards, and prepaid cards sales, excluding taxes, discounts and loyalty point redemptions, while including all other eligible redemptions. |
Total Sales (Incl. Tax) | Revenue from all sales, including taxes and excluding discounts. | Shows the total revenue from services, memberships, products, packages, gift cards, and prepaid cards sales, inclusive of taxes, but excluding discounts and non-taxable redemptions. |
Sale Count | Total number of services, memberships, products, packages, gift cards, and prepaid cards sold. | Displays the total number of services, memberships, products, packages, gift cards, and prepaid cards sold at the center. |
Refund Amount | Total value refunded, including cash equivalents and refunds to prepaid cards. | Indicate the total values of refunded sales at the center. This value includes the refunds issued as cash equivalents as well as those returned to prepaid cards. |
Refund Quantity | Number of items refunded. | Shows the total number of items refunded in the center. |
Open Invoices Count | Number of invoices that remain open as of the report date. | Indicates the total number of open invoices. |
Closed Invoices Count | Number of closed invoices. | Indicates the total number of closed invoices. |
Center Utilization (By Employee) | Percentage of booked hours versus available hours for all employees. | Indicates the percentage of booked hours compared to the total available hours for all employees in the center. Center Utilization (By Employee) = (Total Booked Hours/Total Available hours) x 100 If the total booked hours are 10:25, convert it into decimal format using the following steps: Convert the time into minutes: 10 hours 25 minutes = (10 × 60) + 25 = 625 minutes. Convert the minutes into decimal format: 625 ÷ 60 = 10.42 |
Available Hours | Total hours available for booking across all employees. | Displays the total number of available hours for all employees, calculated based on the scheduled hours of all employees in the center. |
Serviced Hours | Total hours during which services were performed. | Displays the total number of hours for which services were performed by all employees at the center. |
Booked Hours | Hours booked for services (including performed, no-shows, cancellations). | Indicates the total number of hours booked for services for all employees in the center. It is the sum of all service times in all the appointments, irrespective of work status or schedule of the employees. For deputed employees, the work center is considered |
Blocked Hours | Total block-out hours blocked on the calendar. | Shows the total number of hours booked for block-outs, for all employees at the center |
GC Redeemed | Value of gift cards redeemed. | Shows the total value of gift cards redeemed. |
GC Redeemed (Cross center) | Gift card redemptions from cards issued by other centers. | Shows the total value of gift cards redeemed across all centers, excluding the current center. |
Package Redeemed | Value of packages redeemed. | Shows the total value of packages redeemed. |
Package Redeemed (Cross center) | Package redemptions from other centers. | Shows the total value of packages redeemed across all centers, excluding the current center. |
Membership Redeemed | Value of memberships redeemed. | Shows the total value of memberships redeemed. |
Membership Redeemed (Cross center) | Memberships redemptions from other centers. | Shows the total value of memberships redeemed across all centers, excluding the current center. |
Discounts | Total discount value applied, including manual and campaign discounts. | Indicates the total value of discount provided including manual discounts, campaign discounts, package discounts, package redemption discounts, membership discounts, and membership redemptions discounts. |
GC Online Sales | Gift card sales made through online sources (Webstore, CMA). | Shows the total value of gift cards sold online (Webstore, CMA). |
GC In-Store Sales | Gift card sales made at the center. | Shows the total value of gift cards sold at the store. |
No-Show Fees | Charges applied for no-show appointments. | Represents the total no-show charges, calculated from the pre-tax sale price of services flagged as no-show (where sale type is 'Charges'). |
Cancellation Fees | Charges applied for canceled appointments. | Represents the total cancellation charges, calculated from the pre-tax sale price of services marked as cancellation (where sale type is 'Charges'). |