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 | Description |
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 NoteIf there are multiple invoices for the same guest during the selected date range, the guest count is considered only once for that guest. The invoices for the following transactions are not considered in the guest count:
|
New Guests Count | Total number of new guests with their first invoices in the center with sale date NoteIf 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 date range |
Online Count | Total number of invoices created with source as Online (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 the future |
Rebooking Source% | Percentage of rebooked appointments compared with the total number of valid appointments Rebooking Source% = (Rebooking Source Count/Appointments Count) x 100 Note that appointments that have the status as Open, Close, Check-in, and Confirm are considered in this calculation. |
Requested Count | Total number of services in the center for which guests have requested for a specific therapist |
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 amount generated by this center from sales and redemptions |
Average Service Value per Invoice | Average of service sales amount compared with the total number of invoices in the center. Average Service Value per Invoice = (Service Sales/Invoices Count) |
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 | Average of product sales amount compared with the total number of invoices in the center. Average Product Value per Invoice = (Product Sales/ Invoices Count) |
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 | Average of package sales amount compared with the total number of invoices in the center Average Package Value per Invoice = (Package Sales/ Invoices Count) |
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 | Average of membership sales amount compared with the total number of invoices in the center Average Membership Value per Invoice = (Membership Sales/ Invoices Count) |
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 |
Closed Invoices Count | Total number of closed invoices in the center |
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 If the total booked hours are 10:25, convert it into decimal format using the following steps:
|
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 sum of service time in all the appointments irrespective of work status or schedule of the employees deputed employees - work center is considered |
Blocked Hours | Total number of hours booked for block-outs for all employees in the center |
GC Redeemed | Total amount of GC redeemed for the specified report period and liability center. |
GC Redeemed (Cross center) | Total amount of GC Redeemed for the specified report period across all liability centers, excluding the current center. |
Package Redeemed | Total amount of package redeemed for the specified report period and liability center. |
Package Redeemed (Cross center) | Total amount of package redeemed for the specified report period across all liability centers, excluding the current center. |
Membership Redeemed | Total amount of membership redeemed for the specified report period and liability center. |
Membership Redeemed (Cross center) | Total amount of membership redeemed for the specified report period across all liability centers, excluding the current center. |
Discounts | Total amount of discount provided including manual discounts, campaign discounts, package discounts, package redemption discounts, membership discounts, and membership redemptions discounts. |
GC Online Sales | Total amount of GC sold online (Source is Webstore, CMA). |
GC In-Store Sales | Total amount of GC sold online (All Sources except Webstore, CMA). |
No-Show Fees | Total amount charged for no show fees, that is the sale price (excluding tax) for services marked as no show (sale type = charges). |
Cancellation Fees | Total amount charged for cancellation fees that is the sale price (excluding tax) for services marked as cancellation (sale type = charges). |