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Organization Revenue report (v1)

Business owners can use this report to view the revenue generated from sales and redemptions of items in all centers during a date range.

Points to consider

Revenue

  • For services, classes, and products, revenue is realized when payment is collected using cash, card, check or custom payment and the invoice is closed.

  • For liabilities: memberships, packages, gift cards, and prepaid cards, revenue is realized on redemption (to purchase a service, class, or product).

  • Revenue = List price - Discount - Tax

Invoice

Closed invoices

Payment options

Cash, card, check, and custom payments and redemptions on memberships, packages, gift cards, and prepaid cards

  1. At the organization or center level, click the Reports icon.

  2. On the Reports page search for and select the Organization Revenue report.

  3. If the report has many columns, scroll horizontally to the right or left to view all columns.

  4. To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.

  5. Click Refresh.

    If you generate the report for over a year, click the Email button.

To view item revenue as a percentage of the total revenue, select the Show in percentage of total check box and click Refresh again.

Column

Description

Zone

Zone to which the center belongs

Center

Center where the revenue is generated

Services

Revenue realized from service sales

Note

Does not include redemptions

Products

Revenue realized from product sales

Note

Does not include redemptions

Memberships

Revenue realized from membership sales

Memberships = IRR + MRR

Membership Credit Redemption

Revenue realized from membership credit redemptions

Membership Service Redemption

Revenue realized from membership service redemptions

Packages

Revenue generated from package sales and redemptions

Expired Packages

Revenue generated from expired packages

Gift Cards

Revenue generated from the redemptions of gift cards

Prepaid Cards

Revenue generated from the redemption of prepaid cards

Total

Total revenue realized from all the sales and redemptions

Reconcile numbers with other reports

Column in Organization Revenue report

Column in Invoice Item report

Services

Cash Revenue

Ensure that you select Item Type as Service in the report

Products

Cash Revenue

Ensure that you've selected Item Type as Product in the report.

Memberships

Sum of Membership Initial Recognized Revenue and Membership Monthly Recognized Revenue

Membership Credit Redemption

Membership Redemption Revenue

Ensure that you've selected Item Type as All in the report.

Membership Service Redemption

Membership Service Redemption Revenue

Ensure that you've selected Item Type as All in the report.

Packages

Sum of Package Initial Recognition Revenue and Package Redemption Revenue columns in the Invoice Item report

Ensure that you've selected Item Type as All in the report.

Expired Packages

Revenue from Expired Packages

Ensure that you've selected Item Type as All in the report.

Gift Cards

Gift Card Revenue

Ensure that you've selected Item Type as Gift Cards in the report.

Prepaid Cards

Prepaid Card Revenue

Ensure that you have selected Item Type as Prepaid Cards in the report.

Total

Total Revenue

Ensure that you've selected Item Type as All in the report.