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Master center metrics report

The Master Center Metrics report consolidates various center-level metrics found across different reports, including but not limited to sales accrual and business KPI reports. It provides a consolidated view of essential metrics such as discounts, refunds, sales, register closures, tips, taxes, and more. This simplifies the analysis of center-level performance, making it convenient for stakeholders to assess and improve operational efficiency.

  1. Click the Reports icon.

  2. Search for the Master center metrics report.

  3. Open the report and apply the desired filters.

  4. Click Refresh.

    Note

    The optional columns can accommodate up to 100 characters.

Column

Description

Service Sales

Total sales from services, including discounts but excluding refunds.

Product Sales

Total sales from products, including discounts but excluding refunds.

Service discount (free service)

Campaigns and manual discounts that account for free service revenue for the provider.

Service discount (non-free service)

Campaigns that do not account for free service revenue for the provider.

Product discount (free service)

Campaigns and manual discounts that account for free product revenue for the provider.

Product discount (non-free service)

Campaigns that do not account for free product revenue for the provider.

Custom in register

Custom payments recorded in the cash register.

Cash payouts

Cash payouts made from the register for various purposes.

Cash in Register

Total cash in the register before any adjustments are made.

Cash Adjustments

Adjustments made to the cash register total.

Cash Deposited

Amount of cash deposited into the business's bank account.

CC In register

Total amount of credit card transaction in register before any adjustments are made.

Card Adjustments

Adjustments made to the credit card transactions total.

Check in register

Total amount of checks recorded in the cash register.

Cash transfers

Cash transferred between registers or accounts.

Total petty cash expenses

Total expenses covered by petty cash.

Production hours

Hours clocked in against production work tasks.

Non-production hours

Hours clocked in against non-production work tasks.

Redo Count

Number of times a service was marked as redo.

Void Count

Number of voided invoices, including invoices marked as void or those invoices where all items have been deleted.

Products #

Number of products sold at each center including refunds.

Services #

Number of services sold at each center including refunds.

Gift Cards #

Number of gift cards that are sold at each center.

Provider Requested #

Number of invoices that had at least one service with request type stylist only.

Gift Card Redemptions (Excluding Tax)

Amount paid using a gift card excluding any applicable taxes. This does not include tips, SSG, environmental fee, and so on.

Gift Card Redemptions (Including Tax)

Amount paid using a gift card including any applicable taxes. This does not include tips, SSG, environmental fee, and so on.

Gift Card Tips

Tips that are paid using a gift card.

Gift card sales

Total amount of gift card and pre-paid cards sold.

Gift card discount

Total discount applied on the gift cards that also account for the difference between their value and price.

Total guests

Number of unique guests on the specific date within the selected time period.

Total walk-in invoices

Total number of invoices where the creation and service dates are the same.

Service tax

Tax collected for services, excluding refunds.

Product tax

Tax collected for products, excluding refunds.

Cash tips

Tips paid through cash.

Card tips

Tips paid through card.

Custom tips

Tips paid through custom payment.

Total new guest invoices

Unique count of new guests.

Total repeat guest invoices

Unique count of guests whose profiles were created before the selected date range.

Service shop cost

Predefined expense for a specific service configured from the General tab while creating services.

Note

  • Shop cost is shown at the appointment level; that is, it always displays the value recorded during appointment creation.

    For example, if appointment A1 has service S1 with a shop cost of $10 (as per shop cost configured for that service at the time of appointment creation), and later the shop cost of that service is updated to $20, the report referencing Appointment A1 displays the shop cost as $10.

  • Shop cost for a day package is apportioned among individual services included in the package.

    For example, if there is a day Package D1 with three services S1, S2, and S3. At the day package level, the shop cost is set to $10. This shop cost will be apportioned to all these three services based on service price.

    Calculation: (Service Price / Total Service Price of Day Package) * Shop Cost Defined at Day Package Level.

  • Shop costs in payroll are always captured at the end of each pay period. However, in this report, shop costs are recorded at the time of appointment creation. As a result, shop costs in the report may not match those in payroll.

    For example, if a service S1 initially has a shop cost of $5 and an appointment A1 is booked for this service, the report will record a shop cost of $5. If, by the end of the pay period, the shop cost of service S1 is updated to $10, payroll will capture the shop cost as $10, while the report will still show $5.

    Additionally, in payroll, employee shop costs take precedence over service shop costs. Therefore, shop costs in this report may not align with those in payroll. These should be used solely for cost estimations.