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How to ensure metrics show correct numbers?

We have worked with Zenoti to make sure that metrics can be validated with the Core Zenoti reports. Our Numbers match Zenoti CORE V2 Reports - New Reports.

Metric Name

What is the definition?

Collection

Payments through monetary instruments (such as cash, credit card, custom payment) for the time period irrespective of invoice status. Based on the payment date. This includes refunds. This is any money collected in that center, irrespective of where the sale happened. It does not include taxes.

# of Visits

The number of invoices with the sale date in the selected time period. Multiple invoices on the same day by the same guest are considered as one visit. A visit can be for any item type. Refunds, recurring invoices, automatic payments, freeze fees, etc. are not considered as a visit.

Example

  • Guest visits Center A multiple times on 1/10: 1 visit

  • Guest visits Center A, Center B on 1/10: 1 visit in Center A, 1 visit in Center B

  • Guest visits Center A on 1/10 and 1/11: 2 visits

Filter Conditions

  • For services: Appointment status = Closed

  • For other item types: Invoice status = ClosedRemove items which are recurring/ auto collection/ freeze fees/ refunds/ cancellation fees/ no show fees. Include setup fees.

  • Based on Sale Date

Utilization

(Service hours + Recovery hours + Paid block hours) / (Scheduled hours)

Average Feedback

Average feedback rating for invoices serviced in the time period where feedback is submitted

Service Collection

Payments through monetary instruments (such as cash, credit card, custom payment) for the time period irrespective of invoice status. Based on the payment date. This includes refunds. This is any money collected in that center, irrespective of where the sale happened. Does not include taxes. Shows only collections from services.

Product Collection

Payments through monetary instruments (such as cash, credit card, custom payment) for the time period irrespective of invoice status. Based on the payment date. This includes refunds. This is any money collected in that center, irrespective of where the sale happened. Does not include taxes. Shows only collections from products.

Membership Collection

Payments through monetary instruments (such as cash, credit card, custom payment) for the time period irrespective of invoice status. Based on the payment date. This includes refunds. This is any money collected in that center, irrespective of where the sale happened. Does not include taxes. Shows only collections from memberships.

# of New Guests

New guest visits: ‘# of visits' for guests who have not visited on any previous day.

Filter conditions

  • For services: Appointment status = Closed

  • For other item types: Invoice status = Closed

  • Remove items which are recurring/ auto collection/ freeze fees/ refunds/ cancellation fees/ no show fees. Include setup fees.

  • Based on Sale Date

Rebooking %

Number of invoices rebooked for any future date on the same day as the service or number of invoices servicedThe percentage of invoices where guests make their next booking on the same day as their last booking. They may rebook at the end of their service, they may rebook online when they get home or give you a call later that day.

Average Spend

(Final sale price including discount, excluding tax, including refunds) / (# of visits in the time period). Final sale price to be taken after redemptions, irrespective of payment type.For services: Appointment status = ClosedFor other item types: Invoice status = Closed

Product to service ratio

Product collections / Service collections

In this section: