Number of Packages sold
Num. of Packages Sold shows the total number of packages sold in the selected period, net of refunds. It is reckoned on an accrual basis using the sale date.
Every package line item sold counts as +1; every package refund counts as -1.
Both regular (series/custom) packages and day packages are included.
Open and closed invoices are both counted — the sale does not need to be fully paid to count.
Example
On May 2, a center sells 5 packages and 1 day package, and processes a refund for 1 package sold the previous week. Num. of Packages Sold for May 2 = 5 + 1 - 1 = 5.
Validate in Zenoti
Go to Reports NEW (v2 report) → Financial Reports → Sales - Accrual report.
Select Item Type = Package (and Day Package), Sale Type = Sale and Refund, and all Payment Types. Select the same centers as displayed in ezPulse.
Export the report. Count the package line items with Sale Type = Sale, then subtract the count of package line items with Sale Type = Refund. The result is the metric value.