Service Sales Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Service Sales Report	https://dashboard.boulevard.io/reports/service_sales

Overview

The Service Sales report helps you track completed service revenue across your locations and service categories. It breaks down service sales by service, category, and location, showing sales, discounts, refunds, and tax so you can see the full financial picture behind service performance.

Use this report to identify top-performing services, understand the impact of discounts and voucher redemptions on net revenue, and monitor refund patterns that may point to service quality issues. It's especially useful for pricing and staffing decisions, since you can filter by date or service to compare new vs. returning client revenue and spot trends by day of week or time of day.

Note: If you're analyzing commission alongside this report, use Capped Business Charges field rather than Business Charges to reconcile totals — heavily discounted or refunded lines can push configured Business Charges above Net Sales, which is what Capped Business Charges is designed to correct for. See the Report Caveats section below for more detail.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Service performance tracking	Evaluate total service count, sales, and average sales per order or appointment. Identify top-performing services and trends over time.	Which services generate the highest net sales? Which services are declining in demand?
Category and pricing trends	Analyze sales by service category or price changes over time to support pricing adjustments and promotions.	Which service categories drive the most revenue? Has a recent price increase affected sales volume?
Voucher and discount impact	Understand the effect of discounts, offers, and voucher redemptions on net service revenue.	How much sales value is lost to discounts or vouchers? Are vouchers increasing total bookings?
Refund and quality review	Monitor refunded service sales and refund rates to detect potential service quality or delivery issues.	Which services or staff members show the highest refund counts? Are refunds concentrated in specific categories?
New vs returning client service analysis	Understand how service revenue breaks down between new and returning clients to evaluate acquisition and retention performance.	What share of service revenue comes from new clients? Are returning clients spending more per service?
Operational optimization	Track service performance by day of week or time of day to optimize scheduling and staffing levels.	Which days yield the highest service revenue? Should more staff be scheduled during peak service hours?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Financials Reporting > Sales - Self or Everyone
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, services must be sold via completed/closed orders.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group by (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	Name of the business location associated with the service sale.	New York	Yes
Service Name	Display name of the service.	Hydrafacial	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Service Category	The category the service.	First Time Facials	Yes
Service count	The total number of completed services aggregated by the chosen grouping, duration, and filters.	1	Yes
Voucher service count	The total number of completed services associated with the voucher redemption aggregated by the chosen grouping, duration, and filters.	2	Yes
Service Sale Amount	Service sales in dollars before discounts, refunds and tax	$360.00	No
Service Discount	Discount amount on service sales in dollars.	-$36.00	No
Service Refund Amount	Total refunded service sales in dollars, excluding tax.	$360.00	No
Service Net Amount	Service sales in dollars, excluding tax, after discounts and refunds.	$324.00	Yes
Service Sales Tax	Total tax amount collected on service sales in dollars.	$32.40	No
Service Collected Amount	The total amount collected from the client for service purchases in dollars. Calculated as retail net amount plus retail tax amount.	$54.00	No
Service Net Amount Per Order	Average net service sales in dollars per order, computed as Net Service Sales divided by Order count within the selected filters.	$360.00	No

Customizable fields

All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.

Field name	Definition	Example	Filter?
Location Name	Name of the business location associated with the service sale.	New York	Yes
Service Name	Display name of the service.	Hydrafacial	Yes
Service Category	The category the service.	First Time Facials	Yes
Service count	The total number of completed services aggregated by the chosen grouping, duration, and filters.	1	Yes
Voucher service count	The total number of completed services associated with the voucher redemption aggregated by the chosen grouping, duration, and filters.	2	Yes
Service Sale Amount	Service sales in dollars before discounts, refunds and tax	$360.00	No
Service Discount	Discount amount on service sales in dollars.	-$36.00	No
Service Refund Amount	Total refunded service sales in dollars, excluding tax.	$360.00	No
Service Net Amount	Service sales in dollars, excluding tax, after discounts and refunds.	$324.00	Yes
Service Sales Tax	Total tax amount collected on service sales in dollars.	$32.40	No
Service Collected Amount	The total amount collected from the client for service purchases in dollars. Calculated as retail net amount plus retail tax amount.	$54.00	No
Service Net Amount Per Order	Average net service sales in dollars per order, computed as Net Service Sales divided by Order count within the selected filters.	$360.00	No
Order Date	Local calendar date on which the order containing the service line item was closed.	2026-01-02	Yes
Booking Date	Local calendar date on which the appointment associated with the service was booked.	2026-04-27	Yes
Service ID	Unique identifier for the service.	f6396266-b475-4273-9cc9-dcc829b8f755	No
Merchant name	The official name of the merchant account associated with the service line item.	Jack Reacher	Yes
Client Type	Indicates whether the client is classified as a New or Returning client based on their purchase history. Possible values include: New Client, Returning Client.	New Client	Yes
Location Group	The location group the business location is associated with, if applicable.	West Coast	Yes
Discount Name	Name of the discount applied to the service sale, if applicable.	Summer Special	Yes
Staff Name	Full name of the staff member associated with the membership sale.	Mia Fox	Yes
Location Id	Unique identifier for the business location associated with the service sale.	1ddf3ea3-56f7-44ea-acf5-f7d93bedae78	No
Location External Id	Unique identifier for the business location from an external system, if applicable.	JT2	Yes
Is Service Active	Flag indicating if the service is active (true = active).	TRUE	Yes
Current service price	The current default service price in dollars.	$350.00	No
Staff ID	Unique identifier for the staff member associated with the membership sale.	24c4da3b-a7cf-47b5-a3a8-68d10151ebe2	No
Order Count	Distinct count of orders containing at least one completed service line item.	3	No
Service Client Count	Distinct count of clients who completed at least one service line item.	1	No
New Client Count (Service)	Distinct count of clients who completed at least one service line item and are classified as New.	1	No
Retrurning Client Count (Service)	Distinct count of clients who completed at least one service line item and are classified as Returning.	1	No
Appointment Count	Distinct count of completed appointments associated with the service line item.	1	No
Service Net Amount (Less Vouchers)	Net service sales in dollars, excluding voucher redemptions.	$360.00	No
Service Net Amount Per Order (Less Vouchers)	Average net service sales in dollars per order, excluding voucher redemptions. Calculated as Net Service Amount (Less Vouchers) divided by Order Count within the selected filters.	$360.00	No
Service Net Amount Per Appointment	Average net service sales in dollars per appointment, computed as Net service amount divided by Appointment count within the selected filters.	$360.00	No
Service Net Amount Per Appointment (Less Vouchers)	Net service sales in dollars per appointment, excluding voucher redemptions. Calculated as Net service amount (Less Vouchers) divided by Appointment count within the selected filters.	$360.00	No
Service refunds count	Count of refunded service line items.	2	Yes
Business Charges	Dollar amount of recoverable costs (if set by the business) applied to line items and subtracted from Net Sales before commission is calculated, aggregated by the current grouping.	$360.00	No
Capped Business Charges	Dollar amount of Business Charges (if set by business) actually used in commission calculations, equal to the lesser of Net Sales and Business Charges for each line item, floored at zero.	24.02	No
At Sale Service Product Usage Cost	Total cost in dollars of products consumed in delivering the service, calculated as unit cost multiplied by quantity used.	$360.00	No
Voucher Adjustment	Total dollar amount from adjustments made to the sale price due to voucher usage.	$360.00	No
Redeemed Voucher Value	Total dollar value of vouchers redeemed against completed service sales within the selected grouping, duration, and filters.	$15	No
Exchanged Voucher Cash Value	Total cash value of vouchers exchanged against completed service sales within the selected grouping, duration, and filters.	$0	No

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats

Details and Impact

Business Charges and Capped Business Charges serve different purposes — use the right one for your analysis

Business Charges are configured by the business at the service and location level and are deducted from Net Sales before commission is calculated. The configured amount is not always fully recoverable: on heavily discounted lines, configured Business Charges can exceed Net Sales, and on refund lines, Net Sales is negative. To prevent commissionable totals from going below zero, the commission engine uses Capped Business Charges, which equals the lesser of Net Sales and Business Charges per line item, floored at zero. Use Business Charges to see configured intent. Use Capped Business Charges to reconcile against reported commission and Commissionable Total.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Service performance tracking	Evaluate total service count, sales, and average sales per order or appointment. Identify top-performing services and trends over time.	Filters: set Order Date to the period you want to review; filter by Location Name or Location Tags as required; sort by Service Net Amount descending to surface top performers; add Order Date to Group by at week or month granularity to see trends over time.
Category and pricing trends	Analyze sales by service category or price changes over time to support pricing adjustments and promotions.	Group by: Service Category, Order Date. Columns: Service Count, Service Sale Amount, Service Net Amount, Service Net Amount Per Order. Filters: set Order Date to the period you want to analyze; filter by Location Name or Location Tags as required; sort by Service Net Amount descending.
Voucher and discount impact	Understand the effect of discounts, offers, and voucher redemptions on net service revenue.	Columns: add Redeemed Voucher Value, Voucher Adjustment, Service Net Amount (Less Vouchers), Voucher Service Count. Filters: set Order Date to the period you want to analyze; filter by Discount Name to isolate a specific offer; filter by Location Name as required.
Refund and quality review	Monitor refunded service sales and refund rates to detect potential service quality or delivery issues.	Group by: Service Name, Service Category. Columns: Service Count, Service Refunds Count, Service Refund Amount, Service Net Amount. Filters: set Order Date to the period you want to review; filter by Location Name or Location Tags as required; sort by Service Refunds Count descending to surface most-refunded services first.
New vs returning client service analysis	Understand how service revenue breaks down between new and returning clients to evaluate acquisition and retention performance.	Group by: Service Name, Client Type. Columns: Service Count, Service Net Amount, Service Client Count, New Client Count (Service), Returning Client Count (Service). Filters: set Order Date to the period you want to analyze; filter by Location Name or Location Tags as required.
Operational optimization	Track service performance by day of week or time of day to optimize scheduling and staffing levels.	Group by: Service Category, Order Date. Columns: Service Count, Service Net Amount, Appointment Count, Service Net Amount Per Appointment. Filters: set Order Date to the period you want to analyze; filter by Day of Week to scope to specific days; filter by Location Name as required; sort by Service Net Amount descending.