Package 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
Package Sales Report	https://dashboard.boulevard.io/reports/package_sales

Overview

The Package Sales report helps you see how your packages are selling across locations and categories. It breaks down package sales by quantity, discounts, refunds, and net revenue, so you can evaluate demand and performance at the individual package or category level.

Use this report to evaluate which packages and categories are performing best, assess how discounts are affecting sales volume and revenue, and monitor refunds that may signal pricing or fulfillment issues. It's especially useful for informing future bundling and pricing decisions, since you can compare performance across locations and track trends over time to spot seasonality or the impact of a pricing or promo change.

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
Evaluate package sales performance	Analyze how individual packages and package categories perform based on quantity sold, net sales, and gross sales.	Which packages generate the highest net sales? Which packages are underperforming?
Optimize package mix and offerings	Understand sales distribution across package types to refine package design and availability.	Which package categories sell best? Are certain packages not resonating with clients?
Assess pricing and discount impact	Measure how discounts affect package sales volume and revenue.	How much revenue is being discounted on packages? Which packages rely most on discounts to sell?
Monitor refunds and quality signals	Identify packages with high refund counts or refunded dollars that may indicate pricing, value perception, or fulfillment issues.	Which packages are refunded most often? Are refunds concentrated in specific packages or locations?
Analyze order behavior for packages	Review order counts and average sales per order to understand how packages are purchased.	How often are packages included in orders? What is the average package sales value per order?
Compare package performance across locations	Benchmark package sales across locations, groups, or tags to identify regional trends.	Which locations sell the most packages? Where do certain packages perform best or worst?
Track package sales trends over time	Monitor package performance over time to identify seasonality or shifts in demand.	Are package sales increasing month-over-month? Did sales change after a pricing or promo update?

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, a package must have been sold to at least one client.

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	The name of the business location.	Upper East Side	Yes
Package Name	The display name of the package as shown to users.	Summer Refresh Package	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Package Quantity Sold	The number of package units sold.	1	Yes
Package Sale Amount	Package sales in dollars before discounts, refunds and tax	$180	No
Package Discount Amount	Discount amount on package sales in dollars.	-$45	No
Package Refund Amount	Total refunded package sales in dollars, excluding tax.	-$60	No
Package Net Amount	Package sales in dollars, excluding tax, after discounts and refunds.	$75	No
Package Sales Tax	Total tax amount collected on package sales in dollars.	$6	No
Package collected Amount	The total amount collected from the client for package purchases in dollars. Calculated as package net amount plus package tax amount.	$24.98	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Location Name	The name of the business location.	Upper East Side	Yes
Package Name	The display name of the package as shown to users.	Summer Refresh Package	Yes
Package Quantity Sold	The number of package units sold.	1	Yes
Package Sale Amount	Package sales in dollars before discounts, refunds and tax	$180	No
Package Discount Amount	Discount amount on package sales in dollars.	-$45	No
Package Refund Amount	Total refunded package sales in dollars, excluding tax.	-$60	No
Package Net Amount	Package sales in dollars, excluding tax, after discounts and refunds.	$75	No
Package Sales Tax	Total tax amount collected on package sales in dollars.	$6	No
Package collected Amount	The total amount collected from the client for package purchases in dollars. Calculated as package net amount plus package tax amount.	$24.98	No
Package net amount Per Order	Average package sales per order in dollars.	$37.50	No
Order Date	The calendar date on which the sale occurred (local time).	2026-01-08	Yes
Package Category Name	The name of the category the package belongs to.	Spa Packages	Yes
Staff Name	Full name of the staff member associated with the package sale.	Jane Doe	Yes
Location Group	The location group of the business location associated with the package sale, if applicable.	NYC	Yes
Staff ID	Unique identifier for the staff member associated with the package sale.	4f1c5962-7c48-40ef-aed4-104e4b639d1d	No
Location ID	Unique identifier of the business location.	2c91d997-4184-4e06-a534-ac96a27dceff	No
Location External ID	Identifier for the location from an external system, if provided by the business.	123456	Yes
Package ID	Unique identifier of the package.	f299c372-ac31-4b10-9945-4e4614af3571	No
Is Package Active	Flag indicating whether the package is active (true = active).	TRUE	Yes
Current Package Price	The current price of the product in dollars.	$175	No
Package Client Count	The number of distinct clients who purchased the Package.	2	No
Package Refunds Count	The number of refund line items for packages.	1	Yes
Order Count	The total number of orders associated with the package	2	No
Package Audience	The audience associated with the package.	New Clients	Yes
Location Tags	Location tags associated with the business location, if available.	UES	Yes
Order Tag	Order tag associated with the sale, if applicable.	Upsold Package	Yes
Client Tag	Tag associated with the sale, if applicable.	New Client	Yes

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
Package sales create deferred revenue, not earned revenue	A package sale collects cash today for services delivered later. This report shows the sale event; redemptions of the vouchers inside packages appear in the Voucher activity report, not here.
Quantity, clients, and orders are three different counts	Package Quantity Sold counts units, Package Client Count counts distinct buyers, and Order Count counts orders. A client buying two packages in one order adds two units, one client, one order.
Current Package Price is today's price, not the sale price	Current Package Price shows the package's present list price at the location. Historical rows keep their actual transaction amounts, so the two can differ after a price change.

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
Evaluate package sales performance	Analyze how individual packages and package categories perform based on quantity sold, net sales, and gross sales.	Use default configuration. Filters: set Order Date to the period (defaults to Last week). Sort by: Package Net Amount descending; the bottom rows are the under-performers.
Optimize package mix and offerings	Understand sales distribution across package types to refine package design and availability.	Filters: set Order Date to the period. Group by: Package Category Name, Package Name. Columns: Package Quantity Sold, Package Net Amount, Package Client Count.
Assess pricing and discount impact	Measure how discounts affect package sales volume and revenue.	Use default configuration. Columns: add Current Package Price. Filters: set Order Date to the period. Sort by: Package Discount Amount ascending (discounts are negative) to surface the most-discounted packages, and compare against Package Sale Amount for reliance.
Monitor refunds and quality signals	Identify packages with high refund counts or refunded dollars that may indicate pricing, value perception, or fulfillment issues.	Use default configuration. Columns: add Package Refunds Count. Filters: set Order Date to the review period. Sort by: Package Refund Amount ascending (refunds are negative); regroup by Location Name, Package Name to check concentration.
Analyze order behavior for packages	Review order counts and average sales per order to understand how packages are purchased.	Use default configuration. Columns: add Order count and Package net amount Per Order. Filters: set Order Date to the period.
Compare package performance across locations	Benchmark package sales across locations, groups, or tags to identify regional trends.	Filters: set Order Date to the period; Location Tags = the segment as needed. Group by: Location Name, Package Name. Columns: Package Quantity Sold, Package Net Amount. (For regional rollups swap Location Name for Location Group.)
Track package sales trends over time	Monitor package performance over time to identify seasonality or shifts in demand.	Filters: widen Order Date to 6 to 12 months. Group by: Order Date (month), Package Name. Columns: Package Quantity Sold, Package Net Amount, Package Discount Amount.