Overview
The daily summary beta report provides a summary of daily activities by appointments, services, and products. The Daily Summary report shows by day:
Metric | Definition |
Appointment Count | total number of appointments |
Requested Appointment Count | total number of requested appointments |
Service Count | total services performed |
Service Sales | sales to business from services |
Service Sales Tax | tax paid on services |
Product Quantity Sold | quantity of products sold |
Product Sales | sales to business from products |
Product Sales Tax | tax paid on products |
Tip Sales | sales from gratuity |
Product Client Count | number of unique clients who purchased at least one product |
Gross Sales | total sales before discounts, offers, or refunds are applied including services, retail products, packages, new memberships, gift cards, account balance, offset fees, and gratuity |
Net Sales | total sales after adjustments, discounts, offers, voucher redemptions, and refunds are applied |
Customization Options
Customizing beta reports gives you complete control, so you can see where you can improve and make data-driven decisions that drive your business forward.
Day of the Week
Analyzing sales by day of the week helps to identify peak sales days, optimize marketing strategies, tailor promotions, forecast future sales, and understand customer behavior.
Membership Sales
Additional columns can be added to track membership sales, including New Membership Sales, Recurring Membership Sales, and Total Membership Sales. A membership sales report provides insight into membership acquisition trends and helps track performance.
Add columns for New Membership Sales, Recurring Membership Sales, and Total Membership Sales.