Overview

The Sales Breakdown report provides sales performance by staff member and role giving you valuable insights into individual performance.

Default Metrics

Metric	Definition
Hours Scheduled	Sum of hours scheduled
Order Client Count	Number of unique clients who had an order
Appointment Count	Distinct count of appointments
Prebooked %	Percentage of appointments that were prebooked Note: This does not include appointments that have been booked prior to completing the scheduled appointment.
Service Count	Total services completed
Service Sales	Net sales amount for service line items
Product Quantity Sold	Total quantity of products sold
Product Sales	Net sales amount for product line items
Product Sales Tax	Total sales tax for product line items
Tip Sales	Net sales value for gratuity line items
Business Service Charges	Sum of business service charges
Sales per Order	Net sales divided by order count

Prebook calculates the number of completed appointments where clients booked their next appointment on the same day.

For example, if you had 10 appointments today and 5 clients booked their next appointment on the spot, your prebook count is 5, even if they scheduled a total of 7 future appointments.

The Prebooking percentage is calculated as Prebooked Appointments divided by Total Completed Appointments within the selected date range.

A client is considered prebooked if they have a future appointment, which has not been canceled, and it was scheduled on or before the end of the day of their completed appointment.

Ex. If a client visits on 10/22 and does not book their next appointment same day, but already has an existing appointment on 11/22 they will still be considered prebooked.

Customization Options

Adding Net Sales

Reports default to include gross sales metrics. It’s recommended to add additional columns for net sales.