Overview

The client sales report provides detailed metrics of client sales by products and services. This report is helpful in analyzing client spend.

NOTE: As of August 1, all sales metrics include the value of vouchers that have been redeemed for services. If you use vouchers in your business, please see Vouchers as Payments: Before and After for more info and a breakdown of voucher value.

Default Metrics

Metric	Definition
Client Name	Name of client
Gross Sales	All sales before discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax.
Membership Name*	Name of the membership that’s paid in the sale
Membership Sales*	Total sale price of the membership
Net Sales	All sales after discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax.
Service Count	Total services completed
Service Sales	Net sales value for service line items
Product Sales	Net sales value for product line items
Discount Amount	Sum of discount amount
Tip Sales	Net sales value for gratuity line items

*Metrics only available for customers participating in the Membership & Package builder beta test.

Customization Options

Additional columns

It’s recommended to add additional columns for the following metrics:

Client Email
Client Phone number

Sort Net Sales

Sort net sales value from highest to lowest to see top clients based on spend.