Customer Source Report

Location: Reports > Customers > Source

Details on where salon clients are coming from both geographically and demographically. Great for planning marketing and/or advertisement campaigns.

Use Cases by Role

• Salon Owner: Several clients may have come from a particular ZIP Code, giving the possible impetus to open another location in that area.
• Salon Manager: Salon managers can utilize this report to see which towns are most represented in the given client base.
• Salon Employee: Frontline salon employees such as salon staff can utilize this report to get a feel for where their clients are physically coming from.

Data Filters

• Select Stores: Clicking or tapping here will open the interface that allows the user to select the store(s) that will be be used for the report.
• Select Date Range: Clicking or tapping here will open the calendar interface to allow users to choose a single day, or a date range for the report data.
• Generate Report: Clicking or tapping on this button will retrieve the report data.
• Today’s Report: Using this button will generate a report that reflects today’s current values.
• Yesterday’s Report: This button will generate the report for the previous business day.

Metrics Tracked

ZIP Code Header

• Zip code: This column lists all of the ZIP Codes from where clients are visiting from, and is based on the information located in the Customer Database.
• Number of Visits: The total number of clients who have come from this particular ZIP Code.
• % Visits: The percentage of salon clients who have come from this ZIP Code, compared to the whole.
• Net $: The net value of revenue gained from clients who have come from this particular ZIP Code.

City Header

• City: This column will list all of the cities from where salon clients are coming from, based on Customer Data.
• Number of Visits: The total number of salon customers who have come from this particular city.
• % Visits: The total percent, compared to the whole, salon clients who have come from the city.
• Net $: The net dollar value of all salon clients who have come from this particular city.

Gender Header

• Gender: This column lists all of the genders who have visited the location in the given time frame.
• Number of Visitors: The total number of clients who have visited the location, organized by gender.
• % Visits: The percentage value, compared to the whole, of each gender who has visited the location.
• Net $: The net dollar value for each gender that has visited the location within the time frame.

Report Calculations

• All % of Visits Areas: The number of visits for the row you are looking at divided by the Total # Visits for the section you are looking at and then multiply that result by 100