Monthly Financial Report
Location: Reports > Sales > Monthly Financial
One of the most popular SuperSalon/iOffice reports for gauging monthly success, includes metrics for almost any business model.
Use Cases by Role
- Salon Owner: This is easily the most widely used report for gauging revenue performance, and can be a very valuable resource for salon owners who wish to see all the numbers in one place.
- Salon Manager: Salon managers can use this report to see which days seem to perform the best, and make better informed scheduling decisions.
- Salon Employee: Stylists and other salon staff can use this report to get an idea of the big picture when it comes to the performance of their salon.
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.
- Month and Year: These two drop-down menus allow users to select the month and year for the purposes of the report.
- Switch to Date Range: Filling in this box with a check will replace the month and year drop-down menus with the traditional calendar interface.
- Generate Report: Clicking or tapping on this button will generate the report based on the other filter criteria.
- Email Report to: This report can be emailed to a recipient by entering their email address into this text field, and clicking or tapping on the “Email Report” button.
Metrics Tracked
Summary Section
- Tot. Employee Hours: The total number of payroll hours accumulated by all staff members.
- Payout Vendors: Any paid outs that were processed through SuperSalon will have their total dollar value shown here.
- Payin Vendors: The total dollar value of all pay ins performed during the time of the report we shown here.
- Voids: The total number of voided tickets during the time of the report.
- Redos: The total number of tickets that were redone.
- Look and Walks: All looks and walks registered by SuperSalon during the time of the report will be shown here.
- Cuts: This shows the total number of standard haircuts that were performed during the time of the report.
Customer Statistics
- Gender: Shows both the percentage and numerical value of tickets processed for male, female, and unknown clients.
- Source: This area shows the number and percentage of each customer source.
- Type: Total number amounts and percentage values for Repeat, Recurring, New, and Unknown clients are represented in this section.
- Age: This section presents the percentage and numerical values of Senior, child, adult, and Unknown customers.
- Total Customers: The total number of salon clients represented in this report sampling.
Daily Breakdown
This area of the report shows each day of the date range as a row, with several metrics represented in the columns. The greater column sections are broken down as follows:
- Total Sales: Gross and net revenue values for all sales are shown here.
- Service Sales: This area displays a breakdown of service revenue in terms of gross, discounted, refunded, and net dollar value.
- Product Sales: The sub columns here display the dollar value for retail product sales in terms of gross, discounted, refunded, and net revenue.
- Gross Gift: This column displays the gross dollar value of all gift certificate sales.
- Tax: The dollar value of all taxes for each day are shown in this column.
- Paid Out: Any paid outs that were performed within the timeframe of the report will be shown by their dollar value here.
- Paid In: All paid ins that were processed by SuperSalon for the time of the report are shown here.
- Closeout Totals: The sub columns in this section show a breakdown of each payment method, reported and actual totals, and till values for each day.
- Totals: The bottom row of this section shows all totals for each column and sub column of the daily breakdown.
Top 5 Discounts
A daily breakdown of the five most widely used discounts is shown in this bottom section of the report.
Report Calculations
Customer Statistics Section
- Gender
- Male: # of Male tickets divided by Total Customers then multiply result by 100
- Female: # of Female tickets divided by Total Customers then multiply result by 100
- Unknown
- Ticket: # of tickets where the Gender was not selected divided by Total Customers then multiply result by 100
- Quick Sale: # of Quick Sale tickets where the Gender was not selected divided by Total Customers then multiply result by 100
- Source
- Ticket: # of tickets where each source was selected divided by Total Customers then multiply result by 100
- Quick Sale: # of Quick Sale tickets where each source was selected divided by Total Customers then multiply result by 100
Sources are configured in the Software Settings > Marketing > Customer Lookup & Tracking.
- Type
- Recurring: # of tickets where Repeat/Recurring was selected divided by Total Customers then multiply result by 100
- New: # of tickets where New was selected divided by Total Customers then multiply result by 100
- Unknown
- Ticket: # of tickets where New/Repeat/Recurring was not selected divided by Total Customers then multiply result by 100
- Quick Sale: # of Quick Sale tickets where New/Repeat/Recurring was not selected divided by Total Customers then multiply result by 100
- Age
- Teen: # of tickets where Teen selected divided by Total Customers then multiply result by 100
- Senior: # of tickets where Senior was selected divided by Total Customers then multiply result by 100
- Child: # of tickets where Child was selected divided by Total Customers then multiply result by 100
- Adult: # of tickets where Adult was selected divided by Total Customers then multiply result by 100
- Unknown
- Ticket: # of tickets where Age was not selected divided by Total Customers then multiply result by 100
- Quick Sale: # of Quick Sale tickets where Age was not selected divided by Total Customers then multiply result by 100
Ages are configured in Software Settings > Sales > Reports.