Store Overview Report

Updated 5 months ago by Kory Lamme

Location: Reports > Sales > Store Overview

Much like the Salon Dashboard, this report provides a high level view of salon performance based on several metrics, and displayed in an easy to read format.

Use Cases by Role

  • Salon Owner: This report can be referenced by salon owners who prefer it over the salon dashboard, and who still utilize PCC Gift Cards.
  • Salon Manager: Salon managers can reference this report whenever they need to gauge the most popular services, products, and discounts being sold.
  • Salon Employee: Frontline salon staff such as stylists or receptionists can use this report to see how well their salon is doing with retail sales.

Data Filters

  • Select a Store: 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.
  • Enter Date Range: Clicking or tapping into this field will generate a calendar interface for the user to select a single date, or a date range.
  • Generate Report: Clicking or tapping on this button will generate the report based on the other filter criteria.
  • Export CSV: Clicking or tapping on this button will open a save dialog enabling the user to save the report as a comma separated value spreadsheet. Note: Microsoft Excel or equivalent spreadsheet application is required for viewing.

Metrics Tracked

Sales
  • Services: The total dollar value of revenue generated by service sales.
  • Products: This row shows the total dollar value of retail product sales for the time of the report.
  • Gift Certs Sold: The total dollar revenue generated by gift certificate sales.
  • PCC Gift Cards: The total dollar revenue generated by PCC gift card sales.
  • SVS Gift Cards Sold: The total dollar revenue generated by the sales of SVS gift cards.
  • Subtotal: The total dollar revenue generated by all sales prior to taxes.
  • Tax: The dollar amount of taxes collected by the salon.
  • Sales Total: The total net sales revenue generated by this salon for the time of the report.
  • Paidouts: All revenue paid out of the register that was not part of the normal sales process will be tallied in this row.
  • Opening Till +/-: Any overages or underages of the salons opening till will be shown by a positive or negative dollar amount here.
Closeout
  • Payment Methods: Each payment method used by the salon will have its own row in this section of the report, from cash to any other tender.
  • $: The total amount present in the register for this payment method.
  • +/-: Any overages or underages expected in any payment method will be shown as a positive or negative dollar value here.
  • % of tot.: The percentage value of this particular payment method compared to all tender in the register.
  • Totals: All applicable totals for each column are tabulated at the bottom of the section.
Statistics
  • Service Only: The total number and percentage value of tickets that had only services attached to them.
  • Product Only: The total number and percentage value of sales tickets that had only retail products attached to them.
  • Serv & Prod: The number and percentage value of sales tickets that had both services and products attached to them.
  • Average waiting time: The average amount of time a salon client waited to be serviced during the time of the report.
  • Reqs with waittime > 20 mins: The number of instances a customer waited more than 20 minutes, and had requested a specific employee.
  • Walkouts: The total number of times a salon client walked out prior to being serviced.
  • Look & Walk: The total number of times a potential salon client came into the location and simply walked out.
  • Refunds: The total number of refund tickets and their total dollar value.
  • Redos: The total number of redo tickets processed along with their total dollar value.
Guests Detail
  • Left Column: The specific demographic for each type of customer.
  • Qty: The total number of times the demographic visited the location during the time of the report.
  • %Qty: The total percentage of this demographic compared to the entirety.
  • Sales: The total dollar value of revenue generated by this particular demographic.
  • % Sales: The percentage of total sales represented by this demographic compared to the whole.
  • Ticket Avg: The average amount of revenue, per ticket, this demographic brought into the salon.
Employee Detail
  • Name: The name of the salon staff member.
  • Hours: The total number of hours worked by this staff member during the time of the report.
  • Guests: The total number of salon clients seen by this staff member during the time of the report.
  • Req: The total number of clients who specifically requested this employee for servicing.
  • Req %: The total percentage of requests received by the staff member, compared to the whole.
  • Net Serv/Hr: The total net service revenue generated by this staff member per hour on average.
  • Prod $: The total dollar revenue generated by this staff member for retail product sales.
  • Prod/Hr: The total amount of product revenue generated by this staff member per hour on average.
  • Srvc Comm $: The total amount of commissionable revenue generated by the staff member for service sales.
  • Comm $/Hr: The total amount of commissionable revenue generated per hour, on average for this employee.
  • PPG: Product Per Guest, the amount of revenue generated per salon client for product sales.
  • RTS: Retail to Service Net, this is the percentage of retail sales to net service sales.
  • Avg Tkt: The total amount of revenue generated by this staff member per ticket on average.
  • Disc %: The total percentage of all sales processed by this staff member that had discounts attached to them.
Service Detail
  • Service: The name of the service sold during the time of the report.
  • Qty: The number of instances in which the service was sold.
  • Qty %: The percentage of all service sales that consist of this item.
  • Avg Time: The average amount of time it took to complete the service.
  • Gross $: The total amount of gross revenue generated by the sale of this service.
  • Gross %: The percentage of all gross service revenue belonging to the sale of this service.
  • Free $: The total dollar value of instances where this service was performed for free.
  • Disc $: The total dollar value of all discounts applied to the service during the time of the report.
  • Disc%: The percentage of times this service was discounted.
Product Top 10
  • Product: The retail product item that was sold during the time of the report.
  • Qty: The number of times the item was sold during the time of the report.
  • Sales $: The total amount of revenue, in dollars, gained from sales of this product.
  • Sales %: The percentage of total product sales that consisted of this item.
Discounts Top 10
  • Discounts: The name of the discount that was used during the time of the report.
  • Qty: The number of instances in which the discount was applied to a sale.
  • Tot $: The total dollar value of all revenue discounted by this individual discount.
  • Tot %: The percentage of all applied discounts during the time of the report that consist of this unique discount.
  • Store Totals: All totals for each column are tabulated at the bottom of the section.


How did we do?


Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)