Customer Source Report

Updated 3 weeks ago by Kory Lamme

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


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