Performance Trend Analysis Report

Updated 5 months ago by Kory Lamme

Location: Reports > Sales > Performance Trend Analysis

Comprehensive report that compares the current month, last three months, and the last year for trending sales analysis.

Use Cases by Role

  • Salon Owner: This is a very comprehensive report that shows areas of opportunity in several areas of the business, making it a useful report for salon owners.
  • Salon Manager: Salon managers can reference this report to see where opportunities lie in coaching and sales performance for their teams.
  • Salon Employee: Stylists and other frontline salon staff may not see very much value in this report, but it makes for a great reference point to show how their salon has done over a period of time.

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 enable users to choose the month and year for the purpose of the report.
  • Options: This text field is for entering the price of the location's haircut service which will be used to determine averages.
  • Generate Report: Clicking or tapping on this button will generate the report based on the other filter criteria.

Metrics Tracked

Top Columns
  • Current Month: This column will display values for the current month when cross-referenced with each row in the report.
  • Last 3 Month Avg: The middle column displays average values based on the previous three months' data.
  • Last Year: The far right column shows average values based on 12 months prior to the current one.
Combined Sales Performance

The upper portion of the report organizes the following revenue metrics into the three columns listed above.

  • Projected Sales: The total Net Sales projected for this month
  • Total Net Sales: The total Net Sales, this includes Products, Services and Gift Cards.
  • Average Daily Sales: The average amount of Sales per day
  • Percentage Comparison: This row contains the percentage value of revenue compared to the other columns.
  • Salon PPH: The salon's Production Per Hour
  • Equivalent Cuts Per Day: The number of standard haircuts performed per day at this location for each column.
Service Sales Performance
  • Gross Service $ Per Haircut: Gross service sales average per haircut, does not include discounts.
  • Net Service $ Per Haircut: Net service sales average per haircut, includes discounts.
  • Haircuts Per Day: The average amount of haircuts performed per day.
  • Extra Service Totals: The dollar value of extra services performed.
  • Color Service Quantity: The total number of color services performed.
  • Color Service Total: The total dollar value of color services performed.
  • Color Service Average Per Guest: The average amount of color service dollars per guest.
  • Color Percent to Services: The percentage of color services compared to all services performed.
  • Waxing Service Quantity: The total number of waxing services performed.
  • Waxing Service Average Per Guest: The average amount of waxing dollars per guest.
  • Waxing Service Total: The total dollar value of waxing services performed.
  • Discount Total: The total amount of discounts used on sales.
  • Discount Percent: The percentage sales that had a discount applied.
Product Sales Performance
  • Gross Product Sales: The gross dollar amount of product sales, does not include discounts.
  • Net Product Sales: The net dollar amount of product sales, includes discounts.
  • Average Daily Product Sales: The average dollar amount of product sales per day.
  • Sales to Service Percent: The percentage of Product Sales compared to Service Sales.
  • Product Per Guest: The average number of products sold per guest.
Customer Metrics
  • Total Guest Count: The total number of customers.
  • New Percent: The percentage of total customers that were new.
  • Repeat Percent: The percentage of total customers that were repeat.
  • Average Wait Time: The average time a customer waited to receive their service.
  • Wait Time > 20 Minutes: The number of clients who waited more than 20 minutes before receiving their service.
  • Look and Walk: The total number of clients who walked out without receiving a service but did not have a service ticket made.
  • Walk Outs: The total number of clients who walked out without receiving a service after a ticket was created for them.
Service & Product Exceptions
  • Free Service Dollars: The total amount of free services that were given out.
  • Free Service Percent: The percentage of free services given in comparison to the total sales.
  • Service Redo Qty: The total number of services that needed to be redone.
  • Service Redo Value: The total amount of all redo services performed.
  • Product Refunds: This total amount of all refunded products.
Managers Efficiency
  • Total Haircuts: The total number of haircuts performed.
  • Extra Service Value: The total amount of extra services performed.
  • Service PPH: Production Per Hour
  • Product Sales: The total amount of all product sales.
  • Product Sales to Service Percent: The percentage of Product Sales compared to Service Sales.
  • Product Per Guest: The average number of products sold per guest.

Report Calculations

Average Daily Sales: Total Net Sales divided by the number of days for that month

Salon PPH: Total Net Sales divided by Production Hours. Please Note Production Hours are not reflected in this report, you can reference this on the Production Report in the Store Totals area.

Equivalent Cuts Per Day: 

Gross Service $ Per Haircut: Gross Service Sales divided by Total Haircuts. Please Note Gross Service Sales are not reflected in this report, you can reference this on the Production Report in the Store Totals area.

Net Service $ Per Haircut: Net Service Sales divided by Total Haircuts. Please Note Net Service Sales are not reflected in this report, you can reference this on the Production Report in the Store Totals area.

Haircuts Per Day: Total Haircuts divided by the number of days in that month

Color Service Average Per Guest: Color Service Qty divided by Total Guest Count

Color Percent to Service: Color Service Qty divided by Total Service Count. Please Note Total Service Count is not reflected in this report, you can reference this on the Production Report in the Store Totals area.

Waxing Service Average Per Guest: Color Service Qty divided by Total Guest Count

Discount Percent: 

Average Daily Product Sales: Net Product Sales divided by the number of days in that month

Sales to Service Percent: Net Product Sales divided by Net Service Sales then multiply that result by 100

Product Per Guest: Net Product Sales divided by Total Guest Count

Product Sales W/Service Percent of Total: 

Product Sales Non Service Percent of Total: 

New Percent: New Customer Count divided by Total Guest Count. Please note that the New Customer Count is not reflected on this report and can b referenced on the Monthly Financial Report in the Customer Statistics section.

Repeat Percent: Repeat Customer Count divided by Total Guest Count. Please note that the Repeat Customer Count is not reflected on this report and can b referenced on the Monthly Financial Report in the Customer Statistics section.

Average Wait Time: 

Free Service Percent: 

Service PPH; Net Service Sales divided by Production Hours and then multiply that result by 100. Please note that neither of these numbers are reflected on this report, you can reference this on the Production Report in the Store Totals area.

Product Sales to Service Percent: Net Product Sales divided by Net Service Sales then multiply that result by 100

Product Per Guest: Net Product Sales divided by Total Guest Count


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