Run the Sales Trends Report – Vagaro Support

The Trends report shows your sales by category, along with projected sales from future bookings and charges within a date range you select. Use it to see where your revenue is coming from and what you can expect to earn as scheduled bookings are completed.

Prerequisites: This feature is available for all Vagaro businesses.

Run the Report

The report shows the following. Each segment is either a Charge, which is revenue already earned in the date range, or a Projected amount, which is expected revenue from bookings and charges scheduled within that range but not yet completed:

Service Charge: Revenue from services that have already been checked out and paid for in the selected date range.
Projected Service: Expected revenue from services that are booked but not yet completed or paid for in the date range.
Service Add-On Charge: Revenue collected from add-ons attached to a completed service, such as an extra treatment added to an appointment.
Projected Service Add-On: Expected revenue from service add-ons on bookings that have not been completed yet.
Class Charge: Revenue from class registrations that have already been paid for in the date range.
Projected Class: Expected revenue from class bookings that are scheduled but not yet paid for or completed.
Class Add-On Charge: Revenue collected from add-ons attached to a completed class booking.
Projected Class Add-On Charge: Expected revenue from class add-ons on bookings that have not been completed yet.
Product Charge: Revenue from retail product sales in the date range.
Membership Charge: Revenue from membership payments collected in the date range.
Projected Membership: Expected revenue from membership charges scheduled to run later in the date range.
Package Charge: Revenue from package sales collected in the date range.
Projected Package: Expected revenue from package charges scheduled to run later in the date range.
Gift Card Charge: Revenue from gift card sales in the date range.
Tip: Total tips collected on transactions in the date range.
Rent Charge: Revenue from booth or space rent collected in the date range.
Projected Rent: Expected revenue from rent charges scheduled to run later in the date range.
Fees Charge: Revenue from any fees, such as cancellation or no-show fees, collected in the date range.
Projected Fees: Expected revenue from fees scheduled to be applied later in the date range.

On a Phone

Running this report on a phone shows your current and projected sales during a selected date range in a stacked bar chart.

In Chart View, a bar chart shows the total amount of sales you could potentially make based on your current sales. Select a segment to view a breakdown of the transactions that make up that segment.
In Grid View, the amounts for each segment are shown in separate cards.

To run the Sales Trends report:

Select More → Reports → Trends.
At the top of the screen, select the Date Range to report on. The report updates automatically each time you change the date range.
Optionally, in the top-right corner, select Filters , set any of the following filters, and then select Run Report.
- Employees: Show data for all employees or a specific set of employees.
- Customers: Show data for all or a specific set of customers.
- Charge Types: Show data on trends for specific items, like services, projections, rent, and fees.
- Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.
- Include Past Employees: Include data for employee profiles removed from your business.
Optionally, next to Filters , use the drop-down list to group data by the Week, Year, Month, or Day.
Optionally, in the top-right corner, select Action , then:
- Select Hide Legend or View Legend to close or display the report's legend.
- Select Grid View or Chart View to switch between the two report views.
- Select Star or Remove Star to bookmark or unbookmark.
- Select Print to get a hard copy of the report.
- Select Export PDF or Export Excel to download this report.

On a Computer, Tablet, Pay Desk, or PayPro

Running this report on the web, tablet, Pay Desk, or PayPro shows your current and projected sales during a selected date range in a stacked bar chart.

In Chart View, a bar chart shows the total amount of sales you could potentially make based on your current sales. Select a segment to view a breakdown of the transactions that make up that segment.
In Grid View, the amounts for each segment are shown in a table.

To run the Sales Trends report:

Select Reports → Trends.
Set the date range for your report:
1. In the top-right corner, select Date Range to open the date picker.
2. Use the date picker to choose a date range or a preset range like Yesterday or Last 7 Days.
3. If you manually selected a date range, select Submit.
Optionally, in the top-right corner, select Filters , set any of the following filters, and then select Run Report.
- Employees: Show data for all employees or a specific set of employees.
- Customers: Show data for all or a specific set of customers.
- Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.
- Charge Types: Show data on trends for specific items, like services, projections, rent, and fees.
- Include Past Employees: Include data for employee profiles removed from your business.
Optionally, complete the following additional actions:
- Use the Chart or Grid list to switch between the two report views.
- When on the Chart View, use the Chart list to group data by the Day, Week, Month, or Year.
- When on the Grid view, select a column header to sort the report.
- Select Print to get a hard copy of the report.
- Select Export to save the report to an Excel or PDF file (computer version only).