Sales Trends Report

The Sales Trends report allows you to see your projected service and class sales and the actual sales you're processing within a selected date range. To view this report, watch the video or follow the steps below.

1. Navigate to Reports > Sales > Trends.
   
2. Select a Date Range
   
   
3. Click the Employees drop-down list to select one or more employees to include in the report. The default is all employees.
4. Click the Customer drop-down list to run a report on a specific customer. The default is all customers.
5. Click Advanced Filters and select one or more Charge Types to include in the report. The default is all charge types.
   
6. Also on Advanced Filters, click Include Past Employees to include the sales of past employees.
7. Click Run Report.
   You can see the following after running the report.
   
   
   • Charges for services, classes, products, gift certificates, packages, memberships, rent, and tips
   • Projections for services, classes, rent, packages, and memberships
     These projections for services and classes are based on booked appointments and decrease as services and classes are checked out
8. Click the drop-down menu over the legend of charge types to change the view.
   Choices are Year, Month (default), Week, and Day (only the last 30 days.)
   
9. In the Chart view, click Hide Legend to remove the charge types listing temporarily.
   
10. Use the Print or Export buttons to get a hard copy or save it as an Excel spreadsheet or PDF file.
    
11. Click Grid View to change the layout of the report.