The Sales Trends report is used to show your current sales by category and projected sales based on future bookings and charges within a selected date range.
Prerequisites: This feature is available for all Vagaro businesses.
Running this report on a phone shows your current and projected sales during a selected date range in a stacked bar chart.
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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.
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In Grid View, the amounts for each segment are shown in separate cards.
To run the Sales Trends report:
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Go to → → → .
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At the top of the screen, select the Date Range of the sales and projects to view.
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Optionally, select the Filters
button in the top-right corner of the screen to filter the contents of the report, then select Run Report:
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Employees: Select the employees whose bookings to include, or select All Employees.
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Customer: Select the customers to include in the report, or select All Customers.
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Charge Types: Select one or more fees or charges that were applied to customer transactions.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Include Past Employees: Whether to include entries of past employees in the report.
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Optionally, next to the Filters button, select the Week list to show the data by week, year, month, or day.
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Optionally, at any time after running the report, select the Action
menu to perform the following additional tasks:
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Star or Remove Star: Add or remove a bookmark to this report in the Starred at the top of the → menu.
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Hide/Show Legend: Whether to hide or show the legend of what each color represents in the bar chart.
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Grid/Chart View: Whether to show the report as a table or bar chart.
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Print: Print your report if your device is connected to a printer.
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Export PDF or Export Excel: Save the report to a PDF or Excel file.
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Optionally, select a segment in one of the bars on the chart to view a breakdown of the transactions for that projection or trend. If the details list a Customer Name or Appointment Date, select it to view the customer's profile or appointment on the Calendar.
You also view the customer's receipt by selecting a card, which you can Print or Export (to download the receipt to be emailed to the customer) in the receipt's Action
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.
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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.
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In Grid View, the amounts for each segment are shown in a table.
To run the Sales Trends report:
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Go to → → .
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At the top of the screen, set the filters for your report, then select Run Report.
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Date Range: Select the start and end dates of the report, then select Submit.
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Employees: Select any or all employees to include in the report.
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Customer: Select the customers to include in the report, or select All Customers.
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Advanced Filters: Optionally, select any additional filters to further refine the report.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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Charge Types: Select one or more fees or charges that were applied to customer transactions.
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Include Past Employees: Whether to include employees who no longer work at your business.
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Optionally, select the Month list to show the number of new and returning customers by Year, Week, Month, or Day.
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Hover over each color in the legend to highlight those trends in the bar chart.
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At the bottom of the screen, you can select:
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Print: Get a hard copy of the report.
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Export: Save the report to an Excel or PDF file (web version only).
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To switch between Chart View and Grid View, select the view above the legend. on the right side of the screen.
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In the transaction details for a segment, you can also:
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Sort the information by selecting the column headers.
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Select the Customer Name , if applicable, to view the customer's profile.
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Select the Appointment Date, if applicable, to view the appointment on the Calendar.
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Search for specific transactions by date, customer name, item sold, or transaction type in the Search bar in the top-left corner of the report.
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Select the transaction ID in the Checkout Date/Checkout By/Transaction ID column, if applicable, to view, reprint, or send the receipt to the customer via email.
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Export
or Print
the transactions.
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Generating this report will show a bar chart of potential sales you'll make based on your current sales and fees you currently charge. To see a list of transactions that make up that sales type or projection, select a segment in the bar chart. Receipts can also be viewed, reprinted, and emailed, if available, for each transaction.
When viewing the drill-through information about a sales trend, the report will show the following information for each sale:
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Transaction ID: The unique identification number of the transaction.
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Business Name: The name of the business that the transaction was performed at.
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Checkout Date: The date when the customer paid for the service or class. This date may differ from the Appointment Date.
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Checkout By: The employee who performed the transaction. This employee may differ from the one listed for Sold By.
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Appointment Date: The date of the customer's appointment or class.
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Customer: The name of the customer.
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Item Sold: The service or class that a customer paid for and the employee who performed it and will get a commission for it, if applicable.
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Sold By: The employee who will get the commission for the sale, if applicable.
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Quantity: The number of services or classes that the customer paid for.
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Business Cost: How much it cost the business to perform the service or class. The amount is calculated as the (amount paid by business) minus the (amount customer paid).
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Price: The amount that the business charges to perform the service or class.
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Sales Tax(es) (if any have been set up): The amount of tax charged on top of the price.
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Tip: The tip amount given to the employee by the customer.
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Discount: The price reduction given to the customer when paying for the service or class. Some customers may have redeemed points, applied a promotional code, or paid with a package, membership, or Daily Deal.
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Amount Paid: The total amount paid by the customer, after taxes and discounts, and including tips.
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Shipping & Handling: The amount charged to the customer to ship items to the customer for the service or class, if applicable.
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Cash: The amount that the customer paid with cash.
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Check: The amount that the customer paid by check.
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Gift Card: The amount that the customer redeemed with gift cards.
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Package: The amount redeemed by the customer from a package.
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Memberships: The amount the customer redeemed by the customer from a membership.
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Credit Card: The amount the customer paid by credit card.
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Bank Account: The amount that the customer paid from their bank account.
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Venmo: The amount that the customer paid using Venmo.
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Vagaro Pay Later: The amount that the customer paid with Vagaro Pay Later.
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IOU/Invoice: The amount that the customer was issued an IOU for or invoiced.
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Points: The number of points that the customer redeemed.
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Net Sale: The revenue earned after discounts, points, packages, and memberships.
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Merchant Account: The amount deposited into the employee's merchant account.
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Change Due: The amount owed back to the customer after payment.
When viewing the drill-through information about a sales trend, the report will show the following information for each sale:
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Business Name: The name of the business that the transaction was performed at.
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Checkout Date, Checkout By, Transaction ID: When the transaction was performed, the employee who checked out the customer, and the identifying transaction number.
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App. Date, Customer: The date of the customer's appointment or class, and the customer it was for.
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Item Sold, Sold By: The service or class that a customer paid for and the employee who will get the commission, if applicable.
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Qty: The number of services or classes that the customer paid for.
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Business Cost: How much it cost the business to perform the service or class. The amount is calculated as the (amount paid by business) minus the (amount customer paid).
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Price: The amount that the business charges to perform the service or class.
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Sales Tax: The amount of tax charged on top of the price.
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Tip: The tip amount given to the employee by the customer.
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Discount: The price reduction given to the customer when paying for the service or class. Some customers may have redeemed points, applied a promotional code, or paid with a package, membership, or Daily Deal.
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Amt Paid: The total amount paid by the customer, after taxes and discounts, and including tips.
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Shipping & Handling: The amount charged to the customer to ship items to the customer for the service or class, if applicable.
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Cash: The amount that the customer paid with cash.
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Check: The amount that the customer paid by check.
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GC: The amount that the customer redeemed with gift cards.
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Pkg: The amount redeemed by the customer from a package.
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Mbsp: The amount the customer redeemed by the customer from a membership.
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Bank Account: The amount that the customer paid from their bank account.
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Venmo: The amount that the customer paid using Venmo.
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Vagaro Pay Later: The amount that the customer paid with Vagaro Pay Later.
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IOU/Invoice: The amount that the customer was issued an IOU for or invoiced.
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Points: The number of points that the customer redeemed.
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Net Sale: The revenue earned after discounts, points, packages, and memberships.
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Merchant Account: The amount deposited into the employee's merchant account.
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Change Due: The amount owed back to the customer after payment.
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