The Sales Trends report lets you 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.
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Navigate to → → .
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Select a Date Range.
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Click the Employees drop-down list to select one or more employees to include in the report. The default is all employees.
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Click the Customer drop-down list to run a report on a specific customer. The default is all customers.
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Click Advanced Filters.
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Select one or more Charge Types to include in the report. The default is all charge types.
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Click Include Past Employees to include the sales of past employees.
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Click Run Report.
You can see the following after running the report.
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Charges for services, classes, products, gift certificates, packages, memberships, rent, and tips
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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
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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.)
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In the Chart view, click Hide Legend to remove the charge types listing temporarily.
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Use the Print or Export buttons to get a hard copy or save it as an Excel spreadsheet or PDF file.
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Click Grid View to change the layout of the report.
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