Daily Summary Report: Sales

The Sales category of the Daily Summary report gives you the following details:

  • Sales of all items (services, classes, products, memberships, packages, gift cards, and pre-paid cards).
  • Number of items sold.
  • Sales amount realized after factoring in all the discounts and excluding tax.

Table of Contents

Important Notes

For the Sales section, you must be aware of the following:

  • Invoices: Only Closed invoices are considered unless Zenoti is configured to consider Open invoices as well. 
    For configuring Zenoti to consider Open invoices, do the following:
    1. At the Organization level, navigate to Admin > Organization > Organizations > Settings.
    2. Expand the General category and click the checkbox against Allow open invoices to be considered as sales.
      Zenoti is now configured to consider Open invoices during compilation of Sales Reports.
  • Payment Types: Only sales realized through Cash, Card, Check, and Custom Payments are considered.
  • Day: The day on which the sale is reported varies as follows:
    • Services and Classes: The day on which the actual service or class took place and not the date on which the service was booked or the invoice was closed.
      Example: If a guest books an appointment on 10th, avails a service on 11th, but makes the payment on 12th and the front office closes the invoice (on 12th), the sale of the item (in this case, service) is reflected on 11th in Zenoti reports.
    • All other items: The sale of all other items (products, memberships, packages, gift cards, and pre-paid card) is reflected on the day the item was sold.
      Example: If a guest purchases a membership on 11th, but makes the payment on 12th, the sale of the item (in this case, membership) is reflected on 11th in Zenoti reports.
  • Discounts: Includes discounts
  • Tax: Excludes taxes

Field Descriptions

Consider the screenshot below:

The following are the entries in this category and explanation of the values:

Field Reading the Value Additional Information
Services

This field displays the total sales amount collected and the number of services performed.

Example

In the screenshot, the value reads 474.90 (40). 

  • The value means $ 474.90 is collected for 40 services performed. 
  • Here $ 474.90 is the sales amount collected through Cash, Card, Check, or Custom Payments.
  • The value enclosed in the brackets denotes the number of services performed. In this case, 40 services were performed.
  • The Services field considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of services performed and the sales amount realized by using the Sale Value column in the Sales - Service report (Reports > Finance > Sales > Sales - Service).
    Note: Ensure you have set the filter to closed invoices in the report (if your organization considers only closed invoices).
  • The sales amount displayed is inclusive of applicable discounts and before tax.
  • Services performed as part of a membership or package redemption is also added to the number of services performed. But the sales amount realized through them will be zero. 

 

Products

This field displays the total sales amount collected and the number of products sold.

Example

In the screenshot, the value reads 122.99 (5). 

  • In this example, $ 122.99 is collected for 5 products sold.
  • Here $ 122.99 is the sales amount collected through Cash, Card, Check, or Custom Payments.
  • The value enclosed in the brackets denotes the number of products sold. In this case, 5 products were sold.

 

  • The Products field considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of products sold and the sales amount realized by using the Sale Value column in the Sales - Product report (Reports > Finance > Sales > Sales - Product (General)).
    Note: Ensure you have set the filter to closed invoices in the report (if your organization considers only closed invoices).

  • The sales amount displayed is inclusive of applicable discounts and before tax.
  • Products that are part of package redemptions are also added to the number of products sold. But the sales amount realized through them will be zero. 
Memberships

This field displays the total sales amount collected and the number of memberships sold.

Example

In the screenshot, the value reads 1094.81 (19). 

  • The value means $ 1094.81 is collected for 19 memberships sold. 
  • Here $ 1094.81 is the sales amount collected through Cash, Card, Check, or Custom Payments.
  • The value enclosed in the brackets denotes the number of memberships sold. In this case, 19 memberships were sold.
  • The membership field considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of memberships sold and the sales amount realized by using the  Sale Value column in the  Sales - Membership report (Reports > Finance > Sales > Sales - Membership).
    Note:  Ensure you have set the filter to closed invoices in the report (if your organization considers only closed invoices).

  • The sales amount displayed is inclusive of applicable discounts and before tax.
  • Revenue is not realized on the immediate purchase of a membership. The revenue is only realized if it is used to pay (redeemed) for a service.
Packages

This field displays the total sales amount collected and the number of packages sold.

Example

In the screenshot, the value reads 0.00 (0). 

  • In this example, $ 0 is collected for 0 packages sold.
  • The value enclosed in the brackets denotes the number of packages sold. In this case, 0 packages were sold.
  • The Packages field considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of packages sold and the sales amount realized by using the  Sale Value  column in  the Sales - Package report ( Reports > Finance > Sales > Sales - Package)
    Note:  Ensure you have set the filter to closed invoices in the report (if your organization considers only closed invoices).

  • The sales amount displayed is inclusive of applicable discounts and before tax.
  • Revenue is not realized on the immediate purchase of a package. The revenue is only realized if it's used to pay for services or products.
Gift Cards

This field displays the total sales amount collected and the number of gift cards sold.

Example

In the screenshot, the value reads 49.99 (1). 

  • The value means $ 49.99 is collected for 1 gift card sold. 
  • Here $  49.99 is the sales amount collected through Cash, Card, Check, or Custom Payments.
  • The value enclosed in the brackets denotes the number of gift cards sold. In this case 1 gift card was sold.
  • The gift card field considers only Closed invoices unless configured to consider Open invoices as well. 
  • You can validate the number of gift cards sold and the sales amount realized by using the  Sale Value column in the Sales - Gift Card report ( Reports > Finance > Sales > Sales - Gift Card).
    Note:  Ensure you have set the filter to closed invoices in the report (if your organization considers only closed invoices).
  • The sales amount displayed is inclusive of applicable discounts and before tax.
  • Revenue is not realized on the immediate purchase of a gift card. The revenue is only realized if it is used to pay (redeemed) for a service or product.
Pre-paid Cards

This field displays the total sales amount collected and the number of pre-paid cards sold.

Example

In the screenshot, the value reads 0.00 (0). 

  • In this example, $ 0 is collected for 0 pre-paid cards sold.
  • The value enclosed in the brackets denotes the number of pre-paid cards sold. In this case, 0 pre-paid cards were sold.
  • The pre-paid card field considers only Closed invoices unless configured to consider Open invoices as well.  
  • You can validate the number of pre-paid cards sold and the sales amount realized by using the  Sale Value column in the Sales - Pre-paid Card report ( Reports > Finance > Sales > Sales - Pre-paid Card).
    Note:  Ensure you have set the filter to closed invoices in the Sales (if your organization considers only closed invoices).
  • The sales amount displayed is inclusive of applicable discounts and before tax.
  • Revenue is not realized on the immediate purchase of a pre-paid card. The revenue is only realized if it is used to pay (redeemed) for a service or product.
Total

This is the total sales amount realized from the sale of all the above items.

In the screenshot above, the value in this field is $ 1,742.69. If we add the sales amount of all the items, you will get this value.

  • Only closed invoices are considered (unless configured otherwise) and the sales amount displayed is inclusive of applicable discounts and before tax.
  • You can find the total number of invoices from the Sales Reports - Invoices report ( Reports > Finance > Sales > Invoices (General))
    Note: 
    Ensure you have set the filter to closed invoices in the Sales Reports - Invoices (if your organization considers only closed invoices).
Products to Service %

This is the percentage of the sales amount realized from the sale of products/sales amount realized from the sale of services.

In the screenshot above, 26% is the value in this field. Below is the calculation: 

  • $ 122.99 is the sales amount realized from the sale of products
  • $ 474.90 is the sales amount realized from the sale of services
  • ( 122.99/ 474.90 )*100 = 26%
  • You can validate the sales amount realized from the sale of services from the Sale Value column of the Sales - Service report ( Reports > Finance > Sales > Sales - Service)
    Note:  Ensure you have set the filter to closed invoices in the report (if your organization considers only closed invoices).
Products to Total % This is the percentage of the sales amount realized from the sale of products/ sales amount realized from the total sales. In the screenshot above, 7% is the value in this field. Below is the calculation: 
  • $ 122.99 is the sales amount realized from the sale of products
  • $ 1,742.69 is the total sales amount realized from the sale of all items including products
  • ( 122.99/ 1,742.69)*100 = 7%
  • You can validate the sales amount realized from the sale of products from the Sale Value column of the Sales - Product report ( Reports > Finance > Sales > Sales - Product (General))
    Note:  Ensure  you have set the filter to closed invoices in the report (if your organization considers only closed invoices).
Average Service Value

This is the average of the total sales amount realized from the sale of services and the total number of services performed.

In the screenshot above, $ 11.87 is the average service value. Below is the calculation: 

  • $ 474.90 is the sales amount realized from the sale of services
  • 40 is the number of services performed
  • (474.90/40) = 11.87
  • You can validate the number of services performed and the sales amount realized by using the Sale Value column in the Sales - Service report ( Reports > Finance > Sales > Sales - Service)
    Note:  Ensure  you have set the filter to closed invoices in the report (if your organization considers only closed invoices).
Average Product Value This is the average of the total sales amount realized from the sale of products and the total number of products sold. In the screenshot above, $ 24.60 is the average product value. Below is the calculation: 
  • $122.99 is the sales amount realized from the sale of products 
  • 5 is the number of products sold
  • ( 122.99 /5) = 24.60 
  • You can validate the number of products sold and the sales amount realized by using the  Sale Value  column in the Sales - Product report ( Reports > Finance > Sales > Sales - Product (General) )
    Note: Ensure  you have set the filter to closed invoices in the report (if your organization considers only closed invoices).
Average Invoice Value

This is the average of the total sales amount realized from the sale of all items and the number of invoices.

In the screenshot above, $ 41.49 is the average invoice value. Below is the calculation: 
  • $1,742.69 is the sales amount realized from the sale of all items
  • 42 is the total number of closed invoices (you can find the total number of invoices from the Sales Reports - Invoices report
    ( Reports > Finance > Sales > Invoices (General))
  • ( 1,742.69/42) = 41.49 
  • You can find the total number of invoices from the Sales Reports - Invoices report  ( Reports > Finance > Sales > Invoices (General)).
    Note:  Ensure  you have set the filter to closed invoices in the Sales Reports - Invoices (if your organization considers only closed invoices).
  • You can also find the total number of invoices from Center Invoice Average report ( Reports > Finance > Sales > Center Invoice Average).  

See Also

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