Use the sales summary
The sales summary counts your sales and turnover, grouped the way you want: by type, team member, client or month. With extra columns for cost of sales and margin.
The Sales summary shows how much you sold and for what amount, without tips and gift cards. You choose how the sales are grouped, for example by team member or by month.
Open the sales summary
- In the menu, go to Reports, choose the Sales category and click Sales summary.
- Choose the period at the top. By default it is Month to date.
- Under Group by, choose how you want to see the sales. By default it is Type.
- If needed, narrow it down with Filters to certain locations, team members, types or channels and click Apply.
Grouping
Under Group by you choose from Type, Category, Item, Brand, Supplier, Team member, Client, Location, Channel, Gender, Payment status, Day, Week, Month, Quarter and Year. Each group becomes a row in the table, with a Total row at the top.
The columns
By default you see Sales, Items sold, Gross sales, Discounts, Net sales, VAT, Total sales and Avg. per sale. With the Columns button you add more or take some away:
- Avg. per item, Discount % and Items discounted.
- Service sales and Clients.
- Cost of sales, Margin and Margin %: only calculated over lines with a cost price, such as products. A group without such lines stays empty.
- Avg. VAT rate.
Filters
- Location: only the locations you may work at. With one location you do not see this filter.
- Team member: the sales of certain team members (only if you have more than one).
- Type: Service, Product or Subscription. Gift cards are not counted in this report.
- Channel: where the appointment came from, such as Calendar, Online or Waitlist.
Who may do this
Besides Can open reports you need Can view all sales transactions. You set this under Settings › Team members › Permission roles.
Frequently asked questions
Why aren't gift cards and tips in the sales summary?
A gift card sold only becomes turnover when it is spent, and a tip is not the salon's turnover. You see tips in the Tips summary and gift cards in Gift cards by time period.
Why is the margin empty?
Margin is only calculated over sales with a cost price, such as products. Services have no cost price. Fill in the Supply price on your products; it counts for sales from then on, not for earlier sales.
Can I see only my own sales?
No, the sales summary shows the sales of all team members at your locations. With the Team member filter you choose one or more team members yourself.