Revenue Reports
Track your financial performance with comprehensive revenue reporting, sales analytics, and forecasting tools.Revenue Overview
Key Metrics
Gross Revenue
Total before discounts
Net Revenue
After discounts/refunds
Growth Rate
Period-over-period growth
Avg Transaction
Average order value
Revenue Trends
Time-Based Analysis
Track revenue over time:- Daily, weekly, monthly views
- Year-over-year comparison
- Trend identification
- Seasonality patterns
Revenue Charts
| Chart Type | Use Case |
|---|---|
| Line Chart | Revenue trend over time |
| Bar Chart | Compare periods |
| Stacked Area | Revenue by category |
| Cumulative | Running total |
Revenue Breakdown
By Service Category
See which services drive revenue:- Category contribution %
- Category growth rates
- Top performing services
- Underperforming services
By Location
Multi-location analysis:- Revenue per location
- Location comparison
- Location growth
- Market share
By Staff
Staff performance:- Revenue per staff member
- Services delivered
- Average ticket
- Commission calculations
By Customer Segment
Customer contribution:- New vs. returning
- Member vs. non-member
- High-value vs. standard
- Segment growth
Sales Reports
Daily Sales Summary
Daily snapshot including:- Total revenue
- Order count
- Average ticket
- Payment breakdown
- Top services
Sales by Payment Method
Understand payment preferences:| Method | Description |
|---|---|
| Card | Credit/debit transactions |
| Cash | Cash payments |
| Digital Wallet | Apple/Google Pay |
| Credit | Account credit |
| Gift Cards | Gift card redemptions |
Sales by Channel
Track where sales come from:- In-person bookings
- Online bookings
- Phone bookings
- Walk-ins
- Third-party platforms
Product Reports
Product Performance
Analyze product sales:- Top sellers
- Revenue by product
- Units sold
- Average price
- Profit margins
Inventory Analysis
Track inventory metrics:- Stock levels
- Turnover rate
- Low stock alerts
- Reorder recommendations
Discount Analysis
Discount Usage
Track promotional activity:- Total discounts given
- Discount as % of revenue
- Popular promo codes
- Campaign effectiveness
Discount Types
| Type | Description |
|---|---|
| Percentage | % off orders |
| Fixed Amount | $ off orders |
| Free Service | Complimentary items |
| Package | Bundle discounts |
Refunds & Adjustments
Refund Tracking
Monitor refund activity:- Total refunded
- Refund rate
- Reasons for refunds
- Trends over time
Credits & Adjustments
Account credits:- Credits issued
- Credits redeemed
- Outstanding balance
- Expiring credits
Tax Reports
Tax Summary
Track tax collected:- Total tax by rate
- Tax by jurisdiction
- Tax by service category
- Monthly summaries
Export for Accounting
Export tax data:- CSV for accounting software
- Integration with QuickBooks/Xero
- Custom formats
Forecasting
Revenue Forecasting
Predict future revenue:- Based on historical trends
- Seasonality adjustments
- Growth projections
- Confidence intervals
Scenario Planning
Model different scenarios:- Best case
- Expected case
- Conservative case
Financial Reports
Profit & Loss
Basic P&L reporting:- Revenue
- Cost of services
- Gross profit
- Operating expenses
- Net profit
Cash Flow
Track cash movement:- Daily cash position
- Pending payments
- Outstanding receivables
- Payment timing
Export & Integration
Export Options
| Format | Use Case |
|---|---|
| CSV | Spreadsheet analysis |
| Excel | Formatted reports |
| Sharing & printing | |
| API | System integration |
Accounting Integrations
Connect with:- QuickBooks
- Xero
- FreshBooks
- Custom systems
Integrations
Connect accounting tools
Scheduled Reports
Automatic Delivery
Schedule report delivery:- Daily revenue summary
- Weekly sales report
- Monthly financial recap
- Quarterly review
Recipients
Send to:- Business owners
- Managers
- Accountants
- Custom lists