Reports are the ideal way to take the pulse of your business. They provide beneficial salon management insights, such as information on spending, profits, and growth. Reports can also give important detail that can be used to help develop future forecasts, marketing plans, guide budget planning, and improve your decision-making.
Why Salon Reports are Important
Salon owners and managers use reports to track their progress and growth, identify trends or any irregularities. Reports help guide important decisions and build a trail of business activities, including documentation of annual sales, budgets, meetings, and strategies.
Reporting also provides transparency: they help with financial data and ownership information about your business and can allow you to compare your salon’s performance against other companies.
Salon Reports You Need
Different reports will provide value for all functional areas of your salon or spa. You’ll want an array of detail and summary reports for sales, inventory, performance, financial, and general.
Sales Reports
To allow you to see all of the numbers that make your business successful there are several ways that you can run a report. Sales Reports help you track gift cards, memberships, and packages and see details for all product sales by item, date, employee, client, price, quantity, and discount.
Total Sales: Service Sales, Retail Sales
Sales reports include client name, gender, phone number, email, and the total dollar amount they have spent at your business for a chosen date range. You can also report just by service sales or retail sales.
Total Sheet
The go-to, end of the day, for-everything report, the Total Sheet is where you can see it all. This report breaks everything down by sales, payment types, employee tickets, and more. This is also the report to balance credit cards and check amounts at the end of the day.
Ticket Summary
This function provides a listing by date range of closed tickets and individual service providers. The Ticket Summary report shows services, product sales, and tips by customer and totals, including payment method.
Inventory Reports
A great way to keep an eye on your inventory and monitor performance, Inventory Reports help you make informed decisions about what you’re ordering, promoting, and selling.
Inventory Level Report
To measure how much the inventory on your salon shelves is worth at a given time, use the Inventory Level Report.
Performance Reports
Ensure your business is running at its full potential by using Performance Reports to track and analyze efficiency.
Client Retention
The Client Retention report tells you how well your employees are retaining their clients.
Enhanced Text Messaging Report
You can use this report to view when Text Reminders and Confirmations are sent to clients, and more specifically, what they say. With the Enhanced Text Messaging report, you are also able to see any attempted replies from clients!
Productivity Report
Use to analyze an employee’s efficiency resulting in an overall productivity percentage. Productivity Reports track hours each employee was available, scheduled, or had time off.
Sales Analysis
A sales analysis report by employee for a given period is a great way to identify employee sales performance to reward top sellers and improve those underperforming.
Financial Reports
Keep a tab on your business’ numbers by tracking income or expense type using any number of financial reporting options.
Commission Report
Effortlessly calculate service and retail commission rates for each employee based on their commission percentage (flat rate or commission scale) set in their profiles.
Future Recurring Membership Income
The Future Recurring Membership Income report will allow you to view potential income from recurring membership payments scheduled to be processed.
Credit Card Transactions
Use this report to run detail or summary reports for all credit card payments your salon has processed during a given timeframe.
Tax Liability
Run a Tax Liability report to determine the amount of taxable sales and the total sales tax due.
General Reports
Your go-to reports for general business management.
Appointments
To get an overview of pre-booked appointments, run the Appointments Report. It provides the pre-booking percentage for scheduled appointments within a date range.
Clients Report
If you want to download your client data into an Excel spreadsheet, this is the report you need.
Time Clock
A report to track your employees’ time for accurate payroll.
When it comes to reports for your business, you’ll want the convenience of analyzing and managing your entire business and financial history in the cloud. Let Rosy Salon Software help track your success with over 100 options for salon reports.
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