How to use the Sales report

The Sales Report can be found in the Report tab at the top of the Report List. 

The report is broken into two tabs, Overview and Breakdown.

Overview

The first part of the Overview section shows you your overall figure for the selected time period.

• Gross Sales - The total value of sales made during the period without adjusting for any costs related to such sales. Includes "Pending transactions".
• Failed Payments - Total value of Failed payments
• Pending Payments - Total amount of payment currently pending
• Forgiving Payments - Total value of payments forgiven
• Refunds - Total value of refunds during that period
• Net Sales - Gross sales minus failed or refunded sales. 

Subsequently, the Overview section includes a graphical representation illustrating Net Sales across the chosen timeframe. You can customisable the visualisation using the date filters available.

Breakdown

Sales by Revenue Stream

In the Breakdown section, you will see sales by revenue stream, which will show you a break down of what your members are spending money on and where payments are failing or being refunded.

This is broken down by:

• Memberships/ Credit Packs & Add Ons
• Classes Courses, Appointments
• Products
• Custom Charges

Net Sales by Membership

This report will show you the net amount earned per membership in the period.

Net Sales - Recurring vs Non-Recurring

Here you can see a breakdown of your net sales broken down by recurring and non-recurring payments.

Sales by Payment Method

This is a breakdown on the payment method used for purchases in a period.