How to use the Sales report

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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
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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.

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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

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Net Sales by Membership

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

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Net Sales - Recurring vs Non-Recurring

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

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Sales by Payment Method

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

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Please Note:

  • The Sales Report undergoes updates on an hourly basis.
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