Beta Client Reports

Question 1

Similar to Operator Activity, this report focuses on client sales by products and services and is great to find any discounts or no- charges.

Answer 1

Beta Client Sales Report

Question 2

Want to find out where your referrals are coming from? This report shows the performance metrics by each one of your referral sources.

Answer 2

Beta Referral Sources Report

Question 3

This report shows you the performance of each Referral Source as well as the New Referred Client.

Answer 3

Beta Sources by Client Report

Question 4

This report provides recurring sales metrics for subscriptions as well as number of terms and MRR.

Answer 4

Beta Subscriptions Report

Question 5

Unused Gift Card Balances

Answer 5

Beta Gift Card Liabilities Report

Question 6

This report shows Used Gift Card Redemption including code, Purchaser Name, Redeeming Name, Purchase Location, Redemption Location,, Date the card was Redeemed on and Value of Redemption.

This Beta Report can be filtered by a date range where as the Gift Card Liability can. not.

Answer 6

Beta Gift Card Redemption Report

Question 7

Unused vouchers purchased through packages or memberships.

Again no ability to filter by date, but a view of all voucher liability you are holding.

Answer 7

Beta Voucher Liabilities Report

Question 8

Membership or package Vouchers redeemed by clients.

This Beta Report can be filtered by date range and focuses on the redemption, client and value.

Answer 8

Beta Voucher Redemptions Report

Question 9

This report shows stored balances on Client Accounts.

A very simple report that focuses on the client, account balance liability and receivable.

Answer 9

Beta Account Balances Report

Question 10

Count of first client visits, 30/60/90 day percentage by location.

You can choose your date range and group by location and client.

Answer 10

Beta Location Retention Report

Question 11

Count of first client visits and package upsell percentage by location.

Answer 11

Beta New Client Package Upsells Report

Question 12

Count of first client visits and subscription upsell percentage by location.

Answer 12

Beta New Client Subscription Upsells Report

Question 13

Count of first client visits and revisit percentage by staff member and location.

Answer 13

Beta Staff Retention Report

Question 14

Client referrals by date, primary client, and gross sales

Answer 14

Beta Client Referrals Report