Shows a comparison of service categories, courses, product categories, and non-revenue sales for the last 4 years.
Year on Year Sales (Insights Dashboard)
The Year-on-Year Sales dashboard shows your business's growth by comparing period on period sales this year vs the previous year. This helps track revenue changes and identify trends, allowing your team to focus on upselling for further success.
You can find this dashboard by going to Manager > Reports > Expand on the Sales Reports folder under Insights > Year on Year Sales.
You can use the filters at the top of the dashboard to set the sales period you would like to review, as well as filter to a particular staff member if you wish. If you are a multi-location business, you can also filter to a particular branch/branches, or report on the overall business performance as a whole.
Set your filters, then click the Update button to apply them.
The dashboard displays this period's performance (based on your Date Range filter), and then compares it to the same period in the previous year.
Further down the dashboard, you'll find year-on-year comparisons for Service Sales, Retail Sales, and Course/Series Sales.
Drilling Into the Details
You can click on individual numbers to view a further breakdown of that metric.
Additional Reports (Legacy Report)
Where to find this Report
This report can be found under Manager > Reports > Additional Reports > Financial
The year-on-year report is designed to show you your Net Value (Ex VAT) of services, products, and non-revenue sales.
Services
This section lists your service categories along with the Net values generated for up to the previous 4 years
Courses
This section lists your courses along with the Net values generated for up to the previous 4 years
Products
This section lists your product brands along with the Net values generated for up to the previous 4 years
Non-Revenue Sales
This section lists your Non-Revenue sales, such as Vouchers and Deposits, along with the Net values generated for up to the previous 4 years