Envision Cloud User Guide

Business Analysis Summary

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Business Analysis Summary

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Business Analysis Summary

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This report is available in the Preferred edition of Envision Cloud. You can upgrade your account on the Account Subscription page..

 

This report shows information for the business in the selected date range.

 

Options Include:

 

oDate Range Selection
oCompany Selection (For multi-location businesses)

 

This report displays the following information:

 

oClient Counts
oAppointment Type Counts
oSales Totals
oSales Analysis Information

 

Important Notes:

 

Service Guests is equal to the number of clients who purchased just services or services and retail products.
Retail Guests are clients who only purchased retail items.
The New Clients, Salon Clients, Repeat/Requests and Referrals will not be equal to Service Guests if clients have multiple services by a single employee on the same ticket.
Service Sales includes returns.
RTS (Retail to Service) is calculated by Retail Sales / Service Sales.
RTG (Retail to Gross) is calculated by Retail Sales / Gross Sales.
Inventory Budget is calculated by Retail Sales / 2.
STCR (Service to Client Ratio) is calculated by (# Services Performed - # of Service Guests) / # of Service Guests.
The Gross Sales amount includes memberships and Other items sold.

 

Report Example:

 

bus_business_analysis_summary01