Product Revenue Report

The Product Revenue report provides a graphical and tabular representation of the revenue generated from selling products during a selected time period at your center. The report considers only closed invoices.

This article includes the following sections:

  • Navigation 
    Provides information on how to run the report
  • Filter Criteria 
    Provides information on the various criteria available to filter the report data
  • Report Description 
    Provides information on how to view the report in different formats and detailed information on the columns of the tabular format

Navigation

To run the Product Revenue report:

  1. Ensure that you are at the center for which you want to run the report.
  2. On the Main menu, click the Reports tab.
  3. On the Reports Dashboard, select Finance > Revenue (from filter).
  4. Click Product Revenue.

    The report opens in a new tab.
  5. Select the appropriate time period and other filter criteria, and then click:
    • Refresh: To view the report in a graphical format
    • Data: To view the report in a tabular format

Filter Criteria 

Criteria

Description

Product Name

Use this filter to view the revenue details of a particular product at your center. Select the product from the drop-down list.

To view the revenue details of all products at your center, leave this option to its default All.  

Time Period

Use this filter to view the revenue details of products in a particular time period. Select 1, 2, 3, or 6 months.

You can alternatively choose Custom from the list and specify custom dates.

Note: For custom dates, you can view data for a maximum date range of 6 months at a time. For instance, to view data from January to August, first filter data from January to June, and then the data from July to August.

Tag/Product

Use this drop-down list to filter revenue details by one of the following:

  • Product tag
    Select Tag and enter a product tag in the field. 
    Example: If you have categorized and tagged skin care products based on oily, dry, and normal skin types, enter normal to find products with that tag.
  • Product name or code
    Select Product and enter the name or code of the product in the field.

Category

Use this filter to view the revenue details of products belonging to a particular category.

Example: Hair Care

Subcategory

Use this filter to view the revenue details of products belonging to a particular subcategory of a category.

Example: Hair Styling (which belongs to the Hair Care category)

Note: You can also filter the data based on vendors. This option may not be enabled by default; contact Support to enable it.

Report Description

The Product Revenue report provides data in two formats:

  • Graphical: A graphical illustration of the product revenue data based on the filter criteria that appears on the same page when you click Refresh. The vertical bar represents the revenue generated from products for the selected time period.
  • Tabular: A tabular representation of the product revenue data based on the filter criteria that appears in a new window when you click Data
    To export the data, on the top-right corner of the table, click any of the export options.
    The following table describes the columns of the Product Revenue report.

    Column

    Description

    Category

    Category that the product belongs to.

    Example: Hair Care

    Subcategory

    Subcategory that the product belongs to.

    Example: Hair Styling (which belongs to the Hair Care category)

    Code

    A unique identifier assigned to the product.

    Product

    The name of the product.

    Example: Anti-wrinkle cream

    Count

    The number of the product sold.

    Revenue

    The revenue generated from the product sale.

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