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Tag: Umsatz

Top Customers

The "Top Customers" module provides you with a clear overview of your customers along with essential data such as total revenue, service revenue or product revenue.

You can access this area via Settings > Top Customers
If this function is not enabled, it can be activated via "Settings > Add Function".

You can display those customers for a desired time period who have generated the greatest revenue for you. This view can also be filtered by individual employees.

  • First, enter the observation period and, if applicable, the desired employee.
  • If you do not select an employee, the revenue for all employees will be displayed.
  • Then click "refresh".
  • The results list can then also be exported and processed in other software.

This function can also be used if you do not use the Belbo cash register.

Tip: This function is ideal if, for example, you want to send your best customer a small surprise gift.

Receive daily sales report by email

With the daily revenue report, you receive a simple summary of your sales via email every day.

You can access this area via Settings > Daily Revenue Report
If this function is not activated, it can be activated via "Settings > Add Function".

After you have activated this function, you can enter your email address. You will then receive an email every evening with a simple revenue report for your desired location.

You can specify whether you want to see net or gross sales.

Example of a daily revenue report via email:

Evaluation

In the "Evaluation" tab you can load the revenue report for a freely definable time period:

Projection

The extrapolation gives you a preview of the expected sales for the current month or a definable period.

You can access this area via Settings > Statistics & Reports > Reports > Extrapolation

Function of the Extrapolation

The extrapolation allows you to estimate the expected amount of your sales within a period. For example, you can assess in the middle of the month how sales will look at the end of the month. The sales from the days up to now in the selected period serve as the basis for the estimate.

Observation Period and Calculation Basis

  • Observation period: You can specify which period you want to calculate. When you open the function, this is always the current complete month.
  • If you wish, you can limit the calculation to individual employees.
  • Calculation basis: The sales already generated in the calculation basis serve as the basis for the extrapolation. When you open the function, this is always the current month up to the current date.

Extrapolation

After you have set the desired periods, you will receive the sales preview as well as a daily statistic of the observed period.

Evaluation

The extrapolation thus answers the question "What will sales look like at the end of the month if things continue as they have been on average?". If you are dissatisfied with the preview amount, you could, for example, start additional marketing measures or encourage your employees to increase product sales.

Employee: Dashboard

In the Dashboard you will find statistics on sales, working hours and absences of your employees based on the appointments entered in the calendar.
Attention: If you are using the Belbo cash register, please refer to the statistics of your cash register for exact sales figures! We explicitly recommend the Barometer function for this.

You can access this area via
Settings > Employees > Employee name > Dashboard.

First, select the desired time period for which you would like to view your data. You can select a start and end date for this.

Graphs and Details

Here you can see the total sales, sales per working hour and working time with the respective comparison period.
Further statistics provide information on the number and sales per service as well as the ratio of duration and sales per appointment.
Sales and number of services are further broken down under Details.

Appointment List

In the appointment list you can see all appointments of this employee for the selected time period.

You can find an overview of all available statistics under Statistics & Reports.