The Sales Summary report is the default report you will see when arriving at the Reports page and is listed in the Overview area. This report is a snapshot of your sales, showing for your selected date range your total Invoiced and Payments amounts, number of Paying Customers, Lost Sales, the Average Repair Order price, and Average Parts Margin percentage:
Invoiced: Sum of the subtotal for invoiced orders
Payments: Sum total of payments received on estimates and invoiced orders
Paying Customers: Sum total of unique paying customers
Lost Sales: Total services not included on invoices. These contain services declined by the shop or customer and also services hidden from the customer by the shop.
Average Repair Order: The subtotal for all invoiced orders divided by the total number of invoiced orders.
Average Parts Margin: The subtotal for all parts on invoiced orders divided by the total number of parts on invoiced orders.
Filters & Order Status
This report shows information for orders categorized as Invoiced and Payments. Any estimate that has its Order Status changed to Invoice is considered Invoiced. Any payment received from your customers will be accounted for in Payments.
The report can be filtered to see sales for a specific date range. The report will include totals for orders that have been invoiced within the selected date range. For a payment to be included, the payment would have to have been made or recorded within the selected date range.
Revenue & Customer Trends
The Revenue & Customer Trends will show you sales data on a chart that plots out Invoiced, Payments, Paying Customers, and Lost Sales. Based on the filter for the report the chart will show increases and decreases to visually represent the activity in your shop. Hovering over a date with your cursor will show the specific data for that point in time. Use this information to get a pulse on how your shop is doing.
The Revenue Breakdown section shows you each component in both percentages and dollar amounts of All Invoices or Paid Invoices for the selected date range. A pie graph is included to visually represent each component by portion. For example, Taxes might show as 7.83% but your tax rate might be set as 9% in your settings. Since not all of your line items may be taxable and things like Shop Supplies and Fees may not be either the percentage of taxes will be less than the 9% and display that as part of the total in the graph.
The tabs at the top of the Revenue Breakdown will show the information broken down by All Invoices and Paid Invoices. The All Invoices tab includes data from all invoices, no matter its payment status. Paid Invoices will only display data for invoices paid in full.