Shopmonkey: How can I use the Sales Summary report?

Use this report to view a snapshot of your sales information, which includes trends and breakdowns

Zack Buffum avatar
Written by Zack Buffum
Updated over a week ago

The Sales Summary 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: All parts margins 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.

Revenue Breakdown

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. Your line items are displayed along with your, Shop Supplies, EPA, and Fees. All of these items are subtotaled and under that, you'll see the Discounts and Post-Discount Subtotal. Taxes are also broken out after the subtotal calculating your tax liability using your tax rate. A pie graph is included to visually represent each component by portion.

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.

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