As an owner of a salon, spa or clinic, it’s important to have your finger on the pulse of what’s happening in your business – and reporting is an essential tool for finding this out.
However, with so many different reports available, it can be difficult to decide which reports to run in order to gain the valuable insights you need to be able to make informed decisions for the future.
That’s why we’ve put together a list of the five essential reports for salons, spas and clinics, which are available using Kitomba Salon and Spa Software. These reports will help to provide you with a snapshot of your business performance, as well as projections for the future.
1. Business Summary report
The Business Summary report is the most popular report in Kitomba. It provides a top-level summary of how your business performed over a specified time period, from service and retail sales, vouchers and concessions, gender stats, rebooking, retention, new clients and more.
This report is accessible in both Kitomba and Kitomba 1, but the Kitomba 1 report is customisable so you can add your KPIs, such as rebooking, retention and client revisit rates, and run the report to show the figures you’re most interested in. This provides the ability to focus on what’s most important to you.
2. Sales Analysis report
The Sales Analysis report in Kitomba enables you to compare sales data from specific time periods. You can compare your total sales year on year, either at top-level or by category.
This helps you to understand how your business performed over the year, month, or week, compared to previous years, which helps you to understand trends and growth in your business.
3. Stock and Service Statistics reports
Running the Stock Statistics report enables you to see the number and value of stock that you’ve sold over your selected time period, while the Service Statistics report tells you the number of services and value that you’ve sold.
These reports will help you to easily determine your top performing products and services, as well as your lowest performing, which will help you to identify what products and services to focus on and what to think about removing from your shelves or service menu.
4. Appointment Value report
The Appointment Value report tells you the value of all your future appointments that have been booked within your selected date range. For example, you could choose to see the value of all the appointments you have booked in for the next week, or month, to provide a snapshot of your expected income for that period.
This is useful for understanding whether you’re on track to meet your targets, or if you need to do something to attract more clients through the door, like running a SMS or email marketing campaign.
5. Vouchers Outstanding and Concessions Balance reports
The Vouchers Outstanding and Concessions Balance reports provide information about the value of your vouchers and concessions that are outstanding.
This is important for understanding the liability value of these products, so you can factor this into your financial plan.
Utilise reporting to inform your business
By taking the time to run reports for your business and analyse them, you’ll have the ability to make informed decisions that will ensure your salon, spa or clinic is on the path to success. Then, set SMART goals for your business to plan the year ahead.
Kitomba has an extensive range of reports available to assist you with your business. To run any of these reports, simply visit the Reports tab in either Kitomba or Kitomba 1.