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Product Performance Report

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  2. Product Performance Report

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What’s the Product Performance report?

The Product Performance report helps you review how your appointments and product sales are performing over time. You can filter this report by date range to see the number of sessions completed or products sold within that period.

This report also works well alongside the Compensation report, especially if you calculate pay based on the profit of inventory sales rather than a set percentage.

You can find this report by heading to Reports > Product Performance.

What’s included in the Product Performance report?

Filters

You can filter the report by:

  • Location
  • Staff Member
  • Date Range
  • Purchasable Types: All Purchases, Products only, Appointments only, or Packages & Memberships only

Heads up: The Product Performance report is accrual (invoice) based, meaning it includes all purchases that have been invoiced, regardless of whether they’ve been paid.

Appointments only

When filtered to Appointments only, this report shows how many sessions were completed during the selected date range.

You can also export the data to a spreadsheet for a closer look, such as filtering by appointment type.

Products only

When filtered to Products only, the report shows the total number of sales and the profit. Profit is calculated as the total invoiced value minus the cost.

Note: The Cost column uses the current cost of each product. If a product’s cost has changed, the report reflects the most recent cost value.

You can set the sales price and cost of a product when you Create a Product.

You can print or export the Product Performance report to Excel for further review.

For tips on working with exported data, check out our guide on Exporting Reports and Customizing them in Excel.

Example scenario 📚

Deb at the Demo Clinic wants to know how many Clinical Pilates students attended Jo-Ellen’s classes last week.

Using the Product Performance report, Deb filters by:

  • Staff Member: Jo-Ellen
  • Date Range: Last Week
  • Purchasable Type: Appointments

Here’s what the report looks like:

Deb can see that 19 students attended Jo-Ellen’s Clinical Pilates classes last week, and 3 were marked as no-shows.

To view which specific patients make up the # Sales column, Deb can refer to the Sales report, filtered for the same date range. This report provides a detailed breakdown of which clients attended each session.

If you have any other questions about using this or any of Jane’s other reports, feel free to reach out to us!