COMA030: Service Profitability Analysis 

The COMA030 displays the percentage of profit that came from services performed across the selected locations. Service costs are based on what was entered in the Cost Per Service field in the service definition. This is a Central Office report.

Tip: Run the COMA030 monthly to view overall service profitability. You should also run the MA030 monthly (per location). 

When reading this report:

  • You want your Profit % to be high. The higher this number, the more profit your business earns when that service is performed. 
  • If you see a Profit % of 100% for a service, that means the Cost Per Service on the definition is probably set to $0. You should address this by entering an accurate Cost Per Service on that service definition (unless of course it actually costs $0 to perform that service).
  • Negative percentages can occur when the Cost Per Service exceeds the price being paid for it. You can address this by increasing the service price to recoup costs, or by somehow reducing the Cost Per Service. 

Report definitions

Click here for details on each of the fields that appear in the COMA030 report.Click here for details on each of the fields that appear in the COMA030 report.

Total for Selected Locations

  • Qty: The total number of services performed across all locations, not including refunds.
  • Income: The total of all service income across all locations, not including refunds.
  • Refund Issued: The total number of full and partial refunds issued across all locations.
  • Refund Amount: The total amount of refunds issued across all locations.
  • Total Income: (Total Income ‒ Refund Amount)
  • Total Cost: The total cost of all services performed across all locations.
  • Profit: (Total Income ‒ Total Cost)
  • Profit %: (Profit / Total Income) * 100

Locations list

  • Qty: The number of times that service was performed at that location in the date range. This field does not consider refunds.
  • Income: The service sales amount at the location, not including refunds.
  • Refund Issued: The number of full or partial refunds that were issued at the location.
  • Refund Amount: The amount that was refunded at the location. Partial refunds function as a discount that was supposed to be given but forgotten at the time of sale.
  • Total Income: (Income ‒ Refund Amount)
  • Cost Per Service: The amount defined in the Cost Per Service field of the service definition.
  • Total Cost: (Cost Per Service * Qy)
  • Profit: (Total Income ‒ Total Cost)
  • Profit %: (Profit / Total Income) * 100

Setting up the COMA030 report

  1. Type COMA030 in the Convobar, or go to Meevo > Reports > Analytical, and then select the COMA030 report.
  2. Select a Business Type: If you've set up Business Types, select one to select from locations of that Business Type.
  3. All Locations: Select All Locations to run the report for all locations of the selected Business Type. Otherwise, deselect the option and use the list to select locations. The list of locations is limited to the locations you can access, either through security or Business Types.
  4. Select a date or date range for running the report:
  • To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
  • Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Order Locations By: This determines the order of locations in the report. You can order them Alphabetically or in descending order by any of the columns in the report (Qty, Income, Total Cost, etc.). 

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.