COMA201: Sales Analysis by Location

The COMA201 is a Central Office report that displays a full breakdown of sales and growth metrics within a date range for the selected locations.

What is a "visit?"

In the COMA201, the definition of a "visit" depends on which table you are viewing in the report. The Services section requires the client be rung up for at least one service on a transaction, while the Retail section requires the client be rung up for at least one product on a transaction. The Totals section classifies a visit as a client who was rung up for either service or retail.

What is the difference between a "unique client" and a "visit?"

A unique client is just an individual who only counts once towards the Unique client metric, regardless of how many visits they have in the date range. If Matt visits a location 4 times in the date range, he will count as 1 unique client and 4 visits.
Note that if a client purchased Service and Retail items in the date range, they will be counted as "1" in each relative section.
Anonymous Clients never count towards the Unique Clients metric, but they will count towards client visits and ticket metrics.

Report definitions

Click here for details on each of the fields that appear in the COMA201 report.Click here for details on each of the fields that appear in the COMA201 report.

Services section

Sales: Total revenue from service sales credited to the location, excluding refunds and taxes. This does not include Swap Fees.
Qty Sold: The number of services that the location sold.
Unique Clients: The number of unique clients who came in for a service visit.
Service Only Tickets: The number of tickets where the only items purchased were services. Refunds are not considered in this metric.
Client Service Visits: Number of times that clients came in for service visits. A client who visits multiple times within the date range will have each visit count. This differs from the Service Tickets field in that multiple clients can appear on one ticket. So, a Service Ticket with three clients on it will count as one ticket and three individual Client Service Visits. This metric does not consider fees (Swap Upgrade, Cancellation, No-Show).
Avg. Service per Client Visit: For a service to count towards this metric, it must have Include in Average Ticket Calculations enabled on the service definition. (Sales / Client Service Visits)
Avg. Service Units per Client: For a service to count towards this metric, it must have Include in Average Ticket Calculations enabled on the service definition. (Sales / Unique Clients)
Avg. Service per Week: For a service to count towards this metric, it must have Include in Average Ticket Calculations enabled on the service definition. (Sales / Weeks Analyzed)
Avg. Service Ticket: For a service to count towards this metric, it must have Include in Average Ticket Calculations enabled on the service definition. (Sales / Service Tickets)

Retail section

Sales: Total revenue from retail sales credited to the location, excluding refunds and taxes.
Qty Sold: The number of retail items that the location sold.
Unique Clients: The number of unique clients who purchased retail.
Retail Only Tickets: The number of tickets where the only items purchased were retail. Refunds are not considered in this metric.
Client Retail Visits: Number of times that clients came in to purchase retail. A client who visits multiple times within the date range will have each visit count.
Retail to Serv.: (Sales / Service Sales) x 100
Avg. Retail per Client Visit: (Sales / Client Retail Visits)
Avg. Retail Units per Client: (Qty Sold / Unique Clients)
Avg. Retail per Week: (Sales / Weeks Analyzed)
Avg. Retail Ticket: (Sales / Retail Tickets)

Totals section

Sales: (Service Sales + Retail Sales)
Unique Clients: Total unique clients who made a service or retail purchase in the business during the date range. Clients count only once in the date range.
Tickets: Total number of tickets in the date range.
Avg. Ticket (Srv. & Ret.): (Service Sales + Retail Sales) / Total Tickets
% Clients Purch. Retail: (Unique Clients who purchased retail / Total Unique Clients)

Total row (bottom row in the table, from left-to-right)

Services

Sales: The sum of all locations' service Sales.
Qty Sold: The sum of all locations' service Qty Sold.
Unique Clients: The number of unique clients who purchased services across all locations.
Service Only Tickets: The sum of all service tickets across all locations.
Client Srv Visits: The sum of all locations' Client Srv Visits.
Avg. Service per Client Visit: (Total Service Sales / Client Srv Visits)
Avg. Service Units per Client: (Total Service Qty Sold / Total Unique Service Clients)
Avg. Service per Week: (Total Service Sales / Weeks Analyzed)
Avg. Service Ticket: (Total Service Sales / Total Srv Tickets)

Retail

Sales: The sum of all locations' retail Sales.
Qty Sold: The sum of all locations' retail Qty Sold.
Unique Clients: The number of unique clients who purchased retail across all locations.
Retail Only Tickets: The sum of all retail tickets across all locations.
Client Retail Visits: The sum of all locations' Client Retail Visits.
Retail to Serv.: (Total Retail Sales / Total Service Sales) x 100
Avg. Retail per Client Visit: (Total Retail Sales / Client Retail Visits)
Avg. Retail Units per Client: (Total Retail Qty Sold / Total Unique Retail Clients)
Avg. Retail per Week: (Total Retail Sales / Weeks Analyzed)
Avg. Retail Ticket: (Total Retail Sales / Total Ret. Tickets)

Totals

Sales: The sum of all location's Total Sales
Unique Clients: The count of unique clients at the tenant level who purchased service or retail across all locations.
Tickets: The sum of all locations' total Tickets in the date range.
Avg. Ticket (Srv. & Ret.): [(Total Service Sales + Total Retail Sales) / Total Tickets] x 100
% Clients Purch. Retail: (Number of Unique Clients who Purchased Retail / Total Number of Unique Clients) x 100

Setting up the COMA201 report

Type COMA201 in the Convobar, or go to Meevo > Reports > Analytical, and then select the COMA201 report.
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.

Select a Business Type: If you've set up Business Types, select one to select from those locations.
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 the locations. The list of locations is limited to the locations you can access, either through security or Business Types.

Running the report

When you are ready to generate the report, select a Report Format beside the Run Report button.
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.
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.