MA235: Revenue Analysis: Top Spenders

The MA235 report gives you the top percentiles of spenders in the business and their sales totals within the date range, including what percentage of total sales they accounted for.

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

This report follows our usual standard for what constitutes a visit: a visit occurs when a client is rung up for at least one service on a transaction. It is not necessary for the service to have been booked before it was rung up. 

A unique client is just an individual who only counts once towards the Unique client metric, regardless of how many visits they have. So if Matt visits a location 4 times in the date range, he will count as 1 unique client and 4 visits. 

Report definitions

Click here for details on each of the fields that appear in the MA235 report.Click here for details on each of the fields that appear in the MA235 report.

Table in top section

  • % of Spenders: The Number of Clients in this row correlate to that percentage of top spenders. For example, if the 10% row has the Number of Clients as 20, then what this means is that out of all of your clients, the top 10% of spenders are those 20 clients, with additional details on those clients being provided in the rest of the row. If the 20% row has the Number of Clients as 30, then this means that out of all of your clients, the top 20% of spenders are those 30 clients (which includes the 20 clients from the top 10%).

    This % of Spenders data is the equivalent of what you would see if applying the following filters in Sales Rankings:
    Show me: Clients
    Ranked by: Service + Product Sales
    Based On: Sales Amount    , Percent
  • Number of Clients: The number of unique clients who had visits in the date range. Each client can only count once for this metric, regardless of their number of visits.
  • Number of Visits: Total number of visits in the date range.
  • Total Sales: Service and retail sales, accounting for any refunds and House sales.
    (Service Sales + Retail Sales)
  • Total Tickets: Total number of tickets where a sale of a service and/or retail occurred. Refund-only tickets are excluded from these counts.
  • Avg. Ticket: (Total Sales / Total Tickets)
  • Avg. Revenue / Client: (Total Sales / Number of Clients)
  • Percent of Sales: (Total Sales / Total Sales for Date Range) * 100
  • FOV: (Number of Visits / Number of Clients)

 

Total Sales graph

  • Bars represent the total sales amount for that percentile. 
  • X-axis: Percentile of clients
  • Y-axis: Total Sales (left) and % of Sales (right)

 

Avg. Ticket graph

  • X-axis: Percentile of clients
  • Y-axis: Avg Ticket

Setting up the MA235 report

  1. Type MA235 in the Convobar, or go to Meevo > Reports > Analytical, and then select the MA235 report.
  2. 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.

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.