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Branch Manager (Fraser Road - Patna)

Single Branch Overview (Fraser Road - Patna) with Target vs Achieved & Revenue Chart → Sidebar click on Sales icon → Branch Sales & Staff Performance Detail Page

Branch Manager
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05:44:32 PM
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Fraser Road...
›Dashboard
Fraser Road - Patna✕
Year▼
SALES$
₹2.57L
vs last year
REVENUE✨
₹15.5K
vs last year
AVG BILL VALUE🧾
₹25.7K
avg bill value
GUESTS SERVED👥
8 guests
today
CASH IN HAND$
₹2.56L
live balance
Branch sales vs target
This year
FORECAST LANDING
₹3.30L22% of target
At risk
PACE
Day 285 of 365
ACHIEVED
₹2.57L
FORECAST
₹3.30L
TARGET
₹15L
SHORTFALL
-₹12.42L
Sales & Revenue trend
Projected dashed
Sales Revenue Projected
₹3L₹2L₹1L₹0
Branch Overview›Fraser Road - Patna
● LIVEAll BranchesExport Report
● At riskBRANCH-095
Manager: Central Zone● Open · Closes 9:00 PM
SALES
0 so far
Proj. 0
REVENUE
0 so far
Proj. 0
FORECAST LANDING
0
NaN% vs target
ESTATE UTILISATION
0%
Target 80%
TOTAL COMMISSION
0 earned
Svc ₹0 · Sales ₹0
● SERVICE₹0 / ₹0 target
● PRODUCT₹0 / ₹0 target
● PACKAGE₹0 / ₹0 target
● MEMBERSHIP₹0 / ₹0 target
● Service — Items (0 Offerings)Sales / Target / Variance
No items recorded for this period
Total Service Revenue: ₹00% of Goal
Staff performance (18 Active)
Top: 1 Rajeev Kulkarni · 2 Omkar Reddy · 3 Nirav Verma
STAFF MEMBER
TARGET
FORECAST
ATTAINMENT
UTILISATION
Rajeev Kulkarni · Nail Artist
₹0
₹0
0%
0% / 100%
Omkar Reddy · Senior Stylist
₹0
₹0
0%
0% / 100%
Nirav Verma · Master Stylist
₹0
₹0
0%
0% / 100%

Branch Operations (Calendar & Shift Flow)

Calendar → Shift Management → Slot Modal → POS → Services Modal → Collect Payment

Branch Manager
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10:45:00 AM
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GRAND EUL...
ProvidersResources
<Today>|Fri, Oct 9
+ New Appointment
Suhani Agarwal
Sparsh Banerjee
Shashi Kapoor
Sandeep Rao
Melody
10 AM
11 AM
12 PM
1 PM
1:12 PM
john
Clean Up Facial
Lily
Clean Up Facial
Amara
Moroccan Rhassoul
Vikram
Hair Spa
Sneha
Hydra Facial
Rhea
Swedish Massage
Appointment auto-synced with WhatsApp confirmation
Shift View
Block Time
Oct 11 – Oct 17, 2026
Search Employees
STAFF
11
Sun
12
Mon
13
Tue
14
Wed
15
Thu
16
Fri
17
Sat
Suhani Agarwal
14 Hrs/day
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
Sparsh Banerjee
14 Hrs/day
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
Shashi Kapoor
14 Hrs/day
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
Sandeep Rao
14 Hrs/day
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
Ritika Das
14 Hrs/day
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
Rashmi Pillai
14 Hrs/day
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM
8 AM – 10 PM

Suhani Agarwal

Sun, Oct 11, 2026

Custom Shift
Select Template
9 AM▼
6 PM▲
5:30 PM
5:45 PM
6 PM✓
6:15 PM
6:30 PM
POS›#GEM-0010
View Invoices12-10-2026
Cart is empty
Use the buttons above to add items
Clean Up Facial (30 min)
Staff: Suhani Agarwal · 10% Membership Discount applied
₹1,575.00
[FREE x10 Member Perk]
Subtotal: ₹1,575.00 · Taxes: ₹0.001 Item in Cart
Booking Receipt▲
₹CART IS EMPTY
TOTAL PAID₹0.00 / ₹0.00
MK
Mr Kashya
+919067807777
₹500
CREDIT
₹9.3K
REVENUE
1
VISITS
UNPAID BALANCE
₹6.1K
👑Gold
ACTIVE
Valid till 14 Jan 2027
Services 20% off₹500 wallet
ActivityView all ›
Bill raised · Gold
12 Oct 2026
₹6.1K
Joined Gold
12 Oct 2026
₹5.5K Paid
Search services...
✕
Body Exfoliation1 service ˅
Moroccan Rhassoul Polish & Cocoon Wrap (60 min)₹3,800.00
Facial1 service ˅
Clean Up Facial
30 min
[FREE x10]₹1,575.00›
Hair Atelier2 services ˅
Intense Caviar Hair Spa & Dyson Blowout₹2,800.00
QA-Haircut Women (30 min)₹1,416.00
Massage46 services ›
Mediterranean2 services ›
✓
Payment Collected Successfully
₹1,575.00 received via Contactless · Invoice #GEM-0010 Generated
Completed

Purchase Manager Flow Preview

Dashboard → Toggle Sidebar → Order List → Order Detail → Sidebar Click → Inventory Dashboard

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02:29:31 PM
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GRAND EUL...
›Procurement
GRAND EULOGIA - ...✕
This Month▼
PURCHASE VALUE
₹8.54Lso far
↗ +102%vs last month
OPEN ORDERS
6orders
of 8 total orders
AWAITING RECEIPT
₹6.56Lpending
6 orders awaiting receipt
AWAITING BILLING
₹75.5Kpending
3 orders to bill
Order pipeline
Total Pipeline: ₹8.9L · 10 orders
DRAFT
2
₹37.3K
TO RECEIVE & BILL
3
₹75.5K
TO RECEIVE
3
₹5.81L
COMPLETED
1
₹1.3K
TO PAY
1
₹1.96L
4%
9%
65%
22%
Spend by category
View all →
₹6.2L
Retail
₹2.1L
Conc.
₹0.5L
Eqp.
₹0.2L
Other
Highest: Retail (72%)4 Active Categories
Spend by branch
View all →
₹8.54LTOTAL
GRAND EULOGIA₹8.54L (100%)
Single branch active
Branch Budget: ₹10.0L85.4% Utilized
›Procurement›Orders
All Orders (8)
FilterExport
Order #
Supplier
Date
Status
Total Amount
ORD-26-31
Kama Ayurveda Pvt Ltd
26/02/2026
Draft
₹37,300.00
ORD-26-30
L'Oreal Professional India
24/02/2026
Completed
₹1,32,500.00
ORD-26-29
Forest Essentials Wellness
22/02/2026
To Receive
₹5,81,000.00
ORD-26-28
Schwarzkopf Professional
20/02/2026
To Pay
₹1,96,000.00
›Procurement›Orders›ORD-26-31
Status: DraftPrint PO
ORD-26-31Kama Ayurveda Pvt Ltd
Branch: Grand EulogiaOrder Date: 26 Feb 2026Delivery Expected: 02 Mar 2026
Total Order Value
₹37,300.00
Ordered Line Items (4)+ Add Item
Product / Item
SKU
Qty
Unit Rate
Total
Kumkumadi Miraculous Beauty Fluid 12ml
KA-KM-012
10
₹1,850.00
₹18,500.00
Bringadi Intensive Hair Treatment Oil 200ml
KA-BR-200
8
₹1,200.00
₹9,600.00
Pure Rose Water Hydrating Face Mist 200ml
KA-RW-200
12
₹550.00
₹6,600.00
Organic Sweet Almond Oil 100ml
KA-AL-100
4
₹650.00
₹2,600.00
Total Items: 34 units across 4 productsGrand Total: ₹37,300.00
Inventory Management
Search inventory...
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02:29:48 PM
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GRAND EUL...
›Inventory Dashboard
Grand Eulogia Main Branch
Total Stock Value
₹42,85,400
↗ +4.8% vs last month
Low Stock Alert
14 items
Needs immediate reorder
Out of Stock
3 items
Zero quantity remaining
Reorder In Progress
8 orders
Awaiting supplier delivery
Fast Moving SKUs
62 SKUs
High turnover velocity
Dead Stock
₹1,24,000
No movement in >90 days
Stock Distribution by DepartmentDetails →
Hair
Skin
Spa
Nails
Hair care holds 48% of total inventory value
Audit Accuracy99.4% Match
99.4%
Variance under 0.6% on last cycle
Last audit completed 2 days ago

Sales Manager Flow Preview

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10:56:12 AM
A
GRAND EUL...
Branch Sales Overview
Total Sales
₹3.66L
78.0%vs Sep
Revenue Achieved
₹2.84L
70.0%vs Sep
Estate Utilisation
100%
80.0%vs Sep
TOTAL COMMISSION
0
Svc ₹0Sales ₹0
100 shown

Le Meredian - Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Bandra West - Mumbai

₹4.2LSALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Juhu Beach - Mumbai

₹4.2LSALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

GRAND EULOGIA - Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Vashi - Navi Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Colaba - Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Chembur Greens - Mumbai

₹3.8LSALES
PROJ.₹4.1L • 92%of₹4.2L
WestUtil 88%

BKC Equinox - Mumbai

₹5.2LSALES
PROJ.₹5.4L • 96%of₹5.5L
WestUtil 94%

Kalyani Nagar - Pune

₹2.9LSALES
PROJ.₹3.2L • 82%of₹3.5L
WestUtil 80%

Baner High Street - Pune

₹3.8LSALES
PROJ.₹4.1L • 89%of₹4.5L
WestUtil 86%

Viviana Mall - Thane

₹4.6LSALES
PROJ.₹4.9L • 92%of₹5.2L
WestUtil 91%

Worli Sea Face - Mumbai

₹5.8LSALES
PROJ.₹6.1L • 97%of₹6.2L
WestUtil 96%

Phoenix Viman Nagar - Pune

₹3.5LSALES
PROJ.₹3.9L • 85%of₹4.2L
WestUtil 83%

South Extension - Delhi

₹4.9LSALES
PROJ.₹5.2L • 94%of₹5.4L
NorthUtil 93%

Candolim - Goa

₹3.1LSALES
PROJ.₹3.4L • 82%of₹3.8L
WestUtil 79%
>Branch Overview>GRAND EULOGIA - Mumbai
LIVE
Oct 2026 (running)▾

GRAND EULOGIA - Mumbai

At risk
West Zone
Open now • Closes 9 PM
SALES
₹72.1K so far
PROJ. 0of 0
REVENUE
₹9.1K so far
PROJ. ₹14.8Kof 0
FORECAST LANDING
0
📉 -100% vs target
of 0
ESTATE UTILISATION
0%
Pace: 0%
Target 0%
TOTAL COMMISSION
₹2.7K earned
Svc ₹2.7KSales ₹0
Sales by offering typeProj. vs target • select a category for item detail
● SERVICE+0%
₹9.1K / ₹0 target
● PRODUCT+0%
₹2.4K / ₹0 target
● SESSION PACKAGE+0%
₹2.5K / ₹0 target
● DAY PACKAGE+0%
₹2K / ₹0 target
● MEMBERSHIP+0%
₹10.5K / ₹0 target
● CREDIT PLAN+0%
₹15.5K / ₹0 target
● Service3 Categories
Sales / Target • Variance
HAIR ATELIER₹3.6K
#1 QA-Haircut Women₹3.6K
#2 Intense Caviar Hair Spa & Dyson Blowout₹0
BODY EXFOLIATION₹3K
#1 Moroccan Rhassoul Polish & Cocoon Wrap₹3K
FACIAL₹2.5K
#1 Clean Up Facial₹1.5K
#2 Glow Facial₹1K
Total Service Revenue: ₹9.1K914000% of Goal
Staff performance19 Active
Projected landing • utilisation rate • commission earned to date
Avg Util: 0%₹2.7K
🏆Top Performers
1 Suhani Agarwal 0% (₹0)2 Sparsh Banerjee 0% (₹0)3 Shashi Kapoor 0% (₹0)
Search staff name...
Sort: Attainment ▾
STAFF MEMBER
TARGET
FORECAST
ATTAINMENT
UTILISATION
SVC COMM.
SALES COMM.
SA
Suhani Agarwal >
Nail Artist & Podiatrist
₹0
₹0
0%
0% / 100%
₹1.6K
₹0
SB
Sparsh Banerjee >
Senior Aesthetician / Skin Expert
₹0
₹0
0%
0% / 100%
₹450
₹0
SK
Shashi Kapoor >
Master Hair Stylist
₹0
₹0
0%
0% / 100%
₹0
₹0
SR
Sandeep Rao >
Therapist
₹0
₹0
0%
0% / 100%
₹0
₹0
VB
Vidya Bhatiya >
₹0
₹0
0%
0% / 100%
₹0
₹0
M
Melody >
₹0
₹0
0%
0% / 100%
₹300
₹0
JM
JOKE MAYA >
₹0
₹0
0%
0% / 100%
₹360
₹0
TL
TONE LIPIR >
₹0
₹0
0%
0% / 100%
₹0
₹0
BB
BABITA BUNDELA >
₹0
₹0
0%
0% / 100%
₹0
₹0
Provider upsell counts toward both achieved revenue and upsell-sales. Commission shown is earned to date.Showing 9 of 9 Providers
>Branch Overview>GRAND EULOGIA - Mumbai>Suhani Agarwal
On track
Oct 2026 (running)▾

Suhani Agarwal

Nail Artist & PodiatristGRAND EULOGIA - Mumbai • day 12 of 31
📈 Top 10% Branch Performer
SALES TARGET
₹5.4K so far
PROJ. ₹8.8K (+100%)of ₹0
REVENUE (DELIVERY)
₹0 so far
PROJ. ₹0 (+100%)of ₹0
UTILISATION
0%
target 100%
COMMISSION EARNED
₹1.6K so far
Svc ₹1.6KSales ₹0
Assigned sales targetsProj. vs target per category stream • select a category for item detail
● SERVICE+0%
₹5.4K / ₹0 target
● PRODUCT+0%
₹0 / ₹0 target
● SESSION PACKAGE+0%
₹0 / ₹0 target
● DAY PACKAGE+0%
₹0 / ₹0 target
● MEMBERSHIP+0%
₹0 / ₹0 target
● CREDIT PLAN+0%
₹0 / ₹0 target
● Service2 Categories
Sales / Target • Variance
BODY EXFOLIATION₹3K
#1 Moroccan Rhassoul Polish & Cocoon Wrap₹3K
HAIR ATELIER₹2.4K
#1 QA-Haircut Women₹2.4K
Total Service Revenue: ₹5.4K544000% of Goal
Daily Sales Trajectory
Booked & delivered activity for Jul 7 – Jul 13
This Week<Jul 7 – Jul 13>
₹4000k₹3000k₹2000k₹1000k₹0kMonWedFriSat Sun
Daily Avg: ₹5Peak: ₹5 (Mon)
Commission breakdown
Service delivery and sales incentive earnings across active revenue streams
Accrual Period: Oct 2026 (running)
TOTAL EARNED SO FAR
₹1.6K
Service 73% (₹1,632) Sales 27% (₹0)
SERVICE COMMISSION₹1,632
Oil 50%
Face 33%
Hair 17%
Moroccan Rhassoul Polish & Cocoon Wrap 56%₹912
QA-Haircut Women 44%₹720
SALES COMMISSION₹0
Membership 61%
Upsell 39%
>Business Analytics
LIVEFY 2026-27This monthCustom range ▾
SALES (BOOKED)
₹4.52L
↗ +17% vs last FY
Total Booked Sales100% Volume
REVENUE (RECOGNIZED)
₹79.4K
↗ 83% Rate recognized
Recognized Revenue83% of booked
AVG BILL VALUE
₹8,877
↗ +8% vs last FY
Ticket SizePer Invoice
GUESTS SERVED
51
↗ +11% vs last FY
Footfall Volume24 Branches

Sales & revenue trend

booked vs recognized, across the financial year

BothSalesRevenue
₹60K₹50K₹40K₹30K₹20K₹000002235053450360000000AprMayJunJulAugSepOctNovDecJanFebMar

What's selling

7 ItemsTop revenue drivers • volume breakdown • branch penetration
Services 7Memberships 1Packages 1Products 1Credit Plans 1
Top performers ❔Needs attention 2
🔍 Search Item...
Sort: Sales ▾
ITEM NAME
UNITS
SALES
AVG PRICE
% CAT
BRANCH SPREAD
TREND
MOVEMENT
#1Clean Up Facial
14
₹20.5K
₹1,468
26%
1/102
+0%
#2Serbian Splash
2
₹11.3K
₹5,650
14%
2/102
+0%

Owner Dashboard (Previous)

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10:56:12 AM
A
GRAND EUL...
›Dashboard
All Branches
Year
SALES
₹
₹18.4L
vs last year
REVENUE
₹1.85L
vs last year
AVG BILL
₹3.2K
avg bill value
GUESTS
1,420
today total
CASH
₹
₹14.8L
live balance
All branches sales vs target
This year
FORECAST LANDING
₹22.5L90% of target
On track
PACE
Day 285 of 365
ACHIEVED
₹18.4L
FORECAST
₹22.5L
TARGET
₹25L
SHORTFALL
-₹2.5L
Sales & Revenue trend (All Branches)ⓘ
Sales
Revenue
Projected (Q4)
₹3L₹2L₹1L₹0
Oct: ₹2.57L
JanFebMarAprMayJunJulAugSepOctNov*Dec*
Sales by categoryⓘ
Uncategorised
₹1.60L32%
VIP
₹1.55L31%
General
₹45.5K9%
EULOGIA SES...
₹44.5K9%
Massage
₹34K7%
Facial
₹23K5%
Mediterranean
₹11.3K2%
Serum
₹7.5K2%
Guest healthⓘ
20GUESTS
New 19
Returning 1
NEWToday
95%share
RETENTION90d
5%
EXPIRING30d
0members
LAPSED90d+
0guests
Cash in handⓘ
TOTAL ACROSS 100 BRANCHES
₹3.63L
Live counter balance
reconciled at close
Fraser Road - Pat...
₹2.57L
GRAND EULOGIA...
₹2.49L
Le Meredian - M...
₹197
Bandra West - M...
₹0
Juhu Beach - Mu...
₹0
Palladium Lower ...
₹0
Colaba - Mumbai
₹0
Branch Sales Overview
Total Sales
₹3.66L
78.0%vs Sep
Revenue Achieved
₹2.84L
70.0%vs Sep
Estate Utilisation
100%
80.0%vs Sep
TOTAL COMMISSION
0
Svc ₹0Sales ₹0
100 shown

Le Meredian - Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Bandra West - Mumbai

₹4.2LSALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Juhu Beach - Mumbai

₹4.2LSALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

GRAND EULOGIA - Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Vashi - Navi Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Colaba - Mumbai

₹0SALES
PROJ.₹0 • 0%of₹0
WestUtil 0%

Chembur Greens - Mumbai

₹3.8LSALES
PROJ.₹4.1L • 92%of₹4.2L
WestUtil 88%

BKC Equinox - Mumbai

₹5.2LSALES
PROJ.₹5.4L • 96%of₹5.5L
WestUtil 94%

Kalyani Nagar - Pune

₹2.9LSALES
PROJ.₹3.2L • 82%of₹3.5L
WestUtil 80%

Baner High Street - Pune

₹3.8LSALES
PROJ.₹4.1L • 89%of₹4.5L
WestUtil 86%

Viviana Mall - Thane

₹4.6LSALES
PROJ.₹4.9L • 92%of₹5.2L
WestUtil 91%

Worli Sea Face - Mumbai

₹5.8LSALES
PROJ.₹6.1L • 97%of₹6.2L
WestUtil 96%

Phoenix Viman Nagar - Pune

₹3.5LSALES
PROJ.₹3.9L • 85%of₹4.2L
WestUtil 83%

South Extension - Delhi

₹4.9LSALES
PROJ.₹5.2L • 94%of₹5.4L
NorthUtil 93%

Candolim - Goa

₹3.1LSALES
PROJ.₹3.4L • 82%of₹3.8L
WestUtil 79%
Guests Dashboard
Total Guests
34,140

across 24 active branches

New Guests
1,240
↗ +12.4%
Active Guests
18,920
↗ +8.1%
New-client return rate
72%
↗ +8.1%
Avg Visit Frequency
5.4x
↗ +4.2%
Guests With Membership
8,420
↗ +15.6%
Guests with package
5,310
↗ +15.6%

Where your 34,140 guests standi

Champions

Recent · frequent · high spend

2,140

38% of revenue

Loyal

Frequent, steady cadence

3,980

26% of revenue

Potential

Recent, low frequency

4,620

12% of revenue

New

Joined < 60 days ago

3,110

6% of revenue

At-risk

High spend, lapsing >90d

1,890

14% of revenue

Lost

Inactive > 180 days

6,200

4% of revenue

New-client retention funnel

i
First visit4,120 · 100%
100%
Returned within 90 days2,224 · 54%
54%
Became repeat (3+ visits)1,565 · 38%
38%

New guests over time

i
4003002001000140185230210290275320305345330365380SepOctNovDecJanFebMarAprMayJunJulAug

By source

i
5004003002001000480 (38.7%)Instagram390 (31.5%)Referred by guest220 (17.7%)Walk-in95 (7.7%)Google50 (4%)Facebook5 (0.4%)Others

Actionable guest alerts & campaigns

i

Win-back

High-value guests slipping away (top spend - not seen recently)

0
→
1stVISIT

First-visit

New guests who haven't rebooked — the biggest leak.

0
→
★

Memberships

Active members lapsing in 30 days — renew before they churn.

0
→

Birthdays

Celebrate & delight — send an exclusive offer before their day.

0
→
Reports
Search reports...
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Finance

General Ledger

All journal entries with debit, credit and running balance

8 filters

Salon General Ledger

GL entries linked to Salon Billings, filtered by branch and date

3 filters

Business KPI Report

Key performance indicators per branch - guests, invoices, sales by category, and appointment stats

3 filters

Accounts Receivable

Outstanding customer balances with ageing buckets

15 filters

Procurement

Order Register

All purchase orders in the selected period with supplier, branch, and category breakdown

6 filters

Item-wise Purchase Register

Purchase quantity and value broken down per product, supplier, and branch

6 filters

Pending Deliveries

Purchase orders with items yet to be fully received

6 filters

Pending Invoices

Purchase receipts that have not yet been fully billed

6 filters

Supplier Outstanding & Ageing

Outstanding payables per supplier with ageing buckets

8 filters

Supplier-wise Purchase Summary

Total purchase value and order count grouped by supplier

6 filters

Guests

RETENTION

Guest Retention

Retained vs lost over a configurable window — number AND the named list of who was / wasn't retained

7 filters

Retention by Service

Which services bring guests back vs which lose them.

5 filters

Retention by Therapist

Which therapists retain the most guests.

5 filters

New vs Existing Retention

Drop-off funnel by visit number — split between first-timers and established guests.

4 filters

Lapsed / Win-back

Guests past the lapsed threshold, ranked by lifetime value — the priority call list for win-back campaigns.

5 filters
ACQUISITION

New Guests

Guests registered in a period, with their home branch and source channel.

5 filters

Source / Campaign

New guests and revenue broken down by acquisition channel — which source brings the most guests and value.

3 filters

Guest Referrals

Top referrers — guests who brought in the most new guests, ranked by referral count and revenue.

3 filters
VALUE

Lifetime Value / RFM

Every guest ranked by lifetime spend with RFM segment — filter to Champions, At-risk, Lost and more.

5 filters

Guest List Export

Full guest list with contact details, visit history, and membership — export to Excel or CSV for campaigns.

6 filters

No-show / Cancellation

Appointments that were no-shows or cancelled — with guest details, services booked, and estimated revenue lost.

4 filters

Visit Frequency

How often each guest visits — total visits, average days between visits, lifetime spend, and activity status.

4 filters

Birthday & Anniversary

All guests with an upcoming birthday or anniversary this year — sorted by soonest first.

3 filters
MEMBERSHIPS

Membership Report

Active memberships with credit balances and expiry dates — sorted by soonest expiring.

4 filters

Membership Benefit Usage

Free service credit usage per membership — how many uses included, used this cycle, and remaining.

3 filters

Expiring Memberships

Active memberships expiring within the selected window — sorted by soonest expiring first.

3 filters
FINANCIALS

Credit / Wallet Balance

Guest credit wallet balances — how much credit was loaded, used, and remaining per credit record.

3 filters

Outstanding Dues

Submitted bills with pending or partially paid dues — sorted by most overdue first.

5 filters

Sales

COMMISSION

Commission Payout

Service and sales commission earned per employee for the period. Use as payroll input.

4 filters
REGISTER

Sales Register

Every transaction line across services, products, memberships, credit plans, and packages — date, branch, item, staff, gross, discount, and net.

5 filters
SUMMARY

Sales Summary

Branch-level sales (products/memberships/packages) vs revenue (services) vs target with attainment %.

3 filters

Branch Monthly Sales FY

Month-by-month sales for each branch across a full financial year (Apr – Mar), with a running total.

3 filters
TARGETS

Target vs Achievement

Branch and employee revenue targets vs actual service revenue — with attainment % and On track / Watch / At risk status.

3 filters
MEMBERSHIPS & PACKAGES

Membership & Package

Active, expired, and cancelled memberships, session packages, and day packages — with sessions used, sessions remaining, and credit balance.

5 filters
PRODUCTS

Product Movement

Qty sold, revenue, and average rate per product per branch — sourced from submitted Salon Billing records.

4 filters
DISCOUNTS

Discount & Adjustment

Line-level discount breakdown across all offering types — gross amount, discount %, discount amount, and net amount per billing line.

6 filters
GUESTS

Guest Sales

Per-guest sales summary — visits, total spend, average spend per visit, and last visit date within the selected period.

3 filters

Inventory

Branch Stock Balance

Qty & value per item / branch, retail vs consumable.

4 filters

Branch Stock Ledger

Every movement (in / out) with document reference.

6 filters

Branch Stock Ageing

How long stock has been sitting, by age bucket.

4 filters

Reorder Level Report

Items below reorder level with suggested request qty.

4 filters

Stock Audit Variance

System vs physical vs variance, with value impact.

6 filters

Material Request Register

Requests with type, status and fulfillment.

6 filters

Stock Entry Register

Receipts and issues across branches.

6 filters