How to analyse the sales report

After having generated and consulted the Sales report, the advices below will help you to evaluate your performance and profitability.

Idealy, your customers should visit your shop between 3 and 4 times a year. Does the average invoice number per customer fits these numbers?

Furthermore, the average invoice amount, for independent shops, should be between 200$ and 250$. Are there elements that prevent you to reach this goal? One of your objectives could be to reach 250 $. This threshold is usually reached by shops for which the profitability is desirable while very performant shops often reach more than 300$. As an indication, Certigard franchisees as well as specialized shops can reach more than 400$.

In difficult economic contexts, keep in mind that it could be counterproductive to absolutely want to reach the the highest average invoice amounts. You could have to divide works between multiple appointments using the "Proposed and rescheduled" feature combined with reminder letters. You could then close the same sales and allow your customer to manage their budgets. When possible, try to sale these future appointments immediately to close the sales.