V2: Sales Analytics

Sales analytics provides valuable insights in sales trends and analysis of sales performance. This section offers comprehensive views of comparative data so that you can make informed decisions for improvements.

Table of contents

 

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Permissions and accessibility

Staff access:

• Admin: Full access
• Manager: Based on V1 settings
• Staff: Based on V1 settings

MyStudio plan restrictions:

• none

 

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Access sales analytics in V2

To access sales analytics in V2:

1. Login to MyStudio V2
2. Go to insights
3. Click “analytics”
4. You will automatically be directed to the sales analytics where the chart will show you a month-to-month comparison of your sales.

 

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See total revenue

To see your total revenue:

1. Login to MyStudio V2
2. Go to insights
3. Click “analytics”
4. You will automatically be directed to the sales analytics
5. View your total revenue at the top tabs above the chart. You can also see this broken down between recurring revenue vs new revenue in the tabs next to it.

 

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Date ranges for sales analytics

Filter the graph or table by date range from the drop down at the top left. You can see your sales analytics according to the following time frames:

• Daily
• Weekly
• Monthly
• Quarterly
• Annually

 

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What is the "compare to" feature?

The “compare to” feature allows you to compare product performance over a custom time range. This could include comparing today’s revenue to the same day last week, month or year or this month’s revenue compared to the same month last year. This feature is not available yet, but is coming soon.

 

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See sales analytics for a specific product

To see the sales analytics of specific products:

1. Login to MyStudio V2
2. Go to insights
3. Click “analytics”
4. In your sales analytics, filter the table or chart by “product type.”

 

Additionally, you can hover your mouse over the chart columns to see a breakdown by product.

 

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Can I see the sales analytics for specific membership options or event dates?

At this time you are not able to see sales for specific membership options or event date/options. You are able to see the sales analytics for the following products:

• Class/appt bookings: for classes, not class times
• Events: for main event categories, not event date/options
• Program: for main programs, not membership options

• Retail

• Trials

• Miscellaneous

 

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See gross totals

To see your gross sales totals:

1. Login to MyStudio V2
2. Go to insights
3. Click “analytics”
4. On the right hand side of the chart, toggle the drop down between net and gross

 

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Hide chart

To hide the chart so that you only see the analytics table:

1. Login to MyStudio V2
2. Go to insights
3. Click “analytics”
4. On the right hand side above the chart, click “hide chart.” You can click this button again to reinstate the chart

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