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How do I read the Smart Pricing report?

The Smart Pricing report shows appointment value, sales value and active day/time rules. Booking value and sales value are separate measures.

Written by Mark

The Smart Pricing report shows appointment value, sales value and active day/time rules. Booking value and sales value are separate measures.

Steps

  1. Open Sales Tools → Smart Pricing.

  2. Select the Time Period and click Apply.

  3. Review Smart pricing appointments value and its appointment count.

  4. Review Smart pricing sales value and its sales count.

  5. Use the day-of-week view to switch between appointments and sales.

  6. Compare the active rule summary with the transactions you are reviewing.

How do I check the result?

Use the same period and service scope when comparing booking and sales totals.

If it does not work

A booked appointment may not yet be a completed sale. Check the booking and bill references before treating a difference as an error.

Illustrated guide

  1. Choose the Time Period.

  2. Click Apply to refresh the report.

  3. Compare Smart pricing appointments value with Smart pricing sales value; they measure different events.

  4. Use the chart selector to compare Appointments or Sales by day. The top promotional illustration is separate from the report values below.

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