KPI

Sherwin

KPI Report

Report Guide for Users

What this report shows, the choices you make when running it, and how to read each section.

What this report is for

The KPI Report is a one-page dashboard of key business metrics for a date range you choose — overall sales, labor efficiency, event bookings, and membership sales — so you can check the health of your business at a glance without running several separate reports.

How the report works

The report totals your sales, labor hours, event bookings, and membership sales for the date range you set, then lays the results out as four side-by-side panels.

The choices you make when running it

There are only two settings to consider.

Setting	What it does
Start Date	The beginning of the date range you want to report on.
End Date	The end of the date range you want to report on.

The four panels

Transaction Metrics

Metric	Description
Total Sales	Net sales across the business for the date range.
Transaction Count	The number of distinct transactions in the date range.
Sales per Transaction	Total Sales divided by Transaction Count — your average transaction size.

Labor Metrics

Metric	Description
Total Sales	Net sales across the business for the date range.
Total Labor Hour	The total hours worked, based on paired employee time clock punches within the date range.
Sales per Labor Hour	Total Sales divided by Total Labor Hour — how much revenue you generated per hour of labor.

Booking Metrics

Metric	Description
Event Bookings Sales	Net sales from event bookings during the date range.
Event Bookings Count	The number of event booking transactions during the date range.
Average Event Booking Value	Event Bookings Sales divided by Event Bookings Count.
Percent Share of Total Sales	What portion of your overall sales came from event bookings.

Membership Metrics

Metric	Description
Membership Sales	Net sales from memberships during the date range.
Percent Share of Total Sales	What portion of your overall sales came from memberships.

How to read the layout

The four panels sit side by side, each with its own metrics for the same date range, so you can scan across all four business areas at once rather than pulling up separate reports for sales, labor, bookings, and memberships.