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Average Service Spend Inc. Tax
Average Service Spend Inc. Tax
Simplified Support avatar
Written by Simplified Support
Updated over 2 years ago

Total service sale in closed invoices divided by number of closed invoices which have service sale. The sale value includes Tax.

Service Invoices Count

Zenoti -> Reports NEW -> Financial Reports -> Sales - Accrual report -> Select all values in Item Type, Sale Type and Payment Type dropdown -> select centers as displayed in ezPulse app

  • Unhide Invoice Closed Date and Status column

  • Export the report in excel, open the file remove top 5 rows and last row

  • Select the table and Go to Insert Tab -> Pivot table

  • Add Item Type in Filters, select service

  • Add Item Status in Filters, select Closed

  • Add Invoice No in Rows and count the number of invoices shown

Service Sale

Zenoti -> Reports NEW(v2 reports) -> Financial Reports -> Sales - Accrual report -> Select all values in Item Type, Sale Type and Payment Type dropdown -> select centers as displayed in ezPulse app

  • Unhide Invoice Closed Date and Status column

  • Export the report in excel, open the file remove top 5 rows and last row

  • Select the table and Go to Insert Tab -> Pivot table

  • Add Item Type in Filters and Sum Sales(Inc. Tax) column in values

  • Select Service in Item Type Filter, the value shown is the sale value

Average service spend = Service Sale / Service Invoices Count

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