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Tag Usage Report

The Tag Usage report provides a graphical representation of the revenue associated with each of your tags.

This report helps you analyze appointment and visit trends based on tags, enabling you to track revenue more effectively.

The report includes:

  • A breakdown of appointments/visits by tag

  • Revenue generated per tag

  • A graphical representation of tag usage

  • The ability to forecast revenue based on future appointments

Report Details

Date

The report includes the date of the appointment or visit.

Time

Displays the start and end times of each service block.

Employee

Identifies the employee who completed the service.

Revenue Representation

The report organizes revenue data associated with each tag in descending order, making it easy to identify the most profitable services. Additionally, it includes a breakdown of revenue per date to highlight trends over time.

Future Revenue Projections

The report can be run for a future date range to estimate expected service revenue. However, these projections may not fully reflect actual revenue, as they are based on current service prices and scheduled appointments, which may change.

Tag Filtering

Only appointments or visits that have been assigned a tag are included in this report.

Report Components

Tag Usage Revenue Breakdown

  • A pie chart displaying the revenue generated from services for each tag.

  • A key indicating the percentage of revenue attributed to each tag.

Number of Appointments/Visits

  • Displays the total number of appointments/visits for each tag.

  • Breaks down the number of visits/appointments by date.

Associated Revenue

  • Shows the monetary value of services.

  • For appointments, this is calculated based on the service's sell price at the employee’s level.

  • For walk-in visits, the report reflects the historical charged value of the service.

Accessing the Report

Navigate to: Tools > Reports > Appointments > Tag Usage

By leveraging the Tag Usage Report, businesses can gain valuable insights into service trends and revenue generation, helping optimize service offerings and maximize profitability.