Statistics and Reports

Report Accuracy

Reports can only be as accurate as the data that input into the system. There are a few common mistakes made using Mandala that need to be avoided to produce accurate reports:

  1. Failing to ensure all sold bookings are actually properly processed via the Sale window. All sold bookings should feature a white $ on a black circle. If a booking has not been processed in this way, it will not appear in many of your reports.
  2. Failing to add wholesale prices when entering your stock items. For some reason manager’s tend to only ensure the retail prices are in the system. Without the wholesale prices, profit estimates on retail sales will be incorrect.
  3. Failing to keep retail prices current. As you will have noticed, your suppliers have this disturbing habit of raising the prices! When they do change, make sure the stock item information in Mandala accurately reflects these new prices.
  4. Failing to keep menu prices current. You spend all this time designing a beautiful new menu – and then forget to change the treatment prices in Mandala.

Wages

The full version of Mandala allows you to estimate treatment profit by entering staff wages in the Staff dialog. Treatment profit is then calculated by:

Treatment profit = Total treatment revenue – treatment cost (products, water, electricity etc) – staff wage

It should be understood that Mandala uses the figures entered to generate an estimate of treatment profits. Mandala doesn’t micro-manage staff wage entitlements, so it won’t factor in overtime, or higher rates on weekends and public holidays, for example.

Treatment revenue

When you generate treatment reports, you will see the following qualifiers:

  • Includes addons and collections. Please consult the manual chapter ‘Reports’ for further details.

Addons and collections are both sub categories of the treatment category. So when you view a “Treatment” report, then the figures therein are inclusive of ¬†addons and collections.

  • Treatments have priority over addons in revenue calculation.

An addons report will contain the above proviso. What do I mean by this? When you create an appointment sale that contains a discount and both a standard treatment and one or more addons, then we enter a grey area. Which treatment do we want to apply any of the various possible discounts to? Do we apply a (non-percent) discount to the addon first, or the treatment? This is an arbitrary decision; it doesn’t affect your total treatment revenue figure – which is the main thing we are really interested in. In case you were wondering, I chose to subtract the discount from the addons first. Any remaining discount is then subtracted from the treatment.

  • Only expanded collections are included.

You will see this message in the footer of collections reports. What do I mean by this? Basically there are “real” collections and “faux” or “pretend” collections. Real collections split into their individual component bookings when you make a “collective” appointment. Pretend collections don’t – they just appear as one big solid treatment block. This message is just letting you know that the information in this report only pertains to “real” collections – ie those that have been expanded into their individual components.

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