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Reporting
Features
Trend
Reports comparing current and all past years for receipts, sales, sessions,
expenses, net profit, etc.
Inquiry reports that tell you how well your marketing is generating
inquiries about your services and how effective your telephone or face-to-face
presentations are in converting inquiring prospects into clients. These
powerful reports tell you exactly: where to spend your advertising dollars
most effectively; how you and your staff members are selling on the
phone and in face-to-face presentations; what people are calling for;
if you are experiencing a drop off in calls; how much income you are
deriving from your marketing strategies, advertising, salespeople, etc.
Receipts report showing income and goals broken down by product line
and category. Helps you to determine if you are meeting your income
goals (from the Success Planning application) for a specific time frame.
Sales average report displaying average sales by product line and category
for completed sessions during any time frame. Reports average sales
per session, not order (which can be extremely misleading). See which
product lines and categories carry the best sales averages. These product
lines are perfect candidates for increased marketing efforts since they
can increase your sales level most rapidly. This report can also alert
you to product lines that have a low sales average. Often, by fine-tuning
your sales procedures, you can enhance the performance of the various
types of photography you offer. Or, you can even decide to discontinue
a product line if its performance is disappointing.
Sales report showing sales generated during a specified period of time
by product line and category. Unlike the receipts report, this report
shows ordered amounts as opposed to paid amounts. So, it includes client
balances due in addition to actual receipts. This is an important report
to review on a monthly basis because it is a good indicator of future
receipts. Your receipt totals may look good, but low sales figures could
predict a drop in receipts during the coming months.
Sales tax report telling you how much tax you have collected during
any given period. Helps you to pay your sales taxes properly.
Session report showing the number of sessions performed under each product
line and category alongside your session goals. Helps you to determine
if you are meeting your session goals (from the Success Planning application)
for a specific time frame. Missing your session goals is the best indicator
of a shortfall in receipts in coming months and will prompt you to bolster
your marketing and sales efforts.
Comprehensive cash flow statement showing all cash flowing into and
out of your studio along with inflow and outflow goals from the Success
Planning application. Always know how much cash you have on hand, where
your money is coming from and where it is going and how your actual
cash flow compares to your goals.
Expense report showing totals for each expense category broken down
by expense line item. Indicates how much you are over or under budget
based on goals set in the Success Planning application. Easily monitor
all of your business expenditures. Keeping expenses within the budget
you set in the Success Planning application is the first step toward
reaching your overall financial goals.
Income and expense statement showing whether your business is producing
a profit or a loss. Shows actual results alongside the projections made
in the Success Planning application. Shows the profitability of individual
product lines. Calculates your “bottom line” (total compensation)
in terms that are most important to a business owner: your salary plus
the studio's net profit. Tells you which areas of your business are
doing well and which need improvement: session results reveal how well
your marketing plan is working in creating clients; receipt results
are an indicator of the effectiveness of your sales presentations; and
the expense totals (grouped by business function) show how well you
are controlling expenses. Know where you stand financially on a day-to-day
basis.
Standard balance sheet showing assets, liabilities and current net worth.
This report provides you with a comprehensive inventory of what your
business owns and what it owes as a means of determining how much money
you have invested in your business. Helps you determine if your net
profit is adequate to compensate you for your investment. The balance
sheet also reveals the "net worth" of your business. It is
vital to know this figure because growth of net worth means a business
is successful, whereas decline of net worth is a business danger signal.
Sales commissions report. Shows exactly how much each member of your
sales staff has earned in commissions during any time period.
Products ordered report showing the amount ordered and the total dollars
received for each of your products. Find out which of your products
are selling best.
Orders in progress report showing outstanding orders by their current
statuses with total balance due and the grand total due. Shows the flow
of orders through your studio and helps you forecast future receipts.
Export reports for importation into Excel or other spreadsheet applications
for further analysis.
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Business Quick Tip
When
a client receives a thank-you note—whether you're saying thank-you
for making an appointment or for an order—it leaves a lasting
favorable impression. Saying thank-you is one of the little intangibles
that go a long way toward building a positive image for your business. |
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Did You Know?
SuccessWare can schedule any kind of appointment from an initial consultation, to a portrait sitting or wedding, to the final pick up. |
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