Reporting 101
Live on 7/20
Accounting Reports
- 1. The Accounting Tab
- 2. Two kinds of price reductions, opposite treatment (start here after reviewing The Accounting Tab article)
- 3. Daily Sales Summary
- 4. Payout / Deposit Reconciliation
- 5. Monthly Sales Tax Report
- 6. Monthly Rewards Program Statement
Marketing Reports
- 1. Your Marketing reports: what changed and how to read them
- 2. Marketing Revenue: what counts, and how segments work
- 3. Cost of Marketing Influence Sales: your true cost, in two parts
- 4. Patron Acquisition: where your new patrons come from
- 5. Loyalty Balance: period activity vs. what you hold
- 6. Marketing numbers vs. Accounting numbers: which to use when