[{"data":1,"prerenderedAt":1415},["ShallowReactive",2],{"help:\u002Fhelp\u002Fteam\u002Fcommission-and-compensation":3,"help-all-categories":333,"help-cat-articles:\u002Fhelp\u002Fteam\u002Fcommission-and-compensation":453,"help-related:\u002Fhelp\u002Fteam\u002Fcommission-and-compensation":454},{"id":4,"title":5,"audience":6,"body":7,"category":310,"description":311,"draft":312,"extension":313,"icon":314,"keywords":315,"meta":322,"navigation":323,"order":324,"path":325,"related":326,"seo":329,"stem":330,"updatedAt":331,"__hash__":332},"help\u002Fhelp\u002Fteam\u002Fcommission-and-compensation.md","Commission and compensation","clinic",{"type":8,"value":9,"toc":291},"minimark",[10,19,22,27,34,39,42,110,117,121,128,173,183,187,194,198,233,237,266,270,274,277,281,284,288],[11,12,13,14,18],"p",{},"Commission is computed automatically from the rules on each team member's ",[15,16,17],"strong",{},"Compensation"," tab. Every earned amount is written to a commission ledger with a full trace of the rule, base, and math that produced it — so a disputed number is always explainable, never a mystery.",[11,20,21],{},"Compensation and banking need the team-management permission; they're not visible to regular staff.",[23,24,26],"h2",{"id":25},"how-is-commission-calculated","How is commission calculated?",[11,28,29,30,33],{},"When a sale closes, each line finds the ",[15,31,32],{},"most specific rule"," that covers it, in this order:",[11,35,36],{},[15,37,38],{},"item → employee → role → level → location → organization",[11,40,41],{},"A rule set on a specific service beats the member's personal rule, which beats their role's rule, and so on down to an org-wide default. The winning rule then applies its math:",[43,44,45,58],"table",{},[46,47,48],"thead",{},[49,50,51,55],"tr",{},[52,53,54],"th",{},"Rule element",[52,56,57],{},"What it does",[59,60,61,72,82,100],"tbody",{},[49,62,63,69],{},[64,65,66],"td",{},[15,67,68],{},"Applies to",[64,70,71],{},"Which line types the rule covers: services, add-ons, products, packages, memberships, gift cards, late fees",[49,73,74,79],{},[64,75,76],{},[15,77,78],{},"Rate",[64,80,81],{},"A fixed percentage, or tiered bands based on the provider's period-to-date sales",[49,83,84,89],{},[64,85,86],{},[15,87,88],{},"Tier style",[64,90,91,95,96,99],{},[92,93,94],"em",{},"Progressive"," (each band's rate applies to sales within that band) or ",[92,97,98],{},"retroactive"," (crossing a threshold re-rates the whole period)",[49,101,102,107],{},[64,103,104],{},[15,105,106],{},"Base",[64,108,109],{},"Whether the base is before or after discounts and tax, and whether product or service costs are deducted first",[11,111,112,113,116],{},"Configured ",[15,114,115],{},"deductions"," (backbar, consumables, flat or percentage) can reduce the base before commission or the amount after it, always clamped so a line never goes negative.",[23,118,120],{"id":119},"packages-and-memberships-who-earns-and-when","Packages and memberships: who earns, and when",[11,122,123,124,127],{},"Selling a package or membership and redeeming it are different events, and your ",[15,125,126],{},"recognition policy"," decides which one pays:",[43,129,130,140],{},[46,131,132],{},[49,133,134,137],{},[52,135,136],{},"Policy",[52,138,139],{},"Who earns",[59,141,142,153,163],{},[49,143,144,150],{},[64,145,146,149],{},[15,147,148],{},"On sale"," (default)",[64,151,152],{},"The seller earns the full commission when the cart closes",[49,154,155,160],{},[64,156,157],{},[15,158,159],{},"On redemption",[64,161,162],{},"The sale pays nothing; the provider who performs each redeemed service earns then",[49,164,165,170],{},[64,166,167],{},[15,168,169],{},"Split",[64,171,172],{},"A configured share at sale, the remainder at redemption",[174,175,176],"warning",{},[11,177,178,179,182],{},"Changing the recognition policy applies ",[15,180,181],{},"going forward only"," — it never silently restates past periods. Historical figures change only through an explicit recompute.",[23,184,186],{"id":185},"worker-classification-gates-commission","Worker classification gates commission",[11,188,189,190,193],{},"Each member's classification (on the wage side of Compensation) controls whether the commission engine pays them at all — employees and contractors earn commission; a booth renter does not. The engine always reads the member's ",[15,191,192],{},"current"," classification: if you change someone's classification and then recompute past periods, the recomputation uses today's classification, not the one they held at the time. ",[23,195,197],{"id":196},"setting-it-up","Setting it up",[199,200,201,206,215,219,226,230],"steps",{},[202,203,205],"h3",{"id":204},"open-the-members-compensation-tab","Open the member's Compensation tab",[11,207,208,211,212,214],{},[15,209,210],{},"Team"," → click the member → ",[15,213,17],{},". You'll see their live rules, expired rules, and their level assignment.",[202,216,218],{"id":217},"add-a-rule","Add a rule",[11,220,221,222,225],{},"Use the add-commission wizard: choose what it applies to, the rate or tier bands, and the base options. You can also ",[15,223,224],{},"copy rules from another member"," to keep a team consistent.",[202,227,229],{"id":228},"assign-a-level-optional","Assign a level (optional)",[11,231,232],{},"Levels are org-wide commission defaults (\"Senior stylist\", \"Junior\"). A member with no personal rule falls back to their level's rule.",[23,234,236],{"id":235},"where-to-see-the-results","Where to see the results",[238,239,240,247,253],"ul",{},[241,242,243,246],"li",{},[15,244,245],{},"Growth → Reports → Commission statement"," — per-provider commission with a drill into every line's rule, base, and band math.",[241,248,249,252],{},[15,250,251],{},"Growth → Reports → Payroll & commission"," — hours, tips, and commission folded into total payable.",[241,254,255,256,259,260,265],{},"Staff see their own trailing commission and tips on ",[15,257,258],{},"My hours"," — see ",[261,262,264],"a",{"href":263},"\u002Fhelp\u002Fteam\u002Fsee-your-own-hours","See your own hours",".",[23,267,269],{"id":268},"common-questions","Common questions",[202,271,273],{"id":272},"why-is-a-team-members-commission-zero","Why is a team member's commission zero?",[11,275,276],{},"Check, in order: their classification earns commission (not booth renter), a rule actually covers the line type sold, and the sale's recognition event matches the policy (an \"on redemption\" package sale pays nothing at sale time).",[202,278,280],{"id":279},"two-rules-could-apply-which-wins","Two rules could apply — which wins?",[11,282,283],{},"The more specific scope always wins; ties never split. An item-level rule beats everything below it.",[202,285,287],{"id":286},"can-a-staff-member-challenge-a-commission-line","Can a staff member challenge a commission line?",[11,289,290],{},"Yes — commission disputes are tracked per line so a question lands on the exact ledger row, with its rule trace as the evidence.",{"title":292,"searchDepth":293,"depth":293,"links":294},"",2,[295,296,297,298,304,305],{"id":25,"depth":293,"text":26},{"id":119,"depth":293,"text":120},{"id":185,"depth":293,"text":186},{"id":196,"depth":293,"text":197,"children":299},[300,302,303],{"id":204,"depth":301,"text":205},3,{"id":217,"depth":301,"text":218},{"id":228,"depth":301,"text":229},{"id":235,"depth":293,"text":236},{"id":268,"depth":293,"text":269,"children":306},[307,308,309],{"id":272,"depth":301,"text":273},{"id":279,"depth":301,"text":280},{"id":286,"depth":301,"text":287},"team","How Owneli calculates staff commission — rules, tiers, sale vs redemption recognition, and where every dollar is explained in the ledger.",false,"md","i-lucide-percent",[316,317,318,319,320,321],"staff commission setup","commission not showing","commission calculation","tiered commission","commission on packages and memberships","worker classification commission",{},true,40,"\u002Fhelp\u002Fteam\u002Fcommission-and-compensation",[327,263,328],"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question",{"title":5,"description":311},"help\u002Fteam\u002Fcommission-and-compensation","2026-08-14","DzfH17CfrzMtUVUcrixd_Y98L7VdzpGzrEsXwZt_Xlc",[334,345,354,363,373,383,393,402,412,422,432,443],{"id":335,"title":336,"audience":6,"description":337,"extension":338,"icon":339,"meta":340,"order":341,"slug":342,"stem":343,"__hash__":344},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":346,"title":347,"audience":6,"description":348,"extension":338,"icon":349,"meta":350,"order":293,"slug":351,"stem":352,"__hash__":353},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":355,"title":356,"audience":6,"description":357,"extension":338,"icon":358,"meta":359,"order":301,"slug":360,"stem":361,"__hash__":362},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":364,"title":365,"audience":6,"description":366,"extension":338,"icon":367,"meta":368,"order":369,"slug":370,"stem":371,"__hash__":372},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":374,"title":375,"audience":6,"description":376,"extension":338,"icon":377,"meta":378,"order":379,"slug":380,"stem":381,"__hash__":382},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":384,"title":385,"audience":6,"description":386,"extension":338,"icon":387,"meta":388,"order":389,"slug":390,"stem":391,"__hash__":392},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":394,"title":395,"audience":6,"description":396,"extension":338,"icon":397,"meta":398,"order":399,"slug":310,"stem":400,"__hash__":401},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":403,"title":404,"audience":6,"description":405,"extension":338,"icon":406,"meta":407,"order":408,"slug":409,"stem":410,"__hash__":411},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":413,"title":414,"audience":6,"description":415,"extension":338,"icon":416,"meta":417,"order":418,"slug":419,"stem":420,"__hash__":421},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":423,"title":424,"audience":6,"description":425,"extension":338,"icon":426,"meta":427,"order":428,"slug":429,"stem":430,"__hash__":431},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":433,"title":434,"audience":435,"description":436,"extension":338,"icon":437,"meta":438,"order":439,"slug":440,"stem":441,"__hash__":442},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":444,"title":445,"audience":435,"description":446,"extension":338,"icon":447,"meta":448,"order":449,"slug":450,"stem":451,"__hash__":452},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[455,667,845],{"id":456,"title":457,"audience":6,"body":458,"category":310,"description":651,"draft":312,"extension":313,"icon":652,"keywords":653,"meta":660,"navigation":323,"order":661,"path":327,"related":662,"seo":664,"stem":665,"updatedAt":331,"__hash__":666},"help\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant.md","Prepare payroll for your accountant",{"type":8,"value":459,"toc":637},[460,471,474,478,526,530,584,595,602,611,613,617,623,627,630,634],[11,461,462,463,466,467,470],{},"Owneli doesn't run payroll — it prepares it. From the ",[15,464,465],{},"Payroll & commission"," report, ",[15,468,469],{},"Send to accountant"," emails a formatted PDF plus a CSV of the pay period: clocked hours, wage estimates, tips split card vs cash, and commission, one row per employee. Your accountant applies overtime rules and tax withholding from there.",[11,472,473],{},"Admin or owner access is required.",[23,475,477],{"id":476},"how-do-i-send-payroll-to-my-accountant","How do I send payroll to my accountant?",[199,479,480,484,495,499,504,508,511,515],{},[202,481,483],{"id":482},"approve-the-periods-timesheets-first","Approve the period's timesheets first",[11,485,486,487,490,491,265],{},"The report is built from timesheet records. Approve the weeks in ",[15,488,489],{},"Timesheets"," so the hours are authoritative, not provisional — see ",[261,492,494],{"href":493},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","Shifts, timesheets, and time off",[202,496,498],{"id":497},"open-the-report","Open the report",[11,500,501,503],{},[15,502,251],{},", and set the date range to your pay period.",[202,505,507],{"id":506},"click-send-to-accountant","Click Send to accountant",[11,509,510],{},"Enter the recipient email addresses (up to 10) and an optional note. Recipients you enter are remembered as the default for next time.",[202,512,514],{"id":513},"send","Send",[11,516,517,518,521,522,525],{},"Each recipient gets an email with two attachments: a formatted ",[15,519,520],{},"PDF"," summary and the same breakdown as a ",[15,523,524],{},"CSV"," for import into payroll software.",[23,527,529],{"id":528},"whats-in-the-file","What's in the file",[43,531,532,542],{},[46,533,534],{},[49,535,536,539],{},[52,537,538],{},"Column",[52,540,541],{},"Meaning",[59,543,544,554,564,574],{},[49,545,546,551],{},[64,547,548],{},[15,549,550],{},"Hours worked",[64,552,553],{},"Clocked timesheet hours for the period",[49,555,556,561],{},[64,557,558],{},[15,559,560],{},"Hourly rate \u002F Wages",[64,562,563],{},"Rate × hours; \"not set\" if the member has no rate",[49,565,566,571],{},[64,567,568],{},[15,569,570],{},"Tips — card \u002F cash \u002F total",[64,572,573],{},"Tips split by how they were received",[49,575,576,581],{},[64,577,578],{},[15,579,580],{},"Total payable (excl. tax)",[64,582,583],{},"Wages + tips + commission earned in the period",[11,585,586,587,590,591,594],{},"When your compensation settings fold them in, the file also carries a ",[15,588,589],{},"minimum-wage true-up"," column and a ",[15,592,593],{},"deferred-commission overtime premium"," column; otherwise those live on a separate compliance worksheet and are deliberately left out of these totals.",[11,596,597,598,601],{},"A ",[15,599,600],{},"House tip pool (unassigned)"," row appears below the total when tip-outs weren't attributed to a named employee — it isn't payable to anyone by name, but it must reach the accountant so redirected tip money doesn't exit payroll.",[174,603,604],{},[11,605,606,607,610],{},"The report is ",[15,608,609],{},"raw inputs only",". Overtime premiums, statutory holiday pay, and every tax withholding are your accountant's job to apply — the totals here are pre-tax and pre-adjustment by design.",[23,612,269],{"id":268},[202,614,616],{"id":615},"why-are-someones-hours-missing-or-low","Why are someone's hours missing or low?",[11,618,619,620,622],{},"Only timesheet records in the range count. Look for missed punches in ",[15,621,489],{}," — a manager can add a manual entry — and make sure the week was approved.",[202,624,626],{"id":625},"can-i-send-it-for-one-location-only","Can I send it for one location only?",[11,628,629],{},"Yes — the report respects the active location filter, and the send uses the same scope you're viewing.",[202,631,633],{"id":632},"where-do-the-tip-numbers-come-from","Where do the tip numbers come from?",[11,635,636],{},"From recorded sales in the period, split by tender. Cash tips only appear if they were rung through the POS.",{"title":292,"searchDepth":293,"depth":293,"links":638},[639,645,646],{"id":476,"depth":293,"text":477,"children":640},[641,642,643,644],{"id":482,"depth":301,"text":483},{"id":497,"depth":301,"text":498},{"id":506,"depth":301,"text":507},{"id":513,"depth":301,"text":514},{"id":528,"depth":293,"text":529},{"id":268,"depth":293,"text":269,"children":647},[648,649,650],{"id":615,"depth":301,"text":616},{"id":625,"depth":301,"text":626},{"id":632,"depth":301,"text":633},"Email a pay-period payroll summary — hours, tips split by card and cash, and commission — straight to your accountant as PDF and CSV.","i-lucide-banknote",[654,655,656,657,658,659],"payroll export","send payroll to accountant","staff hours and tips report","payroll csv","pay period summary","tips card vs cash payroll",{},50,[493,325,663],"\u002Fhelp\u002Fgrowth\u002Fexport-a-report",{"title":457,"description":651},"help\u002Fteam\u002Fprepare-payroll-for-your-accountant","WGWz2DZTgHlZGAD1waJ0uOb4Huu8yfs_zraPSkowLAA",{"id":668,"title":264,"audience":6,"body":669,"category":310,"description":831,"draft":312,"extension":313,"icon":832,"keywords":833,"meta":839,"navigation":323,"order":840,"path":263,"related":841,"seo":842,"stem":843,"updatedAt":331,"__hash__":844},"help\u002Fhelp\u002Fteam\u002Fsee-your-own-hours.md",{"type":8,"value":670,"toc":821},[671,676,680,686,701,705,768,771,775,782,784,788,796,800,806,810],[11,672,673,675],{},[15,674,258],{}," is your personal, read-only view of your own timesheets — paid hours, days worked, break time, and (when you have any) your commission and tips for the trailing period. Every signed-in team member can open it; you only ever see your own records.",[23,677,679],{"id":678},"where-do-i-see-my-worked-hours","Where do I see my worked hours?",[11,681,682,683,685],{},"Open ",[15,684,258],{},". The page shows one week at a time — use the arrows next to the week label to move back through past weeks (you can't browse into the future).",[11,687,688,689,692,693,696,697,700],{},"At the top, three tiles summarise the week: ",[15,690,691],{},"Paid hours",", ",[15,694,695],{},"Days worked",", and ",[15,698,699],{},"Break time",". Below, each day lists your clock-in and clock-out times, total break duration, and the paid hours for that day.",[23,702,704],{"id":703},"what-the-status-on-each-day-means","What the status on each day means",[43,706,707,716],{},[46,708,709],{},[49,710,711,714],{},[52,712,713],{},"Status",[52,715,541],{},[59,717,718,728,738,748,758],{},[49,719,720,725],{},[64,721,722],{},[15,723,724],{},"In progress",[64,726,727],{},"You're clocked in right now",[49,729,730,735],{},[64,731,732],{},[15,733,734],{},"Complete",[64,736,737],{},"Clocked out, not yet reviewed",[49,739,740,745],{},[64,741,742],{},[15,743,744],{},"Edited",[64,746,747],{},"A manager adjusted the entry after the fact",[49,749,750,755],{},[64,751,752],{},[15,753,754],{},"Approved",[64,756,757],{},"Signed off and locked for payroll",[49,759,760,765],{},[64,761,762],{},[15,763,764],{},"Voided",[64,766,767],{},"Discarded — doesn't count",[11,769,770],{},"Paid hours reflect your break rules: unpaid breaks are subtracted, paid breaks aren't.",[23,772,774],{"id":773},"your-earnings","Your earnings",[11,776,777,778,781],{},"If you've earned commission or tips recently, an ",[15,779,780],{},"Earnings"," section shows both for the trailing 30 days, plus a commission breakdown. These are the same figures your manager's payroll report is built from.",[23,783,269],{"id":268},[202,785,787],{"id":786},"my-hours-look-wrong-who-fixes-them","My hours look wrong — who fixes them?",[11,789,790,791,793,794,265],{},"Your manager or an admin, from ",[15,792,489],{},". They can correct a missed punch with a manual entry or edit an existing one; the day then shows ",[15,795,744],{},[202,797,799],{"id":798},"why-cant-i-see-anyone-elses-hours","Why can't I see anyone else's hours?",[11,801,802,803,805],{},"By design. Team-wide timesheets are a management surface; ",[15,804,258],{}," reads the same records scoped strictly to you.",[202,807,809],{"id":808},"where-do-i-clock-in-and-out","Where do I clock in and out?",[11,811,812,813,259,816,820],{},"From the clock widget on ",[15,814,815],{},"Today",[261,817,819],{"href":818},"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom","Your day in Owneli",". Those punches are exactly what My hours displays.",{"title":292,"searchDepth":293,"depth":293,"links":822},[823,824,825,826],{"id":678,"depth":293,"text":679},{"id":703,"depth":293,"text":704},{"id":773,"depth":293,"text":774},{"id":268,"depth":293,"text":269,"children":827},[828,829,830],{"id":786,"depth":301,"text":787},{"id":798,"depth":301,"text":799},{"id":808,"depth":301,"text":809},"Check your own worked hours, breaks, and recent commission and tips on the My hours page — available to every staff member.","i-lucide-clock",[834,835,836,837,838],"check my hours","my worked hours","see my timesheet","my tips and commission","staff hours page",{},80,[493,818],{"title":264,"description":831},"help\u002Fteam\u002Fsee-your-own-hours","O2rNOOB1LT6rWkmvOpBSxqF9Reb4gGa5zENX1TpUQlA",{"id":846,"title":847,"audience":6,"body":848,"category":409,"description":1400,"draft":312,"extension":313,"icon":339,"keywords":1401,"meta":1408,"navigation":323,"order":1409,"path":328,"related":1410,"seo":1412,"stem":1413,"updatedAt":331,"__hash__":1414},"help\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question.md","Which report answers my question?",{"type":8,"value":849,"toc":1388},[850,857,861,954,964,968,1097,1101,1174,1178,1301,1305,1360,1362,1366,1369,1373,1376,1380],[11,851,852,853,856],{},"Start from your question, not the report name. Several reports sound alike — Sales summary vs Payments summary, Liability summary vs Liability activity — and this page says plainly which one holds your number. All of them live in ",[15,854,855],{},"Growth → Reports",", searchable and favoritable.",[23,858,860],{"id":859},"how-much-did-we-sell-sales-and-revenue","\"How much did we sell?\" — sales and revenue",[43,862,863,873],{},[46,864,865],{},[49,866,867,870],{},[52,868,869],{},"Question",[52,871,872],{},"Report",[59,874,875,885,900,914,924,934,944],{},[49,876,877,880],{},[64,878,879],{},"What did we sell, net of discounts and refunds?",[64,881,882],{},[15,883,884],{},"Sales summary",[49,886,887,890],{},[64,888,889],{},"Every completed sale, one row each?",[64,891,892,895,896,899],{},[15,893,894],{},"Sales list"," (line-item drill: ",[15,897,898],{},"Sales log (detailed)",")",[49,901,902,905],{},[64,903,904],{},"What money actually arrived, by tender, after fees?",[64,906,907,910,911,899],{},[15,908,909],{},"Payments summary"," (row-level: ",[15,912,913],{},"Payment transactions",[49,915,916,919],{},[64,917,918],{},"Day-by-day performance dashboard?",[64,920,921],{},[15,922,923],{},"Revenue overview",[49,925,926,929],{},[64,927,928],{},"What did refunds and voids cost us?",[64,930,931],{},[15,932,933],{},"Refunds & voids",[49,935,936,939],{},[64,937,938],{},"What did discounting cost us?",[64,940,941],{},[15,942,943],{},"Discount summary",[49,945,946,949],{},[64,947,948],{},"Which channel or booking source drives sales?",[64,950,951],{},[15,952,953],{},"Channel & booking source",[11,955,956,959,960,265],{},[15,957,958],{},"Sales ≠ payments."," A sale records what was sold; a payment records money moving. A deposit paid last week for today's service makes the two reports differ by design — see ",[261,961,963],{"href":962},"\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports","Understand the finance reports",[23,965,967],{"id":966},"what-do-we-owe-and-whats-in-the-bank-finance","\"What do we owe, and what's in the bank?\" — finance",[43,969,970,978],{},[46,971,972],{},[49,973,974,976],{},[52,975,869],{},[52,977,872],{},[59,979,980,990,1000,1010,1020,1030,1040,1050,1064,1074,1084],{},[49,981,982,985],{},[64,983,984],{},"Period rollup of revenue, refunds, fees, liability movement?",[64,986,987],{},[15,988,989],{},"Finance summary",[49,991,992,995],{},[64,993,994],{},"What do we still owe customers (gift cards, packages)?",[64,996,997],{},[15,998,999],{},"Liability summary",[49,1001,1002,1005],{},[64,1003,1004],{},"Which transactions moved that liability?",[64,1006,1007],{},[15,1008,1009],{},"Liability activity",[49,1011,1012,1015],{},[64,1013,1014],{},"Recurring revenue, churn, prepaid liability?",[64,1016,1017],{},[15,1018,1019],{},"Deferred revenue & MRR",[49,1021,1022,1025],{},[64,1023,1024],{},"Deposits taken for appointments not yet delivered?",[64,1026,1027],{},[15,1028,1029],{},"Prepayment list",[49,1031,1032,1035],{},[64,1033,1034],{},"Cash\u002Fcard inflow vs refunds and fees, bank-statement style?",[64,1036,1037],{},[15,1038,1039],{},"Cash flow statement",[49,1041,1042,1045],{},[64,1043,1044],{},"When does Stripe pay us out?",[64,1046,1047],{},[15,1048,1049],{},"Payouts",[49,1051,1052,1055],{},[64,1053,1054],{},"Tax collected for filing?",[64,1056,1057,1060,1061,899],{},[15,1058,1059],{},"Taxes summary"," (line detail: ",[15,1062,1063],{},"Taxes list",[49,1065,1066,1069],{},[64,1067,1068],{},"Did the drawer balance?",[64,1070,1071],{},[15,1072,1073],{},"Cash drawer over\u002Fshort",[49,1075,1076,1079],{},[64,1077,1078],{},"Cancellation and no-show fee income?",[64,1080,1081],{},[15,1082,1083],{},"Cancellation & no-show fees",[49,1085,1086,1089],{},[64,1087,1088],{},"Surcharge and service-charge income?",[64,1090,1091,692,1094],{},[15,1092,1093],{},"Surcharges collected",[15,1095,1096],{},"Service charges",[23,1098,1100],{"id":1099},"how-is-the-team-doing-staff-and-payroll","\"How is the team doing?\" — staff and payroll",[43,1102,1103,1111],{},[46,1104,1105],{},[49,1106,1107,1109],{},[52,1108,869],{},[52,1110,872],{},[59,1112,1113,1124,1134,1144,1154,1164],{},[49,1114,1115,1118],{},[64,1116,1117],{},"Hours, tips, commission, total payable per person?",[64,1119,1120,259,1122],{},[15,1121,465],{},[261,1123,457],{"href":327},[49,1125,1126,1129],{},[64,1127,1128],{},"Per-line commission with the rule math?",[64,1130,1131],{},[15,1132,1133],{},"Commission statement",[49,1135,1136,1139],{},[64,1137,1138],{},"Scheduled vs worked hours?",[64,1140,1141],{},[15,1142,1143],{},"Working hours",[49,1145,1146,1149],{},[64,1147,1148],{},"Labour cost from rates × hours?",[64,1150,1151],{},[15,1152,1153],{},"Wages",[49,1155,1156,1159],{},[64,1157,1158],{},"Who earned which tips?",[64,1160,1161],{},[15,1162,1163],{},"Tips",[49,1165,1166,1169],{},[64,1167,1168],{},"Utilisation and productivity per provider?",[64,1170,1171],{},[15,1172,1173],{},"Staff productivity",[23,1175,1177],{"id":1176},"what-about-clients-and-appointments","\"What about clients and appointments?\"",[43,1179,1180,1188],{},[46,1181,1182],{},[49,1183,1184,1186],{},[52,1185,869],{},[52,1187,872],{},[59,1189,1190,1209,1219,1229,1243,1256,1266,1285],{},[49,1191,1192,1195],{},[64,1193,1194],{},"Are clients coming back?",[64,1196,1197,692,1200,692,1203,692,1206],{},[15,1198,1199],{},"Retention overview",[15,1201,1202],{},"New vs returning clients",[15,1204,1205],{},"Rebook conversion",[15,1207,1208],{},"Service rebook interval",[49,1210,1211,1214],{},[64,1212,1213],{},"What's a client worth over time?",[64,1215,1216],{},[15,1217,1218],{},"Client lifetime value",[49,1220,1221,1224],{},[64,1222,1223],{},"Cancellations and no-shows?",[64,1225,1226],{},[15,1227,1228],{},"Cancellations & no-shows",[49,1230,1231,1234],{},[64,1232,1233],{},"Booked vs delivered appointments?",[64,1235,1236,1239,1240],{},[15,1237,1238],{},"Appointments summary"," \u002F ",[15,1241,1242],{},"Appointments list",[49,1244,1245,1248],{},[64,1246,1247],{},"Empty chair time?",[64,1249,1250,692,1253],{},[15,1251,1252],{},"Calendar gap analysis",[15,1254,1255],{},"Peak hours",[49,1257,1258,1261],{},[64,1259,1260],{},"Are forms getting completed?",[64,1262,1263],{},[15,1264,1265],{},"Form completion funnel",[49,1267,1268,1271],{},[64,1269,1270],{},"Memberships: health, revenue, who's lapsing?",[64,1272,1273,692,1276,692,1279,692,1282],{},[15,1274,1275],{},"Membership KPIs",[15,1277,1278],{},"Membership revenue",[15,1280,1281],{},"Memberships",[15,1283,1284],{},"Expiring soon",[49,1286,1287,1290],{},[64,1288,1289],{},"Loyalty and referrals paying off?",[64,1291,1292,692,1295,692,1298],{},[15,1293,1294],{},"Loyalty dashboard",[15,1296,1297],{},"Loyalty redemption ROI",[15,1299,1300],{},"Referral program",[23,1302,1304],{"id":1303},"wheres-my-stock-inventory","\"Where's my stock?\" — inventory",[43,1306,1307,1315],{},[46,1308,1309],{},[49,1310,1311,1313],{},[52,1312,869],{},[52,1314,872],{},[59,1316,1317,1327,1337,1347],{},[49,1318,1319,1322],{},[64,1320,1321],{},"What's on the shelf right now?",[64,1323,1324],{},[15,1325,1326],{},"Stock on hand",[49,1328,1329,1332],{},[64,1330,1331],{},"Every movement, and why?",[64,1333,1334],{},[15,1335,1336],{},"Stock movement log",[49,1338,1339,1342],{},[64,1340,1341],{},"What's on order from vendors?",[64,1343,1344],{},[15,1345,1346],{},"Ordered stock",[49,1348,1349,1352],{},[64,1350,1351],{},"What does sold product cost us?",[64,1353,1354,692,1357],{},[15,1355,1356],{},"Cost of goods",[15,1358,1359],{},"Inventory turnover",[23,1361,269],{"id":268},[202,1363,1365],{"id":1364},"sales-summary-and-payments-summary-disagree-which-is-wrong","Sales summary and Payments summary disagree — which is wrong?",[11,1367,1368],{},"Neither. Sales counts what was sold in the period; Payments counts money received in the period. Deposits, pay-later, and gift-card redemptions all legitimately split the two.",[202,1370,1372],{"id":1371},"i-cant-find-a-report-by-name","I can't find a report by name",[11,1374,1375],{},"Use the search box on the reports index — it matches descriptions too, so searching \"tips\" or \"churn\" finds the right page even if you don't know its title.",[202,1377,1379],{"id":1378},"can-i-build-a-report-that-isnt-listed","Can I build a report that isn't listed?",[11,1381,1382,1383,1387],{},"Yes — the ",[261,1384,1386],{"href":1385},"\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report","report builder"," groups your sales data by the dimension you choose and saves the view.",{"title":292,"searchDepth":293,"depth":293,"links":1389},[1390,1391,1392,1393,1394,1395],{"id":859,"depth":293,"text":860},{"id":966,"depth":293,"text":967},{"id":1099,"depth":293,"text":1100},{"id":1176,"depth":293,"text":1177},{"id":1303,"depth":293,"text":1304},{"id":268,"depth":293,"text":269,"children":1396},[1397,1398,1399],{"id":1364,"depth":301,"text":1365},{"id":1371,"depth":301,"text":1372},{"id":1378,"depth":301,"text":1379},"A directory of Owneli's 60+ reports grouped by the question you're asking — sales, money, team, clients, appointments, and stock.",[1402,1403,1404,1405,1406,1407],"which report to use","workroom reports list","sales vs payments report","find the right report","report directory","reports explained",{},12,[1411,962,1385],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":847,"description":1400},"help\u002Fgrowth\u002Fwhich-report-answers-my-question","ZVHbvhnD8heLgd4AZW-pzVRHz3KcM2XCrPgWNGyXJck",1790218961798]