Be Inspired Report

Be Inspired Report

Alert
This feature will be available in Inspire by STX v4.4 due out in August 2025.
Warning
IMPORTANT: This report is in BETA testing where only some of our clients have access to it and we are looking for feedback on how to improve it. To submit feedback, please email support@stxsoftware.com. Check out our article on What is does BETA mean?

Be Inspired Report Options

  1. Report By: Company or Worker
  2. Timeline: Quarterly by Week or Monthly by Year
  3. Week of or Month Of: Select the time frame to set Goals & Level Up records for.
  4. Click Generate. 

Level Up Tab

  1. View the Best Week or Best Month KPI values for the Year or Quarter selected
  2. View the Average Week or Month KPI values for the Year or Quarter selected
  3. View the Current Week or Month KPI values for the Year or Quarter selected
  4. Target is a field you can save to set a goal or copy the most recent entry using the 'Last Target' button.
    1. Results will display in color if how far from the Target you are in Red or how much exceeded in Green. 
  5. Level Up is a field you can save to set a goal or copy the most recent entry using the 'Last Level Up' button. 
    1. Results will display in color if how far from the Level Up you are in Red or how much exceeded in Green. 
Info
Target & Level Up Example: Worker Joan is a Level 2 Stylist and has been averaging $985 in Service Sales. Her personal goal is to do $1000 in Service Sales but for her to become a Level 3 Stylist - she needs her Service Sales to be $1200.

TARGET = $1000  -  LEVEL UP = $1200

Select View: Quarterly by Week

  1. Total Value - Shows the summary of the KPI.
  2. Compared to Last Week - Compares the value of the week prior. Example, if this week you did $100.00 and last week you did $90.00 - it will show +$10.00 this week. 
  3. Compared to Last Week Percent - Compares the value between the two years selected. Example, if this week you did $100.00 and last week you did $90.00 - it will show +10% this week. The calculation will be the difference divided by the result $100-$90= $10.00 / $100 = +10%. 

Select View: Monthly by Year

  1. Total Value - Shows the summary of the KPI.
  2. Compared to Last Year - Compares the value between the two years selected.
    1. Example, if this week you did $110.00 and last week you did $100.00 - it will show +$10.00 this week.  The calculation will be the difference divided by the initial result $110-$100= $10.00 / $100 = +10%. 
  3. Compared to Last Year Percent - Compares the value for the month selected for the two years selected.
    1. Example, if this month you did $1100.00 and this month last year you did $1000.00 - it will show +10%. The calculation will be the difference divided by the initial result $1100-$1000= $100.00 / $1000 = +10%. \
Info
If Deduct Guest Charges from Goals & Dashboard is enabled in Setup Goals, the Guest Charges will not be included in the Worker totals.

Tickets Tab

  1. Ticket Totals: Total amount in tickets, does not include NCP Values or Tax.
  2. Ticket Count: Total number of tickets.
  3. Average Ticket: Ticket Total divided by the Ticket Count
  4. New Client Tickets - Total number of new clients.

Service Tab

  1. Service Totals: Total amount of services sold, does not include NCP Values or Tax.
  2. Service Ticket Count: Total number of tickets.
  3. Average Service: Ticket Total divided by the Ticket Count
  4. Rebook - The percent of clients who were rebooked.

Products Tab

  1. Retail Total: Total amount of products sold does not include NCP Values or Tax.
  2. Retail Count: Total number of tickets.
  3. Average Ticket: Ticket Total divided by the Ticket Count
  4. Retail per Client: The Retail Count divided by the Ticket Count. 
  5. Retail to Service %: Retail Total divided by Service Total. 

Other Tab: Company

  1. Classes: The total amount sold in classes. 
  2. Gifts: The total amount sold in gifts. 
  3. Packages: The total amount sold in packages. 
  4. Memberships: The total amoutn sold in memberships.

Other Tab: Worker

  1. Classes: The total amount sold in classes. 
  2. Gifts: The total amount sold in gifts. 
  3. Tips: The total amount in tips. 
  4. Refunds: The total amount of refunded services and products. 

    • Related Articles

    • Refund Report

      Location: Reports > Transaction Reports The Inspire Refund Report can be generated to show businesses the tickets that were refunded and additional details about the ticket, such as if the product was restocked or if the refund was selected to be ...

    • Large Report Generation

      When the following reports are selected to be generated for longer than one month, the software will require the report to be scheduled: Total Sheet Sales Analysis Report Text Count Report The report can be scheduled to run ASAP or you can have it ...

    • How do I schedule a report?

      This feature will be available in May 2024. Scheduling Reports is available on the following reports: Total Sheet Sales Analysis Report Text Count Report Yearly Dashboard Tab On Hand Product To schedule a report, go to one of the reports listed and ...

    • Credit Card Batch Report

      Location: Reports > Transaction Reports The Credit Card Batch Report exclusively reports on transactions where the payment used STX Payments integrated credit card processing. The report focuses on a single day's transactions starting at 9:30 PM EDT ...

    • Demographics Report

      The demographics report will be released in the next version of the software. Stay tuned!