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Discounts Report

Analyze the who, what and why of discounts

Updated over 2 months ago

Understanding the Discounts Report

The Discounts Report is a valuable tool for businesses to track and analyze discounts given to clients. This report provides detailed information on individual line-item discounts as well as global discounts passed on the sale as a whole.

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What Information is Included in the Discounts Report?

The Discounts Report includes client and patient information, prices before and after discount, as well as the actual discount amount and discount rate. This allows businesses to have a comprehensive view of their discounting practices and identify any areas for improvement.

individual discounts

global discounts

How Can You Use the Discounts Report?

The Discounts Report offers various filtering and analysis options, allowing businesses to customize the report to their specific needs. You can filter the report by date, discount type, client, or staff, providing a more in-depth understanding of your discounting patterns.

discount report filters

This report can be used to monitor the volume and frequency of discounting, which can help improve sales management. It also allows businesses to limit potential losses due to undercharging and track the impact of promotional discounts.

The ability to export the report to CSV will allow further customized analysis.

What is a CSV file?

CSV is a widely compatible data file format which can be opened directly in Excel

Conclusion

In summary, the Discounts Report is a powerful tool for businesses to track and analyze their discounting practices. By providing detailed information and customizable options, this report can help businesses make informed decisions to improve their sales management and maximize profits.


Business Applications

  1. Evaluate the effectiveness of discount campaigns

  2. Identify areas where discounts are affecting sales and profit margins

  3. Understand which customer segments are more responsive to discounts

  4. Tailor marketing strategies based on historical discount trends

  5. Track the success of loyalty programs

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