What This Report Shows
The Sales Summary provides a high-level overview of shop revenue and activity within a selected date range, making it a primary tool for financial reconciliation. The report highlights four core metrics—Invoiced, Payments, Lost Sales, and Unique Paying Customers—alongside critical performance metrics such as Average Repair Order (ARO) and Parts Margin. Through its daily trend chart and itemized Revenue Breakdown, users can quickly analyze growth patterns and categorize income by labor, parts, and fees.
Filters
Select Filters to choose which data is displayed.
| Filter | Default | What it does |
|---|---|---|
| Date Range (Invoiced Date) | This week (Monday through today) | Controls the date range for all order-based numbers (Invoiced, Lost Sales, Average Repair Order, Average Parts Margin, Revenue Breakdown) using the invoice date. For Payments and Unique Paying Customers only, the same date range applies to the payment date instead. A job invoiced in March but paid in April appears in March's Invoiced total and April's Payments total. A tooltip on the Payments card explains this. |
| Locations (HQ only) | All locations included | Narrows the report to specific shop locations. Not visible on single-location shops. Leave at default to see company-wide numbers. |
Sales Summary Data
The Sales Summary Report includes an overview, Revenue & Customers Trends, and a Revenue Breakdown.
Sales Summary Snapshot
View a snapshot of your sales including total invoiced and payments amounts, number of unique paying customers, lost sales, average repair order price, and average parts margin percentage.
| Card | What it means | What it doesn't include | When it's useful | Notes |
|---|---|---|---|---|
| Invoiced | The total dollar amount of all jobs you invoiced during the selected period, including labor, parts, fees, and taxes. | Estimates and jobs still in progress — only completed, invoiced jobs are counted. | Tracking your gross revenue for any period. Click the number to see the full list of invoiced orders. | — |
| Payments | The total dollar amount of payments your shop actually received during the selected period. | Customer credit redemptions. Declined, failed, or pending payments. | Understanding your actual cash collection for the period. Comparing Payments to Invoiced shows how much of your invoiced revenue you've already collected. | Payments and Invoiced will almost always be different numbers, even for the same date range. The filter applies to different dates — Invoiced looks at when you invoiced the job; Payments looks at when the customer actually paid. |
| Lost Sales | The total dollar value of services you showed customers during invoiced jobs, but that weren't included in the final invoice — services they deferred or declined to add right now. | — | Understanding your upsell opportunity. A high Lost Sales number means your team is identifying additional services but customers are choosing not to address them yet. | This is not a charge or loss — it's a measure of recommended-but-not-approved work on invoiced orders. |
| Unique Paying Customers | How many different customers made a payment to your shop during the selected period. A customer who paid on three different orders counts as one. | — | Tracking customer return visits and breadth of your customer base. | The date range for this number uses the same payment-date logic as the Payments stat. Walk-in customers with no customer record are not counted. |
| Average Repair Order | Your average invoice total per job — total invoiced revenue divided by the number of invoiced orders. | — | Benchmarking job value over time. If your average repair order drops, it might mean smaller jobs or changes in service mix. | — |
| Average Parts Margin | The overall gross margin percentage on all parts sold across your invoiced orders. Calculated as (retail price - cost) / retail price × 100. | — | Monitoring whether your parts pricing is healthy. A declining average margin may mean parts are being priced too close to cost. | If it shows 0%: no parts with a retail price were on any invoiced orders in the date range — for example, if you only did labor-only jobs during that period. |
Revenue & Customers Trends
View sales data for invoices, payments, unique paying customers, and lost sales over time. Hover over a data point with your cursor to see specific data on that date.
Revenue Breakdown
Below the cards is a breakdown of your revenue by type — labor, parts, tires, subcontracts, shop supplies, EPA, fees, taxes, and a grand total. You can switch between All Invoices and Paid Invoices using the tabs at the top of the table.
- All Invoices: includes every invoiced job, paid or not
- Paid Invoices: includes only jobs that have been invoiced AND fully paid
Each row shows three columns:
- % of Total — what percentage of your revenue this category represents, calculated after all discounts
- Post-Discount — the amount after all discounts were applied. Discounts include both discounts on individual line items (a specific part or labor marked down) and discounts applied to an entire service (a service-level discount that spreads across everything in that service).
- Pre-Discount — the amount before any discounts, showing the original listed prices
The TOTAL row at the bottom should be very close to your Invoiced card. A difference of a few cents between them is normal and not a concern.
Common Questions
Q: Why are Invoiced and Payments different numbers?
A: They measure different things, and the date filter works differently for each. Invoiced counts jobs you billed during the selected period. Payments counts money you actually received during the selected period. A job you billed on Friday that the customer paid on Monday will appear in different date ranges depending on when you look.
Q: Why doesn't Payments match my other payments reports?
A: The main reason is usually the date range. The Invoiced Date filter applies to the payment date for the Payments stat — so make sure the date range covers the right period. Also, Sales Summary excludes customer credit redemptions from the Payments total, while some other reports may include them. Check whether the same date range and the same filters are applied in both places.
Q: Why is the Revenue Breakdown TOTAL slightly different from the Invoiced number?
A: A difference of a few cents between these two is completely normal. The Invoiced stat reads the total that was stored when you invoiced the order. The Revenue Breakdown recalculates each order's totals line by line. When you add up a long list of numbers, rounding at each step can result in a penny-level difference — the same way a spreadsheet can come out a penny different from a calculator. If the difference is more than a few dollars, contact support.
Q: What does Lost Sales actually mean?
A: It represents services your team recommended during a job that the customer chose not to include in the invoice. If a tech found worn brake pads during an oil change and the customer said "not today," the value of that brake job appears as Lost Sales. It's a way to track your shop's upsell opportunities.
Q: Why is my Average Parts Margin 0% or very low?
A: Most often this means either no parts were sold during the date range, or the parts were added to orders without a retail price set. Check that your parts have both a retail price and a cost price configured. Also confirm the date range includes orders with parts on them.
Q: Why doesn't the Paid Invoices tab match the All Invoices tab?
A: Paid Invoices is a subset of All Invoices — it only includes jobs that have been both invoiced AND fully paid. Any job that's been invoiced but not yet fully paid will appear in All Invoices but not Paid Invoices.
Tips for Getting the Most Out of This Report
- Use the Revenue Breakdown to see where your revenue comes from. If labor is 80% of your revenue but parts are only 10%, you may have pricing or sales mix opportunity. The Percent of Total column makes this easy to see at a glance.
- Compare All Invoices vs Paid Invoices to see your outstanding balances. The gap between these two tabs represents invoiced jobs that haven't been fully paid yet.
- Watch Lost Sales over time. If Lost Sales is growing, your team is doing a good job of identifying work — but customers are not accepting it. That might point to pricing, trust, or communication opportunities.
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!
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