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The Reportes (Reports) module provides comprehensive business intelligence through visual dashboards, key performance indicators (KPIs), and financial analytics. This helps you make data-driven decisions about your beauty center operations.

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Accessing Reports

Navigate to Reportes from the main menu. The dashboard loads with:
  • Four KPI summary cards at the top
  • Revenue trend chart
  • Payment methods distribution chart
  • Top-selling items chart
  • Export to PDF functionality
The reports page may take a few seconds to load as it aggregates data from across your system. The loading state shows animated skeleton screens while data is being fetched.

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Understanding the Dashboard

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Key Performance Indicators (KPIs)

Four cards at the top provide instant business insights:

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1. Total Revenue (Ingresos)

  • Icon: Green trending-up arrow
  • Displays: Total sales revenue across all transactions
  • Formatted: As euros (€)
  • Use: Track overall business performance
Compare this month’s revenue to previous months to identify growth trends or seasonal patterns.

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2. Total Sales (Tickets)

  • Icon: Blue credit card
  • Displays: Number of completed transactions
  • Use: Measure transaction volume and customer traffic
Divide Total Revenue by Total Sales to calculate Average Transaction Value:
€15,000 revenue ÷ 200 tickets = €75 average sale
Track this metric over time to see if customers are spending more per visit.

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3. Total Clients (Clientes)

  • Icon: Yellow users icon
  • Displays: Total number of registered clients in your CRM
  • Use: Track customer base growth

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4. Total Products (Productos)

  • Icon: Purple package icon
  • Displays: Total products in your catalog
  • Use: Monitor inventory scope and product range

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Revenue Trend Chart

Location: Top left of charts section
Type: Line chart with area fill
Title: “Tendencia de Ingresos” or similar

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What It Shows

  • X-Axis: Time periods (months)
  • Y-Axis: Revenue in euros
  • Line: Revenue trend over time
  • Shaded Area: Visual emphasis of revenue volume

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How to Read It

1

Identify Peak Periods

Look for the highest points on the line - these are your best revenue months.Consider:
  • Seasonal patterns (e.g., summer vs. winter)
  • Holiday impacts
  • Marketing campaign effects
2

Spot Trends

Observe the overall line direction:
  • Upward slope: Growing business
  • Downward slope: Declining revenue (investigate causes)
  • Flat: Stable but not growing (time to innovate?)
3

Compare Periods

Hover over data points to see exact values:
  • Compare same month year-over-year
  • Identify month-to-month changes
  • Calculate growth rates
Action Items Based on Trends:
  • Declining trend: Review pricing, service quality, competition
  • Flat trend: Launch new promotions, add services, increase marketing
  • Growing trend: Ensure capacity to handle growth, consider expansion
  • Seasonal peaks: Plan inventory and staff accordingly

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Payment Methods Chart

Location: Top right of charts section
Type: Donut (ring) chart
Title: “Métodos de Pago” or similar

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What It Shows

Breakdown of how customers pay, typically:
  • Tarjeta (Card): Credit/debit card payments
  • Efectivo (Cash): Cash payments
  • Mixto (Mixed): Split payments
  • Deuda (Debt): Deferred/account payments

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How to Read It

1

Check Proportions

Each slice’s size represents the percentage of that payment method.The legend shows:
  • Payment method name
  • Number of transactions
  • Percentage of total
2

Hover for Details

Mouse over any slice to see:
  • Exact count
  • Percentage
  • Payment method name
3

Identify Dominance

Note which payment method is most common.

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Strategic Insights

High Card Percentage (70%+):
  • Good for tracking and reconciliation
  • Lower cash handling risks
  • Easier accounting
  • Modern customer preference
High Cash Percentage (50%+):
  • May indicate older client demographic
  • Risk of unrecorded transactions
  • Banking/reconciliation complexity
  • Consider incentivizing card payments
Significant Debt Percentage (20%+):
  • Review credit policies
  • Monitor outstanding balances in Finanzas > Deudas
  • Ensure collection procedures are followed
  • Consider tightening credit terms if overdue rates are high
A healthy mix is typically:
  • 60-80% Card
  • 15-30% Cash
  • 5-10% Mixed
  • 0-10% Debt
This balances modern convenience with customer flexibility while managing risk.

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Top Items Chart

Location: Bottom section, full width
Type: Horizontal bar chart
Title: “Productos/Servicios Más Vendidos” or similar

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What It Shows

Your best-selling products and services ranked by quantity sold.
  • Y-Axis: Product/service names (top sellers at top)
  • X-Axis: Quantity sold
  • Bars: Horizontal bars extending right, length = quantity

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How to Read It

1

Identify Top Performers

The longest bars at the top are your star products/services.These are:
  • High demand items
  • Client favorites
  • Revenue drivers
2

Compare Quantities

Note the gaps between bars:
  • Large gap from #1 to #2: One dominant item
  • Similar lengths: Evenly distributed demand
  • Long tail of small bars: Diverse preferences
3

Hover for Details

Mouse over bars to see:
  • Exact item name
  • Precise quantity sold

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Strategic Insights

Top Performers (Items Selling Well):Actions:
  • Ensure adequate inventory/availability
  • Feature prominently in marketing
  • Train all staff to deliver/sell these items
  • Consider package deals with complementary items
  • Analyze why they’re popular (price, quality, trends?)
  • Maintain consistent quality
Low Performers (Items Not Appearing or at Bottom):Investigate:
  • Are they priced too high?
  • Poor placement or visibility?
  • Seasonal items in off-season?
  • Quality concerns?
  • Staff not mentioning them?
  • Outdated or unpopular?
Actions:
  • Discount to clear inventory
  • Discontinue and replace with new offerings
  • Retrain staff on benefits and sales techniques
  • Reposition or rebrand
  • Bundle with popular items

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Exporting Reports

The dashboard includes a PDF export feature for sharing or archiving.
1

Click Export Button

Locate the “Exportar a PDF” button in the top-right corner.
2

Wait for Generation

The button changes to show “Generando…” (Generating) with a loading spinner.The system:
  1. Prepares all charts
  2. Formats data for print
  3. Generates the PDF
3

Print Dialog Opens

Your browser’s print dialog appears automatically.
4

Configure Print Settings

Adjust settings:
  • Destination: Choose “Save as PDF” (not physical printer)
  • Layout: Landscape orientation recommended
  • Paper Size: A4 or Letter
  • Margins: Default
  • Background Graphics: Enable (to include chart colors)
5

Save PDF

Click “Save” and choose a filename:Good naming convention:
Report_2025-11_BeautyCenter.pdf
Report_Q4-2025_BeautyCenter.pdf
Monthly_Report_November_2025.pdf
Use dates for easy chronological organization.
The exported PDF includes:
  • All KPI cards with current values
  • All charts with legends
  • Page breaks between sections (automatic)
  • Print-optimized styling (hides navigation, buttons, etc.)
It does NOT include:
  • Navigation menus
  • Export button itself
  • Interactive hover tooltips
  • Animation effects

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When to Export Reports

Regular Export Schedule:
  • Monthly: End-of-month snapshot for records
  • Quarterly: Trend analysis and board meetings
  • Before Major Decisions: Document baseline before changes
  • After Campaigns: Measure promotion impact
  • Annual: Year-end summary for taxes and planning
Store PDFs in organized folders:
Reports/
  2025/
    01-January/
    02-February/
    ...
  2024/
    ...

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Analyzing Your Business Performance

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Monthly Review Process

1

Compare KPIs to Previous Month

Create a simple tracking sheet:
MetricThis MonthLast MonthChange
Revenue€15,200€14,100+7.8%
Tickets203188+8.0%
Clients347332+4.5%
Products125120+4.2%
Identify:
  • Growth areas (celebrate these!)
  • Declining metrics (investigate why)
  • Unusual changes (one-time events?)
2

Review Revenue Trend

Look at the trend chart:
  • Is this month in line with the pattern?
  • Any unexpected spikes or drops?
  • Are you meeting projections?
3

Analyze Payment Methods

Check if the distribution changed:
  • More debt? Tighten credit policies
  • More cash? Investigate why (system issues? client preference shift?)
  • Consider running card-payment promotions if needed
4

Study Top Items

Review bestsellers:
  • Same items as last month? (Stable preferences)
  • New items appearing? (Successful launches)
  • Missing items? (Investigate decline)
Compare quantities to previous reports.
5

Export and Archive

Save the PDF with the date for future reference.
6

Action Planning

Based on insights, create action items:
  • Reorder inventory for top sellers
  • Create promotions for slow items
  • Adjust staffing for busy periods
  • Plan marketing for growth opportunities

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Quarterly Analysis

Every 3 months, do a deeper dive:
1

Compare All Three Months

Look for:
  • Consistent trends across the quarter
  • Month-to-month volatility
  • Seasonal patterns
2

Calculate Averages

Q4 Average Revenue = (Oct + Nov + Dec) ÷ 3
Q4 Average Tickets = (Oct + Nov + Dec) ÷ 3
Compare to previous quarters:
Q4 Avg: €14,500
Q3 Avg: €13,200
Growth: +9.8%
3

Identify Quarterly Winners

Which items were consistently top sellers all three months?These are your core offerings - protect and promote them.
4

Review Strategic Goals

Did you meet quarterly targets?
  • Revenue goals
  • Client growth goals
  • New service adoption
5

Plan Next Quarter

Set goals based on insights:
  • Revenue targets (typically 5-10% growth)
  • Client acquisition numbers
  • New services to launch
  • Promotions to run

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Advanced Analytics Techniques

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Calculating Key Metrics

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Average Transaction Value

Total Revenue ÷ Total Sales = Average Transaction Value
€15,000 ÷ 200 = €75 per sale
Implications:
  • Low average: Focus on upselling, bundles
  • High average: Premium positioning is working
  • Decreasing over time: Price sensitivity increasing
  • Increasing over time: Successful premium strategy

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Revenue Per Client

Total Revenue ÷ Total Clients = Revenue Per Client
€15,000 ÷ 350 = €42.86 per client
Implications:
  • Low: Need more repeat visits or higher-value services
  • High: Strong client retention and loyalty

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Top Item Concentration

(Top 3 Items Quantity ÷ Total Items Sold) × 100 = Concentration %
(120 ÷ 400) × 100 = 30%
Implications:
  • High concentration (greater than 40%): Dependent on few items (risky)
  • Balanced (20-30%): Healthy diverse demand
  • Low concentration (less than 20%): Very diverse, harder to predict

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Comparing Time Periods

Useful Comparisons:
  1. Month-over-Month: Short-term trends
  2. Year-over-Year: Seasonal adjustments, true growth
  3. Quarter-over-Quarter: Medium-term performance
  4. Pre/Post Campaign: Marketing effectiveness
  5. Weekday vs. Weekend: Staffing optimization
For year-over-year, compare:
November 2025 vs. November 2024
Not November 2025 vs. October 2025
This eliminates seasonal effects.

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Report Limitations and Considerations

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What’s NOT in the Report

The current dashboard doesn’t show:
  • Individual client purchase histories (view in client profiles)
  • Staff performance metrics (view in staff management)
  • Inventory levels (view in Productos module)
  • Outstanding debts (view in Finanzas > Deudas)
  • Appointment booking rates (view in Agenda)
  • Product-specific profit margins (requires cost data)
For comprehensive analysis, combine the Reports dashboard with:
  • Client module for customer behavior
  • Agenda module for booking patterns
  • Productos module for inventory turnover
  • Deudas module for accounts receivable

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Data Accuracy

Report accuracy depends on:
  1. Consistent TPV Use: All sales must go through the system
  2. Proper Client Association: Link sales to clients when possible
  3. Accurate Categorization: Products/services correctly configured
  4. Complete Data Entry: All transactions recorded
If staff bypass the TPV or use cash without recording:
  • Reports will understate revenue
  • Trends will be misleading
  • Financial decisions may be wrong
Enforce mandatory TPV use for all transactions.

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Troubleshooting

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Dashboard Not Loading

  1. Wait 10-15 seconds - data aggregation takes time
  2. Refresh the page
  3. Check internet connection
  4. Clear browser cache
  5. Try a different browser

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Charts Show “No Data”

If charts are empty:
  1. Ensure you have completed transactions in the system
  2. Check date range (if filtering is available)
  3. Verify sales are marked as “completed” not “pending”
  4. Check if data exists in other modules (TPV, Ventas)

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PDF Export Not Working

  1. Allow pop-ups in browser settings
  2. Try a different browser (Chrome recommended)
  3. Disable browser extensions temporarily
  4. Check if print dialog is hidden behind other windows

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Numbers Don’t Match Expectations

Verify:
  1. All sales were recorded in TPV
  2. No duplicate entries
  3. Correct date range
  4. Status filters (completed vs. pending)
  5. Refunds were properly processed
Cross-reference with:
  • Bank deposits (for card payments)
  • Cash register counts (for cash payments)
  • Accounting software

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Best Practices

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Regular Monitoring

Review Schedule:Daily (5 minutes):
  • Check current day’s revenue (not in main report, use Ventas)
  • Verify transactions are recording properly
Weekly (15 minutes):
  • Review week’s total vs. target
  • Identify daily patterns
  • Adjust staffing for next week
Monthly (30 minutes):
  • Full dashboard review
  • Export PDF for records
  • Month-over-month analysis
  • Action item creation
Quarterly (1-2 hours):
  • Deep dive analysis
  • Strategic planning
  • Goal setting
  • Performance review with team

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Data-Driven Decision Making

1

Observe

Look at the data objectively without preconceptions.
2

Question

Ask why the data looks this way:
  • Why is this item selling so well?
  • Why did revenue drop this month?
  • Why are clients preferring this payment method?
3

Hypothesize

Form theories:
  • “Revenue dropped because we raised prices”
  • “This service is popular because of Instagram posts”
  • “Cash increased because card terminal was broken”
4

Test

Make changes and measure results:
  • Lower prices and watch next month
  • Post more about other services
  • Fix the terminal and monitor payment mix
5

Iterate

Continue the cycle, always referring back to data.

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Team Involvement

Share reports with your team:
  1. Monthly Team Meeting: Present key metrics
  2. Celebrate Wins: Top items, revenue records
  3. Problem Solve Together: Declining metrics
  4. Set Team Goals: Based on data insights
  5. Empower Staff: Let them access reports
When staff understand the numbers:
  • They make better decisions
  • They see impact of their work
  • They become solution-oriented
  • They take ownership of results

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Quick Reference: Report Sections

SectionWhat It ShowsKey Insight
KPI CardsHeadline metricsOverall business health
Revenue TrendIncome over timeGrowth patterns
Payment MethodsHow clients payPayment preferences
Top ItemsBestselling products/servicesDemand patterns
Export PDFPrintable snapshotDocumentation & sharing

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