OVERVIEW
The Weekly Sales Summary provides a structured way to consolidate the business's daily financial activity into a weekly view. It brings together completed appointments, sales by category, discounts, refunds, net sales, average sale per appointment, tips, expenses, and deposit differences for each day and the week as a whole.
The form also provides weekly payment and expense summaries and a review section for identifying the highest- and lowest-revenue days, comparing actual net sales with the weekly goal, and documenting unexplained differences. Trends, unusual events, and action items can be recorded before the summary is reviewed and signed.
WHAT YOU'LL LEARN:
- How to roll daily sales information into a weekly summary.
- How to track completed appointments across the week.
- How to compare grooming, add-on, retail, and other earned sales.
- How to review gross sales, discounts, refunds, and net sales.
- How to calculate and review average sale per appointment.
- How to summarize weekly payments by tender.
- How to review weekly expenses by category.
- How to identify the highest- and lowest-revenue days.
- How to compare actual net sales with the weekly goal.
- How to document trends, unusual events, differences, and actions needed.
BUSINESS BENEFITS
A standardized weekly summary makes daily financial information easier to review and compare across the week. It provides a consistent record of sales, appointments, payments, expenses, tips, and deposit differences while highlighting the highest- and lowest-revenue days. The review section supports documentation of weekly goals, unexplained differences, trends, unusual events, and action items. Prepared-by and manager-review fields also establish accountability for completing and reviewing the weekly financial summary.
RECOMMENDED FOR
- Business Owners
- Office Managers
- General Managers
- Managers Responsible for Weekly Financial Review
IMPLEMENTATION NOTES
Complete the Weekly Sales Summary at the end of each week using the daily information recorded through SOP 7.11. Roll the daily figures into the Daily Rollup, then complete the payment and expense summaries and review the week's highest and lowest revenue days, average ticket, net-sales goal, and deposit differences. Record any trends, unusual events, or actions needed. Confirm unexplained differences are addressed, then complete the preparer signature and manager review fields.
