How To Use The Calendar Type Analyzer*

Overview

This tutorial explains how and when to use the Calendar Type Analyzer

When to use the Calendar Type Analyzer

The calendar type analyzer provides many different analyses for your calendar including what calendar type takes the majority of your time, what calendar type brings in the most sales, and what calendar type provides the most sales per hour worked.

What calendar type brings in the most sales?
What calendar type takes the majority of your time?
What is my average sales for each calendar type?
How much did I make in a specific time frame for this calendar type?
What calendar type provides the most sales per hour worked?
All of the above questions can be filtered based on tag

For example, "What calendar type and sessions, events or appointments that have a specific tag bring in the most sales?"

How to View the Calendar Type Analyzer

Go to the Calendar component
Select the Reports tab
Click the Calendar Type Analyzer button

How to View The Information By Tag

This option will filter all of the results to only show the events, sessions and appointments that have a specific tag

Click the checkbox under the Filter By Tag header
Select the desired tag

How to Export the Calendar Type Analyzer to Excel

Open the Calendar Type Analyzer
Click the Summary Table, Detailed Events Table, or Detailed Invoice Table to export the data from those tables.
Click the Export Options menu option
Click the Export To CSV menu item.

How to Quickly Select A Calendar Type and All of It's Calendar Sub-Types

Click the Group Operations Menu Option
Click the Select All Calendar Sub-Types For a Calendar Type menu item

How to View The Total Sales Per Category Type(s) For Bar Graph and Pie Chart

Click the Calculation Options menu option
Click the Total Sales Per Event menu item
This option displays the the total sales per session/event/appointment

How to View The Average Sales Per Category Type(s) For Bar Graph and Pie Chart

Click the Calculation Options menu option
Click the Average Sales Per Event menu item
This option displays the average sales per session/event/appointment

What are the Bar Graph and Pie Chart Display Options and Calculation options

Bar Graph and Pie Chart Display Options

Display Number of Events

This option will show the total number of events in the bar graph and pie chart

Display Average Sales Per Event

This option will show the average sales per calendar type in the bar graph and pie chart

Display Total Sales Per Event

This option will show the total sales per calendar type in the bar graph and pie chart

Display Total Hours Per Event

This option will show the total hours per calendar type in the bar graph and pie chart

Display Average Hours

This option will show the average hours per calendar type in the bar graph and pie chart

Display Average Sales Per Hour Per Event

This option will show the average sales per hours per calendar type in the bar graph and pie chart

Calculation Options

Include Calendar Sub Types with Calendar Types

This option will only show the calendar types and will combine the selected calendar types and their calendar sub-types together.

Include Events Without Invoices In Bar Graph and Pie Chart

This option is available because if you include this data any events that do not have a sale will act as outliers when it comes to sales calculations

Include Cancelled Events In Display

This option will include cancelled events in the graphs and charts.

Bar Graph, Pie Chart, and Summary Table Time Interval

Display Data By Month

This option will display the data shown in the pie chart and bar graph by month

Display Data By Year

This option will display the data shown in the pie chart and bar graph by year