The Daily Executive Summary Report provides a performance snapshot of your business for each day, helping you monitor key sales and payment trends. It offers detailed insights into sales by source, daily, weekly, and monthly performance trends, and breaks down payment types. This report is crucial for staying informed on the health of your business and identifying areas of growth or decline.

Key Sections of the Report

• Sales by Source: This section highlights your total sales and where those sales originated (e.g., online bookings, in-person sales). 
• Sales Trends (Daily, Weekly, Monthly): This section provides performance trends over various time frames—daily, weekly, and monthly. Like sales by source, these trends are based on the activity date, meaning they include activities scheduled for the period, regardless of payment status.​
• Payments by Type: This section breaks down the payments you received by method, such as cash, credit card, voucher, or other forms of payment. This section is based on the date the payment was applied, which means it also includes payments received for future bookings. Refunds, if any, are reflected in this section as well.

Color-Coded Trends

To make trends easier to spot, the report includes color-coded indicators:

• Red numbers with a downward arrow indicate a decrease in performance compared to the previous day, week, or month.
• Green numbers with an upward arrow show an increase, highlighting areas where your business is growing, such as an increase in payments processed or a higher sales volume than the previous period.

This report is a powerful tool for maintaining a pulse on your business, ensuring you’re always informed about sales performance and payment trends.