Reporting for KPIs needs to be better.
I need a report that sorts out detailed line items in a summary so that I can organize my income into Quickbooks. This also needs the ability to toggle on/off payment types so that I am getting the numbers for Credit Card Purchases, Checks, Cash, Account Balance.
The Purpose is so when Boulevard pays out the credit cards sales, I can sort those payments into the respective category of sales in quickbooks.
When business owners take their data to the bank, the real data is coming from Quickbooks with all the payroll fees, expenses, and over all cash flow. Being able to add this detail will make the ability to ask for loans much easier as banks want to see quick books.
Categories
Skincare
1a - Gross Income
1b - Credit Card Fees applied to Skincare
1c - Net Income after FeesLaser Hair Removal
2a - Gross Income
2b - Credit Card Fees applied to Laser Hair Removal
2c - Net Income after FeesInjectables
3a - Gross Income
3b - Credit Card Fees applied to Injectables
3c - Net Income after FeesBody Contouring
4a - Gross Income
4b - Credit Card Fees applied to Body Contouring
4c - Net Income after FeesProduct Sales Tax
5a - Gross Income
5b - Credit Card Fees applied to Product Sales Tax
5c - Net Income after FeesRetail
6a - Gross Income
6b - Credit Card Fees applied to Retail
6c - Net Income after FeesGift Card Purchasing
7a - Gross Income
7b - Credit Card Fees applied to Gift Card Purchasing
7c - Net Income after Fees
I feel this is URGENT as I am trying to get these numbers for the bank at their request and the BLVD reporting is not giving these details in a clear layout.
When Businesses can have better KPI reporting, this will allow them to invest in additional services/locations and more marketing for additional services which would benefit Boulevard with additional needs and BLVD services.