This feature is included in the Grow and Scale pricing plans. It is not included in the Launch plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
The new Revenue Insights Dashboards & Workbooks provide additional ways to view revenue and transactional trends for your business. These can be used alongside the existing financial reports in Sawyer including the Transactions Report, Orders Report, and Bank Transfers Report.
Quick navigation tips:
- Hover state: Hover over data points to see the specific data value or hover over visualizations to reveal the More Options (...) menu.
- When hovering on a visualization you’ll see the More Options (...) menu. Click Maximize Element to explore the underlying data or click the three dots to view export options.
- Applying filters: The date group filter controls the grouping of data displayed on the x-axis while the date filter applies to the underlying data selections made. You can choose from a variety of pre-set options including day, month, quarter, year as well as custom date ranges.
- Removing selected filters: Simply click into the applicable filter to deselect or hover over the X to clear all filters. Additional top level filters may also be available within the corresponding workbooks to assist you in drilling down the data even more. Additional filtering options may be added over time.
- Save As button: At the bottom right corner near the embedded workbook tabs, you’ll notice a red Save As button. This can be used to create customized views for easy access.
- For example, if you commonly use specific filters, you can use this feature to create unique dashboard views for your account. When initially loading the page, you’ll always see the default Sawyer view, but you will be able to access any saved views by clicking on the file folder icon found in the bottom left corner of the embedded workbook tabs under My Documents. To learn more about Saving & Accessing Custom Views, click here.
- Average Revenue: This section displays all-time averages for daily, monthly, and yearly revenue. Revenue is defined as paid transaction amounts (including recurring payments), after coupons/discounts/fees but before refunds, grouped by the day of the transaction.
- Monthly Revenue With Year-Over-Year Change: This chart displays the total monthly revenue and year-over-year change represented as a % difference for the selected date range.
Total Orders by Order Source: This chart displays the total count of orders by order source. Each order source is represented as a % of the total orders placed for the selected date range. Order source definitions include:
- Widget: These refer to orders placed via the widget, non-Quick Charge birthday party transactions, or unique Sawyer registration link (Example: https://www.hisawyer.com/provider-name/schedules)
- Marketplace: These refer to orders placed via hisawyer.com/marketplace
- Admin cart: These refer to orders placed by the provider on behalf of the customer via the New Order or Receive Payment functions.
- Quick charge: These refer to orders placed via quick charge on a customer profile in Sawyer.
- Revenue Breakdown: This chart displays a summary of the total net amount paid to the provider, total refunds processed, and total fees paid for a selected date range.
Revenue Growth: This chart displays the sum of revenue (paid amounts, including recurring payments, after coupons/discounts/fees but before refunds), grouped by the day of the transaction. Each day, the rolling sum is added to the sum of the previous day.
- For example, on Day 1, I made $650. On day 2, I made $350. My rolling revenue is $1000.
- Total Orders: This chart displays the total count of orders placed for the selected date range.
When you view each workbook, you’ll see multiple columns of data as well as available filtering options. For a detailed explanation of each data set and column, view sample workbook data and column definitions here. To learn more about transforming data in your workbooks click here.
- Transactions Report: This workbook contains the fields that exist in our current Transaction Report. Each row represents an individual transaction of an order starting with the amount paid at checkout, gift card redemptions, refunds, and subsequent payments as a result of recurring payments or payment plans
- Order Summary Report: This workbook contains the fields that exist in our current Transaction Report but displays aggregated totals by order rather than by transaction. Each row represents a unique order and shows aggregate total amounts paid, unpaid, and refunded across all transactions.
NEW Banking Hub: This highly requested workbook contains an all time summary and details about payouts and in transit amounts received for your account. This report includes both paid and in transit payouts, and each payout is broken down into the transactions that comprise that payout.
Net Revenue Deposited to Bank (supporting table that shows the total net revenue amounts deposited to your account)
Payout Activity (supporting table that shows the summary totals included in each payout sorted by payout creation date.)
- Banking Report (supporting table that mimics the existing Banking Report in Sawyer but also includes deposit amounts that are in transit.)
Recurring Payments Hub: This workbook contains an all time summary and details about paid and unpaid planned payments. A planned payment is defined as either scheduled or recurring payments (memberships or monthly billing) or a payment plan.The Past Due Payment Plan report includes line-item non-cancelled payment plan bills where the bill date has passed but the status is not paid.
- Recurring Payments by Bill Date (supporting table)
- Recurring Payments Summary (supporting table)
- Planned Payment Transactions (supporting table)
Customers with Past Due Payments (supporting table)
Explore our reporting how to guides to learn more about best practices and tips and tricks to get the most out of our new reporting insights.