Reports & business insights
Reports turns your bookings and sales into numbers you can act on. It is available if your plan includes reports, to anyone whose role can see the whole business. Other team members see My performance instead (see Your Overview dashboard).
The page has three tabs: Overview, Bookings and, if you sell products, Retail.
Overview#
- Choose a Scope: All locations (business-wide) or one location.
- Pick a range: Today, Last 7 days, Last 30 days, Last 90 days, This month, Last month, This quarter, Last 365 days or Custom range….
- Every figure is shown compared with the previous period of the same length.
You see Revenue, Bookings, Completed, Cancellations, No-shows, Average ticket, Clients (new and returning) and Booked hours, a Revenue over time chart, and breakdowns By location, By team member and By service. Business-wide revenue is the sum of your locations plus package and gift card sales, which belong to the business rather than one location. Use Export CSV to take the numbers elsewhere.
Bookings#
Choose a period at the top (a rolling range, all time, or a specific month, including upcoming ones). The tab shows your no-show rate, what no-show protection recovered, the average ticket, and Trends & retention over the last 12 months: revenue trend with a forecast, new vs returning clients, retention cohorts, top services and packages, package health and coupon performance. The Booking funnel (30 days) shows where visitors to your booking page drop off, step by step.
Retail#
Retail revenue, sales, average sale, units sold, tips, discounts, revenue per day, the mix of products, services and other lines, and gross profit on products.
On mobile#
The Reports tab in the mobile app shows the same business overview, so you can check the numbers away from the desk.
For the individual payments behind a total, see Review & refund payments. For each team member's pay, see Staff performance, payroll & commissions.