Reports
Business Reports & Analytics
Business Reports & Analytics
Track revenue, bookings, staff productivity, and service performance with built-in reports — all within the Intelligence Dashboard.
Where to find it — Web: Sidebar → Intelligence (or Reports, which redirects to Intelligence). Mobile: Intelligence tab in the bottom navigation bar.
Overview
Business Reports lets you:
- Monitor four key performance indicators at a glance — Revenue, Bookings, Avg Ticket, and Occupancy
- Compare current performance against the prior period with trend arrows and percentage changes
- Analyse revenue by service and compare staff productivity in sortable tables
- Track revenue and booking volume over time with interactive charts
- Set revenue goals and track progress weekly or monthly
- Receive smart alerts when the system detects anomalies
Note
KPI summary cards, the booking funnel, smart alerts, and goal tracking are available on all plans. Charts, staff performance, service breakdown, and AI narratives require a PRO subscription. FREE users are limited to a 7-day lookback; PRO users can view up to 365 days.
KPI Summary Cards
Four cards appear at the top of the dashboard for all plan tiers:
| Card | What it measures | Calculation |
|---|---|---|
| Revenue | Total billable revenue for the period | Sum of booking.price for bookings with status confirmed, completed, or arrived |
| Bookings | Total non-cancelled bookings | Count of all bookings excluding those with cancelled status |
| Avg Ticket | Average revenue per billable booking | Revenue ÷ count of confirmed + completed + arrived bookings |
| Occupancy | Schedule utilisation | Booked minutes ÷ (active staff × 8 hours/day × days in range) |
Each card displays:
- The metric value for the current period
- A trend arrow (up or down) with the percentage change vs the comparison period
- The comparison value (e.g., "vs $1,240")
Trend calculation: ((current − previous) / previous) × 100, rounded to the nearest whole number. If the previous period had zero activity, the trend shows +100% when there is any current activity.
Comparison period: The same-length period immediately before the selected range. For example, if you're viewing 8–14 February, the comparison period is 1–7 February.
Charts (PRO)
Three charts are available to PRO subscribers within the Performance and Revenue Anatomy sections of the Intelligence Dashboard.
Revenue Trend
An area chart plotting revenue over time with a gradient fill.
- Daily granularity for date ranges of 30 days or fewer
- Weekly granularity (Monday-start weeks) for ranges over 30 days
- Hover any data point to see the exact date and revenue amount
- Revenue includes only confirmed, completed, and arrived bookings
- Empty state: "No revenue data for this period"
Booking Volume
A stacked bar chart showing booking counts per day or week, grouped by status:
| Status | Includes |
|---|---|
| Active (blue) | Confirmed, completed, arrived, and pending bookings |
| Cancelled (pink) | Cancelled bookings |
| No-Show (muted) | Bookings marked as no-show |
Use the Booking Volume chart to spot trends in cancellations or no-shows — for example, higher no-shows on Mondays.
Empty state: "No booking data for this period"
Service Breakdown
A horizontal bar chart showing each service ranked by revenue. Displayed under the heading "What's Making Money" in the Revenue Anatomy section.
- Each row shows: service name, revenue amount, booking count, and percentage of total revenue
- Bar width is scaled relative to the highest-revenue service (minimum 4% width for visibility)
- Total revenue is displayed at the top of the section
- All services with bookings in the period are shown (no cap)
- Empty state: "No service data for this period"
Staff Performance Table (PRO)
A sortable data table comparing team members over the selected period, displayed under the heading "Your Team" in the Revenue Anatomy section.
| Column | Description | Sortable? |
|---|---|---|
| Staff | Team member name and avatar | No |
| Revenue | Total revenue from their bookings (currency) | Yes (default: descending) |
| Bookings | Number of bookings they handled | Yes |
| Avg Spend | Revenue ÷ booking count | Yes |
| Utilisation | Percentage of their available hours that were booked (0–100%) | Yes |
- Click any sortable column header to toggle ascending/descending sort
- Default sort: Revenue (highest first)
- On mobile, the table transforms into a ranked card list (1, 2, 3…)
- Staff avatars fall back to two-letter initials when no image is set
- Only staff with bookings in the selected period appear
- Deleted staff still appear under a "Former Staff" label for historical data
- Empty state: "No team data for this period"
Tip
Revenue attribution respects checkout-level overrides. If a booking's payment was reassigned to a different staff member at checkout, the revenue appears under the checkout staff, not the booking's original assignee.
Date Range Selection
A date range picker at the top of the page controls the period for all metrics, charts, and tables.
Preset Chips
| Preset | Days | Available on FREE? |
|---|---|---|
| 7d | 7 | Yes |
| 14d | 14 | No (PRO only) |
| 30d | 30 | No (PRO only) |
| 90d | 90 | No (PRO only) |
Locked presets show a lock icon. The default range is last 30 days for PRO users or last 7 days for FREE users.
Custom Date Range
- Click the calendar button beside the presets.
- Select a start date (the picker prompts "Select a start date").
- Select an end date (the picker prompts "Now select an end date").
- Click Apply to update the dashboard, or Cancel to discard.
- Desktop shows a two-month side-by-side calendar; mobile shows one month at a time
- Maximum range: 365 days (PRO) or 7 days (FREE — enforced server-side)
Persistence
Your date selection is saved per venue and restored on return visits. If URL parameters (?from=YYYY-MM-DD&to=YYYY-MM-DD) are present, they take priority — this means you can bookmark or share specific date range views.
Smart Alerts
The system automatically detects anomalies and surfaces them as alert cards at the top of the Headlines section. Smart alerts are available on all plan tiers.
| Alert type | Severity | What it detects |
|---|---|---|
| Traffic surge | Opportunity (green) | Above-baseline visitor or click volume on your storefront |
| Revenue pace warning | Warning (amber) | Below pace to meet your revenue goal |
| Staff gap | Warning (amber) | Insufficient staffing for forecasted demand |
| Cancellation spike | Warning (amber) | Elevated cancellation rate compared to baseline |
- Each alert includes a description and an optional action link
- Dismissing an alert hides it for the current day only; it reappears the next day if the condition persists
- After dismissing all alerts, a brief "All caught up" confirmation appears
Revenue Goals
Set a revenue target and track progress directly on the dashboard. Available on all plan tiers.
- Click the Goals button (target icon) in the Intelligence header.
- Enter your revenue target.
- Choose a period: weekly (Monday–Sunday) or monthly (1st–last day of month).
Goal progress appears as a contextual label alongside the Revenue KPI card:
| Status | Colour | Example label |
|---|---|---|
| Goal reached or exceeded | Green | "Goal reached · 105%" |
| On track (≥ 80% of pace) | Amber | "On track · 72%" |
| Behind pace (< 80%) | Red | "Behind pace · 45% · 5d left" |
The AI briefing (PRO) also references your goal when generating narratives and suggested questions.
How Metrics Are Calculated
Revenue
Sum of booking.price for bookings with status confirmed, completed, or arrived. Cancelled and no-show bookings are excluded from revenue calculations.
Avg Ticket
Revenue divided by the count of billable bookings (confirmed + completed + arrived). This ensures the average is not diluted by no-shows or pending bookings that do not generate revenue.
Occupancy
Booked minutes divided by available minutes. Available minutes are estimated as 8 hours per active staff member per day. The result is rounded and capped at 100%. If a venue has zero active staff, occupancy shows 0%.
Trend Percentage
((current − previous) / previous) × 100, rounded to the nearest whole number. When the previous period had zero activity, any current activity shows as +100%.
Currency & Locale
All monetary values are displayed in the venue's local currency:
| Country | Currency |
|---|---|
| Australia (default) | AUD ($) |
| New Zealand | NZD ($) |
| Great Britain | GBP (£) |
Calculations use the venue's configured timezone for date bucketing.
FREE vs PRO
| Feature | FREE | PRO |
|---|---|---|
| KPI summary cards | 7 days only | Up to 365 days |
| Revenue Trend chart | Locked (blurred) | Included |
| Booking Volume chart | Locked (blurred) | Included |
| Service Breakdown | Locked (blurred) | Included |
| Staff Performance table | Locked (blurred) | Included |
| Smart Alerts | Included | Included |
| Revenue Goals | Included | Included |
| Custom date range | Locked | Up to 365 days |
| AI Narrative | Locked | Included |
| Forecast | Locked | 7–14 day outlook |
| Business Health | Locked | 6 analysis panels |
FREE users see PRO-only sections behind a blur with an "Unlock Pro Intelligence" upgrade card linking to Settings → Billing.
Troubleshooting
| Issue | Solution |
|---|---|
| No data showing on any card | You need at least one booking in the selected date range. Check that your bookings are not all cancelled. |
| Charts are locked or blurred | Charts require a PRO subscription. Go to Settings → Billing to upgrade. |
| Numbers seem wrong | Check your venue timezone in Settings → Venue Details. Revenue only counts confirmed, completed, and arrived bookings — cancelled and no-show bookings are excluded. |
| Occupancy seems low | Occupancy uses an 8-hour workday estimate per staff member. If your team works shorter shifts, occupancy will appear lower than actual utilisation. |
| Staff member missing from table | Only staff with bookings in the selected date range appear. Adjust the date range to include the period they were active. |
| Date range is stuck on 7 days | You are on the FREE plan. Longer date ranges (14d, 30d, 90d, custom) require PRO. |
| "Former Staff" appears in the table | Deleted team members still show in historical reports under this label. Their past booking data is preserved. |
Related Articles
Last updated: March 2026