Reports & Analytics
Track your business performance with real-time dashboards, financial reports, customer insights, and form conversion analytics.
Dashboard
Your main dashboard at Dashboard in the left sidebar provides a real-time overview of your business.
Key Metrics
Three headline cards with trend indicators and sparkline charts:
| Metric | Description |
|---|---|
| Total Bookings | Booking count with percentage change vs previous period |
| Total Revenue | Revenue in your configured currency with trend |
| Conversion Rate | Booking conversion percentage |
Dashboard Sections
| Section | Description |
|---|---|
| Top Services | Your best-performing services by booking volume or revenue |
| Recent Activity | Latest booking events with timestamps and status |
| Booking Status | Breakdown of bookings by status (confirmed, cancelled, no-show, etc.) |
| 7-Day Availability | Overview of your availability for the next 7 days |
| Upcoming Bookings | List of next scheduled appointments with customer name, service, time, and status |
Business Performance
Navigate to Reports > Business Performance for detailed operational analytics.
This report provides insights into:
- Booking volume over time
- Service popularity and performance
- Usage statistics
- Performance summaries with key metrics
All reports support date range filtering — Today, Yesterday, 24h, 7d, 30d, 90d, Year-to-Date, All Time, or a custom range.
Financial Reports
Navigate to Reports > Financial for revenue and payment analytics.
Available Reports
| Report | Description |
|---|---|
| Revenue Report | Total revenue over time with trend analysis |
| Earnings Report | Breakdown of earnings by service and category |
| Cash Flow Report | Income and outgoings over time |
| Fee Collection Report | Late cancellation and no-show fee collection tracking |
| Future Value | Projected revenue from upcoming confirmed bookings |
Financial reports help you understand where your revenue comes from, track fee collection, and forecast future earnings.
Customer Reports
Navigate to Reports > Customers for customer-level analytics.
Available Reports
| Report | Description |
|---|---|
| Customer Overview | Total customer count, new customers over time, active vs inactive |
| Customer List | Detailed list with booking count, total spend, last visit, and lifetime value |
Use customer reports to identify your most valuable clients, track retention, and understand booking patterns.
Form Analytics
Navigate to Reports > Form Analytics for conversion funnel tracking.
Funnel Metrics
Track the full booking funnel from first view to completed payment:
| Stage | Description |
|---|---|
| Views | Total form or page views |
| Starts | Visitors who began the booking process |
| Submissions | Completed form submissions |
| Accepted | Bookings confirmed/accepted |
| Paid | Bookings with payment completed |
Conversion Rates
| Metric | Description |
|---|---|
| Acceptance Rate | Percentage of submissions that are accepted |
| Paid Rate | Percentage of accepted bookings that are paid |
Additional Metrics
| Metric | Description |
|---|---|
| Average Quote Value | Mean value of quoted bookings |
| Average Paid Value | Mean value of paid bookings |
| Channel Breakdown | Traffic source analysis with campaign attribution |
| Traffic Sources | Which channels drive the most form completions |
Form analytics help you identify drop-off points in your booking funnel and optimise conversion.