Reports: revenue, bookings, staff and client trends

Reports in the sidebar turns your bookings and sales into a single dashboard of figures, charts and tables for a period you choose.

Choose a period

Use the toggle at the top of the page - Today, Week, Month, Quarter, Year - to set the window. Every figure on the page recalculates for it, and most cards also show the percentage change vs previous period (the same-length window right before it).

Each window ends today and counts back from it: Week is the last 7 days, Month the last 30 days, Quarter the last 90 days and Year the last 365 days, today included. The exact dates appear at the bottom of the page as Period from → to. The page has no date picker, so a finished calendar month (for example all of last September) can't be chosen as its own window.

Key figures

Three groups of cards open the page:

Revenue - Revenue, Average ticket, Invoices paid.
Bookings - Total bookings, Completed, Cancelled, No-shows, No-show rate.
Clients - Active clients, New clients, Returning clients.

Revenue trend and payment mix

A Revenue trend chart plots daily revenue across the period with the period total underneath. Payment mix breaks down the payments taken at the till by how they were paid - Cash, Card, Bank transfer, Gift card, Stebby, Paid online, Loyalty, Other; refunds reduce their own method. Invoices you mark as paid don't appear here, as they carry no payment method. Stebby always keeps the same colour in the chart. To reconcile Stebby payouts receipt by receipt, open Billing & Invoicing → Receipts, press Export CSV and use the Payment method filter - step by step in the Point of Sale article.

Staff performance and reviews

The Staff performance table lists each specialist's Appointments, Completed, No-show count, Revenue and Future revenue for the period. Revenue follows the specialist assigned to a completed appointment, even when another employee processes the payment. Future revenue is the booked value of appointments that are still open; completed, cancelled and no-show appointments are excluded. Reviews by master shows each specialist's average rating and review count - this one always reflects every published review, not just the selected period.

Revenue per employee for a month

Open Reports and pick Month in the period toggle.
Scroll to Staff performance. The Revenue column is each specialist's revenue for the last 30 days, next to their Appointments, Completed and No-show counts.
Check the dates under Period at the bottom of the page: that is exactly the window the table covers.

Quarter or Year gives the same table for a longer stretch. With more than one location, the location switcher narrows the table to one location. A dash instead of an amount means your role can't see financial figures.

What's popular and when

Top services by revenue and Most-booked services rank services two different ways: money in, and booking volume.
New clients by source shows where new clients came from.
No-show rate by weekday and the Busiest days & times heatmap show your calendar's rhythm.

Multi-location clinics

If your clinic has more than one location, a Branches table compares locations side by side, and a Groups table appears too if you run more than one legal entity or franchise group. The reports page also follows the location switcher elsewhere in the dashboard - pick one location, or leave it on all locations, to scope every figure on the page.

Good to know

An amber banner appears at the top when you have overdue invoices, with a link straight to Billing & Invoicing.
Revenue, payment mix and top-services figures can show "Hidden for your role" instead of a number - your account doesn't have the permission to see financial figures.
The Accounting register & VAT summary panel and its CSV exports are not on this page: they live under Taxes in the sidebar (the page is titled "Accounting") and are visible only with extra financial permissions - both covered in the invoices and tax article.
Figures are for the currently selected location scope; switching locations recalculates the whole page.
How to record payments so revenue and the payment mix add up, and what to check at the end of the day: Payment after a treatment.