[{"data":1,"prerenderedAt":213},["ShallowReactive",2],{"help-article-\u002Fhelp\u002Fen\u002Freports-and-finance\u002Freports":3,"help-siblings-en-reports-and-finance":205},{"id":4,"title":5,"body":6,"category":193,"description":194,"draft":195,"extension":196,"meta":197,"navigation":199,"order":200,"path":201,"seo":202,"stem":203,"__hash__":204},"help_en\u002Fhelp\u002Fen\u002Freports-and-finance\u002Freports.md","Reports: revenue, bookings, staff and client trends",{"type":7,"value":8,"toc":182},"minimark",[9,13,21,26,50,54,57,79,83,94,98,109,113,141,145,156,160],[10,11,5],"h1",{"id":12},"reports-revenue-bookings-staff-and-client-trends",[14,15,16,20],"p",{},[17,18,19],"strong",{},"Reports"," in the sidebar turns your bookings and sales into a single dashboard of figures, charts and tables for a period you choose.",[22,23,25],"h2",{"id":24},"choose-a-period","Choose a period",[14,27,28,29,32,33,32,36,32,39,32,42,45,46,49],{},"Use the toggle at the top of the page - ",[17,30,31],{},"Today",", ",[17,34,35],{},"Week",[17,37,38],{},"Month",[17,40,41],{},"Quarter",[17,43,44],{},"Year"," - to set the window. Every figure on the page recalculates for it, and most cards also show the percentage change ",[17,47,48],{},"vs previous period"," (the same-length window right before it).",[22,51,53],{"id":52},"key-figures","Key figures",[14,55,56],{},"Three groups of cards open the page:",[58,59,60,67,73],"ul",{},[61,62,63,66],"li",{},[17,64,65],{},"Revenue"," - Revenue, Average ticket, Invoices paid.",[61,68,69,72],{},[17,70,71],{},"Bookings"," - Total bookings, Completed, Cancelled, No-shows, No-show rate.",[61,74,75,78],{},[17,76,77],{},"Clients"," - Active clients, New clients, Returning clients.",[22,80,82],{"id":81},"revenue-trend-and-payment-mix","Revenue trend and payment mix",[14,84,85,86,89,90,93],{},"A ",[17,87,88],{},"Revenue trend"," chart plots daily revenue across the period with the period total underneath. ",[17,91,92],{},"Payment mix"," breaks the same revenue down by how it was paid - Cash, Card, Bank transfer, Gift card, Loyalty, Other.",[22,95,97],{"id":96},"staff-performance-and-reviews","Staff performance and reviews",[14,99,100,101,104,105,108],{},"The ",[17,102,103],{},"Staff performance"," table lists each specialist's Appointments, Completed, No-show count and Revenue for the period. ",[17,106,107],{},"Reviews by master"," shows each specialist's average rating and review count - this one always reflects every published review, not just the selected period.",[22,110,112],{"id":111},"whats-popular-and-when","What's popular and when",[58,114,115,125,131],{},[61,116,117,120,121,124],{},[17,118,119],{},"Top services by revenue"," and ",[17,122,123],{},"Most-booked services"," rank services two different ways: money in, and booking volume.",[61,126,127,130],{},[17,128,129],{},"New clients by source"," shows where new clients came from.",[61,132,133,136,137,140],{},[17,134,135],{},"No-show rate by weekday"," and the ",[17,138,139],{},"Busiest days & times"," heatmap show your calendar's rhythm.",[22,142,144],{"id":143},"multi-location-clinics","Multi-location clinics",[14,146,147,148,151,152,155],{},"If your clinic has more than one location, a ",[17,149,150],{},"Branches"," table compares locations side by side, and a ",[17,153,154],{},"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.",[22,157,159],{"id":158},"good-to-know","Good to know",[58,161,162,169,172,179],{},[61,163,164,165,168],{},"An amber banner appears at the top when you have overdue invoices, with a link straight to ",[17,166,167],{},"Billing & Invoicing",".",[61,170,171],{},"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.",[61,173,174,175,178],{},"This page also has an ",[17,176,177],{},"Accounting register & VAT summary"," panel, visible only with extra financial permissions, plus CSV exports of it - both covered in the invoices and tax article.",[61,180,181],{},"Figures are for the currently selected location scope; switching locations recalculates the whole page.",{"title":183,"searchDepth":184,"depth":184,"links":185},"",2,[186,187,188,189,190,191,192],{"id":24,"depth":184,"text":25},{"id":52,"depth":184,"text":53},{"id":81,"depth":184,"text":82},{"id":96,"depth":184,"text":97},{"id":111,"depth":184,"text":112},{"id":143,"depth":184,"text":144},{"id":158,"depth":184,"text":159},"reports-and-finance","Read your clinic's key figures, revenue trend, staff performance and busiest times, and compare any period to the one before it.",false,"md",{"key":198},"reports-and-finance\u002Freports",true,1,"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Freports",{"title":5,"description":194},"help\u002Fen\u002Freports-and-finance\u002Freports","wgZL0ncK-LbRz7s2cCaYNE6fejIOjQVGHQsE8OAC54c",[206,207,210],{"path":201,"title":5},{"path":208,"title":209},"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Finvoices-and-tax","Invoices, tax codes and accounting exports",{"path":211,"title":212},"\u002Fhelp\u002Fen\u002Freports-and-finance\u002Fstaff-pay-and-commission","Staff pay: salary, commission and payroll",1785780589884]