Dashboard, Insights & Reports
See your business at a glance with the dashboard. Dive deeper with nine detailed reports covering appointments, sales, and team performance.
The dashboard gives you an instant overview of your salon's performance with key metrics and visual charts. See total revenue, active clients, bookings, and average sale value. Charts show service distribution, team member capacity, and revenue trends over time. For deeper analysis, nine built-in reports cover appointments, cancellations, sales, services, products, and team performance. Filter by date range and export to CSV for accounting or further analysis.
What's included
Key capabilities of dashboard & reports
Dashboard overview
Key metrics at a glance: total revenue, active clients, bookings count, and average sale value. Selectable date ranges.
Visual charts
Service distribution pie chart, team member capacity bar chart, and revenue trend line chart. Understand your business visually.
Appointments Summary
Total appointments, new vs returning clients, and booking patterns over time.
Appointment Cancellations
Analyse cancellation rates, reasons, and patterns. Identify issues causing cancellations.
Sales Summary
Daily revenue breakdown and transaction counts. Track earnings over any date range.
Service & Product Sales
Sales broken down by team member. See who is generating what revenue.
Services Sales
Individual service performance: which services are most popular and profitable.
Products Sales
Retail product performance. Identify top-selling products and slow movers.
Team Member Sales
Individual sales metrics per team member. Compare performance across your team.
Team Utilisation
Booking efficiency and availability. Understand how well booked each team member is.
How reporting works
Access reports
Navigate to the Reports section. Select from nine available report types.
Set date range
Filter data by date range. Use presets (last 7 days, last 30 days) or select custom dates.
Review data
View charts, tables, and summaries. Drill into details as needed.
Export if needed
Export report data to CSV for further analysis, accounting, or record-keeping.
Plan availability
Feature
Starter
Professional
All prices in AUD, GST included. No currency conversion fees.
Frequently asked questions
What reports are included?
Nine reports: Appointments Summary, Appointment Cancellations, Sales Summary, Service & Product Sales, Services Sales, Products Sales, Team Member Sales, Team Member Utilisation, and Team Member Days Off.
Can I export report data?
Yes. All reports support CSV export. Download data for use in spreadsheets, accounting software, or further analysis.
What is the difference between Starter and Professional reporting?
Starter plan includes basic reports covering appointments and sales. Professional plan adds advanced analytics with deeper insights into utilisation, performance trends, and detailed breakdowns.
How far back can I view data?
You can filter reports by any date range since you started using the system. Historical data is retained for as long as your account is active.
Can team members access reports?
Report access depends on role and permissions. By default, only Owners and Admins have full report access. You can configure Team Member permissions to grant limited report visibility.
Related features
Ready to try dashboard & reports?
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Australian-owned business. Sydney-based support team.