Dashboard, Insights & Reports
See your business at a glance with the dashboard. Dive deeper with 20+ built-in reports covering appointments, sales, tips, discounts, team performance, client retention, peak hours, and more.
The dashboard gives you an instant overview of your salon's performance with seven key metrics, sparkline trends, and visual charts. See total revenue, active clients, bookings, average sale value, client retention rate, no-show rate, and online booking rate — with period-over-period comparison to track trends. Charts show service distribution, team member capacity, booking source breakdown, new vs returning clients, and revenue trends over time. A weekly AI Business Digest email delivers personalised performance analysis with actionable insights. For deeper analysis, 20+ built-in reports cover appointments, cancellations, sales, services, products, tips, discounts, team performance, attendance, client retention, booking sources, peak hours, at-risk clients, client lifetime value, top spenders, packages, gift cards, and loyalty. Filter by date range and team member, compare against previous periods, and export to CSV for accounting or further analysis.
What's included
Key capabilities of dashboard & reports
Dashboard overview
Seven key metrics at a glance: total revenue, active clients, bookings, average sale value, client retention, no-show rate, and online booking rate. Compare against previous periods.
Visual charts
Service distribution pie chart, team member capacity bar chart, and revenue trend line chart. Understand your business visually.
Period-over-period comparison
Compare any date range against the previous period or the same period last year. See growth and decline at a glance with delta indicators.
Appointments Summary
Total appointments, new vs returning clients, no-show rates, average duration, and booking patterns over time.
Appointment Cancellations
Analyse cancellation rates, reasons, and patterns. See percentage breakdowns and value lost per reason.
Sales Summary
Daily revenue breakdown with payment method splits (cash, card, gift card), discounts, and refunds. Track earnings over any date range.
Service & Product Sales
Sales broken down by team member with service and product percentage splits. See who is generating what revenue.
Services Sales
Individual service performance: popularity, average price, revenue share, and average duration.
Products Sales
Retail product performance with average price and revenue share. Identify top-selling products and slow movers.
Team Member Sales
Individual sales metrics per team member including service hours and sales per hour. Compare performance across your team.
Team Utilisation
Booking efficiency, availability, revenue, and revenue per hour. Understand how well booked each team member is.
Client Retention
Track new vs returning clients, retention rates, and rebooking rates by team member.
Booking Source
See where your bookings come from — online, dashboard, or system — with appointment counts, revenue, and average value.
Tips Summary
Track tips received by team members over time. View by date or by team member with expandable daily breakdowns. Filter by team member and compare against previous periods.
At-Risk Clients
Identify clients who may not return based on their visit frequency. See overdue ratio, last visit, and total spend to prioritise outreach.
Client Lifetime Value
Project annual revenue per client based on visit history and average spend. Understand who your most valuable clients are.
Top Spenders
Rank clients by total spending. Identify your VIP clients for loyalty programmes and retention strategies.
Peak Hours Heatmap
Visualise your busiest hours across the week as a colour-coded heatmap. Optimise staffing, promotions, and availability based on demand patterns.
Packages Summary
Track prepaid package sales, session redemptions, and active packages over time.
Gift Cards & Loyalty
Track gift card sales, redemptions, and outstanding balances. Monitor loyalty points earned, redeemed, and active members.
How reporting works
Access reports
Navigate to the Reports section. Select from 20+ 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?
All plans include 8 basic reports: Appointments Summary, Cancellations, Sales Summary, Services Sales, Products Sales, Team Member Days Off, Gift Card Summary, and Loyalty Summary. Professional plan adds 13 advanced reports: Service & Product Sales, Team Member Sales, Team Member Utilisation, Client Retention, Booking Source, Tips Summary, Discount Summary, Attendance, At-Risk Clients, Client Lifetime Value, Top Spenders, Peak Hours, and Packages Summary.
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?
All plans include 8 basic reports covering appointments, sales, services, and products. Professional plan adds 13 advanced reports for team performance, client retention, booking source analysis, tips, discounts, attendance, at-risk clients, client lifetime value, top spenders, peak hours, and packages — plus charts and period-over-period comparison on all reports. Professional plan subscribers can also request custom reports tailored to their specific business needs.
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 is controlled by the "Reports → View all" permission. By default, Owners and Admins have report access. You can grant report access to any role (Receptionist, Team Member) by enabling it in the permission matrix under Settings → Team Permissions.
Related features
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Australian-owned business. Sydney-based support team.