Overview
The Overview tab is your at-a-glance summary of business performance for the selected date range. It shows your most important metrics, revenue trends, service revenue breakdown, and AI-generated insight cards.
Key Metrics
Four metric cards appear at the top of the tab:
Metric | What It Shows |
Revenue | Total revenue for the period. Includes average revenue per day. When comparison is active, shows "vs. prev. avg" with a percentage delta. When forecast is active, shows "Projected next: $X" |
Appointments | Total appointment count. Includes average per day. Same comparison and forecast display as Revenue |
Completion | Percentage of appointments completed |
Top Performer | The team member with the most appointments in the period, shown with their photo and appointment count |
On mobile, these cards display as a horizontally swipeable carousel. On desktop, they appear as a four-column grid.
Revenue and Appointments cards include trend badges showing the percentage change (up or down) compared to the earlier half of the selected period.
Insight Cards
Below the metrics, you may see a horizontal carousel of insight cards. The Overview tab can generate several types:
Revenue velocity: Whether your daily revenue pace is on track compared to historical averages, with estimated capacity gaps
Demand imbalance: Identifies consistently underbooked days (excluding non-working days) with estimated lost revenue. Includes a "Create Special Service" action that opens a dialog pre-filled with promotional service suggestions based on the quiet day
Weekend warrior: Flags when weekend revenue dominates and weekday capacity is underused, with specific shift suggestions
Revenue concentration: Warns if too much revenue depends on a single service, with a link to view that service
Each card may include action buttons. For example, the demand imbalance insight offers a "Create Special Service" button that suggests a promotional offering for your quietest working day.
Charts
Revenue Trend
An area chart showing daily revenue across the selected period. The chart displays:
Purple area: Your current period's revenue
Dashed grey line (when comparison is active): The average revenue from prior comparison periods, overlaid for direct visual comparison
Dashed amber line (when forecast is active): Projected revenue extending beyond the current period, with a shaded amber zone marking the forecast area
Vertical boundary line: Separates actual data from forecast projections
Hover over any point for a tooltip showing the exact date and revenue amount.
Revenue by Service
An interactive donut chart showing how revenue is distributed across your services. Features:
Hover over a segment to see it expand and highlight, while other segments fade
The centre shows total revenue
A legend below the chart lists your top 6 services with colour-coded dots
Hovering a legend item highlights the corresponding chart segment
If two services share the same name (e.g., from different categories), they're automatically disambiguated with their category name in parentheses.
Top Services
A ranked list of your top 5 services by revenue, showing:
Service image (or a placeholder icon)
Service name and category badge (using your configured category colours)
Appointment count
Total revenue
A progress bar showing relative contribution to overall revenue