Reporting & Intelligence opens on this tab. Everything on it follows the date range at the top of the page, except Business Pulse, which keeps its own periods, and Transaction Summary, which you run for a range you choose.
Check how the period is going
Do this for a quick read of the period before you look at any other tab.
Open Reporting & Intelligence and choose Overview.
Choose the period in the date range at the top of the page.
Read Business Pulse, then the Key Metrics cards.
Swipe through the cards under Intelligence, then scroll down to the charts.
Business Pulse
Business Pulse shows revenue and appointment counts for Today, This Week (to date), Month to Date, Last 3 Months and FY to Date (1 Jul), whatever dates you choose above it. Where you have set a daily, weekly or monthly target, the card for that period adds a progress bar. Select Set Targets to add one. See Revenue targets.
The figures are earned revenue by visit date for the whole business, with today's updated every hour, and the line under the cards gives the time of the last update. Until today is first counted, Today reads Counted in the next hourly update. Your targets and budgets include GST, so Business Pulse always shows revenue including GST; with Excl. GST picked it carries the badge Includes GST, like your targets.
Under it, the Account Health Check card opens a review of your setup and recent booking behaviour, with a prioritised action plan. See Account Health Check.
Key metrics
The metric cards sit in a carousel headed Key Metrics. Swipe or scroll it, or use the arrows beside the heading.
Metric | What it shows |
Revenue (earned) | Completed, ready to pay, paid, payment declined and refunded visits by visit date, plus packages, sales and memberships, with the average per calendar day. Refunds are a separate figure on the Financial tab. With Look Back on, vs. previous period (or vs. prev. avg across two or three periods) and a percentage change. With Look Ahead on, Projected next and the projected amount |
Appointments | Appointments booked in the period, whether or not they have finished, with the average per calendar day. Shows the same comparison and forecast lines as Revenue (earned) |
Self-Service Rate | The share of bookings the customer made online with no staff involvement, with the count of online bookings. Bookings with no recorded source are not counted |
Add-ons | The share of non-cancelled appointments that include an extra, the count with and without one, and the share with none. Named extras and their revenue are in Add-ons sold below the charts |
Add-On Revenue | What extras earned: the sum of add-on line totals, with the number of bookings that had one |
Rebook Rate | The share of clients with a visit in the period who already hold a booking still to come, with how many of how many |
Protected from no-shows | Deposits kept on visits that no-showed or were cancelled, with the number of visits. Cancellation fees charged on bookings with no deposit are counted under the total with the amount recorded, not added to it. The card appears only when the period has one or the other |
Completion | Visits finished (completed, ready to pay, paid, payment declined, refunded or voided), out of every appointment not cancelled, to one decimal place |
Retained | Of the clients who finished a visit in the same number of days before the period, the share who finished one in this period. Each client counts once, across every location in view |
Top Performer | The team member who worked on the most appointments in the period, with their photo and appointment count. A two-pet booking is one appointment |
Self-Service Rate, Rebook Rate and Protected from no-shows count bookings that start in the period, leaving out declined requests. Every card covers every location you chose and follows Excl. GST, except Protected from no-shows, which includes GST when Excl. GST is picked.
The Add-ons card and the Add-ons sold list count non-cancelled appointments only, matching Day View and Week View. Under a team or service filter the Revenue (earned) card becomes Appointment revenue (filtered lines): the line totals after discounts for the filtered team or services. A team filter includes the add-ons each member did; fees are not included. The add-on cards and Add-ons sold are hidden then, and the Self-Service Rate, Rebook Rate, Protected from no-shows, Completion and Retained cards stay whole-business and show All team · all services. For the extras on each booking in the range, run the Appointments Deep Dive on the Appointments tab.
The Revenue (earned) and Appointments cards carry a badge with the change against the same number of days straight before the period, captioned Badge: against the same number of days straight before. It is green for growth, amber for a fall of up to 15%, and red for a bigger fall. There is no badge when the period before has nothing to compare with. Under a team or service filter the badge compares the filtered lines on both sides.
Insight cards
Below the metrics, a carousel headed Intelligence can show up to 9 insight cards. A card's name appears under How is this calculated? when you open its explainer.
Revenue Trend, Revenue Comparison or Revenue Forecast Methodology: how revenue compares with the same number of days before the period, how it compares with your Look Back periods, or what your Look Ahead forecast projects, depending on what is on in Compare & Forecast
Revenue Per Appointment: appointment revenue per booked appointment against the Look Back periods, when it has moved by 3% or more. Packages, sales and memberships are left out on both sides. Includes a View Services action that opens your services
Demand Imbalance: your busiest working day against your quiet ones, non-working days left out, with how many bookings your quietest day runs under the average and what filling that gap would be worth each week at your average appointment value. Its Create Special Service action opens Fill Your Quiet Days, a 6-step plan for a promotional service that fills them
Weekend vs Weekday Revenue: flags when weekend days bring in well above weekdays in appointment revenue, and suggests ways to move demand into the week
Day Revenue Efficiency: the working day with the most appointment revenue per appointment against the one with the least, when the gap is 15% or more
Revenue Consistency: how evenly revenue spreads across the days of the period. It appears when daily revenue is very steady or swings widely
Performer Dependency: warns when one team member works on 60% or more of your team's appointments. Includes a View action with their first name that opens their profile
Working Day Maximiser: your average day's appointment revenue against your best working day, and what matching your best day would add each week
Revenue Concentration: warns when your top two services make up 60% or more of the revenue across your listed services, with a View action that opens the top-earning service. The per-hour figure is the service's line totals after discounts, add-ons not included, divided by its booked service hours; stays are left out
The weekday insights average each weekday over the days it had bookings, so a public holiday or a closed day does not pull the average down.
Cards may carry action buttons and a question mark badge that opens the calculation. See Understanding insight cards for how to read and use them.
Charts
Revenue Trend
An area chart of daily revenue across the period:
Green area: your revenue in the period
Dashed grey line, with Look Back on: the earlier periods' daily revenue, drawn before the current period on their own dates, over a light grey tint
Dashed blue line, with Look Ahead on: projected revenue beyond the current period, over a light blue tint
Dotted vertical lines: where the earlier, current and forecast periods meet
Forecast badge, with Look Ahead on: select it to open How your forecast works, which shows how the forecast was worked out from your figures (the day-of-week pattern, the trend and the sum). See Compare and forecast
Point at the chart for a tooltip with the date and the revenue.
Revenue by Service
A donut chart of how revenue spreads across your top 10 services by revenue:
Point at a segment and it grows while the others fade
The centre shows the sum of the segments, labelled Top 10 (or All services when every service is shown)
The legend lists your top 6 services with a coloured dot for each
Pointing at a legend item highlights its segment
If two services share a name, the legend adds each one's category in brackets.
Add-ons sold, Revenue Mix and Transaction Summary
Add-ons sold lists each extra by name, with how many sold, how many appointments had it, the share of non-cancelled bookings that carried it, and what it earned. An extra redeemed from a package carries a Package badge. It covers every location you chose and follows Excl. GST. Revenue Mix splits revenue across appointments, packages, sales and memberships, with the total. Transaction Summary builds a summary of collected money for a range you choose. See Run a transaction summary.
Where extras were added
Where extras were added shows the revenue from extras for the period, by where each one was added to the booking. Extras added before Petboost recorded this are not included.
Top Services
A ranked list of your top 5 services by revenue, showing:
The service image, or a placeholder icon
The service name and its category badge, in your category colours
The number of service lines
Total revenue
A progress bar of its share of appointment revenue
Under a team filter with no service filter, Revenue by Service and Top Services stay whole-business and show All team · all services.
At the foot of the tab, Team Recap writes a summary of the period that you can copy to your team. See Team Recap.
Related articles
Services Tab: detailed per-service analytics
Team Tab: per-member performance