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 (1 decimal place)
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 (green for growth, amber for moderate decline, red for significant decline) 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 up to 9 types:

Revenue insight: Whether your revenue is on track, with period comparison context showing how the current period compares to previous averages and any forecast projections
Revenue per appointment: Your average revenue per booking, highlighting whether it's trending up or down. Includes a "View Services" action linking to your services page
Demand imbalance: Identifies consistently underbooked working days (excluding non-working days) with estimated lost revenue. Includes a "Create Special Service" action that opens a guided 6-step plan for creating a promotional service to fill quiet days
Weekend warrior: Flags when weekend revenue significantly outpaces weekday revenue, suggesting how to better balance demand across the week
Day revenue efficiency: Analyses which day of the week generates the most revenue per appointment and identifies inefficient days where you're busy but revenue per booking is low
Revenue consistency: Measures how evenly your revenue is distributed across the period. High variance means some days earn much more than others, which can indicate scheduling or demand issues
Performer dependency: Warns when a single team member generates a disproportionate share of your appointments, creating a business risk. Includes a "View [Name]" action linking to the team member's profile
Working day maximiser: Identifies your most productive working days and suggests how to replicate that success on quieter days
Revenue concentration: Warns when too much revenue depends on one or two services, with a "View [Service]" action linking to the top-contributing service

Each card may include action buttons and a calculation explainer (the help icon in the top-right corner). See Understanding Insight Cards for details on how to read and interact with these cards.

Charts

Revenue Trend

An area chart showing daily revenue across the selected period. The chart displays:

Green 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. The comparison period is marked with a light grey background tint
Dashed violet line (when forecast is active): Projected revenue extending beyond the current period, with a shaded violet zone marking the forecast area
Dotted vertical lines: Separate comparison, current, and forecast periods
Forecast badge: When forecast is active, an animated violet badge appears in the top-right corner. Tap it to open the Forecast Explainer dialog, which shows exactly how the forecast was calculated using your data (day-of-week patterns, trend detection, and the formula). See Compare and Forecast for full details