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Services Tab

Service names on this tab are plain text, not links. To open a service from here, use the View action on an insight card that names it.

Review service performance

Do this to compare your services over a period.

  1. Open Reporting & Intelligence and choose Services.

  2. Choose the period in the date range picker at the top of the page.

  3. Read the key metrics, then Service Performance, Revenue Trend, Category Breakdown and Service Details.

Key metrics

Metric

What it shows

Total Revenue

What customers were charged for appointments whose revenue is earned, after discounts and with add-ons

Total Appointments

Appointments whose revenue is earned (Completed, Ready to Pay, Paid, Payment Declined, Refund Granted, Partially Refunded)

Average Value

Total Revenue divided by Total Appointments

Most Popular

The service that earned the most revenue in the period, shown with its image and appointment count. A cheaper service booked more often does not take its place

With a service or team filter on, a note sits above the cards and the figures add up the lines that match, at their total after discounts: Total Appointments counts lines and Average Value is per line. A team filter includes the add-ons each member did.

On a narrow screen the middle two read Appointments (or Lines with a filter on) and Avg Value.

Service Performance

A bubble chart that plots each service on two axes:

  • X-axis: revenue generated

  • Y-axis: service lines (a two-pet visit is two lines)

  • Bubble size: overall impact (revenue multiplied by lines)

  • Colour: service category, using your configured category colours

Services in the top right are your strongest performers (high revenue and high demand). Services in the bottom left may need promotion or a pricing review. Hovering over a bubble shows the service name, revenue, line count and average per line, and the legend at the bottom shows every service category.

Revenue Trend

An area chart of daily revenue. The line under the title says which revenue it is: appointment revenue, the same basis as Total Revenue, or all revenue including packages, sales and memberships. With Look Back on, a dashed grey line shows the earlier periods, drawn before the current period on their own dates. With Look Ahead on, a dashed blue line projects forward. Dotted vertical lines and background tints separate each period. The Look Back and Look Ahead lines are whole-business figures, so they are drawn only when the chart shows all revenue.

Category Breakdown

A summary card showing how your service categories perform. It appears only when you have two or more service categories, sorted by revenue with the highest first. Each category row shows:

  • The category name and a service count badge

  • Lines and total revenue (a two-pet visit is two lines)

  • The average value per priced line (lines redeemed from a package are left out of the average) and the revenue per hour

  • A progress bar of the category's share of total revenue

  • The revenue percentage

Service Details

A table of every service with earned lines in the period, highest revenue first. The badge beside the title says how many are listed, such as 14 by revenue. Service Performance, the insight cards and the Services CSV use the same rows. Service names and categories are shown as they are in your services today.

Column

What it shows

Service

Service name with its image

Category

Service category with your configured category colours

Revenue

The total of the service's lines after quantity and discounts, with a trend badge showing the percentage change (green for growth, red for decline) when the change is 10% or more

Lines

Service lines on earned visits, with the number redeemed from a package. A two-pet visit is two lines

Avg Value

Revenue divided by lines

Duration

Average line duration, in minutes, or hours and minutes for longer services

Rev/Hr

Revenue per hour: revenue divided by the total booked time of its lines. Blank for stays, whose booked time runs across nights

On smaller screens, the Duration and Rev/Hr columns are hidden to fit the layout.

How the rows are counted, also stated on the card:

  • Revenue is each line's total after quantity and discounts, and every service is listed, so the rows add up to the service part of Total Revenue.

  • Lines redeemed from a package show as via packages under the line count and are left out of Avg Value. The package's money shows on the Financial tab when it is bought.

  • A visit redeemed from a package counts as $0 here. The package's money shows on the Financial tab on the day it is bought.

Insight cards

The Services tab can generate up to 11 types of insight card. Each card leads with its finding, and How is this calculated? on the card shows the name used here and the working behind it. Where a card names a service, its action reads View and the service name, and opens that service.

  • Service Efficiency: compares revenue per hour (revenue divided by time) across services and names the services with the highest and lowest revenue per hour, with View actions for both. When the gap between them exceeds 2x, it suggests giving the higher-earning service your peak slots. Stays are left out, because their hours are not working time.

  • Trending Up Service: a service whose revenue grew 15% or more from the first half of the period to the second, with its name, growth percentage, revenue and booking count. Includes a View action.

  • Trending Down Service: a service whose revenue fell 15% or more, with its name, decline percentage and context. Includes a View action and suggests checking pricing, availability or demand.

  • Pricing Opportunity: flags when revenue per hour varies widely across services (a best-to-worst ratio of 1.8x or more). It calculates a target price for the underpriced service and estimates the revenue lift from adjusting it at this period's volume. Its View action opens the underpriced service.

  • Duration vs Price Mismatch: flags services that take much longer than average (130% or more) but are priced at or below average (110% or less), and suggests time-based or breed-based pricing.

  • Low Volume, High Value: premium services with a high value per appointment (140% or more of average) but few bookings (under 60% of average), with the potential revenue uplift from promoting them.

  • High Volume, Low Value: popular services with many bookings (130% or more of average) but a low value per line (under 70% of average), and suggests optional extras or upsells. It does not project an attach rate.

  • Revenue Concentration: warns when your top two services make up 60% or more of total revenue. If the top service also earns more per hour than the second, it suggests giving the top service your peak slots. Includes a View action.

  • Service Category Mix: how your revenue spreads across service categories. It warns when one category makes up 80% or more of revenue and suggests building secondary categories.

  • Revenue Per Hour Ranking: your top three services by revenue per hour, when you have three or more services with at least three bookings each.

  • Service Retirement: services with very low activity (one booking or fewer, and revenue well below average) that may be candidates for archiving. It lists up to three, and appears only when you have four or more services.

See who books a service

Service Client Analysis, under Service Details, answers a different question: not how a service performs, but who books it. Use it to build the audience for a campaign about one service, or to see whether a service is carried by a handful of regulars.

  1. Open Reporting & Intelligence and choose Services.

  2. On Service Client Analysis, select Analyse Clients.

  3. Choose the service under Services. You can add more than one.

  4. Under Date range, choose 30 days, 90 days, 6 months, This year or All time, or set From and To yourself.

  5. To download the list, select Export CSV beside Client List.

It lists the clients who book that service with their booking pattern, the days of the week they come and their address and suburb. The export carries owner name, email, phone, address, pet names and breeds, booking and line counts, lines redeemed from a package, total revenue, average revenue per line, days of the week, team members, and their first and last booking, under a line that states the range, the statuses, the locations and the GST basis.

The analysis counts appointments whose revenue is earned, the same statuses as Service Details, dated by the day they start. Each client's revenue is the charged total of their matching lines. A line redeemed from a package is counted and shown as "n via packages", and is left out of the average revenue per line. When the location switch at the top of the page is set to All locations, the analysis covers every location and counts a client of more than one location once, with an All locations badge under the title. Revenue follows the page's GST choice, shown in the badge beside it. In demo mode, names and contact details are anonymised on screen and in the export.

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