Overview

The Financial tab gives you a comprehensive view of your business's financial health: revenue breakdown, payment status, package revenue, refunds, and a deep dive into revenue forecasting.

Key Metrics

Metric	What It Shows
Total Revenue	Total revenue for the period, with average per day
Package Revenue	Revenue from package sales (cash collected at time of purchase)
Avg Transaction	Average transaction value
Refunds	Total refunds issued during the period

Insight Cards

Revenue health: Analyses revenue growth trends alongside your completion rate, providing a holistic health assessment
Payment success rate: Shows the ratio of successful vs. declined payments and estimates the revenue impact of declined transactions. When there are declined payments, includes a "Manage Payments" action that opens the Outstanding Payments dialog
Package revenue share: Shows what percentage of your revenue comes from packages and compares it to retention benchmarks. Includes a "Manage Packages" action linking to your package settings
Cancellation fee context: When cancellation fees were collected, provides context on the net revenue after refunds

Charts

Revenue Trend

An area chart showing daily revenue. Supports comparison overlays (dashed grey) and forecast projections (dashed amber) when enabled.

Revenue Breakdown

An interactive donut chart splitting revenue into three sources:

Appointments (purple): Revenue from individual appointment services
Packages (cyan): Revenue from package sales
Sales (green): Revenue from other sales

Hovering over a segment highlights it and fades the others. The centre shows total revenue. A legend below lists each source with its total.

Financial Summary

A detailed line-item breakdown:

Appointment revenue
Package revenue
Sale revenue
Cancellation fees
Refunds (shown as a negative amount with a red badge)

Payment Status

Horizontal progress bars showing the distribution of payment outcomes:

Successful: Payments that processed correctly
Declined: Payments that failed

Each shows its count and percentage of total.

Outstanding Payments Dialog

When you tap "Manage Payments" from a payment insight card, a dialog opens showing appointments with outstanding or declined payment status.

Revenue Forecast Deep Dive

The gradient card at the bottom of the Financial tab opens the Revenue Forecast Deep Dive.

What It Does

The Revenue Forecast analyses your historical performance to project what your revenue should look like for the current period. It:

Takes the 3 periods of equal length immediately before your selected date range
Averages revenue per day across those 3 periods
Computes a per-day forecast with a min-max confidence band
Compares actual performance against the forecast

How to Use It

Scroll to the bottom of the Financial tab
Tap Deep Dive on the Revenue Forecast card
In the fullscreen view, tap Generate Forecast
Confirm the date range in the dialog (it will note how many days of historical data will be analysed)
Tap Crunch Numbers
Wait for the loading animation to complete

Key Metrics (in the deep dive)

Metric	What It Shows
Forecasted Revenue	Projected total revenue based on historical averages, with the number of prior periods used
Actual Revenue	Your actual revenue for the period so far
Variance	The percentage difference between actual and forecast. Green when ahead, red when behind
Forecast Appts	Expected appointment count based on historical patterns

Forecast vs Actual Chart

A composed chart showing:

Dashed green line: Forecast revenue (average of 3 prior periods)
Purple line: Actual revenue
Shaded green area: Confidence band showing the min-max range across the 3 historical periods

Insight Cards (in the deep dive)

Variance insight: Whether you're ahead or behind forecast, with the dollar amount and percentage
Pace indicator: How many days into the period you are and what you're tracking toward at the current pace
Forecast accuracy: Average daily error in the forecast across completed days
Pace divergence: Flags when appointment pace and revenue pace are out of alignment (e.g., more appointments but lower revenue per booking, or fewer appointments but higher value)

Period Context

If you have page-level Compare and Forecast active at the same time, a banner notes that this deep dive uses its own independent historical analysis and is not affected by the page-level settings.