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

The Financial tab can generate up to 8 insight cards:

Revenue health: Analyses revenue growth trends alongside your completion rate, providing a holistic health assessment of whether your business is growing sustainably
Revenue per working day: Calculates your average revenue per actual working day (excluding non-working days), giving you a more accurate picture of daily earning power than a simple average across all calendar days
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 (see below)
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
Cash flow preview: Analyses your revenue mix between immediate payments (appointments, sales) and deferred revenue (packages), helping you understand cash flow timing. Includes a "Manage Packages" action
Refund rate: Calculates refunds as a percentage of total revenue and provides context on whether the rate is within normal bounds
Sale revenue: Highlights revenue from product sales (non-appointment, non-package revenue) and its contribution to total revenue
Cancellation fee net: When cancellation fees and refunds were both recorded, shows the net financial position: fees collected minus refunds issued, providing context on the actual revenue impact

Charts

Revenue Trend

An area chart showing daily revenue. Supports comparison overlays (dashed grey) and forecast projections (dashed violet) when enabled. Comparison and forecast periods are separated by dotted vertical boundary lines with background tints.

Revenue Breakdown

An interactive donut chart splitting revenue into three sources:

Appointments (violet): 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 (total revenue minus package and sale revenue)
Package revenue
Sale revenue
Cancellation fees (separated by a divider line)
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 (green bar and badge)
Declined: Payments that failed (red bar and badge)

Each shows its count and percentage of total. This section only appears when payment status data is available.

Outstanding Payments Dialog

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

What It Shows

Appointments are grouped into two sections:

Card on File (green header): Appointments where the customer has a saved payment method. These can be charged directly
No Card on File (red header): Appointments where the customer has no saved card. These require manual follow-up

Each appointment card shows the pet owner name, pet name(s), appointment date and time, service details, and the amount owed.

Individual Actions

Tap any appointment card to open a quick menu with individual actions (charge, reschedule, cancel, etc.).

Bulk Charge Mode

If you have the Payments feature enabled, you can switch to bulk charge mode:

Tap the toggle to enable bulk charge mode
Select individual appointments via checkboxes, or use "Select All"
The total amount and count of selected appointments appears on the charge button
Tap "Charge Selected" to process all selected appointments
A progress dialog shows real-time status during processing
A results dialog shows the success and failure breakdown when complete

If you don't have the Payments feature, a prompt explains how to unlock bulk charging.

Empty State

When there are no outstanding payments, the dialog shows an "All clear" message.

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 (the range between the lowest and highest historical period)
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

Hover over any point for a tooltip showing the date, forecast amount, and actual amount.

Insight Cards (in the deep dive)

The Revenue Forecast Deep Dive generates up to 4 insight cards:

Variance insight: Whether you're ahead or behind forecast, with the dollar amount and percentage. Includes a calculation explainer showing how forecast is compared to actual. The tone is positive when ahead and warning when behind, with actionable advice in each case
Pace indicator: How many days into the period you are and what you're on track to earn at the current daily rate. Only appears when the period is partially complete. Includes a calculation explainer
Forecast accuracy: The average daily error between forecast and actual revenue across completed days, expressed as a dollar amount. Helps you gauge how reliable the forecast is for your business. Includes a calculation explainer
Appointment vs. revenue pace: Flags when appointment pace and revenue pace are out of alignment (e.g., more appointments but lower revenue per booking, suggesting a value shift, or fewer appointments but higher value, suggesting a premium shift). Includes a calculation explainer

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.

State Persistence

Results persist across tab switches. You only need to re-run if you change the date range.

Email

The deep dive card includes an email button that sends a formatted summary of the forecast analysis, appended to the standard top-level analytics summary.