Petboost works out each day's figures in the background: today's every hour, and the previous seven days again each night. The refresh control in the header shows how old the figures in your date range are, such as Updated 2h ago. If you have made changes and need the numbers sooner, recalculate them (see below).

Overview, Appointments, Customers, Team, Services and Financial show the daily figures Petboost has already worked out, so they load straight away. Day View and Week View read the appointments and payments of their day or week. Deep dives, and the Map, Revenue Calendar, Packages, Memberships and Marketing tabs, ask Petboost to work out their figures when you run them or open the tab. That takes longer and goes into much more detail. Every figure is worked out on Petboost's servers, not in your browser. See How we count.

Petboost works out the daily figures again from the raw appointment records for the dates you choose, up to 7 days at a time. Use it when you have just completed appointments, taken payments or issued refunds and want the numbers to show them.

The recalculation range is separate from your viewing range. Today can always be recalculated. A day before today can be recalculated once its figures are at least 8 hours old; sooner than that, Recalculation failed shows the time you can try again.

No. The date range can be up to 365 days. Look Back and Look Ahead periods in Compare & Forecast sit beside your range and do not count towards it.

Petboost updates the figures automatically: today's every hour, and the previous seven days again each night. Recalculate lets you work out up to 7 days again yourself when you need them sooner, for example after completing a batch of appointments or processing refunds. Today can always be recalculated, and a day before today once its figures are at least 8 hours old, counting Petboost's own nightly updates. The refresh control shows when the data was last updated, such as Updated 2h ago, so you can judge whether you need it. See Recalculate analytics for the full workflow.

Thirteen, or fourteen once your business has a membership plan: Overview, Day View, Week View, Appointments, Customers, Team, Services, Financial, Map, Revenue Calendar, Packages, Memberships, Marketing and Weekly Wrap. The deep dives, such as the Appointments Deep Dive, the Pet Demographics Deep Dive and Revenue Forecast, sit inside their tabs rather than being tabs of their own.

Deep dives appear as coloured cards near the foot of their tab. Scroll down on Appointments for the Appointments Deep Dive; on Customers for the Pet Demographics Deep Dive, Customer Radar and Customer Performance; on Team for Capacity & Utilisation; on Services for Service Client Analysis; and on Financial for Revenue Forecast and Forward Forecast. The Capacity & Utilisation card on Financial opens the deep dive on the Team tab. The Map tab is itself an on-demand analysis.

Most stay. The Appointments Deep Dive, the Pet Demographics Deep Dive, Revenue Forecast, Forward Forecast and Capacity & Utilisation keep their results when you switch tabs and come back, and so do Revenue Calendar, Packages, Memberships and Marketing once loaded. Changing the date range clears them, so run them again for the new range. Packages and Memberships do not use the date range, so changing it keeps what they have loaded.

The Map tab does not keep its analysis: run it again after you leave the tab. Customer Radar, Customer Performance and Service Client Analysis also start again when you come back to their tab.

Each deep dive sits on a card near the foot of its tab.

Each deep dive generates its own set of insight cards with suggestions and, in many cases, pre-written email templates. See the guide for each tab for full details.

Insight cards only appear when the data meets certain thresholds. For example, comparisons between team members need at least 2 team members with appointments, Revenue Concentration only appears when your top two services make up 60% or more of revenue, and Revenue Per Appointment needs Look Back on. Some insights are also turned off while a team or service filter is on. If a tab shows no insight cards, nothing notable was found for the selected date range.

Green = positive (something is going well), Red = negative (needs attention), Grey = neutral (an observation), Amber = warning (a developing risk), Blue = tip (a suggestion or opportunity).

Each colour signals a different type of observation so you can prioritise your attention:

Many cards also have a question mark badge in the corner. Select it to see exactly how the insight was calculated from your real data. See Understanding insight cards for full details.

It opens the calculation explainer, How is this calculated?, which shows exactly how the insight was worked out, step by step, from your real data.

Pointing at the badge instead shows a one-line summary of the method. See Understanding insight cards for full details.

They are period comparison bars. With Look Back or Look Ahead on in Compare & Forecast, the revenue insight on the Overview tab adds a bar for the average of your earlier periods (Prev. avg), one for the current period (Current) and one for the forecast (Forecast). Each shows its amount, so you can see at a glance how revenue has changed across time.

When Petboost finds working days that are regularly quieter than your busiest, the Demand Imbalance insight offers Create Special Service. It opens Fill Your Quiet Days, a 6-step plan for a promotional service that fills those gaps. The steps are personalised from your data: your quiet days, the service to clone, a suggested limit on spots, and an example calculation for lowering the main service's capacity to prevent overbooking.

Insight cards cannot be dismissed one by one. They are generated automatically from the current data. If the underlying data changes (for example, you adjust staffing or fill quiet days), the insights update to match.

Some insight cards open lists, such as View Senior Pets or View Top Clients. Within these lists, a row with a mail icon has a ready-to-use email template. Selecting the mail icon opens your email app with a pre-written, personalised draft for you to review, edit and send. Petboost does not send these emails for you. There are 11 email templates covering scenarios such as cancellation recovery, a VIP thank-you, senior pet care, puppy welcome, rebook reminders and more. See Understanding insight cards for the full list.

Comparison sets earlier periods of the same length beside the one you are viewing. If you are viewing the last 28 days and set 2 comparison periods under Look Back, it uses the two 28-day periods immediately before your range. On the trend charts, those periods' own days are drawn before your range as a dashed grey line. On the Overview's Revenue (earned) and Appointments cards, vs. previous period (or vs. prev. avg with two or three periods) shows the earlier total, or the average of the earlier totals, with the percentage change. See Compare and forecast for full details.

Forecast projects your figures forward from your selected period, using a weighted average for each day of the week and the trend between the first and second half of the period. It extends the trend charts with a dashed line and adds Projected next to the Overview's key metrics. On the Overview tab, select the Forecast badge on Revenue Trend to open How your forecast works, a full breakdown of the calculation. See Compare and forecast for full details.

No. The page-level forecast, set under Look Ahead in Compare & Forecast, uses day-of-week averaging with trend detection from your current period. The Revenue Forecast deep dive on the Financial tab uses a different method: it compares the current period with the average of the 3 prior periods of equal length, with a range band from the lowest to the highest. Both can be on at the same time without conflicting.

Look Back compares a period with the same number of days immediately before it. This Week runs from Sunday to today, so part way through the week its comparison period is the end of last week, not the same days of last week. For a like-for-like week, use Last 7 Days, or choose a full Sunday-to-Saturday week in the calendar.

The trend charts now show the previous 7 days as a dashed grey line, and the Revenue (earned) and Appointments cards on Overview show vs. previous period with a green or red percentage change. You can set up to 3 comparison periods. With 2 periods on a 7-day range, for example, the line reads vs. prev. avg and shows the average of the two weeks before your range. See Compare and forecast for full details.

Yes. You can switch on more than one team member and more than one service. When both a team filter and a service filter are set, totals follow the team filter and the service filter narrows rankings only.

Filters change revenue and appointment volume from service lines, trend charts, and service and team rankings. They do not change completion and cancellation, status breakdown, customers and pets, packages, sales, memberships, refunds, fees, payment counts, Day View, Week View, deep dives, Packages, Memberships, Revenue Calendar, or the period ribbon. Tiles that stay whole-business are marked All team · all services.

No. Team and service filters do not reach deep dives, Day View, Week View, Map, Revenue Calendar, Packages, Memberships, Marketing or Weekly Wrap: they count every team member and service. On those tabs a badge above the tabs reads Filters do not apply to this view.

The location switch is separate from the filters. The Map and Service Client Analysis follow All locations and count a customer of more than one location once. A view that covers only the location you are in says This location or This location only.

First decide whether you need a statement for your accountant or a look at the year's sales.

If you need a statement for your accountant, download it from Billing. That PDF is the document for accounting purposes.

If you want a look at the year's sales, stay on Reporting & Intelligence:

Petboost is not accounting software. Those figures only cover payments recorded in Petboost. Actual earnings can vary for any payments collected outside Petboost, such as cash, bank transfer, or another payment machine. See How do I get a sales report or statement for the financial year? and Run a transaction summary.

For a look at today, use Day View or the email summary. If you need a statement for your accountant for a month, quarter or financial year, use Billing instead (see the financial year question above).

To email today's summary:

The email is ready to send to yourself or your team. For the day's collected money and how it was paid, see Day View Tab. For a more detailed breakdown on screen, open the Financial tab, which shows revenue by source (appointments, packages, sales, memberships), cancellation fees, refunds and payment status; its download button saves a CSV of date and revenue. See Filters and controls for what each email section contains.

There are several ways to view revenue by service:

For the most detailed service-level analysis, visit the Services tab. See Services Tab and Financial Tab for full details.

Yes. The Services tab is built for this. The Service Performance bubble chart plots each service by revenue (across) and lines (up), with bubble size showing overall impact. Services towards the top right are your strongest performers. Service Details lists every service with revenue, lines, average value and revenue per hour, and Most Popular names the service that earned the most. Insight cards such as Revenue Concentration, Service Efficiency and Revenue Per Hour Ranking highlight your top earners and flag when too much revenue depends on one or two services. Category Breakdown also shows which service categories contribute the most. See Services Tab for full details.

When the Financial tab's appointments paid insight finds appointments marked payment declined, it offers Manage Payments. This opens Outstanding Payments, which lists appointments with declined or outstanding payments under Card on File and No Card on File, and sales and packages still waiting for payment under Sales & Packages Awaiting Payment. You can charge appointments one at a time, or switch on Bulk Payment Mode under Bulk Charge Card on File to charge several at once. On the Appointments tab, Manage Payments opens the Appointments Deep Dive instead. See Financial Tab for details.

Unlike the tabs that use the daily figures, the Map works out each customer's suburb and the revenue there for the dates you choose, so it runs only when you ask.

Geographic Intelligence needs the suburb on customer profiles. Appointments for customers with no suburb, or a suburb with no map position, are left off the map, and the Mapped Revenue card counts them in a Not on the map line. The more complete your customer addresses, the more suburbs appear.

Revenue (bubbles by suburb revenue), Customers (a dot for each customer, coloured by how recently they booked), Team (team members around the approximate centre of your customers' suburbs), Weekday (day-of-week patterns by suburb), and Boundaries (suburb boundaries shaded by revenue, with day-of-week filtering). See Geographic Intelligence for full details.

The Map tab shows your business geographically in five different ways.

While it works, Petboost finds each customer's suburb and plots the data. In each mode, select a bubble, dot or marker to see its details:

Below the map, Revenue by Suburb ranks your top 15 suburbs by revenue. Insight cards highlight geographic concentration, high-value suburbs, growth opportunities and more. The map needs customer address data, specifically the suburb, on customer profiles. See Geographic Intelligence for full details.

The download button exports the figures for the active tab. Each tab exports different columns: for example, Overview exports Date, Revenue (all sources), Appointments, Customer visits and Accounts created, while Services exports Service, Category, Service line revenue, Service lines, Avg line value and Avg Duration (min). Each file opens with the report context: the period, the amounts basis, the locations, and any comparison or filter. If a team or service filter is on, the Overview CSV drops Customer visits and Accounts created, and the file name ends in -filtered. Export is available on Overview, Appointments, Customers, Team, Services and Financial. See Filters and controls for the full column breakdown by tab.

It builds a plain-text email with sections for Overview, Appointments, Customers, Team, Services and Financial, with observations and suggested actions. If comparison or forecast periods are on, those sections are included too. The email opens in your email app for you to send. The Appointments Deep Dive, Pet Demographics Deep Dive and Revenue Forecast cards also have an Email button, which opens the same summary with an extra section for that area. See Filters and controls for what each section contains.

Not from Reporting & Intelligence: its CSV exports hold figures (totals, revenue and performance summaries), not customer records. Export your clients from Customers & Pets instead.

For a full copy of your account's data, use Export Your Data. See How do I export my client list?.

You can build a summary at any time by setting the date range and selecting the mail button in the header.

The email is ready to send to yourself, your business partner or your team. There is no automatic scheduled email, so use this at the end of each week for a consistent report. The deep dive cards' Email buttons add a section for their area if you want more detail alongside the summary.

The Team tab has a Team Utilisation card that shows how much of each team member's available hours are booked.

Each team member with appointments in the period is listed with a progress bar of booked hours against available hours, a percentage badge and the hours themselves (for example 32h / 40h). With no team or service filter on, rostered team members with no bookings are listed at 0%. The colours are green for 80% and above, amber from 50% to 80%, and red below 50% or over 100%. Utilisation is not capped, so over 100% means more was booked than the team member was rostered for. Members are sorted by utilisation, highest first.

Utilisation is worked out from each team member's working hours template, so it accounts for part-time workers and different schedules. A part-timer who works 3 days a week and is fully booked shows high utilisation, not low.

The staff utilisation insight card, when it appears, goes further by estimating how many extra appointments could be booked without adding hours, and its explainer shows exactly how utilisation is derived. See Team Tab for full details.

Yes, through the Appointments Deep Dive. It works out your business's no-show rate for the period as one of its 12 blindspot metrics, and lists the no-shows behind it.

The deep dive also finds repeat cancellers, the clients who cancelled 2 or more times, with View Repeat Cancellers, and compares the customers who cancelled and rebooked with those who cancelled and did not come back. The lists include pre-written email templates, such as the No-Show Follow-Up, that you can open in your email app. See Appointments Tab for full details on the deep dive.

Only the Owner Admin and Admin roles see Reporting & Intelligence in the sidebar and can open it. Service Performer and Service Supporter cannot. If you need it, ask your account's Owner Admin about your role. See Roles & Permissions.

If your plan does not include Reporting & Intelligence, the page opens with You're previewing Reporting & Intelligence. Select View Plans to see the plans that do.