Read the performance dashboard
The performance dashboard shows sales, appointments, occupancy and your top services, compared with the period before. Also the dashboard for online bookings.
The Performance dashboard shows at a glance how your salon is doing: sales, appointments, occupancy and clients. The key figures are compared with the period before.
Open the dashboard
- In the menu, go to Reports and click Dashboards on the left.
- Click Performance dashboard.
- Choose the period at the top, for example Last 30 days or Month to date, or set your own start and end date under Custom range.
- If you have several locations, choose under Filters which locations count.
What you see
- Total sales: finished sales including VAT, without gift cards and tips. Below it you see how much of that came from Services, and separately under Other sales the Gift cards and Tips. Next to it is the Sales over time chart.
- Four key figures: Sales, Average sale value, Occupancy rate and Returning clients.
- Appointments: the number of appointments, not counting cancelled ones, with Booked online, Cancelled and No-shows, and under Clients the number of New clients and Returning. Next to it is the Appointments over time chart.
- Top services and Top team members: the top 5 of the period.
View report next to sales and appointments opens the Sales summary or the Appointments summary with the same period and locations.
The comparison with the previous period
- The previous period has the same length and ends the day before your chosen start date. On a computer the top shows Compared to with the dates.
- Sales, the four key figures and the appointments show an arrow with the difference in percent. Green is better, red is worse. For cancellations and no-shows less is better, so the colours are the other way round.
- If an amount or count was 0 in the previous period, no comparison is shown. If nothing changed, it says No change.
- For percentages, such as the occupancy rate, the difference is in percentage points.
The online presence dashboard
Under Dashboards you also find the Online presence dashboard. It is mainly about appointments clients booked online themselves: Online appointments, Online appointment value, Online sales by channel, new and returning online clients, Online no-shows and the average rating. At the top it also shows the total of new clients, and at the bottom you compare online bookings with what the salon booked itself.
Who may do this
Besides Can open reports, both dashboards need Can view all sales transactions and Can view other team members' calendars. You set this under Settings › Team members › Permission roles.
Frequently asked questions
Can I export or save the dashboard?
No. Dashboards cannot be exported or saved. Exporting works for table reports, such as the Sales summary.
Can I view the dashboard for one team member?
No, the dashboard only filters by location. You see one team member's figures on their profile under Overview.
Why don't gift cards count towards total sales?
A gift card sold is not turnover yet: it only becomes turnover when the client spends it. That is why gift cards are listed separately under Other sales.