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Dashboard – Overview

Sales

Total Sales ($8327.50) is total revenue for active (i.e. non-cancelled) bookings for requested period. [See Revenue Formula below].

From Repeat Customers

  • Recurring Sales: total revenue for active (i.e. non-cancelled) recurring (i.e. with frequency other than one-time) bookings for requested period
  • One-Time Sales: total revenue for active (i.e. non-cancelled) non-recurring (i.e. with one-time frequency) bookings for requested period
  • % Recurring: (Recurring Sales / Total Sales)  * 100

From New Customers

  • New Sales: total revenue for active (i.e. non-cancelled) bookings created by new customers (i.e. customer has one and only booking) for requested period
  • % New: (New Sales / Total Sales)  * 100

Line chart: Total revenue for active (i.e. non-cancelled) bookings for requested period [See Revenue Formula below] grouped by day, by week (week starts on Sunday) and by month.

Revenue Formula

Revenue is calculated only from active bookings and takes into account only revenue (services + extras + pps price – (discount by code / discount by frequency / referral discount) + price adjustment):

Revenue = (Services + Extras + Pricing Parameters price) – (Discounts) + (Price Adjustment)

  • not include late cancelled booking fee (because only active bookings taken into account)
  • not include tips
  • not include sales taxes
  • does not take into account used gift card

Bookings

Total Bookings (64) is count of active (i.e. non-cancelled) bookings for requested period.

From Repeat Customers

  • Recurring Bookings: count of active (i.e. non-cancelled) recurring (i.e. with frequency other than one-time) bookings for requested period
  • One-Time Bookings: count of active (i.e. non-cancelled) non-recurring (i.e. with one-time frequency) bookings for requested period
  • % Recurring: (Recurring Bookings / Total Bookings)  * 100

From New Customers

  • New Customer Bookings: count of active (i.e. non-cancelled) bookings created by new customers (i.e. customer has one and only booking) for requested period
  • % New: (New Customer Bookings / Total Bookings)  * 100

Line chart: count of active (i.e. non-cancelled) bookings for requested period grouped by day, by week (week starts on Sunday) and by month.

Customers

Total Customers (11) is count of active (i.e. non-archived) customers with at least one booking (i.e. customer has at least one active or archived booking).

Recurring Customers: count of active (i.e. non-archived) customers with at least one (active or archived) recurring (i.e. with frequency other than one-time) booking.

% Recurring Customers: (Recurring Customers / Total Customers)  * 100

Bookings By New Customers

Total Customers: count of unique customers who has active (i.e. non-cancelled) booking scheduled for the requested period.

Pie chart: 

  • New Customers: percent of customers who have one and only booking ever created and that is scheduled for the requested period.
  • Existing Customers: percent of unique customers who have more than one booking ever created and that is scheduled for the requested period.

Line chart:  count of active (i.e. non-cancelled) non-recurring (i.e. with one-time frequency) bookings for requested period grouped by day, by week (week starts on Sunday) and by month.

Recurring Customers

Total Customers: count of unique customers who has active (i.e. non-cancelled) booking scheduled for the requested period.

Pie chart:

  • Recurring: percent of unique customers who have at least one active (i.e. non-cancelled) recurring booking (i.e. with frequency other than one-time) scheduled for the requested period.
  • Non-Recurring: percent of unique customers who have ONLY active non-recurring bookings (i.e. with frequency other than one-time) scheduled for the requested period.

Line chart:  percent of recurring customers over non-recurring customers grouped by day, by week (week starts on Sunday) and by month. Formula: (Recurring Customers / Total Customers)  * 100

Churn By Month

Example (does not correspond to image above): requested for period May 28th, 2016 – June 28th, 2016

Step 1: collect number of unique customers that have non-cancelled recurring (frequency is not one-time) bookings for the following periods:

  1. June 1st, 2016 – June 28th, 2016
  2. May 1st, 2016 – May 31st, 2016
  3. Abril 1st, 2016 – Abril 30th, 2016
  4. March 1st, 2016 – March 31st, 2016
  5. February 1st, 2016 – February 29th, 2016
  6. January 1st, 2016 – January 31st, 2016
  7. December 1st, 2015 – December 31st, 2015
  8. November 1st, 2015 – November 30th, 2016
  9. October 1st, 2015 – October 31st, 2015
  10. September 1st, 2015 – September 30th, 2015
  11. August 1st, 2015 – August 31st, 2015
  12. July 1st, 2015 – July 31st, 2015

Result: array of 12 numbers

Example: [4, 40, 6, 0, 2, 3, 3, 15, 23, 29, 0, 6]

Step 2: reverse array of 12 numbers

Result: array of 12 number with number of unique customers for July 2015 goes first and number of unique customers for par of June 2016 goes last

Example: [6, 0, 29, 23, 15, 3, 3, 2, 0, 6, 40, 4]

Step 3:  calculate churn starting from the second element of array

Formula: (previous value – current value)  / current value with following exceptions:

  • If current value is equal to previous value, churn = 0
  • If current value is 0 and previous value greater than 0, churn = 1

Example:

  1. July 2015 value is 6; August 2015 value is 0: exception, churn = 1
  2. August 2015 value is 0, September 2015 value is 29: churn (29 – 0)/29 = 1
  3. September 2015 value is 29, October 2015 value is 23: churn (23 – 29)/ 23 = – 0.26
  4. October 2015 value is 23, November 2015 value is 15: churn (15 – 23)/15 = -0.53
  5. November 2015 is 15, December 2015 is 3: churn (3 – 15)/3 = -4.0
  6. December 2015 is 3, January 2016 is 3: exception, churn = 0
  7. January 2016 is 3, February 2016 is 2: churn (2 – 3) / 2 = -0.5
  8. February 2016 is 2, March 2016 is 0: exception, churn = 1
  9. March 2016 is 0, April 2016 is 36: churn (6 – 0)/6 = 1
  10. Abril 2016 is 6, May 2016 is 40: churn (40 – 6)/40 = 0.85
  11. May 2016 is 40, June 2016 is 4: churn (4 – 40)/4 = -9.0

Result: array of 11 numbers for period from August 2015 till June 2016

Example: [1, 1, -0.26, -0.53, -4.0, 0, -0.5, 1, 1, 0.85, -9.0]

Top 5 Extras Sold

Amount for Extra: sum of extra price * extra quantity of all active (i.e. non-cancelled) bookings scheduled for the requested period.

Trends

Periods: 

  • Day
    • Today
    • Yesterday
  • Week (starts on Sunday)
    • This Week
    • Last Week
  • Month
    • This Month
    • Last Month

Bookings: count of active (i.e. non-cancelled) bookings scheduled for specific period (see Periods above).

Sales: revenue of active (i.e. non-cancelled) bookings scheduled for specific period (see Periods and Revenue Formula above).

Average Revenue per Booking: Sales for Period / Bookings for Period

  • exception: Booking for Period is 0, in this case value is $0

% Change:  ((value for period – value for previous period) /  value for previous period) * 100 with following exceptions:

  • If value for period is equal to value of previous period, result = 0
  • If value of previous period is 0, result = “N/A”

Example:

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