The Revamped Dashboard is a powerful tool to help you monitor and improve your operations. We have extended the existing report module with easier navigation, enriched metrics, and customizable displays!
Additionally, the Overview section consolidates critical metrics into one accessible location - whether you're evaluating sales trends, client behavior, or team contributions, providing a clear picture of your businessās performance.
Feel free to check this video and get a tour of how you can optimize the insights on the dashboard.
*This section is available on the desktop only now.
Dashboard Navigation
On the desktop > Insights > Dashboard (Beta) > Overview
1.Select Data Source
- Business data
- Date range: Choose a specific time frame (e.g., 12/11/2024 - 12/20/2024).
- Compared method:
- Compare with the prior period: (e.g., 12/01/2024 - 12/10/2024)
- Compare with the previous year: (e.g., 12/11/2023 - 12/20/2023)
- Custom period
- Exclude unfinished appointments: When enabled, only finished appointments will appear on the dashboard.
Select Data Source
2.View Detail Report
Dive deeper into the data by clicking < View detail report >. Youāll be guided to the sales reports with filters corresponding to the graph data, helping you understand what happened underneath.
*This option is available for all sections in the overview dashboard.
3.View By & Group By
This offers to break down and analyze your business data with greater precision.
- View insights with visualizations: Net sales, Total collected, Total expected.
- Group the data by time-based intervals: Day, Week, Month.
4.Check History Comparison
View additional indicators to identify business trends. Use flexible comparison methods to analyze how metrics have changed over a specific historical period.
Overall Performance
It provides an intuitive and visual representation of your business data!
Metric Panel
At-a-glance summary of key business performance metrics.
Total non-cancel appointment: All appointments excluding cancel or no-show appointments.
Total client serviced: Number of clients serviced (includes duplicates).
Total pet serviced: Number of pets serviced (includes duplicates).
Total expected: Amount expected from all invoices, including tips and taxes, after discounts and deductions.
Plan for cash flow and set revenue targets.
Unpaid invoice: Outstanding balance from partially or unpaid invoices.
Identify overdue payments.
Sales Summary
This enables a clear understanding of where your revenue originates.
Total collected: Total received from invoices (partially or fully paid), accounting for refunds.
- Total collected= Net sales + collected tips + collected taxes + collected fees
- Total collected = Total expected - Unpaid invoice
Highlights:
- Super helpful for end-of-day reconciliation to verify cash flow.
- Periodic reviews for financial planning.
Net Sales Performance
Net sales: Earned revenue after discounts and refunds, excluding tips and taxes.
- Net sales = Total collected - tips - taxes - fees
Highlights:
- Evaluate core earnings and determine the profitability of services.
- Take action to adjust service pricing or focus on upselling.
Revenue By Category
Allocate resources effectively and maximize profitability!
Category Breakdown
Displays revenues for various categories like Boarding, Daycare, Grooming, Evaluation, Products, Packages, Membership, Add-ons, Service Charges, No-shows and others.
Customizable Metrics
Toggle between metrics such as Net Sales, Total Collected, and Total Expected, giving you flexibility in analyzing your data based on your business needs.
Clients & Pets Summary
Maintain detailed records of your clients and their pets!
Unique client serviced: Distinct count of clients serviced during the selected period (excludes duplicates).
- Unique client serviced = First time client + Returning client
- First-time client: Clients with one upcoming or finished appointment in the selected range.
- Returning client: Clients with more than one finished appointment in the selected range.
Highlights:
- Evaluate customer relationship management strategies
- Measure the success of recent marketing efforts or promotions.
Average rebook rate: The percentage of clients serviced in the selected time range who also have future appointments booked.
- Rebook clients: Clients serviced in the selected time range who also have future appointments booked.
- Average rebook rate = Rebook clients/ All clients *100%
Highlights:
- Measures client retention and loyalty.
- Indicates effectiveness of follow-up strategies.
- A high rate signals strong satisfaction and predictable revenue.
Average tip rate: The average tip amount received from all staff member.
- Tip rate = Tips Received / Total Invoice Amount
- Calculates tip percentages per order, then averages them.
Highlights:
- Motivate staff and recognize outstanding service.
- Reward staff for excellent service.
Average review score: The average review score received from all staff member for appointments serviced.
- Average review score = Sum of Review Scores / Number of Reviews * 5
- Sources include Review Booster and Grooming Report submissions.
Highlights:
- High scores suggest strong service quality.
- Lower scores may indicate areas needing improvement.
Unique pet serviced: Distinct count of pets serviced during the period.
- Unique pet serviced by breed
- Top 5 breeds serviced
Highlight:
- Understand the demand for grooming services.
- Detect signal changes in service retention or seasonal trends.
Appointment Summary
A clear and concise snapshot of your appointments!
Total non-cancel appointment
- By creation: Submitted via online booking or created by staff.
- By status: Unconfirmed, Confirmed, Finished, Canceled, or No-show.
Highlights:
- Identify peak times of business and stay on top of daily operations.
- Make informed decisions about staffing and resource allocation.
Staff Sales Breakdown
It offers a comprehensive view of your staffās contribution to your business revenue across multiple revenue streams, payment methods, and specific metrics.
Staff Performance Tracking
View total sales generated by each staff member and track performance over time with percentage changes.
*Unassigned staff: Revenue not tied to specific staff members.
Payment Method Division
Track revenue collected through different payment methods, ensuring accuracy in financial records.
Customizable Revenue Streams
Toggle between Service Net Sales, Non-Service Net Sales, and Add-on Net Sales to focus on specific revenue types:
- Service net sales: The primary revenue source for Grooming, Boarding, Daycare.
- Non-service net sales: Highlight extra revenue from Product, Membership, Package, Evaluation, No-show fee, Service Charge
- Add-on net sales: add-on service
Frequently Asked Question
Q: Why didn't I see this section in my report section?
A: As our report team is working actively to refine the report experience, this section is enabled by request only. If interested, please reach out to the Support Chat for it. We highly value your input and appreciate your feedback!
Feel free to contact MoeGo Support if you have any further questions!