To provide clear, actionable insights, we're excited to introduce the newly Revamped Report with easier navigation, enriched metrics, and customizable displays!

To learn more about the enhancements and new functionalities in the Report Feature, please visit MoeGo Report - Transition To Revamped Report.

This page is designed to offer a comprehensive guide to the key metrics. By clearly defining each metric, we aim to help you better interpret your data, measure your business performance accurately, and uncover valuable insights that can drive growth and efficiency.

Let's get started now:

📌 Dashboard Metric Definition

1.Overview Dashboard

*Overview Dashboard is available for all plans.

Find a visual overview of how well your business is doing overall with sales and clients. 

Sales Overview

  • Visualize expectations: Projected sales VS. Net sales
  • Historical comparison: Current period sales VS. Previous period sales
  • Detailed insights: Hover over any date on the graph to see a detailed breakdown of sales for that day.

Sales Breakdown

Click on the number, gross sales, net sales, and total collected, to see changes and trends on the graph.

Click on the unpaid invoice to go to "sales invoice report" with an unpaid filter to dive deeper into the data.

Click on < View detail report > to go to "sales summary report". You’ll be guided to the reports used to generate the graph and understand what happened underneath.

Gross Sales: The total amount of sales before any discounts, refunds, tips or tax deductions are applied. It includes all appointments and services rendered.

  • Gross Sales generated from all services and product sales, including amounts from non-canceled appointments (e.g., grooming services, add-ons) and retail sales (e.g., pet supplies, food).

View of overall sales performance and business volume. Helps in assessing the effectiveness of pricing strategies and understanding the general financial health.

Net Sales: The actual earned amount after deducting discounts and refunds, excluding tips and taxes. It excludes canceled or unfinished appointments.

  • Net sale = Total collected - Tips - Taxes - Fees (Processing fee by clients)

Tracking net sales helps in assessing the profitability of services after accounting for adjustments. It helps in understanding the impact of discounts and refunds on revenue.

Total Collected: The sum of all payments received, whether partially or fully paid, including net sales, tips, taxes, and fees, excluding refund.

  • Total collected = Payments - refunds

This metric gives a complete picture of cash flow, ensuring all collected amounts are accounted for and managing day-to-day operations effectively.

Unpaid Invoice: Partial or fully unpaid invoices with outstanding balances>0

Tracking unpaid invoices allows the business to follow up with customers, improve collection strategies, and ensure financial stability.

High unpaid invoice amounts may indicate issues with billing or collection processes and can impact cash flow.

Client Overview

Total serviced clients / pets : The number of clients / pets that have been serviced within the selected time range.

Provides an overview of service volume and helps gauge the business’s operational activity.

Prospects clients: Clients who have a profile created but have no appointment history within the selected time range.

Identifies potential clients who have shown interest but have not yet engaged with your services. This metric can be used for follow-ups to convert these prospects into paying customers.

New clients: Clients who have had at least one upcoming or finished appointment within the selected time range.

  • Note: This is defined differently from "new clients" in the smart client filer.

Tracks the number of clients who have recently started using your services. It helps measure the success of recent marketing efforts or promotions.

Existing clients: Clients who have had more than one finished appointment within the selected time range.

This is to evaluate customer relationship management strategies. It indicates the level of client retention and repeat business. High numbers of existing clients suggest strong client satisfaction and loyalty.

Average review score: The average review score received by each staff member from appointments serviced.

  • Average review score = Reviews score received for appointments serviced by corresponding staff / Sum of total review score
  • It includes reviews submitted via review booster and grooming report.

This metric evaluates individual staff performance and client satisfaction with their services. High average review scores indicate strong service quality, while lower scores may highlight areas for improvement.

Average rebook rate: The average rate at which clients serviced by each staff member have future appointments booked.

  • Rebook client: clients with at least one appointment in the selected date period and at least one appointment after the selected date range, both excluding canceled appointments
  • Average rebook rate = Number of rebooked clients / total clients with appointments

It assesses the success of staff in building ongoing client relationships. A high rebook rate suggests that clients are satisfied with the service and are likely to return.

Average tip rate: The average tip amount received by each staff member relative to their gross sales.

  • Average tip rate = Sum of total tip assigned / Gross sale of the corresponding staff.

It reflects client appreciation and satisfaction with staff performance. This metric can be used to motivate staff and recognize outstanding service.

A high average tip rate indicates that clients value the services provided and are willing to reward staff for excellent service.

Booking Overview

Total appointments: The total number of appointments scheduled within the selected time range, including cancellations.

  • Also see the number of appointments scheduled within the selected time range breakdown by status

It can identify peak times of business, and make informed decisions about staffing and resource allocation.

Average online rate: The percentage of appointments booked online relative to the total number of appointments, excluding cancellations.

  • Online Booking Rate = (Number of appointments scheduled from online booking / Total Number of appointments) × 100%

Measures the effectiveness and popularity of your online booking system. A higher online booking rate indicates that clients prefer booking appointments through your online platform.

Sales Contribution

Net sale by staff & % of contribution: The sum-up net sales of appointments handled by staff and percentage of sales contribution generated.

  • Percentage Contribution by Staff = (Net Sale of Appointments Corresponding to Staff / Total Net Sale) × 100%

This metric shows how much each staff member contributes to the total revenue, which helps in staff management, incentivizing top performers, and optimizing schedules based on productivity.

Service/add-on sale by staff & % appointment with add-on: The sales contribution generated by each staff specifically from services and add-ons.

  • Percentage of Appointments with Add-on = (Number of Appointments with Add-On / Total Number of Appointments Serviced by Staff) × 100%

This metric helps determine which staff members are driving the most service revenue, and highlights the staff member’s ability to upsell additional services or products, contributing to overall business growth.

2.Sales Dashboard ✨

*Sales Dashboard is available to Ultimate Plan.

Track sales and revenue over time to assess financial health and profitability!

Sales overview

Refer to the sales overview from the overview dashboard.

Sales breakdown

Refer to the sales breakdown from the overview dashboard.

Average earnings

These average earnings metrics are designed to give you a clear understanding of how efficiently your grooming business is operating on various levels:

  • Staff efficiency (Earnings per staff)
  • Transaction value (Earnings per ticket)
  • Service value (Earnings per pet)
  • Time efficiency (Earnings per hour)

Average earnings: Average net sales by different aspects of business performance

  • Average earnings per staff: Average net sale per staff per day.
    • Average Earnings per Staff = Total Net Sales / (Number of Staff * Working Days)
  • Average earnings per ticket: Average net sale per invoice, excluding canceled appointments.
    • Average Earnings per Ticket = Total Net Sales / Number of appointments
  • Average earnings per pet: Average net sale per pet serviced (de-duplicated)
    • Average Earnings per Pet = Total Net Sales / Number of Pets Serviced
  • Average earnings per hour: Average net sale per working hour
    • Average Earnings per Hour = Total Net Sales / Sum of All Staff Working Hours

These numbers give a balanced view of both the revenue side and operational effectiveness. Uncover areas where your business is excelling or where improvements can be made, whether through pricing adjustments, staff training, or operational changes.

Sales details

These metrics, gross sales, net sales, and service count, offer a complete view of the revenue sources, helping fine-tune your strategies to maximize revenue and profitability.

You can make informed decisions on pricing, staff performance, upselling opportunities, and product inventory management.

Sales details: Breakdown of revenue sources

  • Service Sales: This allows you to see which services are driving the most revenue and how their performance compares over time.
  • Add-Ons: Tracks additional services that complement the main service, providing insight into the effectiveness of cross-selling strategies.
  • Product Sales: Includes sales of standalone products and product sales on appointment tickets for inventory management.

3.Client & Pet Dashboard ✨

*Client & Pet Dashboard is available to Ultimate Plan.

Client Overview (Serviced / Created)

Each of these metrics is designed to give detailed insights into different aspects of client behavior:

  • Measure the effectiveness of marketing and outreach.
  • Evaluate customer satisfaction and loyalty.
  • Optimize booking and follow-up processes.
  • Understand the overall health and growth of your client base.

Total clients created: The number of clients whose profiles have been created within the selected time range.

Provides insight into the business’s growth in terms of new client acquisitions. A high number of new clients indicates successful client acquisition strategies and potential business expansion.

Total clients / pets serviced: The number of clients/pets staff have serviced in the selected time range.

  • First time: The number of clients serviced in the selected time range who had never had an appointment before.
  • Returning: The number of clients serviced in the selected time range who had previously had an appointment.

This metric indicates the volume of services delivered to pets, helping you understand the demand for grooming services. A high number of pets serviced might indicate strong demand, whereas fluctuations may signal changes in client retention or seasonal trends.

Average rebook rate: The percentage of clients serviced in the selected time range who also have future appointments booked.

This is a critical metric for measuring client retention and loyalty. It also highlights the effectiveness of follow-up strategies and booking processes.

A high rebook rate indicates that clients are satisfied with your services and are committed to returning, providing predictable revenue streams.

Total clients created: The number of clients whose profiles were created during the selected time range.

  • Existing clients: Clients who have had more than one finished appointment within the selected time range.
  • New clients: Clients who have had at least one upcoming or finished appointment within the selected time range.
  • Prospects clients: Clients who have a profile created but have no appointment history within the selected time range.

This metric helps measure the effectiveness of your lead generation efforts. An increase suggests that your marketing, referrals, or online presence are successfully drawing attention and that you have potential future clients.

Average lead time: The average number of days between when an appointment is booked and when the service is provided.

  • Prospects to new client lead time: The average number of days between the creation of a client profile and the first appointment created for new clients.
  • New client to existing client lead time: The average number of days between the first and second appointment created for all existing clients.

This metric helps gauge client booking behavior and the availability of your grooming services. A shorter lead time indicates higher demand and possibly tight booking schedules, while a longer lead time may suggest more availability or lower immediate demand.

Client retention

These metrics help grooming businesses identify different client behavior patterns and design retention strategies that encourage repeat visits, increase lifetime value, and maximize revenue from each client segment.

Client definition by frequency: The average service frequency of clients who are created in the selected time range

  • Annual clients: Over 180 days (i.e., they visit about twice a year). Annual clients represent a segment of customers who are less frequent visitors but still rely on your business for their occasional grooming needs.
  • Seasonal clients: Between 90 and 180 days (i.e., they visit 2-4 times a year). Seasonal clients are a valuable group as they often coincide with changing seasons or major events (like holidays).
  • Loyal clients: Less than 90 days (i.e., they visit at least every 1-3 months). Loyal clients are the backbone of most grooming businesses. They generate consistent revenue, have high engagement with your services, and are often the easiest to retain.
  • Single-use clients: Only visited the business once. Single-use clients have a high churn potential, so it’s important to understand why they haven’t returned and develop strategies to encourage them to book again.

Online booking funnel

Here’s a funnel chart for online booking data to help you understand where clients stop. So you can optimize the booking process to reduce friction and increase conversion rates.

It gives a ratio between the total clients who clicked "Book Now" and those who successfully completed or abandoned the process at each step.

Breeds details

These metrics help you understand how different pet breeds contribute to the revenue and operational workload of a grooming business to improve profitability.

4.Staff Dashboard ✨

*Staff Dashboard is available to Ultimate Plan.

Evaluate staff performance in sales contribution, customer satisfaction, and productivity!

Sales contribution

Refer to the sales contribution from the overview dashboard.

Productivity

By ensuring staff is efficiently deployed and services are accurately timed, these metrics help with better resource allocation and more effective scheduling.

Average Earning per day: The average revenue generated by each staff member per day

  • Average Earning per Day = Total Net Sales / Number of Staff's Working Days

Utilization: Staff efficiency by comparing time spent working on appointments against available hours.

  • Utilization = (Total estimated hours / total working hours) x 100%

Average Actual Service Duration: the actual amount of time staff spends on grooming services

  • Average actual service duration = Total forecasted service time/number of services.

It is calculated based on recorded times for each grooming session.

Customer satisfaction

Offer actionable insights into how well individual staff members are performing, helping businesses reward excellence, improve client retention, and ensure that every client receives top-tier service.

Average rate by staff:

  • Grooming Report Sent Rate = (Number of appointments with grooming reports sent / Total appointments serviced by staff) x 100%
  • Average Tip Rate = (Sum of total tips assigned / gross sales of corresponding staff) x 100%
  • Average Review Score = (Total review score received for appointments serviced by staff / Number of reviews for corresponding staff) x 100%
  • Average Rebook Rate = (Number of clients with future appointments booked / Total clients serviced by staff) x 100%

5.Operation Dashboard ✨

*Operation Dashboard is available to Ultimate Plan.

Gain insights on operation efficiency through online booking rate, cancellation distribution and etc.

Appointment Overview

Refer to the booking overview from the overview dashboard.

Appointment created: Total appointments scheduled within the selected time range, excluding cancellation.

  • Online booking: Total appointments created through online booking
  • By staff: Total appointments created manually by staff

Understanding the balance between online and staff-generated bookings can help refine processes and increase efficiency.

Client visit frequency: Number of clients scheduled within the selected time range

  • >2 Times visit clients: Have 2+ finished appointments before the start time of the selected time period
  • 2nd Time visit clients: Have 1 finished appointment before the start time of the selected time period
  • 1st Time visit clients: Have no finished appointments before the start time of the selected time period

Top 5 schedulers:

Top scheduler: the number of appointments scheduled by each staff member, highlighting the top 5 schedulers.

Recognize and reward staff members who are proactive in managing appointments and client relations. It also helps track workload distribution among the team.

Cancelled bookings

Total canceled booking: The number of appointments that were canceled or marked as no-show.

  • By different cancellation windows:
    • 7+ days before appt
    • 48 hr to 7 days before appt
    • 24 hr to 48hr before appt
    • 24 hr before appt
    • No show: Tracks appointments where the client didn’t show up.

This highlights when customers are most likely to cancel and gives insight into when reminders or policies should be implemented to minimize cancellations.

Booking Capacity

Total service time: The sum of actual service duration for appointments scheduled within the selected time range

  • Total idle time = Sum of working hours for all staff - sum of blocked time - total service time
  • Forecasted service time = Appointment start time - appointment end time
  • Actual service time = Checkout time - check-in time (For dates before the current date, it uses check-in & check-out time; for dates on or after the current date, use forecasted service time.)

📌 Report Metric Definition

*All detailed reports are available for all plans!

1.Finance Report

Payment summary report

Keep track of transactions made and learn the effective use of the Payments summary report.

When setting the report's date range, it's based on the day the payment was processed, not when the service was rendered.,

Payment transaction report

Detailed view of all payment transactions.

*The payment transaction report will be based on the transaction datetime.

0:00
/0:04

2.Sales Report

Sales summary report

View and analyze gross sales, net sales by category, payment status, etc.

*The sales summary report will be based on the appointment datetime/sale datetime.

Sales invoice report

Detailed view of all sales invoices.

*The sales invoice report will be based on the appointment datetime/sale datetime.

0:00
/0:04

3.Appointments Report

Appointment summary report

View and analyze appointment schedules by source, appointment status, payment status and etc.

*The appointment list report will be based on the appointment datetime/sale datetime.

Appointment list report

Detailed view of all appointment schedules.

*The appointment list report will be based on the appointment datetime/sale datetime.

4.Employee Report

Staff performance report

Summary view to understand sales contribution, customer satisfaction, and utilization of each staff member.

*The staff performance report will be based on the appointment datetime/sale datetime.

5.Clients Insight

Client & pet summary

Summary view to understand client distribution and behavior in each demographic.


The MoeGo support team is available 24/7 online to help if you have any questions!