Analytics by Tab

The Reports page splits analytics into five tabs. Here's what to look at on each.

Overview

The widest read on the practice. Active clients, new client growth, appointment volume, total revenue, collected, cancellation rate. Good for "how's the business doing this quarter" questions and stakeholder updates.

Clients

• New vs returning split shows how dependent you are on new acquisition versus an existing client base.
• The growth curve is cumulative active clients over time. A flattening line is a leading indicator that's worth investigating.
• Top clients by spend is the recurring-revenue read on your most valuable relationships.

Bookings

• Booking volume over time, broken down by status (completed, cancelled, no-show).
• Busiest services by booking count and by revenue. These can disagree. A high-volume low-price service can outrun a low-volume premium one in count but lose on revenue.
• No-show rate as a standalone metric. Compare against your reminder cadence to see whether SMS or earlier reminders would help.

Revenue

• Invoiced vs collected with the gap visualized. A growing gap is a collections issue.
• Revenue by service shows which offerings are paying the bills.
• Month-over-month trend, useful for seasonal practices to spot patterns.

Practitioners

For multi-practitioner practices only. Per-practitioner totals for bookings and revenue, with the same date range filter. Use it to balance workload, identify training needs, or shape compensation conversations.

Filters and export

All tabs respect the date range selector at the top of the page. There's no per-tab service or practitioner filter today; the practitioner-level breakdowns live entirely on the Practitioners tab. CSV export is available from any tab via the download icon.

Tips

• Run the Revenue tab at month-end to reconcile against your accounting and catch any uncollected invoices.
• The Bookings tab's no-show rate is the fastest signal that something in your reminder configuration is off.
• Compare the Practitioners tab quarterly rather than daily. Daily fluctuations are noise.