Account & Settings
Understand your analytics
Analytics shows how your business is doing over a period you choose. It's on the web only, and the phone app has no analytics screen.
The short version
- On the web, click Analytics in the left menu.
- Pick a period, for example This month or Last 30 days.
- Click Export Excel to download the numbers.
On the web
- Click Analytics in the left menu.
- Choose a period from the drop-down at the top (it starts on This year), or Custom range… for your own dates.
- Read the tiles at the top: Bookings, Completed, New Clients and Retention Rate.
- Scroll down for the detail sections.
- Click Export Excel to download a workbook of the page.
What each section shows
- Retention Rate: the share of this period's clients who had booked before it. It isn't shown for All time.
- Booking volume and New clients: how they move across the period.
- Client health: your top clients this period, and clients who haven't booked for a while.
- Cancellations: the rate, counts by day of week, the top reasons and the estimated revenue lost.
- When you work: a heatmap of your busiest days and times of day.
- Service mix: your service types by count and by revenue, and each service or pack you sell by revenue.
- Staff performance: visits, cancels, average rating and revenue per team member, on the Team plan when more than one team member has bookings in the period.
Who can see it
- Plan: Analytics is on the Pro and Team plans.
- On other plans the menu item still shows, locked.
- Role: it needs the View reports & analytics permission, which is off for staff and contractors by default.
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