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Dashboard – Overview
Dashboard – Overview

keywords: revenue, revenue report, reporting

Hanu Gouda avatar
Written by Hanu Gouda
Updated over 4 months ago

The Dashboard will only calculate for active bookings in the system. Bookings that are forecasted or cancelled will not be included in any of the outlined dashboard calculations below.
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Sales

Total Sales ($2,756.85) 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.


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Revenue Formula

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

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

Our report will not:

  • include bookings that are forecasted

  • include late cancelled booking fee (because only active bookings taken into account)

  • include tips

  • include sales taxes

  • take into account used gift cards

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 (10) 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. April 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

Trends will not be calculated based on the date period chosen at the top of the page. Trends are calculated from the current day of the that month + last month. For example if you are looking at your trends on March 13th, the system will calculate trends from Feb 1st – Mar 31st.

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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