Get a comprehensive view of your financial activity — sales, collections, deposits, and accounts receivable — all in one place. The Financial Summary Dashboard lets you understand performance from both an earned revenue and a cash activity perspective, track outstanding balances, and analyze results across services, customers, payment methods, and more.
Sales by Service Delivery
See sales based on the service delivery date (typically the checkout date). Same-day and overnight services are recognized in full on the delivery date, and purchases not tied to a service — like retail products or memberships — are recognized on the purchase date. Use the grouping dropdown to break down sales by service, item type, and more.
Sales by Daily Earned
See sales on an accrual basis, based on when the revenue is actually earned. Same-day services are recognized on the service date, while overnight stays are recognized proportionately across each day from check-in through check-out. Purchases not tied to a service are recognized on the purchase date. Use the grouping dropdown to analyze by service, item type, and more.
Note: Memberships are not yet included in Sales by Daily Earned — they'll be added shortly.
Collections
See payments, refunds, and net collections based on the transaction date — your view into cash activity for any selected period. Group by payment method, card type, service, and more.
Deposits
Track deposit activity based on the transaction date: deposits collected, deposits applied to completed services (cleared), and deposits retained from cancellations. Group by service, payment method, and more.
Accounts Receivable
See outstanding balances and aging as of the current date, so you always know what's open and how long it's been outstanding. Use the reporting views to analyze receivables by service, customer, aging bucket, and more.
