Business Data

What is the Business Data section about?

Discover the new "Business Data" section, located in the "Business and Payments" area, formerly known as "Payments and Plans."

The Business Data section gives you the opportunity to obtain daily data and statistics on your business's performance. Each report will provide information on the evolution of your finances, customer volume, and the quality of your services. Analyzing this data is key to gaining a clearer view of your growth, identifying areas for improvement, and proposing new solutions to successfully tackle the challenges your business faces.

Who has access?

This feature is exclusive to PRO plans and Branded Apps.
Only account administrators will have access to this information. ✅

How is the "Business Data" section divided?

Click on the arrow next to each title to expand the full details of the section and access detailed information.

Finances 💵

In this section, you will find all relevant information about your business sales and observe how they fluctuate over the selected time period. The main elements include:

Total Sales Balance: Overview of the most relevant sales metrics.
- Total Sales
- Harbiz Sales
- External Sales
- Unpaid and Refunds
Sales made with Harbiz payments: Details of all sales processed through our payment platform.
List of sold products and plans: Overview of all subscription products and services sold.
Summary of external sales: Summary of sales made outside of Harbiz Payments.

Clients 🙋‍♂️

This section allows you to manage information about your clients and their current status. Here you can:

Customer Variation: Quickly view the total number of clients in each status and their retention in your services.
- Total Clients
- New Clients
- Recurrent Clients
- Average permanence
Evolution Chart: Access a chart showing the evolution of: total clients segmented by: New, Archived, and Deleted
Total Clients by Status: We've classified your clients to help you take them to the next level. Identify each client's status and take the necessary actions to attend to them and boost sales.

Services 📊

In this section, you can review your clients satisfaction with the service you provide, as well as their compliance with assigned tasks.

Session Attendance and Compliance Results: Assess compliance, attendance, and available spots in each session.
- Total Assigned Activities
- Average Activity Compliance
- Session Attendance rate
- Unreserved Spots Percentage
Activity Statistics: Discover which activities your clients engage in the most and encourage them daily.
Average Activity Rating: Evaluate the rating given for each completed activity to improve service quality and better adapt to your clients' needs.

How to Use the Date Filter in the Business Dashboard

Use the date filter to select the period for analyzing your data. When you select a date range, all charts and metrics will automatically update to display the relevant information for that period.