Dive into our Appointment Revenue Report to effortlessly explore and analyze key metrics, featuring user-friendly filters for dates, locations, appointment types, payment methods, and staff details
About the Report
Efficiently manage and refine your data using filters such as archived appointments and inactive staff. The date range filter ensures that you can compare performance against a prior period, while the total revenue, number of appointments, new clients cards provide at-a-glance insights, and a CSV export with essential details. The report is designed for ease of use, with color-coded indicators—green for growth, red for decline, and green for stability—offering a visually intuitive experience.
Calculating Revenue
It's crucial to note that while Attributed Revenue is a valuable metric for analysis, it represents a theoretical value. This is because the actual revenue was recorded when the plan was sold, and Attributed Revenue provides a way to distribute that revenue across specific classes based on attendance and plan parameters. Think of Attributed Revenue as a tool to distribute the actual revenue we earned when someone bought a plan. The numbers you see in this report aren't the exact cash received at the time of purchase; they're more like a way to allocate that total revenue based on attendance and plan details. Understanding Attributed Revenue adds depth to our financial insights, providing a clearer perspective on how different class plans and attendance patterns contribute to the overall financial picture.
Drop-ins: Simple enough, we just look at what someone paid for a single class—no extra math here.
Schedule-based Packs/Credits: For these plans, we take the total plan cost and divide it by how many classes it covers in a month. If it's not a monthly plan, we tweak things a bit to get an accurate picture.
Unlimited and Usage-based Plans: Now, these need a little more thought. For plans older than 30 days, we figure out how much was paid for the plan and divide it by how many classes were attended in the last 30 days. If it's a new plan, we use the average number of visits per month from all the older plans.
Report Cards Summaries
This report card summaries provide essential insights into three key areas: Total Revenue, Number of Appointments, and New Clients. Each element is color-coded to quickly highlight positive or negative trends compared to the previous date range.
Total Revenue
Green: Revenue is up compared to the last date range or remains the same.
Red: Revenue is down compared to the last date range.
Details: If the revenue amount is the same, it will be displayed in green. The date range at the bottom of the card indicates the previous period along with the corresponding revenue number.
Number of Appointments
Green: Number of appointments is up compared to the last date range.
Red: Number of appointments is down compared to the last date range.
Details: If the number of appointments is the same, it will be displayed in green. The total number of appointments within the selected date range is listed. The displayed # of appointments only includes those that are settled up. The date range at the bottom of the card shows the previous period and the corresponding number of appointments.
New Clients Card
Green: Number of new clients is up compared to the last date range.
Red: Number of new clients is down compared to the last date range.
Details: If the number of new clients is the same, it will be displayed in green. The # of new clients within the selected date range is provided. The date range at the bottom of the card shows the previous period and the corresponding number of new clients.
First Appointment Eligibility
First appointment is considered the client’s first appointment at that studio. Below is a list of criteria that will cause visits to qualify.
The "first appointment" refers to a client's initial visit to the studio.
Even if a client has attended classes before, their first appointment still matters for counting.
If a client cancels before their appointment, it doesn't count.
A client is only considered "new" after they've paid for and successfully attended their first appointment.
Scheduling and canceling don't count; actually attending the first appointment is what matters.
CSV Export
Appointment Booking ID
Date
Start Time
Appointment Name
Location Name
Staff First Name
Staff Last Name
Staff Display Name
Revenue
Client First Name
Client Last Name
Payment Method
First Appointment