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Sales

Understanding your insights

The dashboard that shows how your business is really doing.

What it is

A plain-English view of your numbers: how much you have earned, how many bookings you have had, your busiest times, your most popular services, and how many clients are coming back. It updates as bookings come in.

Why it helps

You make better calls when you can see the picture. Spot your quiet days, your best sellers and whether clients are returning, then act on it.

The Insights dashboard: revenue, bookings, average ticket and completion-rate cards, a top-services and top-team list, and a busiest-days chart, over a chosen period
Your revenue, bookings, average ticket and completion rate at a glance, plus your top services, best team members and busiest days. Switch the period at the top or export to CSV.

How to use it

  1. 1Open Insights to see your earnings and bookings over a period you choose.
  2. 2Look at top services and busy times to plan your week and your staffing.
  3. 3Watch new versus returning clients to see if your marketing is working.
  4. 4Pair it with Retention to win back clients who have drifted.

Related guides

Share photo galleries with your clientsPut your menu online and take pickup ordersSell session packs and chase unpaid sessionsGift cards

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