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Advanced Analytics

πŸ’ŽPremium Advanced analytics are available exclusively on the Premium plan.

Premium analytics give you deep insights into your business finances, client value, and operational efficiency.

Financial Metrics

Total Revenue

Track your earnings from sessions.

What it shows:

  • Sum of all session prices
  • Filtered by date range
  • Based on completed sessions

Display:

  • Total amount in your currency
  • Comparison to previous period
  • Trend direction

Average Session Value

Mean revenue per session.

Calculation:

Avg Session Value = Total Revenue / Number of Sessions

What it shows:

  • Your typical earnings per appointment
  • Help set pricing strategy

Use it to:

  • Evaluate pricing
  • Identify upsell opportunities
  • Track pricing changes impact

Deposits Collected

Track upfront payments received.

What it shows:

  • Total deposit amount
  • Number of deposits
  • Deposit collection rate

Use it to:

  • Forecast cash flow
  • Evaluate deposit effectiveness
  • Track payment patterns

Revenue by Service

Breakdown of earnings by service type.

What it shows:

  • Revenue per service
  • Percentage of total
  • Trend over time

Use it to:

  • Identify most profitable services
  • Make pricing decisions
  • Focus marketing efforts

Client Metrics

Client Lifetime Value (CLV)

Average total value of a client relationship.

Calculation:

CLV = Average Revenue per Client / Churn Rate

or

CLV = Avg Sessions per Client Γ— Avg Session Value

What it shows:

  • How much a client is worth over time
  • Value of client acquisition

Healthy range: Varies widely by industry

Retention Rate

Percentage of clients who return for more sessions.

Calculation:

Retention = Returning Clients / Total Active Clients Γ— 100

What it shows:

  • Client loyalty
  • Service satisfaction

Healthy range: 60-80%

Client Segments

Breakdown of clients by engagement:

SegmentDefinition
NewFirst session in period
ActiveMultiple sessions recently
ReturningCame back after gap
At RiskNo recent activity
DormantLong time since session

Occupancy Metrics

Session Lead Time

How far in advance clients book.

What it shows:

  • Average days between booking and session
  • Planning horizon

Use it to:

  • Set advance booking limits
  • Plan marketing timing
  • Understand booking behavior

Day Distribution

Which days of the week are busiest.

What it shows:

  • Sessions by day of week
  • Peak days
  • Quiet days

Use it to:

  • Optimize working hours
  • Plan marketing
  • Adjust availability

Hour Distribution

Which hours are most popular.

What it shows:

  • Sessions by hour of day
  • Peak times
  • Gaps in scheduling

Use it to:

  • Focus availability on demand
  • Price time slots differently
  • Schedule admin in quiet times

Occupancy Rate

How full your available time is.

Calculation:

Occupancy = Booked Hours / Available Hours Γ— 100

What it shows:

  • Capacity utilization
  • Growth room or overbooking risk

Healthy range: 60-80%

Very high occupancy (>90%) may indicate need to expand capacity or raise prices.

Session Sources

Where bookings come from.

Categories:

  • Manual (you created)
  • Online Booking (client booked)
  • Recurring (automatic)

Use it to:

  • Evaluate booking page effectiveness
  • Track automation ROI
  • Balance booking methods

Analytics Dashboard

Financial Overview

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Revenue This Month β”‚ β”‚ €2,450 β”‚ β”‚ ↑ 12% vs last month β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ Avg Session: €85β”‚ Deposits: €480 β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ Revenue by Service β”‚ β”‚ β–“β–“β–“β–“β–“β–“β–“β–“β–“β–“β–‘β–‘ Coaching (68%) β”‚ β”‚ β–“β–“β–“β–“β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘ Consulting (25%) β”‚ β”‚ β–“β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘β–‘ Other (7%) β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Client Analysis

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Client Lifetime Value β”‚ β”‚ €425 β”‚ β”‚ Based on 45 active clients β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ Client Segments β”‚ β”‚ Active: 28 β”‚ At Risk: 12 β”‚ New: 5 β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Using Advanced Analytics

Monthly Business Review

  1. Check total revenue vs goal
  2. Review client retention
  3. Analyze service performance
  4. Note any concerning trends

Pricing Decisions

Use data for pricing:

  • Is average session value meeting goals?
  • Which services generate most revenue?
  • Are deposits effective?

Marketing Focus

Data-driven marketing:

  • Target β€œat risk” clients
  • Promote top services
  • Time campaigns to booking patterns

Capacity Planning

Plan your time:

  • Is occupancy sustainable?
  • Where are the gaps?
  • Should you add capacity?

Exporting Reports

Premium users can export analytics:

  1. Go to Dashboard
  2. Click Export or Download Report
  3. Choose format (CSV, PDF)
  4. Select date range
  5. Download

Export Contents

Reports include:

  • All displayed metrics
  • Detailed breakdowns
  • Date range information
  • Generated timestamp

Data Accuracy

What Counts

  • Only sessions with prices count for revenue
  • Completed sessions for financial metrics
  • All sessions for operational metrics

What Doesn’t Count

  • Events (not sessions)
  • Deleted sessions
  • Sessions without prices

Time Zones

All data uses your configured timezone for consistency.

Export monthly reports for your records and tax purposes.
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