Performance Insights
Understand what drives revenue, demand, and operational performance
Performance Insights break down your analytics into clear areas of the business, helping you understand what is driving revenue, demand, and operational performance across locations and sublocations.
Sales and Revenue Performance
This section focuses on how money is being generated across your business.
You can see overall sales performance, trends over time, and how revenue is distributed across locations, sublocations, products, and services. This helps you understand which parts of the business are performing well and where attention may be needed.
Sales data is updated in real time and reflects both online and in-person transactions.
Customer and Booking Activity
Customer and booking insights show how people are interacting with your business.
This includes new and returning customers, booking volumes, check-ins, and overall customer activity. These insights help you understand demand patterns, customer loyalty, and how engagement changes over time or across locations.
Conversion and Funnel Performance
Conversion insights help you understand how effectively interest turns into action.
This includes visibility into sessions, conversions, and drop-off points across customer flows such as bookings, payments, or check-ins. Funnel performance helps identify friction in the customer journey and opportunities to improve completion rates.
Marketing and Referrer Performance
Marketing and referrer insights show where customers are coming from and how those sources perform.
You can view traffic and revenue by referrer, including direct, referral, and campaign-driven activity. This helps you understand which channels drive meaningful engagement and revenue, rather than just traffic.
POS and Staff Performance
This section focuses on in-person operations and staff activity.
It highlights point-of-sale usage, recorded operational activity by staff member, and operational throughput. The staff activity ranking counts qualifying activity-log events and distinct activity categories; it is not a staff revenue or sales-value calculation.
Enquiry staff charts use enquiry assignments to show workload and outcomes. An enquiry with multiple assignees contributes once to each assignee, while unassigned work remains visible separately. Conversion means the enquiry is currently won or has at least one linked order; the charts show attribution, not proof that an individual staff member caused the outcome.
Discounts, Lost Carts, Memberships, and Hourly Patterns
The dashboard also surfaces the following additional insights:
- Discounts: total discounts given, discount rate, discounted vs full-price orders, top customers by discount value or frequency, most-discounted products and categories, discounts by sales channel, discount code performance.
- Lost carts: cart abandonment rate, lost cart orders and revenue over time, top products in lost carts, lost carts by channel.
- Memberships: active members, monthly recurring revenue, new and cancelled members, retention, churn, average tenure, upcoming renewals, plan and billing-period mix, cancellation reasons, plan changes, and minimum-term outcomes.
- Capacity: booked, remaining, full, partial, empty, and overbooked finite capacity, with utilization over time and breakdowns by location, service, category, and inventory.
- Hourly patterns: average product sales, bookings, online activity, and in-person activity by hour of day, useful for staffing and capacity planning.