Dashboard report
8 KPI cards, revenue trend, hourly occupancy, channel breakdown, top team
Dashboard report
Dashboard is the Reports landing page. One screen shows the salon's most important metrics, and charts help spot trends.
Where to find it
Reports → Dashboard tab (default).
The 8 KPI cards
Each shows the selected period's value + change vs the prior comparable period (% up/down).
- Total Sales – revenue in money
- Total Appointments – count
- Average Ticket – avg booking value (sales / bookings)
- Occupancy Rate – work hours vs booked hours %
- Returning Clients – % that aren't new
- New Clients – count
- Cancellations – % of bookings (inverse: lower is better)
- No-Shows – % of bookings (inverse: lower is better)
The 4 charts / visualizations
1. Revenue Over Time (line chart)
Daily revenue across the period. Pattern emerges: Mon/Fri peaks, Sun trough.
2. Hourly Occupancy (bar chart)
Utilization by hour. 09:00-19:00 bars. Obvious when peak hours are and when the salon sits empty.
3. Sales by Channel (donut chart)
Sales by channel:
- Appointment (booking-based)
- Walk-in
- Product-only
4. Top Team Members (leaderboard)
Best-performing staff: name, revenue, appointment count, rating.
The "Recent Appointments" table
Last few bookings:
- Customer, Service, Staff, Time, Status, Amount
When to use it
Scenario 1, morning check-in (1 minute) Reports → Dashboard → "Yesterday" preset. One glance: how many bookings, revenue, cancellation rate. Day starts here.
Scenario 2, end-of-month quick wins "Last month." Few KPIs in focus: revenue, occupancy, retention. Compare to previous month (% arrows show).
Scenario 3, every Friday "Last 7 days" preset. Hourly Occupancy chart → where was peak? Sales by Channel → online vs in-store ratio? Spot trends.
Scenario 4, mentor / coaching session Top Team Members leaderboard. Show who had the best week. Positive reinforcement.
Scenario 5, something's off Cancellations 25% (last month 8%). Drill-down: Appointments → Cancellations sub-tab → reason analysis.
Tips
- Use the % change green/red indicators, not just absolute numbers. 1.2M revenue at +15% beats 1.5M at -10%.
- Hourly Occupancy chart is gold for promo planning: if 14:00-16:00 is always empty, run happy hour.
- Sales by Channel signals marketing direction: 80% appointment, 5% walk-in = focus on booking page; 30% walk-in = street front matters.
- Top Team Members isn't the whole truth, top-revenue staff might just do pricier services. Check avg ticket too.
- Click Recent Appointments rows to jump to booking details, faster than searching the calendar.
- Dashboard is the salon's "vital signs" page, check daily-weekly. Other reports for targeted analysis.