The Analytics section in Altegio collects data on every visit, client, employee, and service, and turns it into reports that help you understand what is happening in the business right now. In this article, we cover all available tools and show how owners and managers use them in daily work.
Key metrics: the full picture of the day on one screen
The Key Metrics section shows the main metrics for the selected period: revenue, average bill, average occupancy, number of new, repeat, and lost clients, booking trends, and booking sources.
This is the starting point for daily control. The owner opens the section in the morning and, within seconds, understands how the business is performing right now. It saves a lot of time and makes it possible to see results quickly without switching to spreadsheets or calling the manager.
For example, a salon notices that the average bill has grown, but the number of new clients has been falling for three weeks in a row. This is a signal: current clients are spending more, but the flow of new ones is drying up. That means marketing needs attention, not operations.
Team report: who really drives revenue
The report shows each specialist’s contribution to total revenue: income from services, income from product sales, workload, average bill, and performance trends compared with the previous period.
This makes it possible to make management decisions based on data rather than personal impressions.
For example, a manager sees that one specialist consistently generates high revenue, but their workload is falling. The report shows that clients are booking them less often, which is a reason to check whether they are displayed correctly in online booking or whether there are issues with reviews. Another specialist, on the other hand, is fully booked but has a low average bill, which suggests they are not offering add-on services and that there is room for growth.
Service report: what to promote more actively and what to reconsider
The report shows the number of services provided, revenue, consumables cost, payroll calculation, and net profit for each category and each individual service. Data can be sorted by revenue, profit, popularity, or average bill.
This is a tool for assortment management that most owners do not use simply because they did not have this data before.
For example, a cosmetology studio sees in the report that a skincare treatment takes 90 minutes of a specialist’s time but accounts for only 4% of revenue. At the same time, a haircut and styling service takes 45 minutes and brings in 22% of income. This is a clear reason to review the pricing of the long treatment or replace it with a more profitable service.
Client report: who brings in money and who is leaving
To analyze the client base in Altegio, there are three different tools that answer different questions. The Key Metrics > Attendance section gives a general picture of client flow: how many new, repeat, and lost clients there were during the period, and what the average occupancy was.
Return rate shows what percentage of clients from the previous period came back again. This is a retention metric that is useful to track over time.
The Client report goes deeper into specific people: revenue, average bill, and number of visits for each client. In short: Attendance answers “how many,” Return rate answers “how well we retain them,” and the Client report answers “who exactly and how much they spend.”
For example, an owner notices that revenue in October did not increase even though the number of bookings went up. They open Attendance and see that the number of new clients increased, but the number of lost clients increased too. Then they check Return rate and see that it dropped from 45% to 28% compared with the previous quarter. To understand who exactly is bringing in less money, they open the Client report for the same period and see which regular clients sharply reduced their activity. That list is then passed to the administrator for a personal call or message with an offer.
Team occupancy: where time and money are being lost
The workload report shows worked hours, idle time, and future bookings for each specialist. This helps evaluate whether work shifts are distributed correctly and whether it makes sense to expand the team.
For example, a manager sees that on Monday and Tuesday specialists sit without bookings, while on Friday and Saturday the schedule is overloaded. Clients who cannot get an appointment on weekends simply go to competitors. The solution is to redistribute shifts or launch a promotion on weak days to balance the workload.
Financial reports: revenue, expenses, and real profit
The Financial Report and P&L report show the structure of income and expenses, cash flow across registers, and net profit for the selected period. Data can be filtered by categories, employees, services, and clients.
For example, an owner notices that revenue in March grew by 15%, but profit stayed at the same level. The report immediately shows the reason: material costs increased. This is a clear signal to review service formulas, change the supplier, or adjust pricing.
Visits and bookings report: control of the schedule and sources
The report shows a list of visits with filters by date, status, employees, services, clients, and booking sources. It shows where clients come from: online booking, offline booking, maps, or social media.
This helps you understand which acquisition channels are working and which are not paying off.
For example, a studio spends money on Instagram promotion and assumes it is the main client source. The report shows that 40% of bookings come through Google Maps, while Instagram brings only 30%. This changes marketing priorities.
Analytics in the mobile app: data always at hand
In the Altegio mobile app for employees, several analytical reports are available: the Z-report for closing the cash register at the end of a shift, a daily report with performance trends compared with the previous day, and a period report.
The owner or manager can check key metrics at any moment without opening a computer.
Advanced analytics for more complex tasks
For businesses that need more than built-in reports, Altegio supports integration with Smart-Metrika, a business analytics service based on Microsoft Power BI. It provides dashboards and interactive reports with RFM client analysis, churn and return analytics, and customizable KPIs for a specific business. Reports are generated automatically every day without manual data collection. This is a tool for chains and larger companies that need ongoing control over several locations in a single interface.
To track client behavior in the Altegio online booking widget, the system also integrates with Google Analytics and Facebook Pixel. Events from the booking form, such as opening the form, selecting a service, and completing a booking, are sent to external analytics services. This makes it possible to see at which step clients drop off, where they come from, and how effectively advertising campaigns are performing.
Read more about working with reports in these instructions:
