What is it and why is it needed? #
In Analytics > Main Dashboard, you can find consolidated analytics data for the following metrics:
- Revenue
- Average bill
- Average occupancy
- Clients (new, repeat, lost)
- Appointments and bookings (visit status, booking source)
Important
Analytics is generated only for visits with the status Arrived for the selected period
The percentage icons with arrows next to each metric show the change compared to the previous period of the same length
Visits with the status Arrived, even if services or products are specified, are not counted as clients and are not included in new/repeat/lost client metrics if the phone number is missing
How to work with the report? #
To generate the report, go to Analytics > Main Dashboard.
Filter the list using the required options and click Show.
Available filters:
- Period
- Team member
- User
- Position
This way, for example, you can view metrics for a specific team member only.
How are the metrics calculated? #
Tooltips inside each metric block provide extended information on how the metric is calculated. Click the i icon to open the tooltip pop-up.
Revenue #
- Revenue. The total cost of services and sold products in visits with the status Arrived, plus product sales outside a visit.
- Service revenue. The total cost of services in visits with the status Arrived.
- Product revenue. The total cost of sold products in visits with the status Arrived, plus product sales outside a visit.
Important
All revenue metrics are calculated based on the cost of services in visits with the status Arrived, both with and without the client’s phone number. Product sales metrics are calculated the same way.
A phone number is required to correctly calculate the average bill per client per visit.
Average bill #
The calculation is based on visits and product sales (both from the appointment book and through inventory). The revenue amount used for the average ticket is not displayed as a separate metric.
- Average bill. Revenue from services and products for the period divided by:
(number of visits for the period — with and without a client) + (number of product sales for the period — all sales included) - Average bill (services). Service revenue for the period divided by:
number of visits with clients for the period + number of appointments without clients for the period
Average occupancy #
The total duration of appointments with the status Arrived is divided by the total duration of team members’ working days.
Important
Average occupancy may be calculated incorrectly if the schedule includes team members who do not provide services (for example, receptionists) with working hours set. They have no appointments, but they are still included in the statistics.
You can exclude such team members from the statistics by disabling the checkbox in the team members settings: Statistics > Include team member in occupancy statistics (read more in the article, section Statistics).
Clients #
- New clients. The number of clients who made their first visit during the selected period.
- Repeat visits. The number of clients who made their second or subsequent visit during the selected period.
- Lost clients. Shows how many clients made their last visit during a period equal in length to the selected one, and that last visit ended the number of days before the selected period starts, as configured in Analytics > Settings > Client Churn (details in the article).
Click Show clients to open the client base with ready-made client filters.
Appointments and bookings #
- Total appointments. Total number of appointments, including canceled (deleted) ones.
- Canceled. Total number of canceled (deleted) appointments and visits with the status Didn’t show up.
- Completed. Number of visits with the status Arrived.
- Incomplete. Total number of visits with the statuses Waiting and Confirmed.
Appointment breakdown by source #
Charts that show the structure of appointments by booking source:
- Receptionist. Appointments created by receptionists (or other team members) via the web version Appointment Calendar (Alteg.io website).
- Altegio adminapp. Appointments created via the mobile app for team members.
- Website widget. Desktop browser. Appointments made via the widget in a desktop browser. Website widget is the name of the online booking form from Online booking > Online booking links (details in the article).
- Website widget. Mobile. Appointments made via the widget on a smartphone.
- Partners. Appointments made via third-party platforms.
Important
There can be an unlimited number of online booking widgets (forms). All of them are created in Online booking > Online booking links. Other sources may also exist, for example my-apps (booking through the previous-generation mobile app).
The source name for bookings made via a branded Altegio mobile app will match the name of the online booking form from Online booking > Online booking links, which is created specifically for the app during its development.
- Appointment breakdown by status
Charts that show the structure of visits by status: Arrived, Waiting, Confirmed, No-Show.
