{"id":1358,"date":"2024-11-23T04:58:18","date_gmt":"2024-11-23T04:58:18","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4904066445085-basic-metrics\/"},"modified":"2026-02-23T14:17:15","modified_gmt":"2026-02-23T14:17:15","password":"","slug":"4904066445085","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904066445085\/","title":{"rendered":"Main Dashboard"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What is it and why is it needed?<\/h2>\n\n\n\n<p>In <strong>Analytical Reports &gt; Main Dashboard<\/strong>, you can find consolidated analytics data for the following metrics:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales<\/li>\n\n\n\n<li>Attendance<\/li>\n\n\n\n<li>Occupancy<\/li>\n<\/ul>\n\n\n\n<p>This report helps you quickly assess <strong>financial performance<\/strong>, <strong>client activity<\/strong>, and <strong>how effectively your team\u2019s working time is being used<\/strong>.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<\/strong><br><br>Analytics are calculated <strong>only for visits with the status \u201cArrived\u201d<\/strong> within the selected period.<\/p>\n\n\n\n<p>The <strong>percentage icons with arrows<\/strong> next to each metric show the change compared to the <strong>previous period of the same length<\/strong>.<\/p>\n\n\n\n<p>Visits with the status <strong>\u201cArrived\u201d<\/strong> that include services\/products but <strong>do not have a phone number<\/strong> are <strong>not counted as clients<\/strong> and are <strong>not included<\/strong> in the metrics for <strong>new, returning, and lost clients<\/strong>.<br><\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">How to use the report<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>To generate the report, switch to <strong>Administration<\/strong> mode and go to <strong>Analytical Reports &gt; Main Dashboard<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2cb6e0&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2cb6e0\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"637\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.34.20-1024x637.png\" alt=\"\" class=\"wp-image-272848\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.34.20-1024x637.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.34.20-300x187.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.34.20-768x478.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.34.20-360x224.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.34.20.png 1032w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Apply the needed filters and click<strong> Apply.<\/strong><br><br><strong>Available filters:<\/strong><\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Period<\/strong><\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2cc238&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2cc238\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"869\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.38.32-1024x869.png\" alt=\"\" class=\"wp-image-272872\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.38.32-1024x869.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.38.32-300x255.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.38.32-768x652.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.38.32-360x306.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.38.32.png 1100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Team member<\/strong><\/li>\n\n\n\n<li><strong>Authorized team members<\/strong><\/li>\n\n\n\n<li><strong>Position<\/strong><\/li>\n<\/ul>\n\n\n\n<p>This way, for example, you can view metrics for a specific team member only.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2ccce8&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2ccce8\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.39.49-1024x468.png\" alt=\"\" class=\"wp-image-272890\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.39.49-1024x468.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.39.49-300x137.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.39.49-768x351.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.39.49-360x165.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.39.49.png 1396w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Sales section<\/h3>\n\n\n\n<p>The <strong>Sales<\/strong> section shows revenue and average values.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2cd616&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2cd616\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"848\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.41.31-1024x848.png\" alt=\"\" class=\"wp-image-272914\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.41.31-1024x848.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.41.31-300x248.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.41.31-768x636.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.41.31-360x298.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.41.31.png 1060w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Each metric includes a tooltip with details on how it is calculated. Click the<strong> i <\/strong>icon to open the explanation.<br><\/p>\n<\/blockquote>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2ce161&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2ce161\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"582\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10-1024x582.png\" alt=\"\" class=\"wp-image-272932\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10-1024x582.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10-300x171.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10-768x437.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10-1536x873.png 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10-360x205.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10-1568x892.png 1568w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.45.10.png 1604w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Total<\/strong> \u2014 the total amount of income for the selected period. Includes cash and cashless payments for visits with the status <strong>\u201cArrived\u201d<\/strong>, plus product sales.<\/li>\n\n\n\n<li><strong>Services<\/strong> \u2014 revenue from provided services. Includes cash and cashless payments for visits with the status <strong>\u201cArrived.\u201d<\/strong><\/li>\n\n\n\n<li><strong>Products<\/strong> \u2014 revenue from product sales. Includes the value of products sold during visits with the status <strong>\u201cArrived\u201d<\/strong>, plus product sales outside a visit.<\/li>\n\n\n\n<li><strong>Average visit <\/strong>cost \u2014 calculated as:<br><em>(Service revenue + Product revenue) \u00f7 (Visits with clients + Appointments without clients + Product sales)<\/em><\/li>\n\n\n\n<li><strong>Average service cost<\/strong> \u2014 calculated as:<br><em>Service revenue \u00f7 (Visits with clients + Appointments without clients)<\/em><\/li>\n\n\n\n<li><strong>Average product cost<\/strong> \u2014 calculated as:<br><em>Product revenue \u00f7 (Visits with clients + Product sales)<\/em><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Note<\/strong><br>Prepayments are not included in calculations: sales of memberships, certificates, and personal account top-ups.<\/p>\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">Attendance section<\/h3>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Only appointments with the status <strong>\u201cArrived\u201d<\/strong> are used to calculate the metrics. Appointments without an assigned client are not included.<\/p>\n<\/blockquote>\n\n\n\n<p>The <strong>Attendance<\/strong> section reflects client activity during the selected period and helps you track visit dynamics and changes in your client base.<br>All metrics show the change (in %) compared to the previous same-length period.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2cefb4&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2cefb4\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"789\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.51.32-1024x789.png\" alt=\"\" class=\"wp-image-272950\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.51.32-1024x789.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.51.32-300x231.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.51.32-768x592.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.51.32-360x277.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.51.32.png 1046w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clients<\/strong> \u2014 number of unique clients who visited during the selected period. If the same client visited multiple times or booked with different team members, they are counted only once.<\/li>\n\n\n\n<li><strong>Visits<\/strong> \u2014 total number of actual visits during the selected period. The same client may be counted multiple times if they visited more than once.<\/li>\n\n\n\n<li><strong>Appointments<\/strong> \u2014 total number of appointments created during the selected period, including cancelled ones.<\/li>\n\n\n\n<li><strong>New clients<\/strong> \u2014 number of clients who made their first visit during the selected period.<\/li>\n\n\n\n<li><strong>Returning clients<\/strong> \u2014 number of clients who made their second and subsequent visits during the selected period.<\/li>\n\n\n\n<li><strong>Lost clients<\/strong> \u2014 number of clients who did not visit for a certain number of days. The \u201clost\u201d period is configured in <strong>the Setting section<\/strong> <strong>> <\/strong><strong>Analytics > Churn Rate<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Client list<\/h3>\n\n\n\n<p>In the metric cards, there is a <strong>View clients<\/strong> link.<\/p>\n\n\n\n<p>When you click it, you\u2019ll be taken to the <strong>client list<\/strong> where you can see the list of clients corresponding to the selected metric and period.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2d0367&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2d0367\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"336\" height=\"152\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.54.18.png\" alt=\"\" class=\"wp-image-272971\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.54.18.png 336w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.54.18-300x136.png 300w\" sizes=\"auto, (max-width: 336px) 100vw, 336px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Occupancy section<\/h3>\n\n\n\n<p>The <strong>Occupancy<\/strong> section shows how efficiently working time is used.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2d186d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2d186d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"789\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.58.35-1024x789.png\" alt=\"\" class=\"wp-image-272995\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.58.35-1024x789.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.58.35-300x231.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.58.35-768x592.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.58.35-360x278.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-13.58.35.png 1056w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>The workload chart displays:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the percentage of occupied working time,<\/li>\n\n\n\n<li>gaps (unfilled time slots),<\/li>\n\n\n\n<li>and helps evaluate team member\u2019s real workload.<\/li>\n\n\n\n<li><strong>Completed appointments<\/strong> \u2014 number of appointments with the status <strong>\u201cArrived.\u201d<\/strong> These are the visits that actually happened.<\/li>\n\n\n\n<li><strong>Incomplete appointments<\/strong> \u2014 number of appointments with statuses <strong>\u201cConfirmed\u201d<\/strong> and <strong>\u201cPending.\u201d<\/strong> These were created but had not yet resulted in a completed visit at the time of analysis.<\/li>\n\n\n\n<li><strong>Cancelled appointments<\/strong> \u2014 number of manually cancelled appointments and appointments with the status <strong>\u201cNo-show.\u201d<\/strong> Helps assess the share of cancellations and no-shows.<\/li>\n\n\n\n<li><strong>Average occupancy<\/strong> \u2014 the average percentage of team member workload per workday. Calculated as:<br><em>Total duration of appointments with the status \u201cArrived\u201d \u00f7 Total duration of team members\u2019 working time<\/em><br>This helps you understand how effectively the team\u2019s work time is being used.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Important<\/h3>\n\n\n\n<p>Average occupancy may be calculated incorrectly if the schedule includes team members who <strong>do not provide services<\/strong> (for example, administrators) but have working hours set. They have no appointments, but they still appear in the statistics.<br><br>You can exclude such team members from occupancy statistics by disabling the checkbox in the team member settings under:<br><strong>Statistics &gt; Include team member in occupancy<\/strong> <strong>statistics <\/strong>(see the <strong>Statistics<\/strong> section of the related <strong><a href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4846193337245-employee-settings\/\">article<\/a>).<\/strong><\/p>\n<\/blockquote>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d086b2d2605&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d086b2d2605\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"708\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-14.00.21-1024x708.png\" alt=\"\" class=\"wp-image-273016\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-14.00.21-1024x708.png 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-14.00.21-300x207.png 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-14.00.21-768x531.png 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-14.00.21-360x249.png 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-02-10-at-14.00.21.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p>The <strong>Main Dashboard<\/strong> report helps you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>make management decisions based on data<\/li>\n\n\n\n<li>monitor revenue and average check<\/li>\n\n\n\n<li>track changes in your client list<\/li>\n\n\n\n<li>analyze team member workload<\/li>\n\n\n\n<li>spot periods of decline or growth<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is it and why is it needed? In Analytical Reports &gt; Main Dashboard, you can find consolidated analytics data for the following metrics: This report helps you quickly assess financial performance, client activity, and how effectively your team\u2019s working time is being used. Important Analytics are calculated only for visits with the status \u201cArrived\u201d&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904066445085\/\">Continue reading <span class=\"screen-reader-text\">Main Dashboard<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[90],"doc_tag":[1819,1789,1462,1507,1804,1579,1297,1492],"class_list":["post-1358","docs","type-docs","status-publish","hentry","doc_category-analytics-reports","doc_tag-analytical-reports-en","doc_tag-analytics-en","doc_tag-appointment-en","doc_tag-client-en","doc_tag-main-dashboard-en","doc_tag-products-en","doc_tag-service-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":779,"total_views":"566","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Analytics reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/analytics-reports\/"}],"doc_tag_info":[{"term_name":"Analytical Reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/analytical-reports-en\/"},{"term_name":"Analytics","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/analytics-en\/"},{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Main Dashboard","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/main-dashboard-en\/"},{"term_name":"Products","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/products-en\/"},{"term_name":"Service","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/service-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1358","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1358"}],"version-history":[{"count":21,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1358\/revisions"}],"predecessor-version":[{"id":280540,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1358\/revisions\/280540"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1358"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1358"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1358"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}