{"id":60490,"date":"2026-10-12T11:33:24","date_gmt":"2026-10-12T11:33:24","guid":{"rendered":"https:\/\/alteg.io\/?page_id=60490"},"modified":"2026-10-14T00:35:57","modified_gmt":"2026-10-14T00:35:57","slug":"statistics-and-analytics","status":"publish","type":"page","link":"https:\/\/alteg.io\/en\/statistics-and-analytics\/","title":{"rendered":"Statistics and Analytics"},"content":{"rendered":"
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\n \t\t\t\\<\/span>\n\t\t\t\t\tanalytics and reporting<\/span>\n\t\t\n<\/div>\n\t\t\t

Analytics and reporting for\u00a0appointment-based\u00a0businesses<\/h1>\n\t\t\t\t\t

Altegio turns every appointment, sale and cash operation into named reports, so you see what the month actually earned, who brings it in and where it leaks \u2013 and act on it while it still matters<\/p>\n\t\t

\n \t\t\tSales<\/span>\n\t\t\t\t\tAttendance<\/span>\n\t\t\t\t\tOccupancy<\/span>\n\t\t\t\t\tLost<\/span>\n\t\t\t\t\tServices<\/span>\n\t\t\t\t\tProducts<\/span>\n\t\t\n<\/div>\n
\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t\n\tSee plans\n<\/a>\n\t\t\n<\/div>\n\t\t\t

7-day free trial \u00b7 onboarding with an expert \u00b7 no credit card required<\/p>\n\t\t

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Attendance<\/p>\n\t\t\n<\/div>\n

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Clients<\/p>\n\t\t

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861<\/p>\n\t\t

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\u2191 11%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

View clients \u2197<\/p>\n\t\t\n<\/div>\n

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Visits<\/p>\n\t\t

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1052<\/p>\n\t\t

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\u2191 4%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

Total amount<\/p>\n\t\t\n<\/div>\n

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Appointments<\/p>\n\t\t

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976<\/p>\n\t\t

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\u2191 12%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

Total amount<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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New clients<\/p>\n\t\t\n<\/div>\n

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Returning clients<\/p>\n\t\t\n<\/div>\n

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Lost clients \u00b7<\/p>\n\t\t\t\t\t

16<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Occupancy<\/p>\n\t\t\n<\/div>\n

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Completed<\/p>\n\t\t

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657<\/p>\n\t\t

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\u2191 2%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

60% of all<\/p>\n\t\t\n<\/div>\n

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Cancelled<\/p>\n\t\t

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5<\/p>\n\t\t

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\u2193 3%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

1% of all<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Working time occupied<\/p>\n\t\t\n<\/div>\n

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\n \n<\/div>\n\t\t\t

No-shows<\/p>\n\t\t\n<\/div>\n

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Average \u00b7<\/p>\n\t\t\t\t\t

50<\/p>\n\t\t\t\t\t

per day<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

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Individual and Chain Reports<\/p>\n\t\t\t\t\t

a report set for each location, and a chain set that compares them on the same rules<\/p>\n\t\t\n<\/div>\n

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Rules that follow your workflows<\/p>\n\t\t\t\t\t

the lost-client period, monthly revenue plans and who sees which report are yours to set<\/p>\n\t\t\n<\/div>\n

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KPIs for every team member<\/p>\n\t\t\t\t\t

track each person\u2019s efficiency, from earnings and average bill to how booked they were<\/p>\n\t\t\n<\/div>\n

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All numbers are explainable<\/p>\n\t\t\t\t\t

every added, changed or deleted appointment, payment and stock operation is logged<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tcustomer review<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n
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Without Altegio I couldn\u2019t have got at the retention figures, specialist by specialist. Altegio has definitely helped me work with my team: all those numbers, showing specialists their own retention, the ramp-up history of a specialist \u2013 at 7 days, at 2 weeks, where they are 2 months in. And it works out exactly how to motivate a specialist to earn more on client volume, how to read the average bill. It works brilliantly, and it works fast<\/p>\n\t\t

\n \t\t\t\"Zamira\t\t
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Zamira De Klerk<\/p>\n\t\t\t\t\t

Beauty visionary, salon owner, founder of Asian Global Gala, Almaty (Kazakhstan)<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\thow reporting works<\/span>\n\t\t
\n \n<\/div>\n\t\t\t01 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Your reports build themselves from the working day<\/h2>\n\t\t\t\t\t

Analytics fills itself from the work your team already does \u2013 nothing to set up, nothing to import<\/p>\n\t\t

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01<\/p>\n\t\t

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Run the day as usual<\/h3>\n\t\t\t\t\t

Appointments, sales and cash operations become report data as the day goes on \u2013 no end-of-day typing<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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02<\/p>\n\t\t

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Pick the report, then the period<\/h3>\n\t\t\t\t\t

Every report takes a date range; most add filters, down to one team member, one service, one location<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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03<\/p>\n\t\t

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Go behind the number<\/h3>\n\t\t\t\t\t

Client metric cards on Main Dashboard carry a View clients action, which opens the list of clients behind that number<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

No finance background needed: the reports are ready-made and the period is a date range<\/p>\n\t\t\n<\/div>\n

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Sales<\/p>\n\t\t

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\n \t\t\t

Total<\/p>\n\t\t\t\t\t

\u20ac2.01K<\/p>\n\t\t\t\t\t

36 Operations<\/p>\n\t\t\n<\/div>\n

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Services<\/p>\n\t\t\t\t\t

\u20ac1.73K<\/p>\n\t\t\t\t\t

36 Sold services<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Products<\/p>\n\t\t

\n \t\t\t

\u20ac282<\/p>\n\t\t

\n \t\t\t

14%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n \t\t\t\"\"\/\t\t\n<\/div>\n
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\n \n<\/div>\n\t\t\t

Total sales<\/p>\n\t\t\n<\/div>\n

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\n \n<\/div>\n\t\t\t

Services<\/p>\n\t\t\n<\/div>\n

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\n \n<\/div>\n\t\t\t

Products<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Average visit cost<\/p>\n\t\t\t\t\t

\u20ac55.75<\/p>\n\t\t\n<\/div>\n

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Average service cost<\/p>\n\t\t\t\t\t

\u20ac47.92<\/p>\n\t\t\t\t\t

36 Sold services<\/p>\n\t\t\n<\/div>\n

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Average product cost<\/p>\n\t\t

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\u20ac23.50<\/p>\n\t\t

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14%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t\t

*Does not include prepayments, such as sales of memberships\/gift cards and client account top ups<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tthe report list<\/span>\n\t\t
\n \n<\/div>\n\t\t\t02 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Stop hunting for\u00a0the\u00a0number\u00a0you\u00a0need<\/h2>\n\t\t\t\t\t

Every report you have, cataloged and grouped by category \u2013 whatever appointment-based business you run, the report you need already exists and is named<\/p>\n\t\t

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\n \t\t\t\"Sales\t\t\n<\/div>\n\t\t\t

revenue<\/p>\n\t\t

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Sales<\/h3>\n\t\t\t\t\t

Sales by Team \u00b7 Team Performance Over Time \u00b7 Sales by Services \u00b7 Sales by Clients<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Attendance\t\t\n<\/div>\n\t\t\t

workload<\/p>\n\t\t

\n \t\t\t

Attendance and occupancy<\/h3>\n\t\t\t\t\t

Main Dashboard, consolidating Sales, Attendance and Occupancy \u00b7 Team Occupancy \u00b7 Client Retention<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Appointment\t\t\n<\/div>\n\t\t\t

the calendar<\/p>\n\t\t

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Appointments<\/h3>\n\t\t\t\t\t

Appointments \u00b7 Events \u2013 every appointment and group event, with status, source and creator<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Finance\t\t\n<\/div>\n\t\t\t

money<\/p>\n\t\t

\n \t\t\t

Finance<\/h3>\n\t\t\t\t\t

Financial report \u00b7 Profit & Loss \u00b7 Daily cash desk report<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Inventory\t\t\n<\/div>\n\t\t\t

stock<\/p>\n\t\t

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Inventory<\/h3>\n\t\t\t\t\t

Sales Analysis \u00b7 Consumable Usage Analysis \u00b7 Write-off Analysis \u00b7 Inventory balance \u00b7 Product Orders<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Team\t\t\n<\/div>\n\t\t\t

people<\/p>\n\t\t

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Team and marketing<\/h3>\n\t\t\t\t\t

HR report \u00b7 Promotions Effectiveness \u00b7 Messages, with the notification module connected \u00b7 Call Logs, with an IP-telephony integration connected<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Data\t\t\n<\/div>\n\t\t\t

audit trail<\/p>\n\t\t

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Data governance<\/h3>\n\t\t\t\t\t

Activity Logs \u00b7 Change Logs \u2013 who downloaded, added, changed or deleted what, and when<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Chain\t\t\n<\/div>\n\t\t\t

several locations<\/p>\n\t\t

\n \t\t\t

For a chain<\/h3>\n\t\t\t\t\t

Summary Report \u00b7 Breakdown by Locations \u00b7 Breakdown by Days \u00b7 Breakdown by Parameters \u00b7 chain Team, Services and Appointments \u00b7 Report on memberships \u00b7 Revenue Plans<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

swipe through the eight report categories \u2192<\/p>\n\t\t

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Run a real week and every report on this list fills with your own numbers<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tclosing the month<\/span>\n\t\t
\n \n<\/div>\n\t\t\t03 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

The whole month, already added up<\/h2>\n\t\t\t\t\t

Revenue, expenses and what is left \u2013 three finance reports answer the month, from the day to the year<\/p>\n\t\t

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the period<\/p>\n\t\t

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Financial report<\/h3>\n\t\t\t\t\t

All income and expenses for the period you set, opening on the last week by default. This is the report to reconcile a month against<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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the year<\/p>\n\t\t

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Profit & Loss<\/h3>\n\t\t\t\t\t

Income and expenses month by month across the year, with several months compared<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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the day<\/p>\n\t\t

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The day, closed at the end of the day<\/h3>\n\t\t\t\t\t

A daily report generated automatically, covering cash encashment and transfers, while the team that worked the shift is still there<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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the split<\/p>\n\t\t

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Where the money came from<\/h3>\n\t\t\t\t\t

Main Dashboard\u2019s Sales section, with the total split into services and products<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

The ledger behind these numbers lives in Finance and accounting<\/a><\/p>\n\t\t

\n \t\t\t

Work a real month and these three reports write themselves<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
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\n \t\t\t\\<\/span>\n\t\t\t\t\tproducts and stock<\/span>\n\t\t
\n \n<\/div>\n\t\t\t04 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Find out how retail performs<\/h2>\n\t\t\t\t\t

Retail is a second business inside yours \u2013 and it has its own set of reports<\/p>\n\t\t

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Sales Analysis<\/h3>\n\t\t\t\t\t

What sold, in what quantity, over the period. Opens from Inventory > Analytical Reports, like the rest of this set<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Consumable Usage Analysis<\/h3>\n\t\t\t\t\t

What the work consumed, so a service cost is not a guess<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Write-off Analysis<\/h3>\n\t\t\t\t\t

What left the shelf without being sold<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Inventory balance<\/h3>\n\t\t\t\t\t

What is on the shelf now, read per location<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Product Orders<\/h3>\n\t\t\t\t\t

What is ordered and what is on the way<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Sales by Services<\/h3>\n\t\t\t\t\t

Which service is in demand and which brings more revenue<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

For a chain, the Services report adds profit and consumables cost per service. A car service reads it to see whether a fully booked bay was a profitable one<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tthe team<\/span>\n\t\t
\n \n<\/div>\n\t\t\t05 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

See who earns it, and\u00a0who\u00a0is\u00a0simply\u00a0busy<\/h2>\n\t\t\t\t\t

What each team member brought in, and how booked they actually were \u2013 the difference you cannot see from the calendar<\/p>\n\t\t

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\n \t\t\t\"Sales\t\t\n<\/div>\n
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Sales by Team<\/h3>\n\t\t\t\t\t

What each team member earned in a period, and across which metrics<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Team\t\t\n<\/div>\n
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Team Performance Over Time<\/h3>\n\t\t\t\t\t

One team member month by month: services and amounts, appointments, average bill, products sold<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Team\t\t\n<\/div>\n
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Team Occupancy<\/h3>\n\t\t\t\t\t

How booked each team member actually was, over any period you pick<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Client\t\t\n<\/div>\n
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Client Retention, per team member<\/h3>\n\t\t\t\t\t

Whether the clients who saw one team member came back<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"HR\t\t\n<\/div>\n
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HR report<\/h3>\n\t\t\t\t\t

New hires, employment periods and dismissals, when the question is the team rather than sales<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t\"Payroll\t\t\n<\/div>\n
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What payroll is calculated from<\/h3>\n\t\t\t\t\t

Payroll charts with a standard rule, calculation criteria, bonuses and deductions, set in Payroll<\/a><\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

swipe through the team reports \u2192<\/p>\n\t\t\t\t\t

A clinic with two doctors in the same specialty reads two reports side by side: Sales by Team says who earned more, Team Occupancy whether the difference is hours booked<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

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\n \t\t\t\\<\/span>\n\t\t\t\t\tappointment reporting<\/span>\n\t\t
\n \n<\/div>\n\t\t\t06 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Understanding slow weeks<\/h2>\n\t\t\t\t\t

Every appointment in the company \u2013 any source, any user, any status, deleted ones included \u2013 with how many cancelled and where they came from<\/p>\n\t\t

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How many, of what, for whom<\/h3>\n\t\t\t\t\t

Reports > Appointments filters by creation date, visit date, team member, client name or phone, service and appointment category<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Cancelled, and not arrived<\/h3>\n\t\t\t\t\t

Filters for cancelled and for visit status, so you count how often it happens instead of guessing<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Paid and unpaid<\/h3>\n\t\t\t\t\t

Payment status is a filter on the same report: paid, unpaid or all<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Where it was created<\/h3>\n\t\t\t\t\t

The source filter separates all, online and offline appointments, and names the user who created each one<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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Group events<\/h3>\n\t\t\t\t\t

The Events report gives group events the same treatment, with the same statuses<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

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\n \t\t\t

Marketing channels via GA and Pixel<\/h3>\n\t\t\t\t\t

Put your Google Analytics and Facebook Pixel identifiers in the Online Booking<\/a> widget settings<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

A slow Tuesday stops being a mystery: you can see how many were booked, how many cancelled and where the rest came from<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tnew, returning and lost<\/span>\n\t\t
\n \n<\/div>\n\t\t\t07 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Get\u00a0the\u00a0list\u00a0of\u00a0clients worth\u00a0calling\u00a0today<\/h2>\n\t\t\t\t\t

New, returning and lost \u2013 with the names behind every number, and the definition of \u2018lost\u2019 yours to set<\/p>\n\t\t

\n
\n
\n \t\t\t

The lost-client period is a setting.<\/strong> Analytics > Settings > Client Churn holds it. Change it and Client Retention follows<\/p>\n\t\t\t\t\t

Client Retention<\/strong> shows the results of your team\u2019s work with clients, per team member too<\/p>\n\t\t\t\t\t

Returning clients works differently, on purpose.<\/strong> It counts the entire previous period, so the earlier visit could be a month or a year old, and it ignores the churn setting<\/p>\n\t\t\t\t\t

Sales by Clients<\/strong> lists revenue and visits for every client in the period, which is where your biggest spenders are<\/p>\n\t\t\t\t\t

Promotions Effectiveness<\/strong> shows how many new clients a promotion brought, and how many came back<\/p>\n\t\t\t\t\t

Report on memberships<\/strong> lists, for a chain, the memberships valid across it<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n
\n \n<\/div>\n
\n \n<\/div>\n
\n
\n
\n \t\t\t

Client type:<\/p>\n\t\t\t\t\t

New<\/p>\n\t\t\t\t\t

Returning<\/p>\n\t\t\t\t\t

Lost<\/p>\n\t\t

\n \t\t\t

Expiring membership \u2715<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n
\n \n<\/div>\n\n<\/div>\n
\n \t\t\t

Name<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Last name<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Phone<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Total sales<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Visits<\/p>\n\t\t\n<\/div>\n

\n
\n \n<\/div>\n\n<\/div>\n
\n \t\t\t

George<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Bennedict<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

+374 93 \u2026<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

2,825.57 \u20ac<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

21<\/p>\n\t\t\n<\/div>\n

\n
\n \n<\/div>\n\n<\/div>\n\t\t\t

Johnny<\/p>\n\t\t\t\t\t

Reyes<\/p>\n\t\t\t\t\t

+374 88 \u2026<\/p>\n\t\t\t\t\t

261.36 \u20ac<\/p>\n\t\t\t\t\t

9<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n
\n \t\t\t

Bob<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Carter<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

+225 66 \u2026<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

176.00 \u20ac<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

7<\/p>\n\t\t\n<\/div>\n

\n
\n \n<\/div>\n\n<\/div>\n\t\t\t

Patrick<\/p>\n\t\t\t\t\t

Johnson<\/p>\n\t\t\t\t\t

+374 96 \u2026<\/p>\n\t\t\t\t\t

128.37 \u20ac<\/p>\n\t\t\t\t\t

5<\/p>\n\t\t

\n
\n \n<\/div>\n\n<\/div>\n
\n \t\t\t

Anna<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Lindqvist<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

+386 4 \u2026<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

114.84 \u20ac<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

3<\/p>\n\t\t\n<\/div>\n

\n
\n \n<\/div>\n\n<\/div>\n\t\t\t

Hannah<\/p>\n\t\t\t\t\t

Whitmore<\/p>\n\t\t\t\t\t

+374 99 \u2026<\/p>\n\t\t\t\t\t

8.47 \u20ac<\/p>\n\t\t\t\t\t

2<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n

\n \t\t\t

Start working with your client base like a pro<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tcounting rules<\/span>\n\t\t
\n \n<\/div>\n\t\t\t08 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Report\u00a0a\u00a0number you\u00a0can\u00a0stand\u00a0behind<\/h2>\n\t\t\t\t\t

Every metric has a counting rule, so two reports can differ without either being wrong \u2013 once you know which answers your question<\/p>\n\t\t

\n
\n
\n \t\t\t

Visit-based reports count Arrived visits.<\/strong> Sales by Team, Sales by Clients and the chain Team report read appointments with the Arrived status. The Financial report and Profit & Loss read income and expenses, which is why the two differ<\/p>\n\t\t\t\t\t

Main Dashboard\u2019s Attendance metrics<\/strong> count only Arrived appointments, and exclude appointments with no client attached<\/p>\n\t\t\t\t\t

Prepayments are not counted<\/strong> there: memberships, gift cards and account top-ups arrive before the service does<\/p>\n\t\t\t\t\t

Chain average bill is not revenue divided by visits.<\/strong> It counts only visits and product sales that carry a phone number<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

And not everyone sees them<\/h3>\n\t\t\t\t\t

Analytics permissions are granted per team member: without the permission, a team member sees neither the report nor the section holding it. Appointment and message logs are granted separately, so the front desk keeps its tools while revenue stays yours<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \n<\/div>\n
\n \n<\/div>\n
\n
\n
\n \t\t\t

Analytics<\/p>\n\t\t\n<\/div>\n

\n
\n \t\t\t

Revenue<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Appointments<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Occupancy<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n
\n \n<\/div>\n\n<\/div>\n
\n
\n \t\t\t

Cancelled<\/p>\n\t\t

\n \t\t\t

64<\/p>\n\t\t

\n \t\t\t

\u2193 3%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

% of all<\/p>\n\t\t\n<\/div>\n

\n \t\t\t

Total appointments<\/p>\n\t\t

\n \t\t\t

1668<\/p>\n\t\t

\n \t\t\t

\u2191 28%<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t

Change<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n
\n \t\t\t

New clients<\/p>\n\t\t

\n \t\t\t

24<\/p>\n\t\t\t\t\t

(52%)<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Repeat visits<\/p>\n\t\t

\n \t\t\t

14<\/p>\n\t\t\t\t\t

(33%)<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

\n \t\t\t

Lost clients<\/p>\n\t\t

\n \t\t\t

5<\/p>\n\t\t\t\t\t

(13%)<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tchains<\/span>\n\t\t
\n \n<\/div>\n\t\t\t09 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Rank your locations, then\u00a0fix\u00a0the\u00a0weakest<\/h2>\n\t\t\t\t\t

A separate set of chain reports \u2013 compare locations, or drill into one, without merging a single file by hand<\/p>\n\t\t

\n
\n
\n \t\t\t

Summary Report<\/h3>\n\t\t\t\t\t

Consolidated key chain metrics<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Breakdown by Locations<\/h3>\n\t\t\t\t\t

Locations compared on revenue, average bill, occupancy and client activity<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Breakdown by Days<\/h3>\n\t\t\t\t\t

The same metrics date by date, enough to tell a seasonal dip from a bad week<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Breakdown by Parameters<\/h3>\n\t\t\t\t\t

One metric across all locations, dates as columns, locations as rows<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Chain Team, Services and Appointments<\/h3>\n\t\t\t\t\t

Revenue per team member, service performance by type or subdivision, and every appointment with its location, status and source<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Revenue Plans<\/h3>\n\t\t\t\t\t

A monthly plan per location, read against Total Revenue and the percentage completed<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

One currency for statistics<\/h3>\n\t\t\t\t\t

Set by the main location of the chain, so the totals compare<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

swipe through the chain reports \u2192<\/p>\n\t\t\t\t\t

Five wellness studios read two in sequence: Breakdown by Locations ranks them, then Breakdown by Days on the weakest shows which days are costing it<\/p>\n\t\t

\n \t\t\t

One set of reporting rules for one location or fifty \u2013 start with yours<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n
\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\ttaking the numbers out<\/span>\n\t\t
\n \n<\/div>\n\t\t\t10 \/ 10<\/span>\n\t\t\n<\/div>\n\t\t\t

Make the bookkeeping easier<\/h2>\n\t\t\t\t\t

Excel for the accountant, API or Power BI for your BI, the phone for you \u2013 reports leave Altegio in four directions<\/p>\n\t\t

\n
\n
\n \t\t\t

Export to Excel<\/h3>\n\t\t\t\t\t

Named reports carry an Export to Excel button, Client Retention and the chain Breakdown by Parameters among them<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Activity Logs<\/h3>\n\t\t\t\t\t

Downloads from All Clients, Reports \u2013 Appointments, Financial Transactions and Inventory Management are recorded, so you know what left the system and when<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Change Logs<\/h3>\n\t\t\t\t\t

Who added, edited or deleted an appointment, a financial operation or a stock movement, and when \u2013 so a figure that moved can be traced to the action that moved it<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

API access for your BI<\/h3>\n\t\t\t\t\t

An integration with API access reads your clients, appointments and services, within the rights of the user who granted it<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Power BI via Smart-Metrika<\/h3>\n\t\t\t\t\t

A stand-alone business-intelligence service listed in Integrations, which is the route to Power BI dashboards<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

On your phone<\/h3>\n\t\t\t\t\t

The Altegio Business Management mobile app carries an Analytics tab: end of day, daily and period reports, tappable charts, a monthly workload calendar<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\t\t\t

One caveat before you rely on the phone. The mobile report is not a financial report, does not reflect actual cash flow, and may not match the daily report<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n \t\t\t

Stop rebuilding the month by hand<\/h2>\n\t\t\t\t\t

Close the month on the figures Altegio counted, not on what you remember \u2013 nothing separate to set up or learn<\/p>\n\t\t

\n \t\t\t\n\tStart your 7-day free trial\n<\/a>\n\t\t\t\t\t\n\tSee plans\n<\/a>\n\t\t\n<\/div>\n\t\t\t

7-day free trial \u00b7 onboarding with an expert \u00b7 no credit card required<\/p>\n\t\t\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\tquestions<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

Frequently asked questions<\/h2>\n\t\t\t\t\t

Six questions owners ask before they switch<\/p>\n\t\t

\n
\n
\n \t\t\t

Which appointment software has built-in reporting features?<\/h3>\n\t\t\t\t\t

Altegio does: Analytics is one of its sections, next to the calendar, Clients, Finance and Inventory. Open Analytics > Analytical Reports and pick from the full catalog; the inventory and finance report sets live in their own sections of the system<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Why do two reports show different totals?<\/h3>\n\t\t\t\t\t

Because each metric carries its own rule. Visit-based reports such as Sales by Team count only appointments marked Arrived. The finance reports add up income and expenses instead. Neither is wrong; they answer different questions, so pick the report by the question<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can I export a report to Excel?<\/h3>\n\t\t\t\t\t

Yes. The button sits on the reports themselves \u2013 Client Retention and the chain Breakdown by Parameters carry it, among others. Excel is the file your accountant or bank asks for, and Activity Logs keeps a record of every download from four sections<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can I hide revenue from my team?<\/h3>\n\t\t\t\t\t

Yes. Reports are permission-gated per person: grant the permission and anyone without it simply never sees those numbers or the section holding them. The appointment and message logs take a permission of their own<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can I read my analytics on my phone?<\/h3>\n\t\t\t\t\t

Yes. Open the Analytics tab of the Altegio Business Management mobile app for the day just closed, any single day or a period, with charts you can tap into. Treat it as an operational view rather than a financial report<\/p>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Can I get Altegio data into Power BI or my own dashboard?<\/h3>\n\t\t\t\t\t

Through Integrations, not a built-in connector. Grant an integration API access and it can read your clients, appointments and services \u2013 never more than the user\u2019s own rights allow. For Power BI specifically, the route is Smart-Metrika, a stand-alone business-intelligence service<\/p>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

\n
\n
\n \t\t\t\\<\/span>\n\t\t\t\t\trelated features<\/span>\n\t\t
\n \n<\/div>\n\n<\/div>\n\t\t\t

Reports are one part of the platform<\/h2>\n\t\t\t\t\t

These are the parts that write to the reports and read from them<\/p>\n\t\t

\n
\n
\n \t\t\t

Finance and accounting<\/h3>\n\t\t\t\t\t

The ledger the finance reports read from<\/p>\n\t\t\t\t\t\n\tLearn more\n<\/a>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Payroll<\/h3>\n\t\t\t\t\t

Where the rules behind a team member\u2019s earnings are set<\/p>\n\t\t\t\t\t\n\tLearn more\n<\/a>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Inventory<\/h3>\n\t\t\t\t\t

Stock, consumables and their own analytical reports<\/p>\n\t\t\t\t\t\n\tLearn more\n<\/a>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Clients<\/h3>\n\t\t\t\t\t

The profiles the retention reports count<\/p>\n\t\t\t\t\t\n\tLearn more\n<\/a>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Online Booking<\/h3>\n\t\t\t\t\t

Where online appointments and their sources come from<\/p>\n\t\t\t\t\t\n\tLearn more\n<\/a>\n\t\t\n<\/div>\n\n<\/article>\n

\n
\n \t\t\t

Notifications<\/h3>\n\t\t\t\t\t

The module the Messages report needs<\/p>\n\t\t\t\t\t\n\tLearn more\n<\/a>\n\t\t\n<\/div>\n\n<\/article>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"

analytics and reporting Analytics and reporting for\u00a0appointment-based\u00a0businesses Altegio turns every appointment, sale and cash operation into named reports, so you see what the month actually earned, who brings it in and where it leaks \u2013 and act on it while it still matters Sales Attendance Occupancy Lost Services Products Start your free trial See plans […]<\/p>\n","protected":false},"author":28,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"class_list":["post-60490","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t