Revenue Tracking

Revenue Moved into the Business Hub

The standalone revenue screen is gone. Everything about money now lives under Finances — the Business hub — which opens with the Today queue, the Money strip and links to the desks and reports. The Business Hub page walks through the desks and the till; this page covers the revenue side.

The Money Strip

At the top of Finances, the Money strip shows what the business has taken over four windows — Today, This week, This month and This year — alongside Refunds this month and Outstanding, the amount clients still owe. It is the quickest answer to how the week is going.

What the Figures Count

Revenue is what the desk actually recorded. The Payments desk breaks it into Taken — money witnessed at the desk or paid online; Assumed — recorded when a booking was completed without a payment being witnessed; Given back — refunds; and Net. Refunds and write-offs are records of what you did; nothing in the partner app moves money itself.

The Revenue Trend

The Collected view of the Payments desk carries the Revenue Trends chart: Daily, Weekly or Monthly Revenue with the Total Revenue, Average Daily Revenue, Peak Day and the appointments behind them. It always covers the whole organization, even when the desk below is filtered to one venue.

The Reports

Under Reports, Owners and Admins open two views:

• Venues: how each place is doing — revenue, completed and cancelled appointments, customers, rating, utilization, trends, peak hours and services.
• Staff: how the team is doing — a leaderboard by revenue, appointments and rating, with totals for the period.

Receptionists can open the hub and its desks but not the reports; Professionals see neither.

Reading the Ledger

To see the transactions behind a figure, open the Payments desk — the Payments ledger page explains its columns, kinds and filters.