The analytics dashboard: numbers you can act on

Two numbers, never merged

Revenue and collection answer different questions. Revenue tells you whether you are selling; collection tells you whether you are being paid. Merging them produces the dashboard number that feels great in March and explains nothing in June.

Here they sit next to each other in every card, per currency, with the outstanding remainder shown alongside.

Comparison is where the meaning is

A figure on its own is trivia. The comparison card puts this period, the previous period and the change percentage in one row — for order totals, collection, order count, products and services sold, new customers and completed appointments.

The comparison range does not have to be the automatic previous period. Pick any two ranges from the calendar: this June against last June, or the two weeks of a campaign against the two weeks before it.

• Order total and collection, per currency
• Number of orders in the period
• Products and services sold
• New customers acquired
• Completed appointments
• Delivered goods, counted by delivery date

Twelve months at a glance

The trend chart draws order revenue as a line and collection as a dashed line across twelve months, with a currency selector when you work in more than one. Seasonality that is invisible in a monthly total is obvious in the shape of the line — and for a salon, a workshop or a tutor, seasonality is most of the business plan.

Getting the numbers out

Any period summary can be shared as a PDF or an Excel file straight from the dashboard, which is how most people send the month to an accountant or a business partner. That export is part of the free app.