Whether you’re looking for your most popular service, analyzing revenue trends, or just need some information to file your taxes, our Reports dashboard can help you dig into your data to run and grow your business more profitably. 🤓
In our Reports dashboard, team members with “owner” access will be able to view sales trends, staff, financials, client data, payouts, and sales tax reports (if applicable).
Anyone with "administrator" access will have access to all reports except the staff report. If you need to dive a little deeper than the charts available, you can download the raw data behind the reports on each page as a CSV file. Read on to learn more about each type of report below!
These reports will help you see how your sales volume has trended over time. With this report you can:
View how total sales volume (in either dollars or number of visits) is trending over time
View projections based on appointments scheduled in the future
Compare your sales volume against the same period in the previous year
Identify your most (and least) popular services with breakdowns by category and service as well as your most (and least) popular days for those services
View unit profitability (what you make less what you pay your team per appointment) aggregated for all appointments on any given day, week, month, or year based on your selections.
These include reports of compensation earned and tips earned by your team and can help you identify what you’ve paid out to your staff already as well as what you’ll need to pay them in the future. With these reports you can:
View projected and earned compensation
View tips earned
Compare aggregated compensation against the same period in the previous year
The financials tab shows a summary of the amount billed and all payments received that have been tracked through PetPocketbook. The financials reports can be used to help collect the information you need for taxes at the end of each year!
View total amount billed each day, week, month, or year in your selected date range
View aggregated payments received each day, week, month, or year in your selected date range
View aggregated payments received broken down by payment method
Compare billings and payments against the same period in the previous year
Download monthly summaries for tax reporting
Our client reports help you keep track of important client information all in one place, including client growth, client breakdown by spend, and vaccinations reports! Here’s what you’ll find:
Total clients over time
Active clients (had appointments in the last 90 days) over time
New clients added over time
Top clients by spend
Map of clients by location
Table of vaccination statuses that can be filtered by family or vaccine type
Our payout reporting makes it easier for you to see:
a history of what’s been deposited into your connected bank account
which client payments/refunds comprise each payout, and
how much is en route or still in processing that’ll be deposited in the near future.
If you’re required to collect sales tax, and you’ve set up PetPocketbook to automatically add sales tax to invoices, you’ll see a sales tax summary here. This includes sales tax collected on your bills sent in each month, quarter, or year.
We’re always working on updates and improvements to the Reports dashboard, so you can expect that there’ll be more to come! In the meantime, have suggestions? Lend us a paw, and drop us a line!