Thursday, December 22, 2011

The Analytics Tab

Genbook's Analytics tab is a robust resource that allows your business to see and track appointment metrics over various periods of time. You can view trends in both number of appointments and revenue, and even isolate the data you look at by staff, service and booking type (online vs. offline).

The best way to fully understand and get the most out of the Analytics tab is to play around with it within your own online booking account. Below, you'll find a brief overview on how to use it.

You'll notice right away when looking at the tab that you have both a line graph on which you can view data, as well as bar chart/table Staff and Service Summaries below that.

Time Frame: The first thing you want to do is select the time frame you wish to draw information from.

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The time range you select at the top will apply to both the graph and the summaries below it.

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The default time frame will be the most recent 4 weeks. However, click on the date range and you will be able to select shorter or longer spans of time at which to look. Depending on the amount of time you're looking at, you can also choose to view the graph in increments of Days, Weeks or Months. For example, to see an overview of your monthly earnings or appointments over the course of one calendar year, you would click the "Month" button after selecting the date range.

Views: Next, you will need to decide whether you wish to view data about Revenue (Amount of money earned) or Appointments (number of bookings) in the top graph. (There are similar options for each of the summaries).

One important thing to note about the Revenue views is that all details are based on what is listed in the Revenue field on your appointments. This field is found on each Edit Appointment box. If you list a cost for a service, the Revenue field is automatically filled in with the service's listed cost. When you're creating an Offline appointment, you can edit the revenue field.

Once you have selected a time frame and view type for your graph, you can also choose to view the graph by Services or Staff, which allows you to select from either of those categories.

Within either the Staff or Service subviews, you can narrow the graph further by choosing to view only Online or Offline appointments, from the drop-down menu to the immediate right. You can even select to view appointments/revenue for a particular service, juxtaposed with the staff member's totals.

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In the example above, we're viewing all of Rae's appointments (orange line), and juxtaposing that with her appointments for only the Cleansing Facial service (blue line). This allows us to quickly see what portion of her bookings (below) were for Cleansing Facials. (TIP: It is possible to choose multiple services from the drop-down menu, having each line appear in a different color.)

There are numerous options and combinations of options for viewing data in your Analytics tab. Whether you want to home in on which services bring in the highest revenue, or which months of the year see the most appointments for a particular service, or even which of your staff members takes the most Online appointments, there's a way to do so using this feature. As always, don't hesitate to reach out to our Customer Care Team (via the Support links in your account) if you have any questions, comments or concerns.

Finally, a few things to keep in mind:
  • Staff members (when they are in the account using their designated logins) do NOT see the Analytics tab. If you have not granted your staff members their own access rights to your account, you can find instructions on doing so here.
  • Analytics data is not valid for taxation purposes. 


Anna said...

I'm trying to click "month" selection (on the top, right corner) and nothing is happening. All I see is "Dec 1969" and empty chart (I have set the dates from July 01, 2010- Jan 13, 2012)

Cornelia said...

Anna, thanks for bringing that to our attention. We are working on a fix.

my premium car wash said...

Is a very good tool, but is not accurate with the real numbers, I have compared the numbers in the calendar with the numbers in the graphic, and are different, for example when I did $500 in a day the graphic said that I did $380, or something like that, is not in all days, but some of the days it happened, I don’t know why, probably is an internal error, or manually appointments revenue entrances are not recognized.

Starshan1 said...

I find that its not updating or correcting itself. Feb 14th I worked but didn't know how much those clients prices were so I came home & put those in at the end of the day. Its still showing that I didn't make money but the number are there. Today is a snowday for me so the clients were rescheduled early this morning but analytics is showing I made money today. Glad I don't need to rely on this just yet.

Cornelia said...

We are looking into any potential glitches/bugs with this tool. Please note that normally, Analytics information updates once a day (at the end of the day). Changes made to appointments won't be reflected in Analytics until the following day. Also, don't hesitate to contact us from the Support tab in your account, with detailed information about this or any other problems you experience.

Anonymous said...

How can I PRINT ANALYTICS report? Is there a printer friendly view?

Cornelia said...

At this time, there isn't a printer-friendly view of the Analytics tab, or a way to print reports from it.

Anonymous said...

Is there a way to print a particular individuals clients list including phone #'s ~ address, etc. or a mailing list? It certainly would make mailigs much easier.
Thank you!

Leslie said...

So far I'm loving the Analytics tab, is there a way to view all our services in the "Services Summary" at the bottom of the page? I'm having to go back and make a couple printouts to get them all.

Cornelia said...

Leslie, great to hear you're loving Analytics! It's not yet possible to view all services in the Summary at the bottom if you have a large number of them. We're sorry for any inconvenience this is causing.

Cornelia said...

I'm afraid it's not possible to print the client list at this time.

Vivian said...

I would like to be able to sort by which day of the week gathers the most appointments per individual or in general, is this possible with analytics?

Vivian said...

Would like to sort by day of the week to see which day of the week generates most volume. Is this possible with analytics?

Cornelia said...

Vivian, at this time, it's not possible to sort by day of the week.