Welcome to the Help Center

Dashboard Charts

MyTime Dashboard was designed to provide access to your most important metrics for operating and growing your business, right at your fingertips. Based on your feedback, we have added additional tabs that display metrics for Revenue, Payments, Bookings, Service Purchases, Product Purchases, Clients, and Productivity. You can filter the dashboard report by a specific location, staff, and date range. You can also choose to view the report to include all tickets or only closed tickets.

For merchants without POS, the following tabs will not be displayed:       

  • Payments tab
  • Products tab
  • The Revenue per Ticket chart on Revenue and Productivity tabs 

To access your dashboard, log into your account and navigate to the Dashboard tab.

9989294-80d8962d7442ce4ceee83568257a44ec.png

Filters

  • Location - The location where the booking or purchase took place.
  • Staff - The name of the staff member who performed the appointment/class or made the sale. You can filter by all staff members or specific staff members. 
  • Date -  The date the booking or purchase took place. Click the dropdown menu to choose the date range that you want to analyze. Options:
    • Today
    • Yesterday 
    • Tomorrow
    • This Month
    • Last Month
    • Last 7 Days
    • Next 7 Days
    • Last 30 Days
    • Next 30 Days

When the closed tickets only toggle is on, only bookings and product sales with a closed ticket will be reflected (on the date the ticket was closed). When the closed tickets only toggle is off, any booking and their values will appear on the report, regardless of ticket status. Once you have selected your filters, click on the UPDATE button to generate the desired data.    

9981614-5093b9a3922e18f704f910cff9f02d3e.png

Revenue Tab 

The Revenue tab displays the gross revenue sales. It breaks down your total sales per ticket and type. You can easily see which item types are your biggest earners. 

  • Gross Revenue - This shows Gross Revenue for services, classes, products, miscellaneous items, cancellation fees, environmental fees, membership, and package purchase. The data is taken from the Daily Revenue Report. The $ value is rounded to the nearest hundred.   

    • Revenue from packages and membership item credits is recognized immediately when they are purchased
    • Revenue from membership dollar credits and gift cards is recognized when they are used to purchase something else 
    • Tips and sales tax are not included 
  • Gross Revenue Per Ticket - Total Gross Revenue / Total Number of Tickets with Payments. Total Number of tickets takes into consideration closed tickets + open tickets with payments

  • Gross Revenue By Type - This shows gross revenue broken down by item (services, classes, products, etc.). Tips and sales tax are not included. 

10470411-5dfb66937bc652cbd96147e597ddfb2f__1_.png

Gross Revenue Calculation

Item

Time of Purchase

Time of Use

Service Recognize at the retail rate  
Product Recognize at the retail rate  
Class Recognize at the retail rate  
Gift card  No impact on revenue Recognize portion that is
used
Package Recognize purchase No impact on revenue

Membership 

Recognize purchase minus dollar credits.   
Membership Item Credit    No impact on revenue
Membership Dollar Credit   Recognize portion that is
used
Cancellation fees Recognize in full  
Environmental fees Recognize in full  

 

Payments Tab 

The Payments tab breaks down the payments received by item, ticket, and payment method. It includes taxes, tips, cancellation, and environmental fees.  

  • Payments Received - This shows all payments received, broken down by item. Tips and sales tax are included. 
  • Payment Per Ticket - Total Payments Collected / Total Number of Tickets with Payments. Total Payment Collected can be found on the Daily Payments report. Total Number of tickets takes into consideration closed tickets + open tickets with payments
  • Payment Method - This shows all payments received, broken down by payment method, regardless of whether a register was open at the time the payment was received. The data is taken from the Daily Payments Report.  

10470577-5ac6fb2b7a6ceeb2fe75a077450df4f3.png

Bookings Tab

The Bookings tab displays the number of appointments and class enrolments you’ve booked, appointment status, and which sources are driving your revenue.   

  • Number of Appointments + Classes - The total number of appointments and class enrollments for the date range selected.
  • Appointment By Status - Appointment status totals for appointments on schedule.
  • Source of Appointments - Displays the booking source of each appointment booked during the date range selected. The data is taken from the Source of Bookings Report.
  • Bookings by Day - Displays the number of appointments and class enrollments grouped by day of the week.
  • Bookings by Time - Displays the number of appointments and class enrollments start time grouped by the hour of the day.  

10471916-1b9a88436e56d41473fa70c77ee0acc2.png

Services Tab

The Services tab represents only appointments and class enrollments.

  • Services Completed - Displays the number of booked appointments and class enrollments and revenue generated. No shows and cancellations are not included. 
    • blue bar = number of booked appointments and class enrollments 
    • orange line = revenue
  • Top Categories - Displays the top 5 service and class revenue categories. Takes data from the By Service report. 
  • Top Services - Displays the top 5 service SKUs and Other.

10472045-1e50df8c3ce37092ac0a688a2994d27e.png

Products Tab

The Products tab represents only retail product sales. It breaks it down by the number of products sold, category, and top products.  

  • Products Sold - Displays the total number of products sold and revenue based on closed tickets. 

    • blue bar = number of products sold
    • orange line = revenue
  • Top Categories - Displays the top 5 product revenue categories.

  • Top Products - Displays the top 5 product SKUs.

10472070-b9df1c3198226edbf01348280033b956.png

Clients Tab

The Clients tab displays the number of New, and Existing clients serviced by your business in the selected date range as well as their visit frequency. 

A 'New' client is one who had their first visit during the date range selected. 

An 'Existing' client is one who had their first visit prior to the date range selected. 

  • Unique Clients - Displays unique client count over time in appointments, classes, and ticket items.
  • Client By Type - This shows the breakdown of appointments by new and existing clients. The data is taken from the Client Type report.
  • Visit Frequency - Only includes clients who visited more than once; also includes visits that are retail purchases only such as products, packages, and gift cards. Membership purchases are not included. 

10472114-d38935c8abcfe82cab19f0465fb25f42.png

Productivity Tab 

The Productivity tab displays productivity metrics that are useful in driving performance improvements. It includes calendar utilization, gross revenue per ticket, and per hour.  

  • Calendar Utilization - Hours Worked / (Hours Available * bookings per time slot). The data is taken from the Calendar Utilization Report.
  • Gross Revenue Per Ticket - Only takes into account gross revenue for services and products.
    • Total Gross Revenue for Service / Total Number of Tickets with Payments
      • green bar = service revenue
    • Total Gross Revenue for Product / Total Number of Tickets with Payments
      • blue bar = product revenue
  • Gross Revenue Per Hour
    • Total Gross Revenue for Service / Available Hours
      • green bar = service revenue
    • Total Gross Revenue for Product / Available Hours
      • blue bar = product revenue 

10472162-edfda1d3e09ddcab0e4d57a19746ad9b.png

We hope you enjoy your new Dashboard and all the extra insights about your business!  For more information contact us at support@mytime.com. 

Powered by Zendesk