Analytics and CSV exports

The Analytics tab turns your bookings into a picture of the shop, across every booking type: services, workshops, tours, rentals and fittings.

What it shows

• Revenue, Volume, Customers, Utilisation, Bench time, Health and Conversion, each on its own tab.
• A date range of the last 7, 30 or 90 days, or a full 12 months, with every figure compared against the previous period.
• A revenue chart that buckets by week on shorter ranges and by month across the year.
• Revenue counts the quote on each job, so it reflects the work you have priced, including money not yet banked. Two rows of pills narrow it: Quote (Any quote, Draft, Sent, Approved) and Job (All jobs, Completed, Not done yet).

Export to CSV

• From Analytics, Export CSV gives one row per booking for the range you are viewing: date, type, item, customer, staff, status, amount, quote status and more.
• From Quotes (under Front desk), the quotes export is a register of every quote with its status, totals and per-line tax, honouring whatever filter you have applied.