Business Reports
This article covers the Business reports available in the Reports app.
Business reports provide useful insights into your business, including staff booking percentages, walk-ins, client retention, and more.
To learn more about Business reports, watch our on-demand Business Reports webinar.
Link copiedCashflow Report
The Cashflow report includes gross and net totals for cashflow. Includes all cash-equivalent forms of payment including cash, checks, and credit cards. This report ignores non-cash payments such as gift cards and packages.
The table below provides more information on the different columns in the Cashflow report.
Column | Description |
|---|---|
Date | The date the payments occurred. |
Incoming Cashflow | The cash-equivalent payment total (cash, checks, and credit cards). Includes the combined total of the Staff Tips, Sales Tax, and Net Cashflow columns. |
Staff Tips | The staff tips total. Does not include unassigned tips. |
Sales Tax | The sales tax total. |
Net Cashflow | The net cashflow. Includes the Incoming Cashflow column minus the Staff Tips and Sales Tax columns. |
Link copiedBusiness Intelligence: Appointments Report
The Business Intelligence: Appointments report provides insight into appointment metrics such as booked percentage (productivity), pre-bookings, walk-ins, and staff requests.
The table below provides more information on the different columns in the Business Intelligence: Appointments report.
Column | Description |
|---|---|
Staff | The staff member’s name. |
Hours Avail. | The staff member’s available hours. |
Hours Booked | The staff member’s booked hours and booked percentage. Includes hours booked outside of the staff member’s available hours. In Mangomint, staff member productivity (utilization) refers to how many of a staff member’s available hours were booked. |
Total | The staff member’s total appointments. |
Requested | The number and percentage of times the staff member was requested out of the staff member’s total appointments. A staff member’s requested percentage can help you understand how loyal clients are to specific staff members. |
Walk-ins | The number and percentage of walk-in appointments. A walk-in is an appointment created within 1 hour before or 1 hour after the appointment start time. |
Prebookings | The number and percentage of prebookings. A prebooking is an appointment that has a future appointment for the same client created within 24 hours of the appointment start time or anytime before the appointment start time. Prebookings are a leading indicator for client retention and staff member performance. |
Link copiedBusiness Intelligence: Sales Report
The Business Intelligence: Sales report provides insight into sales metrics such as average product total per sale for each staff member.
The table below provides more information on the different columns in the Business Intelligence: Sales report.
Column | Description |
|---|---|
Staff | The staff member’s name. |
# Sales | The number of sales for the staff member. |
Avg Product Total Per Sale | The staff member’s average product total per sale. |
Avg Service Total Per Sale | The staff member’s average service total per sale. |
Avg # of Products Per Sale | The staff member’s average number of products per sale. |
Link copiedBusiness Intelligence: Forecast Report
The Business Intelligence: Forecast report provides insight into future business metrics such as productivity and appointments booked.
The table below provides more information on the different columns in the Business Intelligence: Forecast report.
Column | Description |
|---|---|
Date | The forecast date. |
Appointments | The number of appointments in the forecast. |
Hours Booked % | The percentage of booked hours (productivity) in the forecast. |
Projected Amount | The projected total in the forecast. |
Link copiedClient Retention Report
The Client Retention report specifies how many clients from the selected time period visited again within 90 or 180 days.
For example, if you run this report for November 2023, you will see all clients who had appointments in November 2023 and whether they visited again within 90 or 180 days.
The table below describes the terminology used with the Client Retention report.
Term | Definition |
|---|---|
Initial appointment | The client’s first appointment in the selected time period. |
New client | A client who did not have any appointments (with any staff member) before their initial appointment. |
Existing client | A client who had at least one appointment (with any staff member) before their initial appointment. |
Retained client | A client who had at least one appointment (with any staff member) within 90 or 180 days after their initial appointment. |
The table below provides more information on the different columns in the Client Retention report.
Column | Description |
|---|---|
Staff | The staff member’s name. |
Total | The total number of clients. If a client's initial appointment was with more than one staff member, the client will be included in each staff member's total. However, the total for All Selected Staff only includes each client once. |
Retained within 90 days | The number and percentage of clients retained within 90 days of the selected time period. |
Retained within 180 days | The number and percentage of clients retained within 180 days of the selected time period. |
Link copiedAppointment Cancellations Report
The Appointment Cancellations report includes client and appointment details for canceled appointments, deleted appointments, and expired Express Bookings™.
Download the Excel report to see additional details including client email, service, service price, appointment notes, and who canceled the appointment.
The table below provides more information on the different columns in the Appointment Cancellations report.
Column | Description |
|---|---|
Date | The appointment date. |
Client | The client’s name. |
Phone | The client’s phone number. |
Staff Member(s) | The staff member(s) for the appointment. |
Type | The cancellation type. |
Canceled On | The date the appointment was canceled. |
Next Appointment | The client’s next appointment. |
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