Business Reports

This article covers the Business reports available on the Reports screen.

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.

Cashflow 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.

Business 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.

Business 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.

Business 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.

Client 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.

Clients are assigned to staff members in this report based on the staff member for their initial appointment. This means a client can be assigned to more than one staff member in the report if their initial appointment had multiple staff members.

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.
Retained within 90 days	The number of clients retained within 90 days of the selected time period.
Retained within 180 days	The number of clients retained within 180 days of the selected time period.

Appointment 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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