How to access the Dashboard
Located on the left side menu when logged into your Provider account.
Downloadable Reports
Some sections will contain these two icons below on the top right corner:
This means this section has a downloadable report that will contain data for the selected month.
Locations Filter
Deleted locations are shown in different color (Disabled format).
Business Dropdown
If the provider is part of multiple business, they can select the business using the dropdown menu located on the top right corner of the page.
Date Range Picker
On the top section of the dashboard, there is one time picker for all the widgets in the dashboard. By selecting a date range, any time range between one day to 6 months, all the widgets will get updated based on the selected time.
Custom: If you choose custom, the date picker will show the previously selected period until you choose any other date.
Compare:
By default, the selected comparison date is the same as the selected date range in the previous month. You are able to select a custom comparison range.
In the mobile phone:
The compare date picker will disappear, and the selected range will always be compared to the previous period.
Note: the date filter won't be applied to the "upcoming booking" widget.
1. Booking Value
This section shows the total amount of the service price of all the bookings during the selected period. For example, based on the date range above, we have a value of $10,020 for the last 30 days which is a 53% increase of the average total amount of service prices comparing to the previous period.
2. Sales Summary
Invoice value: Sum of grand total of invoices processed during the selected period. Above we had $130 of invoice value for the last 30 days. This is a 60% decrease in the average invoice value compared to the previous period.
Sold Services: Sum of the quantities of the POS items that includes a service. Above we sold 3 services during the last 30 days, this is 40% decrease in the average amount of services sold which means we sold 40% less amount of services per month on average compared to the previous period.
Sold Products: Sum of the quantities of the POS items that includes a product. Above we sold 0 products in the last 30 days which is the same average sold products to the previous period.
NOTE: Your Sales Summary and Booking Value are not expected to match. Since the Booking Value is calculated based on the service and product value that are connected to your appointments, and you may not necessarily use Yocale POS to create an invoice for them. As a result, your Sales Summary values that are calculated based on the issued invoices could be different and not match to your booking value.
Sales Summary Downloadable Reports
Located under the 3 dots on the top right corner inside Sales Summary section.
Sales Detail Report
This report features:
Invoice date - The date you created the invoice
Invoice Number - The Invoice number is located on the top right corner of every POS. This is a randomly generated number for tracking purposes.
Provider name(s) - Names of your staff
Client Name - Names of the client
Total discount - All the discounts applied on the Invoice.
Tax 1 - The first tax added in Settings page and managed in the Invoice
Tax2 - The second tax added in the Settings page and managed in the Invoice
Other - Any additional taxes added in the settings page and managed in the Invoice.
Tips - Any tips that were added on the Invoice.
Grand Total - The final amount after all taxes, discounts and changes were applied on the POS/Invoice.
Total paid - The total amount that the client paid for an invoice.
Balance - Any outstanding amount remaining
Refund amount - The amount refunded in the Invoice/POS.
Status - The current state of the invoice.
Under Sales Summary section you’ll find a breakdown of your sales into four different summaries:
Your sales details during the selected month, based on the invoices you issued in Yocale, their status, client and service provider names, total value, and etc.
Your daily sales details during the selected month
Your total sales of products during the selected month
Your total sales of services during the selected month
3. Booking Trend
In this section, the count of total appointments during six months will be shown. The six months are counted as the past 4 months, the current month and one month into the future.
The total appointments are further broken down into new clients and returning clients. New clients are defined as booking an appointment for the first time with anyone at the business and returning clients already have bookings.
You can find more details of each month's booking count and value in the report.
Booking Trend Report
This report features:
Year
Month
Total number of appointments
Total Booking Value
New client Total number of appointments
Returning client Total number of appointments
New client booking value
Returning client booking value
4. Booking Channel
In this section, appointments are categorized based on which booking channel they came from. Business and Provider Calendars contain internally booked appointments while the Booking Widget and Reserve with Google are all online bookings made by the client themselves.
Booking Channel Report
The following data will be shown:
Booking Channel
Total Bookings
Total Booking Value
Percentage
5. Upcoming Bookings
Next six upcoming appointments of the business will be shown, in the ascending order.Additionally, you have a option of clicking on the button next to each bookings (Shown in the below) to view the appointment summary and make any kind of changes that you would like.
6. Booking Status
In this section, the appointment status is shown during the selected period.
Booking Status Report
You can find more details of the total appointment and their value categorized based on their status in the report.
7. Productivity
This section will display the efficiency of the provider's schedules and how their allocated time was used in the selected month.
Working hours: This is the grand total of all provider hours.
Booked hours: Total booking hours.
Time off hours: Total time off hours.
Idle Hours: Total idle hours.
8. Top Services (booking)
In this section, all services with booking will be included in the report. The top 7 services will be shown based on the total count of all the bookings during the selected period, in descending order. Moreover, the total booking value will be shown. With an increase/decrease of percentage when comparing to the previous month
Top Services (booking) Report
This report features:Service Name
Total Bookings
Total Booking Value