Reading Your Reports
Reading Your Reports
Category: Shops Reading time: 5 min
Groomera's Reports section turns your booking and financial data into a clear picture of how your business is performing. This guide explains what each report shows, how to read it, and the questions each one helps you answer.
Accessing Reports
- Log in as an owner
- Click Reports in the left sidebar
- Use the date range selector at the top to set the period you want to analyze
- Navigate between report types using the tabs
The accuracy of your reports depends on how consistently you use Groomera. Bookings marked COMPLETED, expenses logged in Budget & Expense, and products fulfilled — all of this feeds your reports. The more complete your data entry, the more useful the output.
Revenue Report
What it shows: Total revenue generated in the selected period, broken down by source.
Key metrics:
- Total Revenue — combined income from services and products
- Service Revenue — income from completed bookings
- Product Revenue — income from fulfilled product orders
- Revenue by Day/Week — trend chart showing when income peaks and dips
Questions it answers:
- How much did I earn this month?
- Is revenue trending up or down compared to last month?
- What percentage of my income comes from products vs. services?
- Which days of the week are my highest-revenue days?
How to use it: Compare month-over-month totals to spot trends. A dip in a historically strong month might indicate a no-show spike, a slow booking period, or a pricing issue worth examining. Consistent growth validates that your retention and upsell strategies are working.
Booking Report
What it shows: Appointment volume, booking patterns, and service performance.
Key metrics:
- Total Bookings — all appointments in the period (by status)
- Completed Bookings — appointments that actually happened
- Cancelled / No-Show Rate — percentage of bookings that didn't complete
- Bookings by Specialist — volume breakdown per team member
- Bookings by Service — which services are most frequently booked
- Bookings by Day of Week — your busiest days
Questions it answers:
- How many appointments did we complete this month?
- Which specialist is handling the most bookings?
- What's my most popular service?
- What's my no-show rate, and is it improving?
- Am I underbooked on certain days?
How to use it:
- If one specialist has significantly fewer bookings than others, check whether their availability is set correctly or whether they're being assigned the right services.
- A high cancellation/no-show rate (above 10–15%) is a signal to review your reminder setup and cancellation policy.
- If a service shows very low booking volume, consider whether it's priced correctly, visible on your storefront, or assigned to the right specialists.
Specialist Performance Report
What it shows: Individual specialist contribution — bookings, revenue, and commission.
Key metrics:
- Bookings Completed per specialist
- Revenue Generated per specialist
- Commission Earned (service + tips) per specialist
- Most Performed Services per specialist
Questions it answers:
- Who is my highest-performing specialist this month?
- What did I pay out in commissions total?
- How much does each specialist contribute to total revenue?
- Is one specialist significantly outpacing or underperforming others?
How to use it: This report is useful for performance conversations, compensation reviews, and scheduling decisions. A specialist who's generating significantly more revenue than others may be worth investing in further — certifications, a higher commission tier, or a senior role.
Client Retention Report
What it shows: How well you're retaining clients and driving repeat visits.
Key metrics:
- New Clients — first-time visitors in the period
- Returning Clients — clients who visited more than once
- Retention Rate — percentage of new clients who return for a second visit
- Average Visit Frequency — how often clients come in on average
- Lapsed Clients — clients who haven't booked in 90+ days
Questions it answers:
- Are my clients coming back?
- What percentage of my business is repeat vs. new?
- Who are my lapsed clients that I should reach out to?
- Is my retention rate improving over time?
How to use it: A healthy grooming business typically sees 60–75% of revenue from returning clients. If your split is heavily weighted toward new clients, it suggests a retention problem — clients are trying you once and not returning. Review your post-appointment experience: are reminders going out? Are you asking for rebooking at checkout? Is the core service quality consistent?
The lapsed client list is directly actionable — use it to run a win-back outreach campaign.
Expense Report
What it shows: A categorized breakdown of all expenses logged in Budget & Expense.
Key metrics:
- Total Expenses for the period
- Expenses by Category — supplies, equipment, rent, software, etc.
- Month-over-Month Expense Trend
Questions it answers:
- Where is my money going?
- Are my supply costs rising?
- What's my profit margin after expenses?
- Am I overspending in any category?
How to use it: Compare expense categories to your revenue. If supplies are consuming 30% of revenue, that's worth investigating — are you buying more than you're using, or is pricing too low to cover costs? This report is most useful when expenses are logged consistently and categorized accurately.
Exporting Your Data
All reports can be exported as a CSV file for use in spreadsheets or with your accountant.
To export:
- Open any report
- Set the date range you need
- Click Export or Download CSV
- The file downloads to your device
CSV exports include all the underlying data behind the charts — individual bookings, transactions, or expense entries depending on the report type.
Getting the Most From Your Reports
Set a monthly review habit. Block 30 minutes at the end of each month to review your Revenue, Booking, and Retention reports. Look for anything that changed significantly from the prior month and ask why.
Compare the same period year-over-year once you have 12+ months of data. Month-over-month can be noisy (holidays, seasonal patterns). Year-over-year comparisons reveal actual growth trends.
Use booking data to make staffing decisions. If Fridays and Saturdays are consistently over-capacity and Tuesdays are thin, that's a scheduling insight — maybe you add specialist hours on Fridays or run a Tuesday promotion.
Track your no-show rate as a KPI. Set a target (e.g., under 8%) and review it monthly. If it spikes, investigate immediately — it's usually a reminder system issue or a policy communication gap.
Frequently Asked Questions
Q: Why doesn't my revenue report match my Stripe payouts? Stripe payouts reflect payments received; Groomera reports reflect completed bookings. Timing differences (Stripe holds, pending payouts) and refunds can create discrepancies. For exact reconciliation, compare Groomera reports against your Stripe dashboard.
Q: A booking was completed but doesn't appear in my revenue report. Revenue reports pull from bookings marked as COMPLETED. If a booking wasn't updated to COMPLETED status, it won't appear in revenue figures. Go to your Bookings list and update the status, then check the report again.
Q: Can I see reports for a specific specialist only? Yes — use the Filter by Specialist option in the Booking and Revenue reports to isolate a single team member's data.
Q: My retention report shows 0 returning clients. Is something wrong? This usually means the period you've selected doesn't have enough history — if you're looking at your first month of operation, there aren't returning clients yet by definition. Try expanding your date range or checking back after 2–3 months of operation.
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