Track your sales. View your top 10 sales items. See what devices and sites customers are using to book appointments. Get a sense of your projected and current sales, and view important notifications such as low quantity warnings, pending appointments, and missing timecard entries when running reports in your Dashboard in Vagaro.
You can see the following:
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Appointment Distribution - tracks the devices and online pages customers use to schedule appointments with your business.
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Important Notifications - shows important messages such as missing timecard entries, pending appointments, pending shipments, and low quantity warnings for your products. Web Version Only.
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Top 10 Sales Items - displays the top 10 sales items, including service, product, and class sales.
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Sales Breakdown - shows your projected service sales and the actual sales of services, products, gift certificates, packages, and memberships. It also includes totals for IOUs, tips, taxes, and refunds.
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Booking Percentage - displays the total bookable time vs. the actual time that was booked during a date range set by you.
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New vs. Returning Appointments - shows the number of new and returning in-house appointments. It also shows the number of new and returning online appointments.
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Trends - displays the total service, class, and product sales, tips, and projected service, class, rent, and add-ons sales.
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Refer a Friend - refer businesses to Vagaro and earn Vagaro bucks. Click this link for more information: Refer a Friend. Web Version Only.
Note
When you remove one of the Dashboard widgets, it is removed for all account users. You can add or restore deleted widgets by clicking the Add New Widget box and selecting from unused widgets.
Open the Dashboard by clicking Dashboard on the tools menu.
There are eight Dashboard reports on the Web version. You can move them into different positions or remove them from the dashboard.
To move a report, hover over the top bar of the report until the cursor becomes a cross-hair icon. Click and drag to reposition the widget.
To remove a report from the screen, click the X on the top bar.
See how to make your Dashboard the first screen you see when you log into your Vagaro account: Select the Open at Login Screen.
This report allows you to see the source of all your bookings. So you can track the devices, mediums, and websites your customers use when scheduling appointments.
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Select the date range and the service providers to include in the report and click Go to run it.
The In-House graph displays the number of appointments booked during the set date range. You also can see where the booking is coming from, i.e., an Android, iPad, or iPhone.
The Online graph displays the number of appointments booked during a date range. You also can see where the booking is coming from, i.e., Yelp, Instagram, Facebook, your widget, your booking page, an Android, an iPad, or an iPhone.
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To see the distribution of appointments by status (Accepted, Confirmed, Canceled, etc.), select Status - Promotion after clicking the Source menu. This displays the total number of appointments booked from a promotion or daily deal.
The Status Wise graph displays the number of appointments that were accepted, confirmed, canceled, marked as in progress, completed, or awaiting confirmation.
The Promotion Wise graph displays the number of services that are booked as a promotion.
This report displays important messages such as Missing Clockouts, Pending Appointments, Pending Shipments, and Low Quantity warnings for your products.
Click the appropriate notification to see the report. For example, clicking the Missing Clockout notification directs you to the Timecard report, and Pending Appointments opens the notifications panel.
This report allows you to see the top 10 sales items, including sales of services, products, and classes.
Click the drop-down to select the date range. You also can select to run a report on your top 10 service, product, or class sales. Click Go to run the report.
This report displays your Projected Service Sales and the sales for Services, Products, Gift Certificates, and more.
Projected Service Sales are solely based on appointments that have been booked but not checked out. So as appointments are checked out, the Projected Service Sales decrease, and the actual sales increase.
Click the drop-down menus to select the date range and the service providers whose sales you want to include in the report. Then click Go.
Select a date range and one or more service providers and click Go to run this report.
The report shows the total available time that can be booked vs. the actual time that is booked. The percentage is automatically calculated. The report legend displays by default, but you can close it by clicking the Hide Legend button.
This report shows the number of booked new and returning in-house appointments. It also shows the number of New and Returning appointments that are scheduled online.
Click the drop-down menus to select the date range, service providers, and appointment types (the Customers drop-down list) to include in the report. Click Go to run the report.
Click the Hide Legend button to give a slightly wider view of the columns.
Select the date range, the service providers, and the types of charges to include in the report. Options on the All Charges menu include Projected Services, Classes, and Add-Ons for both. Click Go to run the report.
The report shows the service, class, and product charges, tips, and projected service and class sales.
You can toggle the report legend on or off with the Hide/Show Legend button.
If you're part of the Refer a Friend program, you can keep track of this in the Dashboard. The Refer a Friend report shows the following:
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The number of businesses you've referred to Vagaro.
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The number of referred businesses in a free trial.
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The number of referred businesses that are paying members.
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The amount of Vagaro bucks you've earned. You earn $25 each time a referred business becomes a paying member.
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A link for referring more businesses.
Click a square on the Refer a Friend widget to get detail about each. See Refer a Friend... for more information about the program.
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