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.
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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 and class sales.
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Refer a Friend - allows you to refer more businesses to Vagaro (can only be seen on the web version when running Dashboard reports). Click this link for more information: Refer a Friend.
Remember, when a widget is removed from the Dashboard, it is removed for all users on the account.
Running a Dashboard Report on the Vagaro Pro app
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Tap the calendar to select the date range.
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Select an option or tap Custom to select a specific date range.
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If you choose the Custom option, you can select specific dates.
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Tap Done to continue.
Appointment Distribution
This report tracks the devices, mediums, and websites your customers use when scheduling appointments. It tracks these types of appointments:
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In-House (created from your Vagaro account).
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Online (booked from a separate page or website).
Sales Break Down
This report shows your projected service sales and the sales of services, products, gift certificates, packages, and memberships. It also includes totals from IOUs, tips, taxes, and refunds.
New vs. Returning Appointments
This report shows the number of new and returning in-house appointments. It also shows the number of new and returning online appointments. Tap Show Legend to see what each color means.
Booking Percentage
This shows you the total bookable time vs. the booked time. The percentage is automatically calculated.
Top 10 Sales Items
This report shows you the top 10 sales items, including sales of services, products, and classes.
Trends
This report shows the total service, class, product charges, tips, and projected service and class sales.
Web Version
Appointment Distribution
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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Click the drop-down to select the date range and the service providers you want to include in the report.
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.
Important Notifications
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.
Sales Break Down
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.
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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.
Top Ten Sales Items
This report allows you to see the top 10 sales items, including sales of services, products, and classes.
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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.
New Vs Returning Appointments
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.
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Click the drop-down menus to select the date range and the service providers you want to include in the report. You also can select the appointment type. Click Go to run the report.
Trends
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Click the drop-down to select the date range, the service providers, and the items you want to include in the report. You also can select to include service, class, and product charges, tips, and the projected service and class sales. Click Go to run the report.
The report shows the service, class, and product charges, tips, and projected service and class sales.
Booking Percentage
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Click the drop-down to select a date range and the service providers to include in the report. Click Go to run the report.
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The report shows the total available time that can be booked vs. the actual time that is booked. Notice the percentage is automatically calculated.
Refer a Friend
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 when your referred business becomes a paying member.
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A link for referring more businesses.
Click the link below to make your Dashboard the first screen you see when you log into your Vagaro account.
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