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 specifically can see the following:
- Appointment Distribution - tracks the devices, mediums, and websites customers are using to schedule appointments.
- Important Notifications - shows important messages such as missing timecard entries, pending appointments, pending shipments, and low quantity warnings for your products.
- Top 10 Sales Items - displays the top 10 sales items, including service, product, and class sales.
- Sales Breakdown - shows your projected service sales, as well as the actual sales of services, products, gift certificates, packages, and memberships. It also includes totals for IOUs, tips, taxes, and refunds.
- Booking Percentage - displays the total available time that can be booked vs. the actual time that is booked.
- New vs. Returning Appointments - shows the number of new and returning in-house appointments that are booked. It also shows the number of new and returning appointments that are scheduled online.
- Trends - displays the total service, class, and product sales, tips, as well as the projected service and class sales.
- 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, Get $25 - Top Referrer Gets $1,000.
Remember, when a widget is removed from the Dashboard, it is removed for all users on the account.
- Getting Started
- Types of Dashboard Reports
- Selecting Your Dashboard as the First Screen When You Log In
On the Mobile Version
Getting Started
1. Tap More at the bottom of the screen.
2. Tap Reports.
3. Tap Dashboard.
Selecting a Date Range for the Report
1. Tap on the calendar to select the date range.
2. Select an option or tap Custom to select a specific date range.
3. If you choose the Custom option, you can select specific dates.
4. Tap Done after making the selection.
Types of Dashboard Reports
Appointment Distribution
This report tracks the devices, mediums, and websites your customers are using when scheduling appointments. The report keeps track of both types of appointments:
- In-House (created from your Vagaro account).
- Online (booked from a separate page or website).
Sales Break Down
This report allows you to see your projected service sales, as well as 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 allows you to see the number of new and returning in-house appointments that are booked. It also shows the number of new and returning appointments that are scheduled online. Tap Show Legend to see what each color means.
Booking Percentage
This report shows you the total available time that can be booked vs. the actual time that is booked. Notice 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, and product charges, tips, as well as the projected service and class sales.
On the Web Version
Getting Started
1. Click on Dashboard at the top of the screen.
Types of Reports
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 are using when scheduling appointments.
1. Click on the drop-downs to select the date range as well as 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.
2. To see the distribution of appointments by status (Accepted, Confirmed, Canceled, etc.) select Status - Promotion after clicking on the drop-down 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 on the appropriate notification to see the report. For example, clicking on the Missing Clockout notification directs you to the Timecard report.
Sales Break Down
This report displays your Projected Service Sales, as well as 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.
1. Click on the drop-down menus to select the date range as well as the service providers 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.
1. Click on 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 new and returning in-house appointments that are booked. It also shows the number of New and Returning appointments that are scheduled online.
1. Click on the drop-down menus to select the date range as well as the service providers you want to include in the report. You also can select the appointment type. Click Go to run the report.
Trends
1. Click on the drop-downs to select the date range, the service providers, as well as the items you want to include in the report. You also can select to include service, class, and product charges, tips, as well as the projected service and class sales. Click Go to run the report.
The report shows the service, class, and product charges, tips, as well as the projected service and class sales.
Booking Percentage
1. Click on the drop-downs to select a date range as well as the service providers you want to include in the report. Click Go to run the report.
2. 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. You specifically can see the following:
- The number of businesses you've referred to Vagaro.
- The number of referred businesses in a free trial.
- The number of referred businesses that are paying members.
- The amount of Vagaro bucks you've earned. You earn $25 when your referred business becomes a paying member.
- A link to refer more businesses.
Selecting Your Dashboard as the First Screen When You Log In
Click on the below link to make your Dashboard the first screen you see when you log into your Vagaro account.
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