Table of Contents
How to Access the Sales/Financial Dashboard
Locate the Reports section in the top navigation toolbar of your platform. Click Reports, then navigate to Sales / Financial. This dashboard gives you a comprehensive view of your practice’s revenue, payments, and financial performance. The metrics are designed to help you track sales trends, monitor collections, and evaluate financial health so you can make confident operational and strategic decisions.
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Overview
The Sales and Financial Dashboard in Insights Hub gives you a detailed, real-time view of your practice’s sales and revenue performance. Building on the Sales section of the Top KPIs Dashboard, this dashboard provides deeper insight into financial trends, revenue drivers, and overall business health.
With interactive widgets, flexible filtering, and drill-down capabilities, you can analyze performance by date, location, and employee to better understand what’s driving results. The dashboard also includes year-over-year comparisons and predictive forecasting, helping you track growth, identify opportunities, and make informed, data-driven decisions for your practice.
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Using the Dashboard
Dashboard Controls and Navigation
At the top of the Accounting Dashboard, you’ll find global controls that apply to the entire report.
Use the Filter (funnel) icon to filter the dashboard by:
Location
Date range
Select the up arrow icon to export the full dashboard as a PowerPoint or PDF, making it easy to share financial insights with owners, managers, or accounting teams.
Review the last updated date and time to confirm when the dashboard was most recently refreshed. Accounting dashboards update automatically every few hours.
Widget-Level Filtering, Exporting, and Drill-Down
Each widget includes its own interaction options:
Expand arrow to open the widget view
Funnel icon for widget-level filtering
Table icon to display data in table format
Ellipsis menu for export options
Individual widgets can be exported as CSV, Print, PowerPoint, or Excel. You can also click directly on metrics within widgets to drill down by location or employee, helping trace financial activity back to its source.
Year-Over-Year Comparisons
Some widgets display a percentage with an upward or downward arrow. These indicators represent year-over-year comparisons that dynamically adjust based on the selected date range. For example, filtering to the current month compares results to the same month last year.
More information on how to use the dashboard controls:
Section-Specific Metric Overview
Key Financial Metrics
The top row of the dashboard shows key financial metrics:
Total sales
Total payments
Average dollar amount per sale
Total revenue
Gross margin
Clicking any widget allows you to drill down and view the metric by location, and clicking again drills down to employee level.
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Revenue Over Time
The Revenue Over Time graph lets you:
Hover over any data point for more details.
Click a data point to drill deeper into that specific metric.
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Revenue by Category
The Total Revenue by Category chart displays sales grouped by inventory class. If you see “NA,” this indicates items sold without an assigned inventory class. Inventory classes are created under Inventory > Inventory Options > Inventory Classes.
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Services & Retail Performance
You can view:
Total service revenue
Retail revenue
Total services sold
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To break these metrics down by location or employee, click on any widget. You’ll also find:
Revenue Mix Over Time: Color coding for service vs. retail is shown at the bottom.
Top 5 and Bottom 5 Services and Retail Products: Selecting an item from these lists displays the employees associated with those sales.
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Average Revenue by Day & Time
The Average Revenue by Day and Time widget aggregates all sales within the selected date range, grouping them by hour of day. For example, Sunday sales are grouped in a Sunday column, with rows displaying the transaction hour. This view helps you identify high-performing days and peak revenue hours.
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Revenue Forecast by Month
At the bottom, you’ll see the Revenue Forecast by Month. This predictive model uses statistical analysis to anticipate future revenue based on historical trends, customer behavior during appointments, and seasonality.
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FILTERS - ALL DASHBOARDS
Filter
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Expected Behavior
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Current -> This Week
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Data will show current week, Sunday-Saturday
ex. If today’s date is a Friday, this filter would show data from the most recent Sunday to Friday
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Current -> This Month
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Data will show from all days in the current calendar month
ex. If today’s date is in January, this filter would show data from January
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Current -> This Quarter
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Data will show from all days in the current calendar quarter
ex. If today’s date is in Q2, this filter would show data from Q2
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Current -> This Year
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Data will show from all days in the current calendar year
ex. If today’s date is in 2026, this filter would show data from 2026
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To Date -> Week-to-Date
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Data will show from previous Sunday to current day
ex. If today’s date is a Thursday, this filter would show data from the current Sunday to Thursday
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To Date -> Month-to-Date
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Data will show from first day of the current calendar month to the current day
ex. If today’s date is the 15th of the month, this filter would show data from the 1st of the month to the 15th
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To Date -> Quarter-to-Date
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Data will show from first day of the current calendar quarter to the current day
ex. If today’s date is in January, this filter would show data from January
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To Date -> Year-to-Date
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Data will show from first day of the current calendar year to the current day
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Previous -> Previous Week
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Data will show from the previous week Sunday to Saturday
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Previous -> Previous Month
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Data will show from the previous calendar month
ex. If today’s date is in January, this filter would show data from December
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Previous -> Previous Quarter
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Data will show from the previous calendar quarter
ex. If today’s date is in Q2, this filter would show data from Q1
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Previous -> Previous Year
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Data will show from the previous calendar year
ex. If today’s date is in 2026, this filter would show data from 2025
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Next -> Next Week
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Data will show from the upcoming Sunday to the following Saturday
ex. If today’s date is a Thursday, data show from the upcoming Sunday to the following Saturday
Note: Phase 1 foundational dashboards do not respond to this filter
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Next -> Next Month
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Data will show from all days of the next calendar month
ex. If today’s date is in January, this filter would show data from February
Note: Phase 1 foundational dashboards do not respond to this filter
|
Next -> Next Quarter
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Data will show from all days of the next calendar quarter
ex. If today’s date is in Q1, this filter would show data from Q2
Note: Phase 1 foundational dashboards do not respond to this filter
|
Next -> Next Year
|
Data will show from all days of the next calendar year
ex. If today’s date is in 2025, this filter would show data from 2026
Note: Phase 1 foundational dashboards do not respond to this filter
|
Last -> Last Hour
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Data will show starting from the current hour to as many hours as selected back
ex. If “Last 3 Hours” is filtered, data will show for the current hour and the 2 hours prior, if “Last 1 Hour” is filtered, data will show for the current hour
NOTE: currently the dashboards update every few hours, so this filter is not recommended at the current refresh cadence
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Last -> Last Day
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Data will show starting from the current day to as many days as selected back
ex. If “Last 3 Days” is filtered, data will show for the current day and the 2 days prior, if “Last 1 Day” is filtered, data will show for the current day
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Last -> Last Week
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Data will show starting from the current week to as many weeks as selected back
ex. If “Last 3 Weeks” is filtered, data will show for the current week and the 2 weeks prior, if “Last 1 Week” is filtered, data will show for the current week
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Last -> Last Month
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Data will show starting from the current month to as many months as selected back
ex. If “Last 3 Months” is filtered, data will show for the current month and the 2 months prior, if “Last 1 Month” is filtered, data will show for the current month
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Last -> Last Quarter
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Data will show starting from the current quarter to as many quarter as selected back
ex. If “Last 3 Quarters” is filtered, data will show for the current quarter and the 2 quarters prior, if “Last 1 Quarter” is filtered, data will show for the current quarter
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Last -> Last Year
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Data will show starting from the current year to as many years as selected back
ex. If “Last 3 Years” is filtered, data will show for the current year and the 2 years prior, if “Last 1 Year” is filtered, data will show for the current year
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SALES DASHBOARD
KPI
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Calculation
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Total Sales
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Sum of total gross sales before refunds
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Total Payments
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Sum of total payments made, excluding gift cards
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Average $ Per Sale
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Sum of total sales / Count of unique sales checked out
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Total Revenue
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Sum of total net sales (sales minus refunds)
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Gross Margin
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Sum of total net sales (sales minus refunds)/Sum of total gross sales (sales before refunds)
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Revenue Over Time
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Sum of total sales shown by date
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Total Revenue by Category
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Sum of total net sales (sales minus refunds) shown by inventory class
Note: A category of “NA” means there is no Inventory Class assigned
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Total Service Revenue
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Total net sales (sales minus refunds) for services invoiced
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Total Retail Revenue
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Total net sales (sales minus refunds) for retail items invoiced
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Number of Services Sold
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Count of total services rendered
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Revenue Mix Over Time
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Percentage and total net sales (sales minus refunds), shown for services invoiced and retail items invoiced
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Top 5 Services by Revenue
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Top 5 services ranked by total net sales (sales minus refunds)
Table shows revenue, which is calculated as the total net sales, and average days between service, which is calculated as the average number of days between appointments where the service was completed
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Bottom 5 Services by Revenue
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Bottom 5 services ranked by total net sales (sales minus refunds)
Table shows revenue, which is calculated as the total net sales, and average days between service, which is calculated as the average number of days between appointments where the service was completed
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Top 5 Retail Products by Revenue
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Top 5 retail products ranked by total net sales (sales minus refunds)
Table shows revenue, which is calculated as the total net sales, and average days between sales, which is calculated as the average number of days between invoices for the retail product
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Bottom 5 Retail Products by Revenue
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Bottom 5 retail products ranked by total net sales (sales minus refunds)
Table shows revenue, which is calculated as the total net sales, and average days between sales, which is calculated as the average number of days between invoices for the retail product
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Average Revenue by Day and Time
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Aggregation of total net sales within the selected date range, grouped by day and hour of the day where the sale occurred
Note: The red and green colors are based on a pre-established reference range for the average net sale values. Currently, the minimum is set to 100 and the maximum to 1,200
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Revenue Forecast by Month
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A projection of total net sales (sales minus refunds)
The forecast is calculated by using statistical models that take into account outcomes spanning over 2 years of past data and customer behavior on appointments and revenue, seasonality, and expected error rates to extend the historical patterns 6 months into the future
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