The revenue report provides insight into the business's financial performance. It includes data such as Total revenue, refunds given, the number of clients who attended free sessions or paid sessions, and the conversion rate from free to paid services.
You can filter the view by various timeframes such as All time, Today, Yesterday, Last week, Last 30 days, and more.
You can also view reports in tabular format by clicking on View details in the top right corner of each chart.
To see the revenue report, click on Reports from the left side pane and then select Revenue report.
Revenue by popular scheduling links
This report gives you insight into which scheduling links have generated the highest revenue for your business. This will help you to optimize your scheduling strategy.
Revenue by popular hosts
This report provides insights into which hosts contribute more revenue, allowing you to identify your top-performing team members.
Revenue by popular clients
This report provides insights into which clients contribute most to revenue. The data also lets you identify the clients closest to your business, which is valuable for customer relationship management.
Conversion Rate
Conversation rate measures how effectively host transitioning clients from free meetings to paid meetings. A client is converted if they have both a paid booking and a free booking. Client will be not considered converted if they only have paid bookings, they must have both free and paid bookings.
conversation rate = (converted clients/total clients) * 100
When filtering by a specific time period (such as last month), a client is only considered converted if both their free and paid meetings occurred within that period. If a client's free session took place before the filtered time period, they won't appear as converted in that filtered view, but will still count as converted in the 'All time' view.
Example 1
Let's say Oliver had a free meeting with Anna and John. Later, John agreed to a paid meeting with Oliver.
Oliver has 2 free meetings (with Anna and John)
Oliver has 1 paid meeting (with John)
Only John is considered a converted client (having both free and paid bookings)
Conversion rate would be 50% (1 converted client / 2 total clients × 100)
Example 2
If you had 10 clients who attended free sessions, and 4 of those clients later purchased paid sessions, your conversion rate would be 40% (4 converted clients / 10 total clients × 100).