Reports in Calendesk – a new section for your business analytics
Where to find Reports?
The new section is available in the Calendesk admin panel under the Reports icon in the menu on the left-hand side, visible after you log in. Once you open it, you'll find six themed tabs that you can switch between freely: Revenue, Bookings, Subscriptions, Products, Clients and My Team. If you don't sell Products, for example, you won't see the themed tab for that sales segment. Each tab can also be filtered by date range, grouping (day / week / month), employee and service, and if you need to, you can clear all filters with a single click.
What you'll find in each tab
Revenue
This is where you'll check how your business is really earning. You'll find total revenue, average booking value and the percentage of paid bookings – each of these metrics is compared with the previous period, so you can see straight away whether you're trending upwards. The data is also broken down into three sources: Bookings, Subscriptions and Products. By clicking the chosen source shown below the chart, you can activate or deactivate the curve that represents that source on the chart. In addition, you'll see a revenue chart over time with a forecast line, tables of top services, top subscriptions and top products (with CSV download available), and a full payments section – all transactions, their total value, plus a breakdown of transactions and revenue by payment method.
Bookings
A complete view of what's happening in your schedule. You'll see the total number of bookings along with a breakdown by status: approved, completed, cancelled and awaiting payment. There's also a chart of bookings and booking revenue over time, a status breakdown, lists of the most frequently booked services and the most active employees (with CSV export). A separate Most popular times section shows the busiest day of the week, the busiest hour and a peak-hours heatmap arranged by day and time – ideal for planning your team's availability. At the bottom you'll find Booking lead time (mean and median in days) along with a breakdown of bookings by location and delivery method.
Subscriptions
A dedicated overview for businesses built on a recurring revenue model. You'll check the number of active subscriptions, total subscription revenue and the renewal rate – all compared with the previous period. There's also a chart of new subscriptions and subscription revenue over time, a ranking of top subscriptions, and a Subscription usage section, which shows what percentage of the booking allowance your clients actually use and how many bookings remain unused.
Products
If you sell products, this tab will show you how many units have been sold in total and what your product revenue was, again with a comparison to the previous period. There's a chart of product revenue over time and a ranking of top products, so you can quickly identify your best sellers and the items that need a sales boost.
Clients
Here you'll get to know the people behind your numbers. At the top, you'll see the total number of customers and their value (LTV), and alongside that – activity over the period: new customers, active customers, returning customers, the retention rate and the average number of days between bookings. This section also tells you about your customers' preferred location and preferred payment method. Further down, you'll find Customer engagement (first visit, returned, loyal) and Customer segments with a dedicated Top customers group. At the bottom there's a customer table showing the number of bookings and total spend, which you can sort, search and export to CSV.
My Team
A tab for those managing a team. At the top we present the number of active employees, all bookings, team revenue, calendar fill rate, cancellation rate and total hours. Below, there's a detailed Team performance table, where for each employee you can see bookings, revenue, cancellation rate, number of customers served, utilisation, available and booked hours (with CSV export). On top of this, you'll see a breakdown of bookings by service category and a full ranking of services with the number of bookings, revenue and number of unique customers.
Dashboard – your control panel, which you can tailor to suit you
Alongside the new Reports section, we've also expanded the Dashboard, the starting view of the admin panel. The Dashboard is no longer a rigid page with a handful of tiles – it's now a fully configurable dashboard that you can adapt to whatever you most often want to keep an eye on.
Here's what you can specifically do on the Dashboard:
Add widgets using the Add widget button – you choose from a ready-made library of tiles and charts taken from Reports (e.g. Booking revenue, All transactions, % of paid bookings, Top services by revenue, Busiest day and hour, Average lead time, Bookings by status, Revenue over time, Top products, Employee performance and many more).
Edit the layout using the Edit button – you can rearrange tiles, remove any you don't need and set your own dashboard order.
Revert to the initial state using the Restore defaults button if you want to start configuring from scratch.
Filter data across the whole Dashboard – by selecting a Date range and Grouping (e.g. day / week / month) to look at your business from different angles without going into the full Reports.
In practical terms, this means the owner of a salon, clinic or school can have entirely different metrics on the first page from someone managing a team of trainers or online consultations – and no one has to conform to a single template.
Filters, comparisons and CSV export
All Report tabs share a common set of filters: date range, grouping (day/week/month), employee and service. By default, the key metrics are compared with the previous matching period (e.g. this month vs the previous one), so you don't have to do it manually. Every important table – services, employees, clients, products – can be downloaded as CSV and used outside Calendesk (accounts, presentations, your own analyses).
What this changes in your day-to-day work
Thanks to the new Reports section and the configurable Dashboard, all the most important numbers in your business land in one place. You no longer need to piece together data from your calendar, customer list, sales and notifications – just open Reports or take a look at the Dashboard with your favourite widgets and you'll know straight away: how much you've earned, who has stayed with you, where you're really making money and whether your team has good utilisation. In short, Calendesk is becoming not just a place to take bookings, but the first analytics tool you reach for when you want to grow your business with intent.