You can now access several metrics to provide you insight on your business performance. This article shows you what those metrics are, and how to generate those reports in CSV format, so you can load them in excel and generate more analysis of your own.
- How to generate a metric report
- What are the metrics booxi provides
How to generate a metric report
You can generate the metric report of your choice for a given period of time following these simple steps:
1. Once you’re signed-in to your booxi account, click on the calendar main menu icon
2. From your calendar, click on the action menu located at the top right of the screen
3. Select the Metric Report
4. Set a date range (dates on which the appointment/event is happening)
5. Select the metric of your choice
6. Click on Export
7. Once the report is ready, you can click on the link (Click here to download the report) to download the CSV file on your computer
8. You’re done
To download a different metric, simply repeat the same steps changing your choice of metric.
booxi offers several different metrics
booxi offers a wide selection of metrics to choose from, depending on the kind of report you’d like to generate. You can perform an analysis for each of them in excel or any spreadsheet tool. Each metric provides detailed information per day of operation, and sometimes per day and service, personnel or resource, some also include serviced hours and revenues.
- Appointment Status
This reporting option provides insight on the various booking statuses such as Approved, Completed, Cancelled, No-Show, etc.). The appointments status report shows the number of Confirmed Appointments (began on a start date and were approved), the number of Completed Appointments (they have a start date and were closed), the number of Cancelled Appointments, as well as the number of no-shows.
- Appointment Booking Source
This is the metric that provides you the data of appointments booked online vs offline (phone or in-person). Gather data on the number of booked appointments that was done online by the client as well as the number of booked appointments that were done offline by a staff member.
- Appointment Occupancy Rates
Metric on the level of availability that has been booked. This is a great metric that allows you to analyze the efficiency of your business. Appointment Occupancy rates allows you to get data on the Scheduled Hours (The number of hours that all staff members were scheduled on that day), Booked Hours (The number of appointment hours for that day), and Serviced Hours (The number of appointment hours for that day that are either approved, ongoing, or closed)
- Appointment Resource Occupancy
Metric on booked time vs total availability time per resource. Appointment Resource Occupancy allows you to analyze how much your resources (such as rooms and equipment) are being used during a certain period of time. Scheduled Hours (The number of appointment hours that the resource is scheduled on that day), Booked Hours (The number of appointment hours that use this resource) and Serviced Hours (The number of appointment hours that use this resource that are approved, ongoing, or closed). Furthermore, you can also get data for Operation Hours (The number of hours that the business is open on that day).
- Appointment Personnel Usage
Metric on booked time vs total availability time per personnel. Gather important data on your staff to analyze your business’s productivity. Scheduled Hours (The number of appointment hours that the staff is scheduled on that day), Booked Hours (The number of appointment hours per staff member), and Serviced Hours (The number of appointment hours per staff member that includes approved, ongoing, and closed appointments).
- Appointment Service Booking
This metric shows you data with a list of your services per day. It displays the number of bookings as well as the number of hours booked versus the number of hours in service (meaning the appointment has been completed).
- Event Group Booking
Metric on event grouped bookings vs capacity, as well as attendance. This is a great metric, especially if you frequently have group bookings to analyze the size of the party (so you stay within your business’s capacity limits, and the number of people who actually attended on that day. Gather data on the Number of Reservations (The number of reservations in this group event), Number of Attendees (The number of attendees in this group event), Number of Present (The number of attendees in this group event whose client presence is set to "arrived"), and The Capacity (The number of attendees that the group is configured to accept).