This tab provides valuable insight into your business' performance and efficiency, as well as customer booking tendencies.
The dashboard is accessible from the "Analytics" tab.
Requirements
Your account must have an associated Head Office. In other words, you must be either on the Essential, Standard or Custom plan.
Must be a Head Office user.
All Head Office users can access this tab.
Data points
Appointment Revenue ($)
Description: Revenue from booked appointments (including tax); appointments with status "Cancelled by client" or "Cancelled by staff" are ignored.
Completed Appointments
Description: Number of appointments with status "Completed"
*Note: appointments can be manually or automatically completed; see here for more info.
Online Booking Rate (%)
Description: The proportion of appointments made online (i.e. via the booking widget) out of all appointments (i.e. online and offline appointments).
Formula: (Number of Online Appointments ÷ Total Number of Appointments) × 100.
Appointments can be taken online (i.e. taken via the booking widget) or offline (i.e. created manually by a Booxi user on behalf of a client, from the Back-Office).
Why it matters: This measures the degree to which your clients are booking via online channels.
Occupancy rate (%)
Description: The proportion of time slots that have been booked, over the selected period.
Formula: (Total booked time slot hours ÷ Sum of all time slot hours (i.e. available and booked)) × 100
Why it matters: This measures how effectively your available time slots are being filled, so you can spot trends, identify underused capacity, and make informed scheduling decisions; a higher rate indicates better utilization of your booking capacity.
Attendance rate (%)
Description: The proportion of "Completed" appointments out of all scheduled appointments, over the selected period.
Formula: (Number of Completed Appointments ÷ Total Number of Appointments) × 100
Why it matters: The Attendance Rate reflects how often customers follow through on their bookings. Monitoring this metric will help you minimize lost revenue from no-shows and optimize staff scheduling.
Appointment status distribution
Description: Shows the percentage of all appointments for the selected time period, broken down by their current status. Statuses include the following:
"Completed"
"Approved"
"No Show"
"Cancelled by staff"
"Cancelled by client"
"Others": includes "Awaiting the client's approval", "Request awaiting your approval", "Client has arrived", "Rescheduled".
Formula: (Number of appointments per status ÷ Total number of appointments) × 100
Why it matters: Seeing how your appointments are distributed across different statuses gives you insight into client behavior, operational efficiency, and potential areas for improvement. For example, if you tend to have a high proportion of cancelled appointments, it may be worth investigating why and make changes accordingly.
*Note: Hover over to see the amount of appointments per status.
Graphs
Completed Appointments Over Time
Description: Displays the number of completed appointments over the selected period.
New Booxi clients over time
Description: Displays the number of new clients over the selected period.
*Note: a new client is someone that has booked an appointment for the first time. Existing clients that book an appointment using an email address or phone number that is different from the one on file will be considered as a new client.
*Note: if at any point you import clients into Booxi, the amount shown may initially be high due to the clients being populated in the system.
Why this matters: this graph helps you monitor how many new clients you’re bringing in over time, giving you insight into your business’s growth and the effectiveness of your client acquisition efforts.
Occupancy rate (%) by day
Description: The proportion of time slots that have been booked, for each day of the week.
Formula: (Total booked time slot hours ÷ Sum of all time slot hours (i.e. available and booked)) × 100
Why it matters: This graph measures how effectively your available time slots are being filled, so you can spot trends, identify underused capacity, and make informed scheduling decisions; a higher rate indicates better utilization of your booking capacity.
Notes and limitations
Week/month and date pickers at the top of the screen provide flexibility in how you want to display your data.
Week: values reflect the data of the previous week (first day of the week depends on your store's region; ISO 8601 standard is used)
Month: values reflect the data for the previous month
*Note: In a later version, you will be able to set a custom date range.
The dashboard only considers data from appointments.
Dashboard dates/times are based on your Head Office's timezone (defined in the store template > Business Details)
Dashboard data reflects activity up to the previous day. Updates from the current day will be available on the following day. For example: currently we are January 1st; data from January 1st will not be considered in the dashboard until January 2nd begins.
All standard reports are accessible from the Analytics tab; only admins can export these reports. See here for report guides.
FAQ
Q: "Can I filter the dashboard data by specific store?"
A: No. However, soon the dashboard tab will be extended to the Back Office, which will allow you to view the data specific to a store.
Q: "Can I filter the dashboard data by specific services or staff members?"
A: No.